Summary
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Carlos G. Rivera Martinez

San Juan,PR

Summary

Highly motivated and bilingual finance professional with a strong academic background and one year of practical experience in the field. Possessing a deep understanding of financial principles and a keen analytical mindset, I have successfully applied my knowledge to contribute to diverse financial projects and assist in making strategic decisions. With fluency in multiple languages, I bring valuable communication skills and the ability to effectively engage with diverse stakeholders.

Work History

Analyst

Cooperativa San Jose
04.2022 - 04.2023
  • Identified and resolved problems through root cause analysis and research.
  • Queried databases for information needed for report processing.
  • Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
  • Conducted workplace compliance training to reduce liability risks and operate effectively.
  • Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
  • Generated reports detailing findings and recommendations.

Product Owner

Urvin Finance
08.2022 - 01.2023
  • Creating product road maps, story mapping and user maps using apps like Jira,
  • Assist in managing backlogs for team task using apps like confluence
  • Create stickers with critical information’s for developers
  • Migrate information for developers
  • Allocated and approved team resource usage.
  • Owned and prioritized product backlog.
  • Oversaw entire product deployments from vision and creation to rollout and delivery.

Assistant

University of Puerto Rico, Cayey Campus
08.2017 - 05.2019
  • Assist the dean of the campus with all type of work related to office.

Real Estate Inspector

FEMA Vanguard
10.2017 - 02.2018
  • Responsible for inspecting residential properties (single family, condo units and multifamily units).

Appraisal Assistant

NR Investments
08.2014 - 01.2016


  • File the appropriate documentation with building authorities from a standpoint of investment experience
  • Use Win total Program to evaluate comparable in the housing market
  • Produced reports with detailed valuations.
  • Documented condition and special features to provide accurate estimations.

Education

Bachelor of Business Administration - Finance

University of Puerto Rico - Rio Piedras Campus, AACSB
San Juan, PR
05.2022

Skills

  • Financial Statements
  • Financial Projections
  • Advance Microsoft Office
  • Google (Docs, Slides, Sheets, Meet)
  • Leadership
  • Problem solving
  • Key Relationship Development
  • Technical Acumen
  • Providing Feedback
  • Support Documents

Accomplishments


  • Bloomberg Market Concepts
  • Project Management Foundations
  • Financial Modelling and Forecasting
  • Financial Statements
  • E-commerce
  • Real Estate Agent

Affiliations

August 2020 – May 2022 Leadership & Other Experience Opportunities Financial Management Association (FMA)-Vice President (Term 2021-2022) San Juan, Puerto Rico Member (Active Participation)

Timeline

Product Owner

Urvin Finance
08.2022 - 01.2023

Analyst

Cooperativa San Jose
04.2022 - 04.2023

Real Estate Inspector

FEMA Vanguard
10.2017 - 02.2018

Assistant

University of Puerto Rico, Cayey Campus
08.2017 - 05.2019

Appraisal Assistant

NR Investments
08.2014 - 01.2016

Bachelor of Business Administration - Finance

University of Puerto Rico - Rio Piedras Campus, AACSB
Carlos G. Rivera Martinez