Lorelein Moreno López Email & Phone Number

• Leader of Mexico’s financial results guaranteeing forecast accuracy (+/- 5%) and compliance with the annual budget
• Monthly communication of financial results, identify risks and opportunities and make investment decisions
• Market share measurement
• Generation of KPIs to be able to follow the business, identify and communicate key market insights

México

• Planning the annual budget of each bank to achieve the Divisional target;
• Evaluation and communication of the financial results of each bank P&L to develop action plans, execute and monitor performance, identify specific opportunities for each of the issuing banks to improve yields;
• Analysis for the prediction of growth, size and market trends. Evaluation of opportunities for Mastercard and issuers, understanding the strategy of each issuer and the market approach;
• Generation of financial KPIs to communicate actionable insights to relevant stakeholders;
• Understand customers trends, macro-economic drivers and other sources of information that helps to identify opportunities and understand the market;
• Provide the tools in terms of metrics and financials to help define the commercial, financial and strategic path.

• Prevention, detection and mitigation of the risks inherent in the operation of the company;
• Continually review the financial, operational and administrative processes and develop analysis and recommendations to the procedures for internal improvements;
• Permanently advise on the operations of the insurer and its subsidiaries and promptly inform the Internal Financial Controller of any errors or irregularities that occur and propose the respective recommendations to.
• Examine the financial statements and processes and obtain indicators for better decision making in the company.

• American Express account analyst focused on data analysis and customer experience;
• Implementation of new products, new processes and migrations within the account;
• Report and communication of the results in sales, cancellations, retentions and P&L by product;
• Implementation and monitoring of controls to guarantee the operation and service in the account, guarantee contract obligations regarding reports and payments;
• E2E improvement of processes.

• Generation of business strategies through data analysis to achieve the Annual Sales Plan
• Measurement of the profitability of sales campaigns within American Express call centers
• Analysis of cancellations of AMEX products to generate retention strategies

• Follow-up on sales of agents, promoters and AXA Stores for the implementation of a new model of goals and monitoring in terms of premiums and policies.

Licenciatura, Actuaria

Intercambio Académico, Actuaria