Reyna Isabel García Toledo
Economics And Finance Graduate
Mexico City
Summary
Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public. Hardworking Financial Analyst Intern with superior mathematics skills. Detail-oriented, friendly and adept at using software packages to create portfolios and analyze financial data.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
8
8
Certifications
3
3
Languages
Work History
Financial Analyst Intern
Abantu Talent
Remoto
06.2022 - 12.2022
- Built-up dashboards and tables focused financial analysis
- Supported organizational account management duties under direct supervision.
- Prepared informational tax spreadsheets.
- Specialized in the customer service area
- Maintained database by verifying information and recording new information when needed.
- Participated in conference calls and meetings and interacted with key leaders.
- Supervised accounts receivables and accounts payable three different companies.
- Conducted training on accounting and basic excel.
- Developed data reporting validation from three different companies.
Budget and Sales Consultant
Reynold’s Consolidados
Hybrid
01.2017 - 05.2022
- Performed methodology for inventory optimization, Introduced an investment area and generated long-term capital through a bank
- Specialized in the customer service area
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Created detailed sales presentations to communicate product features and market data.
- Responded to telephone and in-person requests for information.
- Handled customer inquiries and suggestions courteously and professionally.
Analyst and Programmer in Portfolio Modeling
Nacional Financiera
Remoto
08.2020 - 12.2020
- Analyzed and modeled the investment portfolios
- Developed a program in R to systematize the company's internal methodology, replacing Excel
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
- Identified and resolved problems through root cause analysis and research.
- Enhanced interfaces to promote better functionality for users though Shiny straight from R.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Coordinator of Tutors-Social Service
Prepanet at Tecnologico de Monterrey
Puebla
08.2017 - 12.2019
- Worked effectively in fast-paced environments.
- Demonstrated leadership skills in managing projects from concept to completion.
- Strengthened communication skills through regular interactions with others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Customer Service Representative
Admission at Tecnologico de Monterrey (ITESM)
Puebla
02.2018 - 06.2018
- Focused on the counseling and recruitment of new students through phone calls and emails
- Contributed to the analysis of the prospect database to estimate the number of prospective students
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Tracked customer service cases and updated service software with customer information.
Education
Bachelor’s Degree - Economics and Finance
Tecnológico De Monterrey, Campus, ITESM
Puebla 08.2017 - 12.2022
Study Abroad - Business Administration
University of Turku
Finland 08.2021 - 12.2022
Skills
Microsoft Office, Advanced Excel, Intermediate R, Python, Stata, SQL and LaTex
undefinedSkills
Leadership, excellent verbal and written communication skills, excellent organizational skills and attention to detail, excellent analytical decision-making and problem-solving skills and good teamwork skills.
Certification
Tecnológico de Monterrey-Data Processing and Management in Python
Timeline
Tecnológico de Monterrey-Data Processing and Management in Python
03-2023
Financial Analyst Intern
Abantu Talent
06.2022 - 12.2022
Business Language Testing Service-Bulats B2
05-2022
Tecnológico de Monterrey-Leadership and Mentoring
12-2021
Yonsei University/Coursera Certificate-First Step Korean
11-2021
Study Abroad - Business Administration
University of Turku
08.2021 - 12.2022
Deep Teaching Solutions/Coursera Certificate-Learning How to Learn
08-2021
Universidad Nacional Autónoma de México (UNAM)-Coursera Certificate-Introduction to Data Science: Statistics with R Program
02-2021
Analyst and Programmer in Portfolio Modeling
Nacional Financiera
08.2020 - 12.2020
ESADE Business and Law School/Coursera Certificate-Geopolitics and Global Governance: risks and opportunities
04-2020
Bloomberg For Education-BMC´s Core Concepts- folio 156711373238
02-2019
Customer Service Representative
Admission at Tecnologico de Monterrey (ITESM)
02.2018 - 06.2018
Bachelor’s Degree - Economics and Finance
Tecnológico De Monterrey, Campus, ITESM
08.2017 - 12.2022
Coordinator of Tutors-Social Service
Prepanet at Tecnologico de Monterrey
08.2017 - 12.2019
Budget and Sales Consultant
Reynold’s Consolidados
01.2017 - 05.2022
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