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Financial Analyst, Spanish Speaker

Location:
Makati, Philippines
Posted:
January 30, 2020

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Resume:

PROFESSIONAL EXPERIENCE

PABLO CESAR L. ESPINOZA

JOHN CLEMENTS CONSULTANTS INC. (JCCI)

First HR Firm from the Philippines: www.johnclements.com Role: Business Development Consultant

- Generation of new clients, participation in networking events and monitoring of the recruitment process among other deliverables.

Portfolio: International NGO’s, and companies inside the consumer/goods industry. Results: Net revenue of USD 85,000. Gross revenue of USD 425,000. July 2016 –

Jan 2020

Manila, Philippines

BANCO ECONOMICO S.A. (BANECO)

With more than 30 years, BANECO is part of the top 10 banks in Bolivia, with a large expertise on microcredits. www.baneco.com.bo Role: Personal Loans Officer

- Source and sell personal loan products (housing, free consumption, credit cards).

- Collect and analyze client’s documentation and track the loans processing. Portfolio: Employees from the top 300 companies in Bolivia. Results: Net revenue: USD 22,120. Gross revenue: USD 158,000. Aug 2014–May 2015

CBBA, Bolivia

C.J.X.S.R.L.

Import and distribution company based in Paraguay. www.cjx.com.py Role: Company Representative

- Maintain and grow accounts from the company.

- Bill, Collect and deliver products (toys and board games) Portfolio: Main Retail, Hypermarkets, Stores of 4 cities in Bolivia Results: Gross revenue: USD 35,000

Jul 2013 –Mar 2014

CBBA, Bolivia

PROFESSIONAL OBJECTIVE: To provide commercial and financial solutions among different business sectors with creativity, integrity and plain results focused on the customer experience.

FACTSET PHILIPPINES INC

Financial Research firm provides data analytics solutions: www.factset.com Role: Financial Language Analyst for Spanish & Portuguese – M&A

- Research, track and analyze relevant financial information regarding Mergers and Acquisitions inside and outside the stock market in Latin America, Spain & Portugal. Portfolio: Investment banks, Private Equity Firms, Financial & Legal advisory firms Results: Reports about the M&A market for clients, the media, and the investment community. Expansion of sourcing channels for ES & PT markets. Results: Net revenue of 85000 $us. Gross revenue: 425000

$us

Jun 2015 – Current

Manila, Philippines

Jun 2015 –

Jun 2016

Manila, Philippines

EDUCATION AND TRAINING

COMPETENCIES

Management skills: Business model design (Canvas Methodology), Balance score card design and management, familiar with CRM systems and different tracking/management tools for team and individual performance evaluations.

Financial skills: Technical and fundamental investing analysis; financial reporting, financial statements & financial ratio analysis, portfolio management and design of investing strategies using non-linear optimization. Computing skills: Microsoft Office Packages, including Advanced MS excel skills: (PivotTables, VLOOKUP, INDEX/MATCH), blogging design with platforms such as Wordpress and blogger. Languages: Spanish: Native. / English: Proficient (TOEFFEL results in 2013: 89/120), Portuguese & Italian: Semi-proficient reading and comprehension skills. Tagalog: Basic understanding and speaking skills. Sep 2018 – Current

Manila - Philippines

Oct 2015 – April 2016

Manila - Philippines

MSC Financial Engineering

De La Salle University

Accelerated MBA Program

JCCI Executive MBA in partnership with Far Eastern University Jul 2015 – Oct 2015

Manila - Philippines

First Level Managers Program

JCCI Executive MBA in partnership with Far Eastern University March 2013 – Oct 2013

CBBA - Bolivia

Diploma in Project Preparation and Evaluation

Postgraduate Business School, Mayor de San Simón University March 2008 – Nov 2013

CBBA - Bolivia

Bachelor in Business Administration

School of Economic Science, Universidad Mayor de San Simón, Graduated with distinctions and thesis exempted.

Feb 2003 – Oct 2007

CBBA- Bolivia

Secondary Education

Alemán Santa María High School

AIESEC BOLIVIA

Leadership and exchanges programs. www.aiesec.org

Role: National Executive President

- Lead the management team and external bodies/entities.

- Represent the organization in international and external youth conferences.

- Develop and execute a strategic planning.

Portfolio: Universities, NGO’s, private companies. Results: 3 new branches and increase # of exchange programs by 67%, establishment of AIESEC Bolivia 2015 vision.

Jul 2012 –Jun 2013

CBBA, Bolivia

VOLUNTEER EXPERIENCES

ADDITIONAL INFORMATION

PERSONAL INFORMATION

Sex: Male Date of Birth:21/11/1989 Nationality: Bolivian Makati City, NCR Philippines

63 +097*-***-****

adbiuw@r.postjobfree.com

http://bo.linkedin.com/in/pcespinoza

Publish:

Events:

2010 – Poetry Book “Cantar, Reír y Olvidar – el orden no importa” - Editorial YMC

2011 – Poetry Book “Chanter, rire, et oublier : peu importe l'ordre” - French Version.

2009-2015 – Participated in several magazines and poetry selections.

2013 – Santos, Brasil: Conferencia de Políticas de la Juventud en el MERCOSUR

2012 – Moscú, Rusia: AIESEC International Congress

2012 – Viña del Mar, Chile: Iberoamerica Leadership Congress

2012 – Pichilemu, Chile: Latinoamerica Creativa (creativity camp)

2010 – Lima, Peru: Iberoamerica Leadership Congress EDITORIAL YERBAMALA CARTONERA

Role: Associate Editor

- Currently, I review literature manuscripts/proposals before its publishing.

- From 2013-2015, I helped to organize literary activities, festivals and social projects, being the last one (2015) selected for funding by Swiss Cooperation worth of 7000 $us.

“DESCUBRE TU MUNDO” PROJECT

Role: Leadership Workshops Facilitator

- Taught & worked with children from 5 to 20 years old on personal development topics and activities.

Jan 2012 – Mar2012

Valdivia, Chile

Jul 2013– Current

CBBA, Bolivia

“mARTadero” PROJECT (Imagen Foundation)

Role: Communications Volunteer

- Develop & Manage social media channels to raise awareness on creative economy.

- Facilitate presentations about branding and marketing. Jan2011 –Jun 2011

CBBA, Bolivia

AIESEC BOLIVIA

Role: Vice-president of Communications

- Develop & Implement Marketing and Communication Strategies in local and national level.

- Manage a team of graphic designers, communicators and others. Jan2010 – Dec2011

CBBA, Bolivia



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