Summary
Overview
Work History
Education
Skills
Timeline
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Alexander Gómez

FP&A Markets Analyst I Master Degree In Finance

Summary

With a solid background in financial analysis and strategic planning, I excel at delivering actionable insights to support high-impact business decisions in both finance and administrative roles. My expertise in building advanced financial models and forecasts empowers me to identify trends, manage risks, and uncover opportunities for operational enhancement. I am passionate about driving organizational growth through data-driven financial strategies, ensuring compliance, and optimizing processes to boost efficiency. My collaborative mindset and curiosity enable me to work seamlessly with cross-functional stakeholders, fostering effective coordination and delivering robust financial governance. With a resilient approach and deep knowledge of financial operations, I thrive in tackling complex challenges and contributing to sustainable success in dynamic environments.

Overview

3
3
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

FP&A Markets Analyst

Citi
09.2024 - Current
  • Conducted variance analysis between actual and forecasted figures to provide insights into financial performance for Balance Sheet and NII accounts, incorporating sensitivity assumptions and back-testing to enhance result accuracy.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency, implementing automated technological solutions that reduced manual adjustments.
  • Performed ad-hoc financial analysis to support strategic decision-making and business initiatives, including adjusting figures to meet overlay and pipeline requirements.
  • Enhanced team collaboration by delivering clear communication of complex findings through visualizations and reports, resulting in annual savings of 36 working hours.
  • Developed financial forecasts using documented methodologies for balance sheet accounts, liabilities, and off-balance sheet items, collaborating with risk and control teams to address model queries and provide substantiated calculation insights.

FP&A Corp. Expenses

Citi
05.2024 - 09.2024
  • Developed comprehensive expense models to enhance accountability and efficiency in corporate spending.
  • Prepared detailed monthly and quarterly corporate expense reports for executive-level presentations.
  • Conducted daily and weekly meetings with key stakeholders and expense leads, compiling account-level risks and opportunities (R&Os) with rationales for changes to address feedback in business presentations.
  • Prepared corporate-oriented presentations featuring graphs and data trends across various forecasting periods, providing a clear narrative of expense trends and expectations.

FP&A Retail Services

Citi
07.2023 - 05.2024
  • Supported forecasting models by adjusting revenue accounts and calculating revenue share.
  • Coordinated monthly meetings to inform key stakeholders about primary drivers impacting daily flash numbers.
  • Assisted Controllers with Revenue Share commentary and variance identification.
  • Adjusted forecasting models for the Outlook on Plan period, ensuring logical trends for Revenue accounts under Retail Services in coordination with the Business Analytics team.

FRSS FullSuite Analyst

Citi
05.2022 - 06.2023
  • Conducted in-depth financial health assessments using FullSuite analytics to identify corrective actions and enhance organizational performance.
  • Provided support through Citi’s internal incidents platform on ServiceNow and various inquiry framework platforms, including adjustments and reporting models.
  • Conducted internal training sessions on concepts such as Balance Sheet break analysis, Transfer Pricing, and Average calculation.
  • Developed documentation, including SOPs, adding value to team execution of processes and system understanding.
  • Achieved tight Service Level Agreement compliance in incident responses, providing partnership to various financial teams.

Education

Master's Degree - Finance

Universidad De Costa Rica UCR
03.2023 - Current

Bachelor of Business Administration - undefined

Universidad Nacional
03.2018 - 03.2022

Skills

Data analysis & Visualization

Timeline

FP&A Markets Analyst

Citi
09.2024 - Current

FP&A Corp. Expenses

Citi
05.2024 - 09.2024

FP&A Retail Services

Citi
07.2023 - 05.2024

Master's Degree - Finance

Universidad De Costa Rica UCR
03.2023 - Current

FRSS FullSuite Analyst

Citi
05.2022 - 06.2023

Bachelor of Business Administration - undefined

Universidad Nacional
03.2018 - 03.2022
Alexander Gómez FP&A Markets Analyst I Master Degree In Finance