Mexico City, Mexico
MBA Candidate (IPADE) transitioning into Investment Banking & Consulting. Experienced in Risk Management, Portfolio Analysis, and FP&A with proven success designing hedging strategies and influencing senior-level financial decisions. Experienced in complex financial modeling (Risk/FP&A) with advanced MBA-level training in M&A execution and valuation (DCF, LBO). Strong analytical and leadership capabilities , focused on capital markets, strategic finance, and client relationship management. Seeking roles in Investment Banking, Transaction Advisory, or Corporate Finance to drive measurable value and scalable growth.
• Managed a 2-person team overseeing Market, Portfolio, and Liquidity Risk; designed hedging strategies • Influenced senior-level financial decisions by reporting complex hedging strategies to the CFO and negotiating with counterparties to minimize expenses and mitigate counterparty risk
• Analyzed portfolio performance by developing and tracking KPIs while managing expense budgets for 7 key commercial, industrial, and residential properties • Developed and implemented models for financial reporting, including external stakeholders.
• Developed financial models to assess and forecast budgeting needs, including headcount, for three key subsidiaries: Don Carro (USA), CR USA, and CR Leasing (Mexico) • Spearheaded a reinsurance product launch at Don Carro, driving Unitary Revenue up by 2% per unit, and supported a 2 billion peso portfolio growth at CR Leasing through term loan analysis