• Prepare monthly financial statements with extended details and KPI´s to properly evaluate the success of the business.• Create monthly budgets in coordination with department leaders to measure improvements and find opportunity areas.• Track and forecast operating cash flow to ensure the company executes day-to-day operations.• Coordinate payments to suppliers to ensure we get the best conditions to drive financial results.• Established close contact with banks in order to get positive conditions in interest rates on loans and commissions charged in bank terminals. • Participated in the due diligence and transition process of an acquisition of a furniture store company in which we reviewed financial and operating standards.

• Prepare, maintain and update development & operations budgets, schedules and models to ensure continuous advancement of the 500 hectares project in Los Cabos, Mexico.• Supervise critical tasks related to the development of infrastructure needed to build hotels, houses and apartment buildings of recognized brands such as Four Seasons, Aman and Soho House.• Work with local government authorities to fulfill the necessary legal requirements to complete the entitlement process.• Elaborate reports to track development & operational progress in current projects in order to improve efficiency on future developments.• Develop cost benefit analysis on infrastructure projects such as energy provision, water consumption, and preparation of land for construction.

• Regularly analyze financial statements and research reports of Mexican public companies to understand their operating and financial health.• Construct Discounted Cash Flow and Multiples Valuation models on companies such as Bimbo, Coca-Cola Femsa and Walmart Mexico, determining potential investment opportunities to present to senior management.• Regularly attend and participate in discussions with the senior management of Mexican public companies and equity research analysts of top-tier financial institutions including J.P Morgan, Morgan Stanley and Credit Suisse to vet potential investment opportunities.• Participate in the preparation of a monthly investment recommendation list comprised of Mexican public companies based on valuations and opportunities perceived in the investment universe.• Prepare research reports touching upon macroeconomic or company specific news and listing out potential investments in Mexican companies.

• Performed complete analyses for client/broker’s positions in structured products to evaluate diversification in terms of issuer, type of securities and product terms.• Researched company reports to provide clients with a better understanding of the invested companies along with complete analyses and opinions about their performance.• Analyzed earnings reports from large companies to determine factors for success.• Participated in a team project that created an ETF handbook to teach clients important characteristics of these products, how they are formed, its variations and outliers.• Attended Bloomberg seminars at the company’s headquarters and learned how to use basic tools and Microsoft Excel tools that pair with the Bloomberg software to use in different projects.• Created a list of the most recommended large cap companies to invest in based on expert opinions from large and important financial institutions.

• Established and followed up on relationships with suppliers; created a procedure to improve inventory management with reorder points based on sales statistics.• Executed purchase orders based on the analysis of best opportunities and reorder points.• Responsible for sending amortization payments for the firm’s $30 million debt.• Managed currency purchases; decided when to buy currency and when to buy forwards or futures in order to pay suppliers.• Created marketing plans for sales executives; devised new incentive rules for specific product lines.• Prepared shipping orders for customers; determined best routes for transportation purposes based on optimization analysis.

Hiring new employees as well as completing contracts with the mexican government agency "INFONAVIT". I made relationships with suppliers from the technology industry and from the home goods industry. I also assisted in the marketing department by preparing publicity for their customers.