Matilda Braun
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Matilda Braun

United States0

Finance & Operations Analytics | CFA Level I Candidate | GTM & Revenue Operations

Finance student at Tecnológico de Monterrey with hands-on experience in financial modeling, valuation, and sales automation. Currently building prospecting pipelines and internal tools at Progressive Automations.

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Experience
Progressive Automations
Business Strategy Intern
Progressive Automations
Jun 2025 — Feb 2026 · Remote
Analyzed ThomasNet subscription ROI in Excel by reviewing HubSpot timelines account by account to find top companies with no prior CRM activity, used as a conservative attribution base. Built an automated prospecting pipeline processing 20K+ rows of ThomasNet data weekly through Google Sheets, Apps Script, Clay, and HubSpot, adding about 500 scored companies per week. Designed the PA Actuator Selector, a React tool matching customer specs to a 33+ product catalog, now used by 100% of the B2B sales team.
Placement Partners
Sales Representative
Placement Partners
Mar 2025 — May 2025
Tecnológico de Monterrey
OnCampus Intern Communication
Tecnológico de Monterrey
Aug 2024 — Feb 2025 · León, Guanajuato, Mexico
In my role at Tecnológico de Monterrey, I led the development and execution of communication strategies for the business school's leadership team. • Coordinated events and managed collaborations to enhance the school's reputation and partnerships. • Developed internal and external communication plans to support the director and majors directors.
R
Sales Development Representative
RNCLD
Mar 2022 — Jul 2022
Education
Tecnológico de Monterrey
Tecnológico de Monterrey
Finance in General
Aug 2022 — Jun 2026
Second-highest grade among all Finance students in the 8th semester.
Penn State University
Penn State University
Undergraduate
Aug 2021 — Jan 2022
Activities and societies: Latin Leadership Institute 2021 cohort Leadership and Spanish
Credentials
A
License or certification
Certificate of Completion: Al Fluency Framework & Foundations
Anthropic
Issued Jul 2026
C
Course
Master the Trade: Futures
CME Group
Issued Feb 2026
A
License or certification
Asesor en Estrategias de Inversión - Serie 210 (Figura 3)
AMIB oficial - Asociación Mexicana de Instituciones Bursátiles
L
Course
Top 10 Skills for Quantitative Analysts
LinkedIn
Issued May 2025
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Skills
Futures TradingRisk ManagementDerivatives TradingActúa con la normativa aplicable al mercado de valoresAsesoría de inversiónCompra y venta de valoresDiseño de estrategias de inversiónDiseño de portafolios de inversiónSalesSales ProspectingProspectionLead GenerationSales ProcessesIndependent ThinkingPensamiento estratégicoFinTech
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