Curriculum Vitae Financial Analyst in Peru Lima – Free Word Template Download with AI

Name: Juan Carlos Méndez Rojas
Email: [email protected]
Phone: +51 999 888 777
Location: Lima, Peru

A dedicated and results-driven Financial Analyst with over five years of experience in analyzing financial data, forecasting trends, and providing actionable insights to support strategic decision-making. Proficient in leveraging financial modeling, budgeting, and risk management tools to enhance organizational performance. A strong advocate for transparency and accuracy in financial reporting, with a proven track record of delivering value-driven solutions tailored to the dynamic economic landscape of Peru Lima. Committed to continuous professional development and aligning financial strategies with local market dynamics.

Bachelor of Science in Economics

Universidad del Pacifico, Lima, Peru
Graduated: June 2016
Relevant coursework: Financial Markets, Macroeconomics, Econometrics, and Corporate Finance.

Certificate in Financial Analysis

Escuela de Administración de Empresas (EAE), Lima, Peru
Completed: December 2018
Focused on financial statement analysis, investment appraisal, and risk assessment.

Financial Analyst

Banco de Crédito del Perú (BCP), Lima, Peru
January 2019 – Present
- Conducted in-depth financial analysis of corporate clients to assess creditworthiness and recommend loan structures.
- Developed predictive models to forecast revenue trends and identify potential risks in the Peruvian market.
- Collaborated with the investment banking team to evaluate mergers and acquisitions, ensuring alignment with regulatory standards in Peru Lima.
- Optimized budgeting processes for 15+ departments, reducing operational costs by 12% annually.
- Prepared comprehensive financial reports for internal stakeholders and external auditors, ensuring compliance with local accounting regulations.

Junior Financial Analyst

Citi Peru, Lima, Peru
June 2016 – December 2018
- Assisted in the preparation of financial statements and cash flow analyses for multinational clients operating in Peru.
- Monitored market fluctuations and provided timely insights to adjust investment strategies in line with Peruvian economic policies.
- Supported the creation of client-facing presentations, emphasizing risk mitigation and profitability analysis.
- Trained new analysts on financial software tools such as Bloomberg and QuickBooks, tailored for the Peruvian business environment.

• Financial Modeling: Expert in building models for forecasting, valuation, and scenario analysis in Peru Lima's market.
• Data Analysis: Proficient in using Excel, Python, and SQL to extract insights from large datasets.
• Risk Management: Experienced in assessing financial risks and implementing strategies to minimize exposure.
• Regulatory Compliance: Familiar with Peru's financial regulations, including those enforced by the Superintendencia de Banca, Seguros y AFP (SBS).
• Communication: Skilled in presenting complex financial information to non-technical audiences in both Spanish and English.

CFA Level II Candidate
Chartered Financial Analyst Institute (CFAI), 2021 – Present
Demonstrating commitment to mastering global financial standards while applying them to Peru Lima's unique economic context.

CPA (Certified Public Accountant) - Peru
Instituto de Contabilidad y Auditoría del Perú (ICAP), 2020
Certified in accounting principles and financial reporting practices specific to Peruvian regulations.

• Spanish (Native)
• English (Fluent – TOEFL Score: 110)

Sociedad Peruana de Finanzas y Banca (SPFB)
Member since 2019
Active participant in workshops on financial innovation and economic development in Lima.

Asociación de Analistas Financieros de Perú (AAFP)
Member since 2020
Engaged in networking opportunities with leading financial professionals across Peru Lima.

Financial Sustainability Analysis for SMEs in Peru Lima

Independent Research, 2018
- Analyzed the financial health of 50+ small and medium enterprises in Lima.
- Identified key challenges such as liquidity constraints and provided recommendations to improve financial resilience.

Investment Strategy for Renewable Energy Projects

Banco de Crédito del Perú, 2021
- Evaluated the viability of solar and wind energy projects in Peru's coastal regions.
- Delivered a report outlining ROI projections and risk factors, influencing the bank’s lending policies.

Available upon request.

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