Juan Patzan

Managed large datasets to conduct operational and market trend analysis and generate reports and KPIs for decision-making. Assessed operational impacts resulting from internal policy changes.

Processed and analyzed datasets to evaluate operational performance under compliance and quality standards. Identified KPI deviations impacting operational efficiency.

Reviewed and optimized external processes, handling daily inquiries and incidents through Salesforce and Zendesk to ensure data traceability and consistency. Identified control gaps and proposed structural improvements to mitigate risk.

Managed, cleaned, and organized datasets to interpret economic, social, and operational indicators for strategic decision-making. Produced reports and visualizations and supported credit analysis across multiple product lines.

Reviewed compliance of accounting documents and assisted with electronic invoicing. Supported accurate handling of financial records aligned to compliance requirements.

Conducted regulatory compliance reviews and risk assessments for corporate clients under legal and financial compliance standards. Monitored compliance-related trends and policy updates impacting operational procedures and client risk exposure.

Earned a B.A. in International Relations from Universidad de San Carlos de Guatemala.

Completed a High School Diploma at Colegio San José de los Infantes.