Alan Monroy
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Alan Monroy Email & Phone Number

Financial Accounting Specialist (Reconciliation process) at Plata Card
Location: Mexico City, Mexico 4 work roles 2 schools
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Current company
Role
Financial Accounting Specialist (Reconciliation process)
Location
Mexico City, Mexico

Who is Alan Monroy? Overview

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Quick answer

Alan Monroy is listed as Financial Accounting Specialist (Reconciliation process) at Plata Card, based in Mexico City, Mexico. AeroLeads shows a matched LinkedIn profile for Alan Monroy.

Alan Monroy previously worked as Payment Specialist at Id Finance and Financial Advisor at Hispanic Teleservices De Gdl Sa De Cv. Alan Monroy holds Business/Managerial Economics from Universidad Nacional Autónoma De México.

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Email format at Plata Card

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Plata Card

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Profile bio

About Alan Monroy

Professional with over 7 years of experience in various financial institutions, including BBVA and Citi Banamex. Extensive experience in reconciliation processes for different financial products such as credit cards, cash loans, and BNPL products. Graduated in Economics from UNAM, with developed skills in financial analysis, discrepancy resolution, and process optimization. Committed to continuous improvement and learning, providing efficient and collaborative solutions in multidisciplinary teams.

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Alan Monroy's current company

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Plata Card
Plata Card
Financial Accounting Specialist (Reconciliation process)
Mexico City, Mexico
AeroLeads page
4 roles

Alan Monroy work experience

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Financial Accounting Specialist (Reconciliation Process)

Mexico City, Mexico

Financial Accounting Specialist (Reconciliation Process)

Current

México, México

Portfolio credit (Credit card, Cash loan, BNPL) reconciliation manager, bank reconciliation, process design, operations reconciliation, payment of invoices to operational supplier

Jan 2023 - Present

Payment Specialist

México

Responsable del análisis y control de pagos de entrada a la empresa, monitreo de correcto funcionamiento de los diversos canales de ingreso, conciliación bancaria, mapeo de procesos, corrección de errores o diferencias.

Jul 2019 - Jan 2023

Financial Advisor

Mexico City Metropolitan Area

Providing personalized financial advice and recommendations to clients.Conducting comprehensive financial assessments and analyses for clients.Developing and implementing financial plans based on individual goals and risk tolerance.Offering investment products and services in accordance with regulatory guidelines.Monitoring and managing client investment portfolios for performance and risk.Keeping abreast of market trends, economic developments, and investment opportunities.Educating clients on financial strategies, products, and services.Building and maintaining strong client relationships through effective communication and trust-building.Adhering to compliance and regulatory standards in all financial advisory activities.Collaborating with other departments and professionals within BBVA to provide holistic financial solutions to clients

Oct 2017 - Jul 2019
2 education records

Alan Monroy education

FAQ

Frequently asked questions about Alan Monroy

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What company does Alan Monroy work for?

Alan Monroy works for Plata Card.

What is Alan Monroy's role at Plata Card?

Alan Monroy is listed as Financial Accounting Specialist (Reconciliation process) at Plata Card.

Where is Alan Monroy based?

Alan Monroy is based in Mexico City, Mexico while working with Plata Card.

What companies has Alan Monroy worked for?

Alan Monroy has worked for Plata Card, Id Finance, and Hispanic Teleservices De Gdl Sa De Cv.

How can I contact Alan Monroy?

You can use AeroLeads to view verified contact signals for Alan Monroy at Plata Card, including work email, phone, and LinkedIn data when available.

What schools did Alan Monroy attend?

Alan Monroy holds Business/Managerial Economics from Universidad Nacional Autónoma De México.

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