Simon Ortiz Arroyo
Bogotá
Summary
I am a math enthusiast with a profound interest in its application across finance, analytics, and research. My journey has been driven by a quest to uncover how mathematical principles can innovate financial markets and economic strategies. Beyond my academic and professional endeavors, I engage deeply with personal projects that bridge theoretical knowledge with practical applications, particularly in financial engineering and data analysis. With foundational programming skills in Python, I am committed to developing my ability through a continuous learning process in programming, enhancing my ability to analyze complex data sets and contribute to optimizing financial models. I am currently seeking opportunities to apply my mathematical and statistical expertise, as part of my ongoing development in programming, in roles that challenge and expand my understanding of finance, analytics, and research. My goal is to contribute significantly to projects that stand at the intersection of finance, technology, and research, driving forward with the same rigor and passion that mathematics teaches.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
Rana Analytics LLC
04.2024 - Current
- Assist current clients in the administration and optimization of OneStream applications, ensuring smooth day-to-day operations.
- Perform application maintenance, including managing dimensions, members, and transformation rules, to align with client-specific requirements.
- Implement and manage dynamic calculations within OneStream to enhance reporting accuracy and efficiency.
- Troubleshoot and resolve client issues related to OneStream availability, data integrity, and application performance.
- Coordinate application updates and IIS resets, ensuring alignment between development and production environments.
- Conduct FTP processes for data loads and monitor their impact on financial reports.
- Provide comprehensive training and support to team members regarding different OneStream functionalities.
Junior Financial Analyst
RTA Grupo empresarial
04.2023 - 04.2024
- Conducting quantitative equity analysis to inform the CFO on potential investments, applying models that encompass both price and return projections, rooted in statistical analysis
- Keeping abreast of relevant company news and market events to assess their potential impacts on stock prices, combining this research with technical analysis for a holistic view
- Implementing risk analysis and portfolio optimization by examining the trade-off between asset returns and risk, and visualizing these relationships through detailed graphical analysis
- Utilizing Monte Carlo simulations as a tool for illustrating possible outcomes of decisions and assessing the impact of risk, thereby providing a probabilistic view of potential losses and gains
- Computing Value at Risk (VaR) and Conditional Value at Risk (CVaR) metrics to quantify and articulate the potential maximum losses within a given confidence interval, supporting effective risk management
- Developing analytical processes and tools in Python, with an emphasis on using libraries like NumPy for numerical computation, pandas for data structuring, SciPy for additional scientific computations, and Matplotlib for creating informative visualizations
- Assisting the CEO with the quantitative analysis of the taxi fleet by generating complete statistical reports on the financial performance of each taxi, including regression models to track profitability against various independent variables, and producing correlation plots and histograms for comprehensive analysis
Administration and Accounting Assistant
A&A Auditores S.A.S
01.2021 - 04.2024
- Successfully executing 100% of financial statement issuance by implementing a meticulous and organized protocol
- Organizing receipts and documents to uphold administrative order and compliance
- Assisting with the review and verification of account accuracy and completeness, ensuring the integrity of financial data
- Managing bank account operations, maintaining a keen oversight on cash flows and bank reconciliations
- Calculating due taxes, preparing tax declarations, and securing timely payments, thereby adhering to fiscal responsibilities
- Correcting documents to reflect accurate financial records and reporting
- Preparing official financial statements in line with established accounting standards and automated systems
- Publishing and analyzing financial data within the company's accounting system, extracting insights for corporate financial strategy
- Engaging in hands-on practice with automated accounting systems, streamlining financial operations
- Preparing weekly payment arrangements to maintain a smooth financial cycle
Education
Bachelor's degree - Finance, General
Universidad El Bosque
Bogotá, DC09.2024
Skills
- Python: Matplotlib, NumPy, Pandas, Quantpy
- Mathematics
- Quantitative research
- Data Analysis
- Statistical Analysis
References
- Alberto Angel Arroyo Montes, CEO, A&A Auditores S.A.S., gerenciageneral@aaauditores.com, +57 3134949787
- Joel Lombana, CFO, RTA PUNTO TAXI, joellombana@outlook.com, +57 310300777
Languages
English
Spanish; Castilian
Japanese
Certification
Applied Math Practice for Financial Advisors Corporate Finance Institute® (CFI)
OneStream Essentials: OneStream Administration OneStream Software
OneStream Essentials: Getting Started With OneStream
OneStream Software
OneStream MarketPlace: Implementing OFC Account Reconciliations
OneStream Software
OneStream Essentials: Implementing OneStream
OneStream Software
OneStream Essentials: Building Basic Reports
OneStream Essentials: Building Basic Reports
Additional Information
Returns Modeling and Risk Analysis Project, Bogotá
January 2023 — Present
In this project, I developed and implemented advanced quantitative models to analyze stock returns and perform comprehensive risk assessments. I utilized ARIMA and GARCH models to capture and forecast market volatility and trends in stock price dynamics. Additionally, I leveraged Python's powerful libraries (NumPy, pandas, SciPy) and Matplotlib for clear visualizations.
Through rigorous statistical analysis and the execution of Monte Carlo simulations, I was able to assess potential risks and returns, providing actionable insights for more informed investment decisions.
Timeline
Financial Analyst
Rana Analytics LLC
04.2024 - Current
Junior Financial Analyst
RTA Grupo empresarial
04.2023 - 04.2024
Administration and Accounting Assistant
A&A Auditores S.A.S
01.2021 - 04.2024
Bachelor's degree - Finance, General
Universidad El Bosque
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