PortfolioGen Profile for Julio Rafael Sanchez Gaxiola

  • PortfolioGen Member Since 2017
Work Experience
  • Lead Financial Analyst
    Aug 2016 - Present
    IBM de Mexico
    Guadalajara, Jalisco, Mexico

    *Revenue and Cost consolidation, including GP analysis. 
    *Financial Planning into account.
    *Work with Finance and Delivery team to create in a timely manner accurate forecasts.
    *Search for variances explanations with Delivery and PM teams, and help them to find opportunity areas.
    *Journal Entries.

  • Financial Analyst
    Aug 2014 - Jul 2016
    IBM de Mexico
    Guadalajara, Jalisco, Mexico

    *Work with Finance and Delivery team to create in a timely manner accurate forecasts.
    *Search for variances explanations with Delivery and PM teams, and help them to find opportunity areas.
    *Journal Entries.
    *Creation of new reporting methods. (Time management).

  • Collections Supervisor
    Dec 2013 - Aug 2014
    Oportun (Formerly Progreso Financiero)
    Guadalajara, Jalisco, Mexico

    *Manager of a 30 member’s team for different buckets. (Incidences, Individual QA control, personal development follow-up, productivity reports for each campaign, etc.)
    *Trainer for new agents.
    *Billing reports creation.
    *QA documents creation (Metrics according to client requisitions, Scorecard’s, Training materials, QA scripts, etc)

  • Clerk - Booking Area
    Apr 2013 - Dec 2013
    Auditorio Telmex
    Guadalajara, Jalisco, Mexico

    *Catering billing control and analysis.
    *Collections and payment requests management.
    *Client dealing and follow-up.
    *Scheduling for the Booking Area
    *Event database updating.
    *Billing management
    *Document management

  • Team Lead - Collections Team
    Jun 2012 - Dec 2013
    Atencion Telefonica - Telemarketing
    Guadalajara, Jalisco, Mexico

    *First collaborator on the Company with Master-Bilingual Collector level.
    *Employee of the area recognition 2012.
    *Bucket management from first day to charged off.
    *Operative management of a 15 member team.
    *Productivity reports.
    *Communication channel between agents and Managers.
    *Collection Agent activities.

Education
  • Universidad de Guadalajara
    Jan 2009 - Dec 2012
    Degree: Business Managment - Bachelor Degree
    GPA: 93.9
Certifications
  • Lean Six Sigma - Yellow Belt

    (Oct 2016)
  • Trusted Business Advisor I - IBM

    (Oct 2015)
Interests

All areas that can help me to improve myself and get more knowledge on Business Management and Finance.

  • Business
  • Computer Science
  • Education
  • Math & Physics
  • Technology
Skills
Personal Skills
  • Spanish - Native
  • English - Fluent
Professional Skills
  • SQL and Java basic knowledge
  • EXCEL WORD and PPT Advanced
  • Forecasting Advanced
  • Oracle and IBM database Software - Advanced
  • English - Business Level
Goals
Professional Goals
  • Create a long professional career on an Enterprise committed to its business and collaborators, where I can contribute with my knowledge and skills, and also grow personally and professionally.