Marcela Montealegre
Melbourne,VIC
Summary
Qualified business/economics professional looking to enter the banking/finance industry in Australia.
Overview
11
11
years of professional experience
Work History
Team Manager
Star Cleaning Services
01.2021 - Current
- Coordinated cleaning team assigning daily staff workload
- Responsible for timesheets and client billing
- Responsible for job sign off and ensuring job site has been completed to appropriate level.
- Development and onboarding of new staff
Broker Consultant
Barrington Finance
03.2019 - 11.2020
- Advising clients on suitable products and services based on needs
- Financial assessment of clients
- Preparation of documentation as required by industry standards
- Building relationships with with clients, banking institutions, property valuators and fellow brokers.
- Development of reports to internal Senior leadership for review
Senior Finance Analyst
Banco De Occidente
08.2014 - 06.2018
- Financial analysis of the banks income and expenses (commissions and interest)
- Validating and management of information reported to clients
- Leading financial requirements input into Core Banking IT platform changeover
- Facilitation of audits in the interest rates division
Research Associate
Universidad Del Valle
09.2012 - 06.2014
- Research into patent development development from the university
- Creation of business case models and market testing in order to commercialse university Intellectual Property.
- Distilled large amounts of information and produced reports, spreadsheets and documents outlining key information.
Education
Bachelors - Economics
Pontificia Universidad Javeriana
Cali, ColombiaAdvanced Diploma - Business
Insight Academy
Melbourne, VICSkills
- Financial analysis
- Client management
- Control of Expenses
- Interest rate management
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Team Manager
Star Cleaning Services
01.2021 - Current
Broker Consultant
Barrington Finance
03.2019 - 11.2020
Senior Finance Analyst
Banco De Occidente
08.2014 - 06.2018
Research Associate
Universidad Del Valle
09.2012 - 06.2014
Bachelors - Economics
Pontificia Universidad Javeriana
Advanced Diploma - Business
Insight Academy