Curriculum Vitae Financial Analyst in Colombia Medellín – Free Word Template Download with AI

Name: Juan David Méndez Rojas
Email: [email protected]
Phone: +57 310 123 4567
Address: Calle 78 #12-34, Barrio El Poblado, Medellín, Antioquia, Colombia
Date of Birth: March 15, 1990
Nationality: Colombian

A dynamic and results-driven Financial Analyst with over five years of experience in financial modeling, budgeting, and investment analysis. Proficient in leveraging data-driven insights to support strategic decision-making in the vibrant economic landscape of Colombia Medellín. Committed to excellence in financial planning and risk management, with a strong understanding of local market dynamics and international financial standards. Passionate about contributing to the growth of businesses in Medellín through innovative financial strategies tailored to Colombian economic conditions.

• Bachelor of Science in Accounting and Finance, Universidad EAFIT, Medellín, Colombia (Graduated: 2013)
• Master of Business Administration (MBA), Instituto de Empresa (IE), Madrid, Spain (Graduated: 2016) - Focus on Financial Management and International Markets

Financial Analyst

Banco de Bogotá, Medellín, Colombia | January 2018 – Present

• Responsible for analyzing financial data and preparing detailed reports to support investment decisions for corporate clients in Medellín’s industrial and tech sectors.
• Developed financial models to evaluate project feasibility, including capital budgeting and cash flow projections, contributing to a 20% increase in client satisfaction scores.
• Collaborated with cross-functional teams to create customized financial strategies for SMEs in Medellín, enhancing their operational efficiency and profitability.
• Monitored market trends and economic indicators specific to Colombia’s central region, providing actionable insights to mitigate risks associated with currency fluctuations and inflation.

Internship – Financial Analyst

Empresa de Energía de Medellín (Energa), Medellín, Colombia | June 2014 – December 2014

• Assisted in the preparation of monthly financial statements and variance analysis for utility services, ensuring compliance with Colombian accounting standards (NICs).
• Supported the development of a cost-benefit analysis tool for infrastructure projects, improving decision-making processes by 15%.
• Gained hands-on experience in managing large datasets and using Excel macros to automate report generation, reducing manual errors significantly.

• Financial Modeling & Analysis: Advanced skills in building and interpreting financial models for forecasting, valuation, and risk assessment.
• Data Analysis: Proficient in using tools like Excel (Advanced), Power BI, and SQL to extract actionable insights from complex datasets.
• Investment & Portfolio Management: Experience in evaluating investment opportunities and managing portfolios for both corporate and individual clients in Colombia Medellín.
• Risk Management: Familiarity with identifying, assessing, and mitigating financial risks through scenario analysis and stress testing.
• Financial Software: Expertise in SAP, QuickBooks, and local Colombian accounting systems like ContaPlus and FacturaYa.
• Languages: Fluent in Spanish (native) and English (professional proficiency), with basic knowledge of French.

• CFA Level II Candidate, Chartered Financial Analyst Institute | 2019 – Present
• CPA (Certified Public Accountant), Colombia | 2017
• PMP (Project Management Professional), Project Management Institute | 2020

Research Assistant – Universidad de Antioquia, Medellín, Colombia | 2015 – 2016

• Conducted research on the impact of foreign direct investment (FDI) on Medellín’s economy, published in the Journal of Colombian Economic Studies.
• Collaborated with faculty to develop a workshop series for SMEs on financial literacy and strategic planning, attended by over 500 entrepreneurs in Medellín.

Volunteer Financial Advisor – Asociación de Emprendedores de Medellín | 2021 – Present

• Provided free financial guidance to startups and small businesses in Medellín, focusing on cash flow management and access to credit.
• Organized seminars on budgeting and investment strategies tailored to the challenges of the Colombian market.

• Spanish: Native
• English: Professional proficiency (IELTS 7.5)
• French: Basic conversational skills

• Member – Asociación Colombiana de Analistas Financieros (ACAF), Medellín, Colombia | 2018 – Present
• Board Member – Centro Empresarial de Medellín, 2021 – 2023
• Conference Presenter: "Financial Innovation in Latin America," Latin American Financial Summit, Medellín, 2022.

Available upon request. References include senior financial officers from Banco de Bogotá and industry leaders in Medellín’s business community.

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