IVAN MARTINEZ ESPINOSA

• Lead revenue reconciliation processes, ensuring accuracy in financial reporting and delivering key insights to board members.
• Automate billing and financial reporting using VBA and Power Query, optimizing workflows and efficiency.
• Manage billing issue resolution, enhancing invoicing accuracy and customer satisfaction.
• Drive billing and revenue system implementations ensuring seamless transitions and data integrity.
• Support pricing migrations and implementation, conducting product testing to assess revenue impact and system compatibility.
• Conduct quality control checks and data audits.
• Assist in recruitment processes, onboarding key team members to strengthen operational capabilities.

• Analyzed and structured complex financial products, including derivatives and structured trades.
• Assisted in pricing, risk assessment, and execution of exotic trades.
• Collaborated with traders, risk managers, and operations teams to ensure accurate trade processing.
• Optimized internal workflows by enhancing automation and data analysis.

• Acquired new clients and expanded business, growing my own portfolio.
• Conducted investment research and financial analysis for HNW clients.
• Led automation initiatives to streamline processes and improve efficiency.
• Executed transactions while ensuring compliance with regulations.
• Developed tailored client reports, proposals, and presentations.

• Assisted in developing personalized financial plans and investment strategies.
• Conducted market research and portfolio analysis to support client recommendations.
• Streamlined internal processes by improving automation and data management.
• Supported compliance with regulatory requirements and documentation standards.
• Prepared financial reports and presentations for client meetings.

- Supported brand strategy and market analysis for diabetes products.
- Assisted in developing marketing campaigns and promotional materials.
- Conducted competitor research to identify market opportunities.
- Analyzed sales data to optimize targeting and engagement strategies.
- Collaborated with cross-functional teams on product positioning and awareness initiatives.