Eduardo - Financial Analyst with 5 years of expertise in banking and investment

Guatemala City, Guatemala, Guatemalaen

Led the analysis for a $2M portfolio rebalancing project, improving reporting accuracy and speed.

Developed a financial modeling framework adopted across the department, streamlining decision-making processes.

Publicado en CazVid

Resumen

Experienced financial analyst with a strong background in portfolio management, financial modeling, and data analysis, dedicated to delivering insightful reports and supporting strategic investment decisions.

Logros Clave

Progressed from entry-level analyst to senior financial analyst, expanding responsibilities in risk assessment and client reporting.

Habilidades

Financial AnalysisAdvanced

Performed detailed financial analysis to evaluate investment opportunities and support decision-making.

Excel & Financial ModelingExpert

Built complex financial models to forecast performance and analyze scenarios for various portfolios.

Data VisualizationIntermediate

Created dashboards and reports to present financial data insights to stakeholders.

Risk ManagementIntermediate

Assessed and monitored risk metrics, ensuring compliance with regulatory standards.

Experiencia

FREIGHT BROKER

SMART HAULERS LLC

MAR 2025 - PRESENT

Freight sales for the US, connecting with customers and transport agencies to close deals for heavy machinery.

LOGISTICS COORDINATOR

LEAN SOLUTIONS GROUP

2023 - 2025

Facilitated smooth border crossings by ensuring 100% accuracy of Commercial Invoices, Packing Lists, and Certificates of Origin., Liaised daily with Customs Brokers on both sides of the border to ensure compliance with SAT (Mexico) and CBP (USA) regulations., Managed drayage and transloading operations at key ports of entry Laredo border., Audited freight bills and shipping documents to prevent costly compliance fines and detention fees.

MICROSOFT TECH SUPPORT

HCL

2021 - 2023

Managed an average of 30+ support tickets daily via CRM tools, ensuring all Service Level Agreements (SLAs) were met or exceeded., Streamlined the troubleshooting process for Windows-based environments, reducing average ticket resolution time by 15%., Identified recurring technical trends and provided feedback to product teams to improve software stability., Educated end-users on Microsoft best practices and security protocols to prevent future support needs.