Jose Gomila Sánchez
Kimmage
Summary
Results-driven finance professional with robust experience in capturing, validating and managing Voluntary and Mandatory Corporate Actions, across EMEA and US markets, ensuring accurate and timely processing.
Recognized for enhancing operational efficiency and delivering exceptional service quality, I bring strong skills in data reconciliation, problem-solving, and client relationship management.
Currently pursuing a Course in Artificial Intelligence from Universidad Isabel I, specializing in process automation and data analysis, I am dedicated to continuous learning and leveraging emerging technologies to enhance operational efficiency.
Overview
7
7
years of professional experience
Work History
Corporate Actions Analyst - Asset Services
Bank of America Merry Lynch
08.2022 - Current
- Managed Voluntary and Mandatory Corporate Action events, as well as Cash and Optional Dividends within EMEA and US markets, ensuring compliance and risk mitigation
- Conducted daily reconciliation of stock and cash positions stemming from corporate actions, and accurately delivered instructions to trading desks based on client elections
- Engaged with internal and external parties, including clearing houses, paying agents, and traders, fostering relationships that optimized transaction timelines
- Provided professional and timely responses to institutional client queries, ensuring high levels of satisfaction and service quality
Corporate Actions Process Specialist
Infosys BPM
03.2022 - 07.2022
- Delivered excellent customer service to Bloomberg customers, addressing complex queries in a timely and professional manner
- Maintained strong professional relationships with Bloomberg branches
- Conducted quality checks to ensure performance parameters and client expectations were consistently met
- Updated the Bloomberg terminal by adding all details of corporate actions events, acting as the final filter before publication to all investors
Corporate Actions Analyst
Infosys BPM
04.2019 - 03.2022
- Analyzed and processed sensitive financial data from multiple official sources including Custodian Banks, Paying agents, and Stock Exchanges
- Verified and updated information on corporate action events in the Bloomberg terminal across EMEA, LATAM, APAC, and US markets
- Trained new team members, enhancing overall team performance and operational efficiency
Financial Analyst - Enhance Bloomberg Project
Infosys BPM
03.2018 - 04.2019
- Researched and standardized financial data from various reports (IFRS/IAS, local GAAP, US GAAP) for Bloomberg terminal
- Ensured quality and consistency in financial statement data (Income Statement, Balance Sheet, Cash Flow) for global comparability
Education
Bachelor Degree - Finance And Accountancy
Universitat Rovira I Virgili
Tarragona, Spain06.2016
Skills
- Financial analysis
- Data Validation
- Corporate Actions Management
- Cash and Stock Reconciliation
- Institutional Client Relationship Management
- Effective Communication Across Teams
- Analytical Problem-Solving
- Organizational
- Initiative
- Client Service
- Banking
- Financial Services
- Trade Lifecycle Management
- Account/Data reconciliation
- Regulatory Compliance
Languages
Spanish
Proficient
C2
Catalan
Proficient
C2
English
Proficient
C2
Italian
Beginner
A1
Certifications and courses
- Artificial Intelligence Master, Universidad Isabel I, currently ongoing
- Financial Ratios Analysis, Udemy, 04/01/21
- Bloomberg Market Concepts, 04/01/18
- Reading Financial Statements, Corporate Finance Institute, 02/01/18
- Accounting Fundamentals, Corporate Finance Institute, 02/01/18
Accomplishments
- Managed to clear over 2000 cash and stock breaks in less than two years, maintaining a current balance of breaks below 50 items
- Multiple awards for going above and beyond my role responsibilities
Timeline
Corporate Actions Analyst - Asset Services
Bank of America Merry Lynch
08.2022 - Current
Corporate Actions Process Specialist
Infosys BPM
03.2022 - 07.2022
Corporate Actions Analyst
Infosys BPM
04.2019 - 03.2022
Financial Analyst - Enhance Bloomberg Project
Infosys BPM
03.2018 - 04.2019
Bachelor Degree - Finance And Accountancy
Universitat Rovira I Virgili
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