Led a team of financial analysts to efficiently achieve regulatory goals (Audits and Annual Statements) for 33 legal entities in 10 LATAM countries. Developed and modeled financial analyses (BS, P&L, Banks, AP, AR, IBS, Revenue, Expenses, FX).• Led the elimination of up to 5 years backlog of STAT to GAAP (166 S2G’s) in less than 2 years and ensured 100% compliance of legal entities.• Ensured and coordinated timely submission of analyses for all mandatory audits in 7 LATAM countries to avoid delays in financial statements' issuance by December 2022 year-end.• Led and coordinated the submission of all requirements and analyses for the annual statement’s presentations across the 10 LATAM countries.• Fostered effective relationships with TAXES, R2R, and other teams, driving efficient collaboration for timely annual statement submissions and financial statement issuances with external auditors.

Leader in customer relationships and retention, portfolio growth, and income generation. Wealth, financial, and tax advisory, analysis and interpretation of stock markets, financial statements, and companies.• Developed sales strategies resulting in meeting quarterly targets.• Captured 120 million pesos in total client portfolio (120% growth).

Regional leader of the Bajío sales team, resource management, customer relationships and retention, portfolio growth, and income generation. Monitoring, development, and management of the sales team. Wealth, financial, and tax advisory, analysis and interpretation of stock markets, financial statements, and companies.• Launched the opening of the León branch, adding significant value to the company.• I formed a new team and developed their talent, making it one of the leading offices nationwide in client acquisition.• Managed a client portfolio (individuals) totaling over a billion pesos.• Developed and implemented new sales strategies, resulting in a 170% growth in net income in 2018 (6.4 million pesos in the last 4 years).• Grew the client portfolio amount by 800% in 6 years (1,066 million pesos).• Achieved quarterly targets (30 million pesos) up to 140%.

Leader in customer relationships and retention, portfolio growth, and income generation. Wealth, financial, and tax advisory, analysis and interpretation of stock markets, financial statements, and companies.• Developed and implemented new sales strategies, meeting quarterly targets (15 million pesos) up to 120%.

Execute client portfolio operations for the regional director in the Bajío-Northeast and customer service.