SHIRLEY PAOLA MEDINA MORENO
∙ Carrera 71b #49a 51 ∙ Bogota, Colombia ∙ -∙-∙
https://www.linkedin.com/in/shirley-medina-moreno-2b308b354/
CAREER OBJECTIVE
Finance Expert with more than 10 years’ experience in financial planning, corporate finance, financial
modelling, budget and forecasting, cash flow, accounting principles, risk management, financial analysis, and
control.
Critical thinker who analyzed difficult issues from multiple perspectives, gathered data to investigate them,
developed financial models, quantified results, and led plans to overcome them. Ability to work with complex
financial models in Excel, created forecasts with different financial and business scenarios.
Capacity to plan, organize, direct and control financial resources management to guarantee the company´s
economic viability over the short, medium and long term. Produced reports to measure business performance
and advised actions to accomplish corporate objectives. Skill to communicate complex financial information.
EDUCATION
Especialista en Finanzas Corporativas
september 2015
(Equivalent to US Corporate Finance Specialist)
Colegio de Estudios Superiores de Administración CESA, Bogotá, Colombia
Economista
may 2012
(Equivalent to US Bachelor of Economy)
Universidad Externado de Colombia, Bogotá, Colombia
RELEVANT COURSEWORK
Financial Excel
november 2019
Pontificia Universidad Javeriana, Bogotá, Colombia
Financial Derivatives
november 2018
Universidad de la Sabana, Bogotá, Colombia
Microsoft Office Excel
november 2017
SENA, Bogotá, Colombia
PROFESSIONAL EXPERIENCE
Business and Financial Advisor
INDEPENDENT BUSINESS, Bogotá, Colombia
-
june 2021 - currently
Headed financial and accounting procedures, supporting the Company´´s robust growth and expansion.
Financial Risk Specialist
NATIONAL FEDERATION OF COFFEE GROWERS, Bogotá, Colombia
february 2021 - may 2021
-
Completed coffee price hedging strategies that matched commercial needs, transferring this risk to the market.
-
Negotiated and executed foreign exchange risk hedging strategies, in partnership with the Risk Area.
-
Consolidated performance reports on financial risk hedging strategies and issued timely alerts.
SHIRLEY MEDINA - 1
Financial and Economic Studies Specialist
COLSANITAS, Bogotá, Colombia
march 2020 – october 2020
-
Acted as the Group's representative in Contracts or Agreements negotiations and renewals, achieving favorable
terms.
-
Guided teams in overseeing the Group's compliance with Contracts or Agreements.
-
Directed Treasury, Operations, and Technology, and financial entities teams, in developing and deploying new
technologies for the Group's payment services and platforms.
-
Commanded the Group´s innovation and automation agenda, positioning it as an industry leader in digital
transformation.
-
Conducted teams in checking economic and financial variables, in the countries where the Group operated, to warn
Senior Management and other Areas about issues or opportunities.
-
Orchestrated Treasury, Operations, Accounting, and Technology, and financial institutions teams to incorporate the
Group’s new Treasury management system.
Financial Leader
COLSANITAS, Bogotá, Colombia
february 2017 – march 2020
-
Built Excel models that simulated scenarios to evaluate how variables affected budgets, cash flows, financial
statements, balances, profitability, and communicated action plans.
-
Prepared reports that summarized progress toward goals, interpreted data, and studied deviations to value the
Group's financial and accounting performance.
-
Guided teams in investigating the Group's business cases to support Senior Management, and other Areas in
decision-making.
-
Coordinated resource planning with Treasury teams, in the countries where the Group operated, to maintain liquidity
that sustained operations and commitments.
-
Tracked cash trajectory through operational, financial, and investment activities, coordinating with Treasury,
Accounting, Purchasing, and Billing teams to enhance management.
-
Led the Group´s budgets creation and financial projections, equipping Senior Management, and other Areas with
warnings into possible threats.
-
Oriented teams in structuring and overseeing the Group´s cash flows to articulate financing, investment and
resource use decisions.
-
Directed teams in the countries where the Group operated, shaping Standardization Programs and Expansion Plans
in alignment with headquarters' guidelines and regulations.
-
Coordinated teams in the Group´s Projects planning, modeling, and due diligence to declare their viability and
materialization.
-
Routed teams in administering credit quotas to safeguard liquidity and flexibility while meeting the Group´s ´s needs.
-
Focused teams on handling the Group´s short, medium, and long-term debt to develop refinancing and restructuring
plans.
-
Constituted and sustained partnerships with the financial sector on Group´s behalf, to access advantageous
financing opportunities.
SHIRLEY MEDINA - 2
-
Guided teams in designing hedging strategies to protect the Group from financial risks.
-
Managed the Investment Portfolios in the countries where the Group operated, articulating strategies suited to each
market.
-
Captained teams in verifying that the Group´s Investment Portfolios complied with limits, regulations, and Internal
Investment Policies, using Credit and Counterparty Risk Model.
-
Arranged teams for the Group's Technical Reserves Portfolio delegation process, to Third-Party Management
Funds.
-
Headed teams in adapting the Credit and Counterparty Risk Model, to regulations and Internal Investment Policies,
in the countries where the Group operated.
-
Advised Senior Management and the Investment Committee on market trends and investment opportunities, in the
countries where the Group operated.
-
Supported teams on accounting, tax, banking and financial laws and regulations, in the countries where the Group
operated.
Financial Risk Auditor Junior
ITAÚ CORPBANCA BANK, Bogotá, Colombia
october 2014 – february 2017
-
Organized Financial Risk team Audits ´s planning phase, to prioritize themes, set objectives, range, tests, and
techniques.
-
Handled Financial Risk team Audits ´s execution and documentation phases to respect Group's standards.
-
Administered the Financial Risk team Audits reports ´s preparation, revision and diffusion phases to gather clear
conclusions.
-
Exposed the Financial Risk team Audits´s results in meetings with Audited Areas, highlighting findings and
corrective actions.
-
Integrated an expert group selected by the Internal Control VicePresident, to investigate and advise on critical
situations management.
Financial Risk Auditor Trainee
ITAÚ CORPBANCA BANK, Bogotá, Colombia
september 2011 – september 2014
-
Successfully achieved the goals set in the Financial Risk team Audits´s Annual Plan.
-
Evaluated financial risk management, and compliance with the Group's procedures and regulations (SARM, SARL,
SARiC, SARC, SAC, and SOX), across the Bank, Broker and Trustee.
-
Audited the Group's Areas such as Treasury, Accounting, Front Office, Back Office, Middle Office, Planning, and
Financial Control to verify accounting integrity.
-
Produced documentation that supported the Financial Risk team Audit´s conclusions.
LANGUAGES
Spanish. Native.
English. Advanced.
SHIRLEY MEDINA - 3
PROFESSIONAL ASSOCIATIONS
National Professional Economic Council . Active Member.
2017 - Present
SHIRLEY MEDINA - 4
