Hi, I’m
Maureen Gutierrez Palacios
Marketing And Finance Sr. Officer
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
years of professional experience
6
years of post-secondary education
Work History
Scotiabank San José
Planning Analyst
11.2021 - Current
Job overview
- Provided specialized financial planning support for clients with diverse portfolios
- Used cost and schedule analysis to measure program performance trends and forecast delivery.
- Assisted in development and analysis of annual budget reporting allowing company to meet federal guidelines.
- Protected operations by keeping financial information confidential.
- Prepared monthly P&L statements and pro-forma financial models to assess current and projected financial performance.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Scotiabank San José
Marketing Assistant
02.2020 - 10.2021
Job overview
- Worked closely with product development teams to create and maintain marketing materials for sales presentations and client meetings.
- Updated spreadsheets with statistical, financial and non-financial information.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Established and managed relationships with external data providers and research vendors.
ScotiabankSan José
Insurance Assistant
11.2016 - 02.2020
Job overview
- Completed sales documentation and collected signatures to finalize purchases.
- Posted payments to accounts and maintained records.
- Checked documentation for accuracy and validity on updated systems.
- Modified, updated and processed existing policies.
- Verified client information by analyzing existing evidence on file.
Education
Universidad San Marcos San José
College Degree from Marketing
03.2023 - Current
Universidad Politécnica Internacional San José
Bachelor of Business Administration from Marketing
01.2015 - 04.2020
Skills
Financial and operational reporting
Strategic financial planning
Flexible and Adaptable
Planning and Coordination
Timeline
Universidad San Marcos
College Degree from Marketing
03.2023 - Current
Planning Analyst
Scotiabank
11.2021 - Current
Marketing Assistant
Scotiabank
02.2020 - 10.2021
Insurance Assistant
Scotiabank
11.2016 - 02.2020
Universidad Politécnica Internacional
Bachelor of Business Administration from Marketing
01.2015 - 04.2020