Sonia Altamirano Email & Phone Number

Austin, Texas, United States

Head of the Finance Department of the Credit Union. Direct report to CFO. Responsible of coordinating the annual budget of the Credit Union which is $1.5B in size and has 5 branches in the Austin area.Operator of financial reporting tool, producing financial reports and KPI’s for executive management, Board of Directors and key areas of the CU.Balance sheet management, oversight of investments, liquidity and interest rate risk.Responsible of preparing and filing quarterly Call Report to NCUA, maintaining direct contact with regulators.Owner and operator of Provision for Loan Loss model.

Austin, Texas

Mcallen, Texas Area

Head of the Treasury department reporting directly to the CFO. Responsibilities included: liquidity management, ALM, including IRR and Investments, budgeting and regulatory reporting. INB is a $1.4B Community Bank located in Mcallen, Tx. It has 20 branches in Texas, including Brownsville, El Paso, Laredo and Rio Grande Valley area. Participated in 2018 merger with Vantage Bank in San Antonio, TX. Current position responsibilities include: financial planning, forecasting & budgeting, regulatory relationships, Asset and Liability management, deposit pricing, liquidity management and managing correspondent banking relationships.

Monterrey Area, Mexico

Working for the International Division of Banorte, Managing it’s US companies, focus on Banorte USA, holding company of Inter National Bank and Uniteller Financial Services. Responsable of regulatory reporting in Mexico and USA, having direct contact with regulators. Preparation of monthly financial packet and KPI’s for the Board of Directors. Support in budget process of both the holding company and the Bank.

Bachelor'S Degree, Accounting And Finance

Activities and Societies: Member of the Students Society. Coordination of annual congress of Accounting in ITESM.

Education record