Sofía González Portuguéz

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Recommended specific investments to help clients meet financial goals.
• Presented financial plans and investment recommendations to clients.
• Advised clients on investments, retirement and estate planning.

• Preparing P&L daily reports
• Analizing and integrating data from ORACLE, Hyperion
• Cognos, SAP and others
• Daily exposure and daily meetings with Executive Directors to ensure accuracy of the data and reporting
• Working as financial consultant for investment corporate bank in New York called
• Mizuho
• Build, update and maintain financial models
• Daily exposure and daily meetings with Executive Directors to ensure accuracy of the data and reporting
• Follow global industries/markets and analyze multinational companies to enable our clients to make sound investment decisions
• Analyze macroeconomic sectors and summarize news
• Market Analysis
• Sourcing of market data such as share prices, currently rates, ratios from multiple third party data sources
• Researching technical publications, regulatory frameworks, and analytical research
• Independently conduct background research and document findings and conclusions in form of investment research reports.

• Preparation of Balance Sheet reconciliations for numerous legal vehicles to a high standard in line with Corporate guidelines
• Responsible for accurate reporting of status of reconciliations owned into Citi reporting tool ‘eRecon
• Communicating with Legal Entity Managers across multiple locations on status of reconciliations performed
• Escalating any account related issues to Regional Balance Sheet Control
• Execute daily reconciliations with Brazil and AP CR to ensure Brazilian’s banks payments to suppliers
• Software: P2P, Oracle, COSMOS
• Monthly data reconciliation of balance sheet and P&L accounts (Assets, Liabilities
• Equity, Cash, Accruals)
• Support to Central America and European Countries with their systems
• Backup owner of cash LATAM accounts
• Provide complex troubleshooting and resolution of end user incidents performing queries on various systems in support to investigation of data related inquiries/investigations
• High level of exposure, working with senior, vice-presidents or related positions to solve issues and to regularize amounts and daily transactions between bank enterprises
• Support analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US
• Regulatory, and local statutory reporting
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency., Balance Sheet Substantiation FRSS Employee of the Month – May 2017
• Key member from the SCRUM Team (GFTS Developers, RE Staff & BSS SME).

• Assist with closing books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period
• Take responsibility for accurate reporting of accounting reconciliations on Bosch reporting tools
• Execute daily general ledger transactions using software SAP (journal entries, etc)
• Execute month end and year end closing activities related to general ledger, prepare monthly account reconciliations
• Provide customer support through general inquires, training of new hires, reporting,etc
• Performs all assigned auditing functions accurately and timely to meet audit deadlines
• Provide support to global projects through job shadowing, transaction testing and documentation
• Perform accurate, efficient and timely Help Desk Administration activities (generate reports, queries, customer support, executing task or metrics) as required
• Support the organization by using the continuous improvement philosophy (CIP boards, projects).

•Research focusing on migration issues, human rights, immigration, repatriation centres
and media analysis.
• Interviews with different stakeholders, NGO´s and advocacy organizations
Master’s degree accomplished; “Impacts of criminalization of immigrants in post-apartheid
South Africa: The Operation FIELA Case”.

• Conducted several interviews with main heads of migrant’s rights advocacy organizations as Lawyers for Human Rights, People’s Coalition against Xenophobia and the Consortium for Migrants and Refugees in SA. Internship Supervisor: Dr. Joana Vearey MA Thesis Supervisor: Dr, Mitja Sardoc

• Planned, modified and executed research techniques, procedures and tests
• Supported design and implementation of survey instruments such as telephone questionnaires to obtain study information
• Compiled data in reports and other documents using SAP
• Gathered, arranged and corrected research data to create graphs and charts highlighting results of audit process.