Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Carlos Alberto Roman Uriel

Vancouver,British Columbia

Summary

Aspiring finance professional with solid experience in financial markets, technical analysis, and problem-solving. Proven proficiency in Microsoft Office, particularly Excel and PowerPoint, for financial modeling and presentations. Adept at market research, data analysis, and client engagement. Seeking to leverage strong communication skills and practical knowledge to contribute to a forward-thinking financial team.

Overview

2
2
years of professional experience

Work History

Brand Ambassador

Oppizi
Vancouver, BC
11.2022 - Current
  • Prioritizes understanding and addressing client needs, emphasizing solution-based selling, and showcasing a genuine commitment to enhancing the customer experience.
  • Exhibits a proactive mindset, consistently seeking opportunities to drive sales and grow the business, while also valuing teamwork and effectively collaborating with cross-functional departments.
  • Demonstrated unparalleled sales proficiency by consistently outperforming peers and achieving the highest sales figures, highlighting an innate talent for client engagement and deal closure

Financial Analyst Intern

HIDROMET S.A DE C.V
Mexico City, Mexico
06.2023 - 08.2023
  • Conducted market research to identify gaps in the product set and proposed business case improvement ideas to address those gaps.
  • Generated standard and custom reports to summarize business, financial, and economic data.
  • Contacted and negotiated with external national and international financial institutions to evaluate how the company could increase its profit.
  • Analyze financial trends to identify opportunities for cost savings

Education

Financial Services BBA -

Douglas College
New Westminster, BC
08-2025

Diploma of Commerce And Business Administration -

Douglas College
New Westminster, BC
08-2024

Skills

  • Financial Markets Analysis
  • Technical and Problem-Solving Skills
  • Advanced Microsoft Excel and PowerPoint
  • Effective Communication and Negotiation
  • Market Research and Data Analysis
  • Attention to detail

Languages

Spanish
Full Professional
English
Full Professional

Timeline

Financial Analyst Intern

HIDROMET S.A DE C.V
06.2023 - 08.2023

Brand Ambassador

Oppizi
11.2022 - Current

Financial Services BBA -

Douglas College

Diploma of Commerce And Business Administration -

Douglas College

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Carlos Alberto Roman Uriel