Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

David Plata

Summary

Performance-driven Assistant Vice President with 7 years of experience in Financial reporting and analysis of business requirements, policies and regulatory requirements. Passionate about applying transparent organization and communication skills to manage and lead team results following the latest trends in own field and adapting them for application within own job and the banking business.

Overview

8
8
years of professional experience
1
1
Certification

Work History

ASSISTANT VICE PRESIDENT

CITI
04.2021 - Current
  • Innovation project champion
  • Attended Ad Hoc meetings and special sessions of Leadership and Executive Finance Teams and contributed to policies and decisions.
  • Balance Sheet Substantiation and reporting controls
  • Internal and external audit support & facilitator.
  • Daily processes/deliverables support and controls.

PROD CTRL INTMD ANALYST C11

CITI
04.2019 - 05.2021
  • Front to back reconciliations
  • Daily Balance Sheet postings & analysis
  • Month End Balance Sheet review, reconciliation and analysis.

TREASURY ANALYST

KUBO FINANCIERO
09.2018 - 04.2019
  • Daily liquidity management
  • GAP analysis
  • Balance Sheet analysis
  • Cash flow manager
  • New alliances project leader
  • National & international bank transactions.

INVESTMENT EXECUTIVE

KUBO FINANCIERO
01.2018 - 08.2018
  • Technical advice and investment strategies for clients
  • Process innovation to attract new customers
  • Customer loyalty program design

BS & TREASURY MANAGEMENT TRAINEE

INTERCAM BANCO
03.2016 - 03.2017
  • Balance Sheet analysis
  • Liquidity analysis
  • Funds Transfer Pricing Model
  • Design of synthetic derivative instruments.

Education

Bachelor - Business Administration and Finance

Universidad Panamericana
2017

Skills

  • Critical Thinking
  • Data Analysis
  • Operational Efficiency
  • Mathematical Calculation and Reasoning
  • Finance and Accounting Oversight

Certification

  • AMIB fig.3 - “Consultant in investment strategies" - 2017
  • TOP 50 listed member in Derivatives Challenge (RiskMathics & Mexder) - 2018
  • 1st place of the UniTraders contest - 2016

Languages

English
Advanced (C1)

Timeline

ASSISTANT VICE PRESIDENT

CITI
04.2021 - Current

PROD CTRL INTMD ANALYST C11

CITI
04.2019 - 05.2021

TREASURY ANALYST

KUBO FINANCIERO
09.2018 - 04.2019

INVESTMENT EXECUTIVE

KUBO FINANCIERO
01.2018 - 08.2018

BS & TREASURY MANAGEMENT TRAINEE

INTERCAM BANCO
03.2016 - 03.2017

Bachelor - Business Administration and Finance

Universidad Panamericana
David Plata