Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Jorge López

Financial Advisor
Bogotá

Summary

Financial Areas.

Great analytical capacity, commitment, punctuality and responsibility, with experience in public and private financial management, project evaluation, cost analysis and macroeconomic analysis. Positions held: Financial Advisor, Budget Manager, Treasury Manager.

Commercial Areas.

Experienced in the banking sector attending corporate and institutional clients, selling specialized treasury and cash management products, developing optimal relationships with high negotiation skills. Focused in customer service and goal achievements.

Back Office Areas.

Dedicated Office Assistant with clerical experience in office labors achieving superior levels of administrative effectiveness. Advance MS Office skills and Power BI software,

Overview

22
22
years of professional experience

Work History

Financial Advisor

Agencia Nacional Inmobiliaria Virgilio Barco Vargas (Public Agency | Construction Sector)
BOGOTA D.C.
01.2019 - Current
  • Coordinated work of project dedicated to raise awareness of need, applying strong project and team leadership to enhance success.
  • Planned, developed and implemented strategies to convey information with key decision makers.
  • Generated annual budget forecasting information for executive and corporate reports.
  • Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
  • Compiled statistical data after each month-end closing.
  • Anticipated responses and prepared clear and articulate answers.

Financial Advisor

Unidad Especial de Gestión de Restitución de Tierras (Public Agency | Social Programs)
Bogota D.C.
02.2017 - 09.2018
  • Provided financial advice to management and staff involved in multiple types of supplies engagements.
  • Minimized risk exposure through careful advice on business operations and strategic plans.
  • Prepared reports of findings by illustrating data graphically and translating complex findings into written text.
  • Created and managed database of information gathered from research.
  • Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
  • Utilized different tools to analyze marketing and financial trends and suggested measures to reduce costs and improve business processes.
  • Proposed requests for admission and requests for production of documents.

Budget Manager

Prosperidad Social - Dirección Gestión Territorial (Public Agency | Social Programs)
Bogota D.C.
05.2012 - 01.2017
  • Developed annual budgets in collaboration with financial director.
  • Reviewed fiscal budget periodically to analyze trends affecting budget expenses and needs.
  • Prepared comparative analysis of operating and public social programs by analyzing costs in relation to services performed and needs.
  • Trained staff members on systems, enhancements and financial processes.
  • Executed financial controls, procedures, systems and forecasting techniques to evaluate budget status.
  • Used MS Access and National Budget Software (SIIF) to create financial models.
  • Performed month-end account analysis, headcount and salary reports, and related government expenses.

Treasury Manager

Unidad Para La Consolidación Territorial (Public Agency | Social Programs)
Bogotá D.C.
01.2012 - 05.2012
  • Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
  • Executed financial due diligence tasks on daily basis to maintain optimal company finances.
  • Drafted reports for leadership for use in strategic planning and decision making.
  • Advised management regarding significant expenditures to keep operations in line with budget limitations.
  • Managed accounting-team data using National Budget Software, entering and organizing payroll, adjustments and monthly accrual information.
  • Developed and transformed finance and operations team from transactional to analytical to provide enhanced business support.

Market Analyst

Departamento Administrativo para la Prosperidad Social (Public Agency | Social Programs)
Bogotá D.C.
01.2011 - 12.2011
  • Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
  • Created and managed database of information gathered from research.
  • Prepared reports of findings by illustrating data graphically and translating complex findings into written text.
  • Utilized different tools to analyze marketing and financial trends and suggested measures to reduce costs and improve business processes.
  • Collated information to interpret data for managers and staff.

Financial Analyst

Accion Social y Cooperación Internacional (Public Agrency | Social Programs)
Bogotá D.C.
01.2009 - 12.2010
  • Advised financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
  • Supported program operations and financial aids with comprehensive recordkeeping.
  • Compiled socioeconomic data for specific program eligibility determinations and large-scale research purposes.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Administrative Carrier. Last Title: Deputy Manager

Banco HSBC Colombia S.A. (Private Sector | Financial Services)
Bogota D.C.
08.1999 - 06.2008

As Deputy Manager | Head Office Treasury Department.

  • Identified customer financial service needs to prepare proposals and sell treasure services.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and financial guidance.
  • Worked with clients to develop financial planning strategies and banking solutions through evaluation of finances.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Discussed financial options with clients and provided informed suggestions.

As Office Assistant | Head Office Loan Recovery Department, Corporate Customers.

  • Monitored and analyzed financial, statistical and operational data trends, in oder to track customers in financial problems.
  • Produced high-quality documents, spreadsheets and presentations for internal and head office managers.
  • Prepared quarterly balance sheet reconciliations and notes to obtain accurate picture of organization's financial situation.
  • Negotiated, facilitated and managed real estate transactions related to payment by return properties.

As Data Analyst | Head Office Credit and Control Department.

  • Coordinated statistical data analysis, design and information flow.
  • Identified, analyzed and interpreted trends or patterns in complex data sets by finding correlations and visualizing with charts.
  • Utilized various professional statistical techniques and maintained large databases to collect and analyze data from partners and customers.
  • Presented reports to managers and teammates regarding credit risk progress, results and potential issues.

As Administrative Assistant | Branch Office

  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Opened and closed accounts, set up services and finalized financial servicies.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Education

Postgraduate Diploma - Specialist in Finance And Public Administration

Universidad Militar Nueva Granada
Bogotá D.C., Colombia
11.2013

Bachelor of Science - Business Administration

Universidad Politécnico Gran Colombiano
Bogotá D.C., Colombia
08.2000

Technical in Financial Management - Business Administration

Universidad Politécnico Gran Colombiano
Bogotá D.C., Colombia
07.1997

Skills

Flexibility

Teamwork

Problem Solving Skills

Organization Skills

Creativity

Emotional Intelligence

Attention to detail

Responsibility and committed

Quickly learned new skills

Proactivity

Discipline

Honesty

Additional Information

LMIA exemption due to the Free Trade Agreement signed between Canada and Colombia. Colombian citizen looking for a job offer in order to immigrate to Canada.

The availability to work will depend on the immigration procedures.

Timeline

Financial Advisor

Agencia Nacional Inmobiliaria Virgilio Barco Vargas (Public Agency | Construction Sector)
01.2019 - Current

Financial Advisor

Unidad Especial de Gestión de Restitución de Tierras (Public Agency | Social Programs)
02.2017 - 09.2018

Budget Manager

Prosperidad Social - Dirección Gestión Territorial (Public Agency | Social Programs)
05.2012 - 01.2017

Treasury Manager

Unidad Para La Consolidación Territorial (Public Agency | Social Programs)
01.2012 - 05.2012

Market Analyst

Departamento Administrativo para la Prosperidad Social (Public Agency | Social Programs)
01.2011 - 12.2011

Financial Analyst

Accion Social y Cooperación Internacional (Public Agrency | Social Programs)
01.2009 - 12.2010

Administrative Carrier. Last Title: Deputy Manager

Banco HSBC Colombia S.A. (Private Sector | Financial Services)
08.1999 - 06.2008

Postgraduate Diploma - Specialist in Finance And Public Administration

Universidad Militar Nueva Granada

Bachelor of Science - Business Administration

Universidad Politécnico Gran Colombiano

Technical in Financial Management - Business Administration

Universidad Politécnico Gran Colombiano
Jorge LópezFinancial Advisor