Financial Analyst, Spanish Speaker
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
******@*****.***
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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