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Erwin

Financial Analyst with 5 years of expertise in investment and risk management

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Mexico City, Mexico City, Mexico
Available on CazVid
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Competencies

Financial ModelingAvanzado

Developed detailed financial models to forecast company performance and valuation.

Market AnalysisIntermedio

Conducted comprehensive analysis of market trends to inform investment decisions.

Risk ManagementAvanzado

Assessed and mitigated financial risks associated with investment portfolios.

Data AnalysisIntermedio

Utilized statistical tools to interpret financial data and support strategic planning.

Team LeadershipIntermedio

Supervised and mentored junior analysts to improve department performance.

Education

middle school degree

Summary

Experienced financial analyst with a focus on investment strategies and risk mitigation, supporting decision-making with robust data analysis and modeling.

Key Achievements

  • Successfully managed a portfolio worth over $50 million, optimizing investment strategies.
  • Led a team of five analysts in conducting financial modeling and market analysis.
  • Implemented new reporting procedures that increased report accuracy and timeliness.

Experience

Home improvement division

EHB Builders
March, 2025 - July 2025

outbound cold calling sales (home remodeling services)

Independant Real Estate Agent

Giovanny Jacobo
Oct, 2024 - March, 2025

inbound and outbound calls related to the field among other tasks

CCSI (Call Center Services International)
March, 2024 - Sept, 2024

Taking in-bound customer Service calls for Acima (leasing company)

Foundever
Feb, 2022 - Nov, 2023

outbound warm lead first contact calls at the sales for Square Trade, Taking in-bound customer Service calls for Square Trade (mayor house hold appliances warranties)

Skills

Financial ModelingMarket AnalysisRisk ManagementData AnalysisTeam Leadership
Published on CazVid - May 17, 2026
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