Marco Fonseca
Finance Specialist
San Rafael,A
Summary
Accomplished Investment Counselor and Financial Analyst with a proven track record at Fisher Investments and Intel Corporation. Excelled in optimizing portfolio performance and financial processes, enhancing efficiency by over 30%. Skilled in financial analysis and client relations, blending analytical prowess with exceptional communication to drive client satisfaction and organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Counselor (NASAA Series 65 Certified)
Fisher Investments
Heredia, Provincia de Heredia
02.2023 - Current
- Consult sophisticated investors on their portfolios to address short and long-term needs. Analyze exposure, asset allocation, time horizons, and income needs while addressing tax liabilities and market volatility for the individual.
- Participated in ongoing professional development courses, staying current on emerging trends within the finance sector to better serve clients'' needs.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Collaborated with clients to develop customized investment portfolios.
- Researched and evaluated potential investment products for clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Financial Analyst - Full Time
Intel Corporation
Heredia, Provincia de Heredia
10.2021 - 01.2023
- Responsible for wide range of activities including gathering data, organizing information, analyzing historical results, making forecasts and projections, making recommendations, and generating Excel models, presentations, and reports.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Improved cash flow management with rigorous accounts receivable tracking.
- Increased stakeholder confidence, providing transparent and accurate financial reports.
- Conducted due diligence on potential investments and presented findings to investors.
Accounting Analyst - Student
Intel Corporation
Heredia
03.2020 - 10.2021
- Streamlined accounting processes for increased efficiency and reduced errors.
- Reduced month-end closing time through streamlined account reconciliations and process improvements.
- Evaluated customer needs and feedback to drive product and service improvements.
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Used advanced software to prepare documents, reports, and presentations.
- Collaborated on group projects to complete professional deliverables.
Accounting and Administrative Internship
Intercultura De Centro America
06.2017 - 06.2018
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Prepared project presentations and reports to assist senior staff.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
Bachelor of Science - Business Administration
ULACIT
Barrio Turnon 05.2001 -
Skills
- Analytic Problem Solving
- Financial Services
- Organizational Skills
- SAP
- Office 365
- Process Improvement
- GAAP & IFRS
- ORACLE
- People Skills
- Teamwork
- Time Management
- Management Skills
- Computer Skills
- Presentation Skills
- Marketing
- Customer Service
- Financial Analysis
- Customer Relationship Management (CRM)
- Critical Thinking
- Decision-making
- Client Relations
- Communication Skills
- Creativity
- Active Listening
- Adaptability
- Analytical Skills
- Technical Skills
- Language Skills
- Research Skills
- Project Management
- Attention to Detail
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Limited Working
Certification
English speaking, writing and comprehension certificate - C2
Timeline
Investment Counselor (NASAA Series 65 Certified)
Fisher Investments
02.2023 - Current
Financial Analyst - Full Time
Intel Corporation
10.2021 - 01.2023
Accounting Analyst - Student
Intel Corporation
03.2020 - 10.2021
Accounting and Administrative Internship
Intercultura De Centro America
06.2017 - 06.2018
English speaking, writing and comprehension certificate - C2
01-2017
Bachelor of Science - Business Administration
ULACIT
05.2001 -
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