Carlos V.

Payroll | Wealth Management | Financial Planning & Analysis | Financial Services

Spanish; Castilian, English

▪I am a business banker with more than 5 years of demonstrated working experience in both international and national manufacturing companies in Mexico, where I am in charge of cash management, wealth ...see more

  • Financial Services, Banking & Insurance
  • Information Technology, Data & Telecom


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice


Corporate Client Relationship Manager

Grupo Financiero Banorte
4 years
Current position
Sep 2018 - Present
• Develops and maintains long-term sustainable business relationship with both corporate & business unit maquiladoras companies in Sonora. • Makes new maquilas-bank relationships in ord...see more

Cost Analyst

IAC Group
1 year
Sep 2017 - Oct 2018
• Supported to Financial Controller in Hermosillo plants for all the cost processes, including standard-operating costs for two operation plants. Worked with Continuous Improvement, Ind...see more

Assistant Controller

TE Connectivity
1 year
Jun 2016 - Oct 2017
Ran the finance process for Migration Fixed Asset Mexico - China project. Worked with Customs, Supply Chain, Production, Materials, Maintenance department for the import and export of t...see more

Accounting Internship

TE Connectivity
5 months
Jan 2016 - Jun 2016
• Supported to the Finance Director with AP, payroll, taxes and other general accounting activities for more than 3,000 employees. Main Tasks: • Processed Invoices and Travel Expenses. ...see more

Accounts Payable Internship

TE Connectivity
11 months
Jan 2014 - Dec 2014
• Supported to the AP Supervisor while the AP Analyst was in a maternity leave in a Shared Services Shelter in the Accounting Department hosting five of the TE Connectivity business un...see more

Promotion & Development VP

IMEF Universitario Oficial
1 year
Aug 2013 - Aug 2014
• Was in charge of coordinating all the activities related to public relations: researching, public image, publications, press releases and event coordination. Main Tasks: • Planned, de...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance
  • Information Technology, Data & Telecom


  • Business Strategy
  • Leadership
  • Project Management
  • Financial Analysis
  • Team Leadership
  • Risk Management
  • Customer Relationship Management (CRM)
  • Strategy Development
  • Payroll Management
  • Negotiation
  • Wealth Management Services
  • Financial Planning & Analysis