Seeking a remote role in executive support, financial operations, business analysis or ERP implementation. I want to help leaders analyze information, coordinate priorities and improve processes, with opportunities to learn and take on greater responsibility. Based in Mexico, fluent in English and native in Spanish.
Looking for a job
José Eduardo Escalante Arjona
@joseduardoescalantea
Finance & Banking graduate | ERP implementation, financial operations and executive coordination | Fluent English and native Spanish
MexicoWhat I'm looking for
I am a Finance and Banking graduate with experience in ERP implementation, financial services and business operations. I work with executives and operations teams at financial institutions to understand lending products, translate business requirements into system configurations and validate data. My work includes data transformation, file layouts and basic SQL queries. Excel is my strongest technical tool.
Previously, I advised clients on savings, investment and insurance plans, supported U.S. Cash App customers in English with debit and credit account inquiries, and managed a branch with responsibility for suppliers, accounts payable and cash flow.
I am interested in remote opportunities in executive support, financial analysis, operations and project coordination. I want to help leaders organize priorities, follow through on decisions and improve processes while growing into broader management responsibilities. I speak fluent English and native Spanish. My development goals include strengthening Excel and SQL and learning Power BI and Microsoft Dynamics 365.
Experience
Work history, roles, and key accomplishments
Current
Analyze lending products and financial operations to configure ERP workflows. Coordinate requirements with executives and operations teams. Transform and validate data, adapt file layouts and perform data loads. Use basic SQL queries to support data review and validation.
Prospected clients, assessed their financial needs and recommended savings, investment and insurance plans. Conducted outreach calls, scheduled consultations and addressed questions and objections to support informed financial decisions.
Supported U.S. Cash App customers in English through Webhelp / Concentrix. Assisted with debit and credit account inquiries, explained account information and addressed customer concerns through clear communication and problem-solving.
Branch Manager
FoodShop García Lavín
Jan 2022 - Oct 2022 (9 months)
Managed branch operations with responsibility for supplier coordination, accounts payable and cash flow. Gained hands-on experience overseeing day-to-day business needs and financial commitments.
Education
Degrees, certifications, and relevant coursework
EC
Escuela Bancaria y Comercial
Bachelor's Degree, Finance and Banking
2021 - 2025
Completed a Bachelor’s Degree in Finance and Banking at Escuela Bancaria y Comercial, August 2021–June 2025. Also hold AMIB Figure 3 certification, valid through 2028.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
MexicoAuthorized to work in
Salary expectations
360k-600k MXN
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