Jorge López

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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.