Hailan Castro Yan Email & Phone Number

Mexico City, Mexico

Mexico City Metropolitan Area

• Successfully developed an online market positioning strategy through a number of e-commerce platforms
• Analyzed the necessary requirements and logistical procedures to position the company’s products in the online market
• Constructed a fitting product portfolio for the Mexican market, based on business and market research
• Trained the company’s staff for the right implementation and monitoring of the online strategy
• Currently overseeing and devising new digital marketing strategies to increase customer visibility, brand awareness, and selling performance

Mexico City Metropolitan Area

• Developed and implemented a language teaching methodology directed to increase students' speaking capabilities and intuitive understanding of the targeted language
• Continue to utilize said methodology with multi-cultural students through personalized lessons
• Aided a number of recommended students with their college application into American and Canadian universities, including essay construction and editing, SAT and TOEFL tips and practice, improvement of conversational.

Mexico City, Mexico

• Continuously reviewed and optimized existing processes for all areas of the company, particularly within the Operations, Credit, Sales, Product, Collections, and Capital Markets departments
• Developed monthly internal financial statements in conjunction with the Brazilian team, so as to 1) consolidate all financial data from all entities, and 2) monitor the company’s overall performance through precise.
• Constructed a semi-automated loan tape that served as the basis for the company’s credit portfolio, including an attractive dashboard to monitor KPIs on a daily basis
• Improved and documented all processes within the company’s client journey
• Conducted quantitative and qualitative credit analyses to approve or reject potential clients through a defined credit matrix, aiding in all phases from the documentation review to the formalization phase
• Played a crucial role in the implementation of the company’s Core Banking platform through the definition of formulas that accurately reflected the credit, collections, and operational processes described in the Credit.

Mexico City Area, Mexico

• Constructed and presented business cases, financial projections, credit lending models, and pricing proposals for a variety of Bank-as-a-Service (BaaS) clients, that led the company to sign numerous contracts for the.
• Heavily involved in the financial, marketing, and product design aspects of the creation of three digital banking platforms (Neo Banks) directed to underserved micro-segments in Mexico
• Developed a flexible financial model, including all areas of the business, to be used in ongoing financing rounds
• Structured a series of Cost Centers for the company’s associated legal entities, with their respective operation manuals, to be implemented within the Core Banking platform during the upcoming months

Mexico City Area, Mexico

• Assessed the overall situation of the company as the head of the financial & accounting department
• Developed periodical financial statements and figures forecasts to be presented to the board of directors
• Analyzed monthly financial data to identify improvement opportunities in the areas of revenue growth, profitability, employee performance, and customer retention
• Proposed innovative strategies that culminated in a restructuring of the company’s supplier base and commercial partners based on profitability
• Optimized internal accounting processes and communication across departments, leading to a reduction in accounts receivable from 5.8 to 3.5 months
• Managed and coordinated the firm’s daily bookkeeping and accounting operations, including accounts receivable-payable, invoice issuing, and payroll

Stetson University, Deland, Florida

• Performed financial analysis to assess equities and fixed-income securities
• Developed research and valuation reports as well as financial recommendations that resulted in the acceptance of a $70,000 investment in shares of NYSE:SCI
• Extensive experience in the use of Morningstar Direct, Thomson Reuters, Yahoo! Finance, and Bloomberg (Certified)

Shanghai City, China

• Participated in business meetings and negotiations directed to introduce the company’s product base to customers in different countries, Japan and England primarily
• Evaluated the selling strategies, advantages, and improvement opportunities of competing products with the aim of identifying market gaps and developing an innovative business plan
• Selected and contacted suitable manufacturers and testing services that accurately fit the company’s future product enhancements
• Created and translated product descriptions, instructions, and advertising materials

Ciudad De México Y Alrededores, México

• Cooperated in the development of a market penetration strategy to access the Mexican market
• Significantly contributed to negotiations that required the use of a variety of languages, which led the firm to sign a contract with M4 and America Mobile
• Effectively translated marketing materials and legal documents employing English and Spanish to upper management team during professional contractual conferences

Mexico City Area, Mexico (Seasonal)

• Contributed in the areas of product design and development within the family business, resulting in more competitive and appealing products
• Collaborated in building master budgets and using financial functions in Microsoft Excel
• Assisted with in-person and phone sales in order to train negotiation and communication skills
• Constantly exposed to professional business settings with the intention of expanding networking possibilities with Mexican and Chinese entrepreneurs

Bachelor'S Degree, International Business, Finance, Gpa: 3.98

Activities and Societies: Alpha Kappa Psi - Theta Mu Chapter, Phi Eta Sigma National Honor Society, Beta Gamma Sigma Business Honor.

High School, Gpa: 4.0

• First place in the National Research Contest “Encuentro” organized by the National Autonomous University of Mexico (UNAM) in the field.