Daniel - Financial Analyst with 5+ years in banking and investment management

Naucalpan de Juárez, México, Mexicoen

Led financial modeling initiatives that improved forecasting accuracy and supported strategic decision-making.

Managed daily cash flow operations for a major banking branch, optimizing liquidity and reducing idle funds.

Contact via CazVid

Published on CazVid

Summary

Experienced financial professional with a focus on modeling, cash management, and data analysis in the banking sector.

Key Achievements

Developed monthly reporting dashboards that provided key insights to senior management.

Skills

Financial ModelingAdvanced

Developed detailed financial models to forecast revenues and analyze investment opportunities.

Data AnalysisAdvanced

Utilized Excel and other tools to analyze large datasets, supporting financial decision-making.

Cash Flow ManagementIntermediate

Handled daily cash operations, monitoring liquidity, and ensuring compliance with financial policies.

Reporting & PresentationIntermediate

Created reports and dashboards for stakeholders, summarizing financial performance and forecasts.

Experience

Vacation Planner Specialist and Virtual Assistant

I.C.E.

02/12/2018 - 02/20/2019

Sales for account holders of a bank that offers special prices for cruises, hotels and car rentals., Manage hotel calendars and book stays, Manage cruiseline calendars and book stays, Take payments, Solve any type of issue with customers, Tailored service to any special request, Answer and transfer calls

Back Office and Underwriting

TELAT GROUP. CARVANA

09/05/2020 - 03/17/2022

Sale and purchase of used cars., Document Review and back office, since we were the ones that would register the car under the client’s name., Appointment schedule for purchase pick-up, or delivery., Qualify clients through company process., Review client’s credit history, for credit approval, or eligibility., Customer support for any unusual situation.

Legal Assistant

LEGALBRAVE MEXICO, PROTEGIGATAS S.A. DE C.V.

03/21/2022 - 10/12/2024

Inbound calls, and outbound for follow up, and quality review., Intermediate between a client and the attorney for legal consultations, and schedule appointments with the lawyers., Drafting legal cases, so the attorney has better understanding of what the consultation will be for., Route the client for whichever lawyer best fit his needs, depending on the case, while collaborating with two different legal firms, that would handle any legal situation., Take Payments, Provide general information of the company and of the attorneys, General legal information or advise clients what their options are.