Summary
Overview
Work History
Education
Skills
Websites
Software
Timeline
Generic
Mateo Ocampo

Mateo Ocampo

Entrepreneur
Buenos Aires,C

Summary

As a versatile professional with over 5 years of experience, I specialize in financial oversight, including transactions, reconciliations, and report generation. My collaborative nature, combined with a focus on operational excellence, has allowed me to effectively train teams and enhance department performance. Skilled in financial analysis, budgeting, and strategic planning, I aim to leverage my expertise in a forward-thinking company to drive financial health and organizational growth. With a meticulous approach and strong analytical skills, I am ready to contribute to and thrive in a dynamic, growth-oriented environment.

Overview

5
5
years of professional experience
14
14
years of post-secondary education
3
3
Languages

Work History

Financial Advisor

Loyalty Group
02.2024 - Current
  • Conducted thorough needs assessments during initial consultations to establish strong client relationships and understand their financial goals.
  • Provided retirement planning services, ensuring clients can maintain their desired lifestyle post-retirement.
  • Collaborated with team members to streamline processes, significantly improving the overall client experience.
  • Increased client satisfaction by offering personalized financial advice and developing tailored investment strategies.
  • Continuously monitored economic conditions, adjusting financial plans as necessary to ensure optimal performance in various market environments.
  • Analyzed clients' risk tolerance levels and developed customized investment portfolios that align with their personal objectives.
  • Worked closely with insurance providers to assess and recommend suitable coverage options, enhancing clients' risk management.
  • Maintained open lines of communication, providing regular updates and addressing concerns promptly to ensure client peace of mind.
  • Built and maintained strong relationships with clients, fostering trust and loyalty in financial management.
  • Conducted thorough research on market trends and investment products to provide well-informed recommendations.
  • Analyzed financial data and built complex financial forecasts with accuracy, organizing data into accessible reports.
  • Collaborated with teams to define key performance indicators (KPIs) and metrics.
  • Identified opportunities for process improvements and implemented data-driven solutions to enhance financial strategies and operations.
  • Stayed current with industry trends and best practices.

Administration and Finance Manager

Fermento
4 2023 - 02.2024
  • Led the successful implementation of new financial software systems, enhancing productivity and reporting capabilities, resulting in a 15% improvement in report generation efficiency and reducing processing time by 20%.
  • Managed compliance with tax regulations at all levels, ensuring the timely and accurate filing of all documents.
  • Developed and implemented interactive financial dashboards contributing significantly to strategic financial planning.
  • Optimized cash flow management by improving the monitoring of accounts receivable and payable, enhancing cash flow by 20%.
  • Enhanced financial forecasting by employing analytical models, leading to a 20% increase in forecasting accuracy and helping to reduce financial risks by 10%.
  • Drove financial process efficiency by streamlining and automating financial reporting, resulting in a 35% reduction in manual data entry and providing real-time insights into key performance indicators.
  • Monitored and analyzed budget and revenue trends, providing critical reports that helped identifying cost-saving opportunities.
  • Ensured the accuracy and compliance of payroll and other accounting disbursements, maintaining a 99% accuracy rate in financial transactions and reducing error-related costs by 5%.
  • Collaborated with cross-functional teams to devise strategies for business planning and growth.
  • Enhanced budget management through expense tracking and cost reduction strategies.
  • Mentored junior finance staff, increasing department productivity and improving team dynamics.
  • Reviewed and approved capital expenditure requests, ensuring a strategic alignment with corporate objectives.
  • Regularly reviewed financial documentation to identify and rectify discrepancies, ensuring financial integrity and compliance..

Founder

Borgoleto
05.2020 - 09.2023
  • Navigated challenging economic conditions by swiftly adapting business strategies, maintaining organizational stability and driving market share growth
  • Spearheaded the launch of successful products from concept to market, leading cross-functional teams in research, development, testing, and marketing
  • Enhanced operational efficiency and profitability by identifying inefficiencies, implementing cost-saving measures, and optimizing supply chain processes, resulting in a significant increase in profit margins
  • Fostered a culture of innovation and continuous improvement, leading to the development of strategic partnerships that enhanced brand visibility and market positioning
  • Leveraged digital marketing strategies to enhance the online presence, increase customer engagement, and drive revenue growth
  • Delivered high-quality products and services, ensuring customer satisfaction and loyalty, while efficiently managing projects to meet delivery timelines
  • Implemented a comprehensive CRM system to track customer interactions and analyze data, leading to improved client relations and a measurable increase in sales opportunities
  • Negotiated favorable supplier contracts, securing competitive pricing and reducing operational costs, thereby strengthening supply chain resilience and supporting long-term business success.

Production Center Manager

Cuadra
11.2022 - 04.2023
  • Implemented cost-saving measures that reduced operational expenses by 20%, while maintaining high-quality service levels, leading to a 10% improvement in profit margins and an increase in customer satisfaction.
  • Developed and monitored key performance metrics to identify areas for continuous improvement.
  • Led initiatives for delivery optimization and operational streamlining, which resulted in a 25% improvement in service delivery efficiency.
  • Fostered a culture of teamwork and productivity through effective leadership, open communication, and regular team-building activities.
  • Managed client relations by resolving concerns with tailored solutions, which significantly enhanced customer loyalty.
  • Collaborated with other department managers to align organizational goals and share knowledge.
  • Streamlined scheduling and resource allocation to improve workload management and operational effectiveness, optimizing resource utilization and reducing labor costs by 15%.
  • Maintained accurate records of all transactions at the center, ensuring transparency in financial reporting for internal stakeholders.

Finance Analyst

Troopa
03.2019 - 11.2019
  • Cultivated strong working relationships through proactive collaboration, enhancing team productivity and project success.
  • Developed critical thinking skills.
  • Demonstrated initiative by expanding my technical and analytical skill set.
  • Conducted detailed financial statement analysis with a focus on key metrics such as revenue growth, profitability ratios, and cash flow capabilities.
  • Organized data into accessible reports, supporting key financial and accounting functions across investment operations and budgeting.
  • Adapted quickly to dynamic project requirements by mastering new software applications, ensuring efficient and timely project completion.
  • Prepared presentations, data tables, and other documentation, effectively communicating financial data and insights.
  • Maintained accurate financial models, charts, and reports, ensuring the reliability of financial information.
  • Stayed up-to-date with industry trends and best practices in data analysis and visualization.
  • Developed proficiency in Excel, Google Sheets, Tableau, and other analytics tools.
  • Identified opportunities for process improvements and recommended data-driven solutions.
  • Demonstrated strong organizational and time management skills, with the ability to work independently and collaboratively in a team-oriented environment.

Education

Master of Arts - Culinary Arts

Ott College
03.2020 - 05.2022

BBA - Business Administration

Universidad del CEMA
03.2020 - 05.2024

Trilingual High School Diploma - undefined

Goethe Schule
03.2008 - 05.2015

Skills

Management, Strategic Planning, Financial Analysis, Team Building, Leadership, Proactive and Focused, Teamwork, Innovation, Operations, Budget Compliance, Process Improvement, Client Relations, Forecasting, Attention to Detail, Adaptability

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Software

Quickbooks

PowerBi

Excel

Word

PowerPoint

Adobe

Asana

Google Data Studio

Timeline

Financial Advisor

Loyalty Group
02.2024 - Current

Production Center Manager

Cuadra
11.2022 - 04.2023

Founder

Borgoleto
05.2020 - 09.2023

Master of Arts - Culinary Arts

Ott College
03.2020 - 05.2022

BBA - Business Administration

Universidad del CEMA
03.2020 - 05.2024

Finance Analyst

Troopa
03.2019 - 11.2019

Trilingual High School Diploma - undefined

Goethe Schule
03.2008 - 05.2015

Administration and Finance Manager

Fermento
4 2023 - 02.2024

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