Isabel Pineda, BBA (Bachelor's in Business Administration), Currently a Master in Finance Student. Experience in Finance Sector (CIB and Insurance Broking)

About

I was and Executive Assistant for the CRS Leader Andean Region at Aon

Experience

Aon

Jan 2022 – Apr 2023

Analyst - Executive Assistant CRS Andean Region

o Responsible for monitoring compliance with the company's CSU budget and closure projections. o Participated in the development and implementation of the strategy for the relationship with insurance companies and the fulfillment of the teams' goals. teams. KPI tracking, preparation of area strategy committees. o Support the CRS leader and participate in the company's strategy and growth and innovation committees. o Responsible for overseeing the Articulating Value strategy and analyzing premium production data and commission income levels. o Supporting the CRS leader and participating in the company's strategy and growth and innovation committees. commissions. o Responsible for preparing commission profitability management reports for product leaders and portfolio profitability. portfolio profitability. o Prepared Excel reports and corporate Power Point presentations for meetings with strategic allies and executive committees. o Responsible for calendar management, travel arrangements, both domestic and international, as well as invoice and expense processing. o Responsible for calendar management, travel arrangements, both domestic and international, as well as processing invoices and expenses for the CRS leader of the Andean region.

Nextant

Jan 2021 – Jan 2022

Consultant

Consultant, WWL Projects - Client: Microsoft o Supported Senior Consultants in the development of the overall strategy to guide the customer and drive the achievement of business goals in Microsoft's Security and SMC (Small Medium & Corporate) teams. o Developed dashboards in PBI for goal analysis, new hire registration and attendance, and measurement of survey results for onboarding program participants for the onboarding program. onboarding program participants for the executive team, in order to recommend best practices, detect areas of improvement and propose solutions. propose solutions.

Citibank

Jul 2019 – Jul 2020

Bogotá D.C.

CIB Intern - Financial Institutions

o Supported client onboarding and due diligence processes. o Prepared presentations, summaries and company profiles. o Performed financial analysis and industry analysis. o Supported relationship managers in credit evaluations of Citi clients to maintain continuity of day-to-day operations and episodic business. o Supported relationship managers in credit evaluations of Citi clients to maintain continuity of day-to-day operations and episodic business. episodic business. o Updated and managed my team's information in different databases. o Tracked the efficiency of the client portfolio for the Andean region.

Education

Colegio de Estudios Superiores de Administración - CESA

Jan 2016 – Jun 2020

Bachelor in Business Administration, Business / Finance / Management

Isabel Pineda

BBA (Bachelor's in Business Administration), Currently a Master in Finance Student. Experience in Finance Sector (CIB and Insurance Broking)

Skills

Languages