Jorge Chávez Álvaro
CDMX
Summary
I am a highly proficient financial professional with FP&A and Accounting background. My experience has given to me skills in developing, interpreting and analyzing financial data to deliver precise information to the stakeholders. I am eager to keep learning and improve my soft skills in order to become an excellent financial professional capable of deliver great value to my workplace and my companions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Fondeadora
12.2023 - Current
- Development of financial models to deliver the best course of action for the companies and the particular business units
- Provide financial information to investors and directors of the companies
- Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
- Enhanced profitability by identifying opportunities to reduce costs and optimize resource allocation.
Financial Analyst
Fondeadora
12.2022 - 12.2023
- Create reports and recommended courses of action to upper management.
- Collect data and developed detailed spreadsheets to identify expenses and create profitability and expense forecasts.
- Review financial reports and streamlined operations to increase company profits.
- Develop forecasting reports to handover to the investors and the management
Financial Analyst Jr
Fondeadora
04.2022 - 11.2022
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Elaborate financial statements
- Evaluation and risk assessment for investments
- Administration of human resources to develop projects with external vendors
- Creation and development of financial reports for high management
- Used coordination and planning skills to achieve results according to schedule.
Business Consulting Staff
Ernst & Young
09.2021 - 04.2022
- Identified issues, analyzed information and provided solutions to problems.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Analyzed portfolios and identified risk factors, facilitating reduction of delinquencies on new volumes and recommending risk-adverse underwriting strategies.
- Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.
- Planned, modified and executed research techniques, procedures and tests.
Financer Intern
Hermès of Paris
11.2020 - 09.2021
- Gathered financial information, prepared documents, and closed books.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Compiled general ledger entries on short schedule
- Monitor daily all bank accounts transactions
- Reconcile bank statement
- Prepare accounts for audit and liaising with the auditor
Education
Licenciatura En Dirección Financiera - Finance
Instituto Tecnológico Autónomo México (ITAM)
Mexico12.2022
Licenciatura En Contabilidad - Accounting
Instituto Tecnológico Autónomo De México (ITAM)
Mexico12.2022
High School Diploma -
Argos Preparatory Academy
Mexico06.2017
Skills
- Calm and Professional Under Pressure
- Efficient and Detail-Oriented
- Creative Problem Solving
- Great in teamwork
- Adaptable
- Excellent Speaker
- Analytical Thinking
- Business Intelligence
Certification
•Bloomberg Market Concept Certificate
•TOEIC Certificate
•TOEFL Certificate
•SAPFI & SAPMM
Languages
English
Advanced (C1)
French
Elementary (A2)
Timeline
Senior Financial Analyst
Fondeadora
12.2023 - Current
Financial Analyst
Fondeadora
12.2022 - 12.2023
Financial Analyst Jr
Fondeadora
04.2022 - 11.2022
Business Consulting Staff
Ernst & Young
09.2021 - 04.2022
Financer Intern
Hermès of Paris
11.2020 - 09.2021
Licenciatura En Dirección Financiera - Finance
Instituto Tecnológico Autónomo México (ITAM)
Licenciatura En Contabilidad - Accounting
Instituto Tecnológico Autónomo De México (ITAM)
High School Diploma -
Argos Preparatory Academy
•Bloomberg Market Concept Certificate
•TOEIC Certificate
•TOEFL Certificate
•SAPFI & SAPMM