Carlos Pérez
@carlosprez
Functional Business Analyst in financial services SaaS. Dual degree in Business Analytics (UNSW) and International Business (ITESM).
MexicoWhat I'm looking for
I'm a Functional Business Analyst with 3+ years in financial services SaaS, delivering factoring, leasing, and compliance modules for clients like Grupo Monex and BanCoppel at CODIX — a global core banking platform used across multiple countries. I moved from QA into functional domain ownership within 9 months, which means I understand both how systems break and how they should be designed. My day-to-day is translating complex financial requirements — interest calculations, discount logic, regulatory compliance — into structured specs that developers and QA teams in distributed locations can actually use. I hold a Master's in Business Analytics and Finance from UNSW (Australia) and a Bachelor's in International Business from ITESM. I'm bilingual in English and Spanish, based in Mexico City (UTC-6), and available for fully remote roles in fintech, core banking, or enterprise SaaS.
Experience
Work history, roles, and key accomplishments
Functional Business Analyst
CODIX
Mar 2026 - Present (3 months)
Promoted from QA to functional domain ownership within 9 months, delivering functional specs for factoring modules (interest calculation and discount logic) for Grupo Monex and BanCoppel. Led end-to-end functional analysis and requirements workshops, managing the specification lifecycle in Jira for async Agile teams.
Quality Assurance Analyst
CODIX
Jul 2025 - Mar 2026 (8 months)
Designed and executed end-to-end test cases for leasing, factoring, and compliance modules, documenting defects with full reproducibility context for distributed teams. Updated functional specifications post-validation to improve long-term documentation accuracy.
Sales & Onboarding Coordinator
Moomoo AU
Feb 2024 - Nov 2024 (9 months)
Coordinated a 3–5 person team across sales and client onboarding for a digital financial services platform. Served as the liaison between sales and onboarding to support smooth client acquisition and activation.
Education
Degrees, certifications, and relevant coursework
The University of New South Wales (UNSW)
Master of Commerce, Business Analytics and Finance
Completed a Master of Commerce with majors in Business Analytics and Finance at UNSW.
Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM)
Bachelor of International Business, International Business
Earned a Bachelor of International Business at ITESM.
Availability
Location
MexicoAuthorized to work in
Social media
Job categories
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