# Matilda Braun

**Finance & Analytics** — United States

> 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.

Career Archetype: **Frontier Summiteer** (RS-DX) — One of the first Frontier Summiteers on Saywise

## Links

- LinkedIn: https://linkedin.com/in/matildaabraun

## Experience

### Business Strategy Intern, Progressive Automations (2025-06 – 2026-02)
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.

### Sales Representative, Placement Partners (2025-03 – 2025-05)

### Structured Note Project, BanBajio (2025-02 – 2025-06)
Monterrey, Mexico · Designed a MXN $1B notional principal-protected structured note with 100% capital protection and a 0.5% quarterly memory coupon. Built a multi-scenario pricing model to set strike and premium, securing a minimum MXN $20M commission on execution. Placed first among Tec campuses in the region in the final presentation to BanBajío.

### Finance and Valuation Project, Bimbo (2024-09 – 2024-10)
Mexico · Built a full-cycle equity valuation of Bimbo (BMV: BIMBOA) using DCF with a 12.61% WACC and EV/EBITDA at 9.24x. Delivered a MXN $74.40 price target, a 13.4% premium, with an Overweight recommendation validated through sensitivity analysis.

### OnCampus Intern Communication, Tecnológico de Monterrey (2024-08 – 2025-02)
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.

### Investment Analysis Project, Actinver (2024-05 – 2024-06)
Mexico · Designed a MXN $1B notional principal-protected structured note with 100% capital protection and a 0.5% quarterly memory coupon. Built a multi-scenario pricing model to set strike and premium, securing a minimum MXN $20M commission on execution.

### Sales Development Representative, RNCLD (2022-03 – 2022-07)

### Back Office Assistant, Penn State University Libraries (2021-08 – 2021-12)
Pennsylvania, United States

## Education

### Finance in General, Tecnológico de Monterrey (2022-08 – 2026-06)
Second-highest grade among all Finance students in the 8th semester.

### Undergraduate, Penn State University (2021-08 – 2022-01)
Activities and societies: Latin Leadership Institute 2021 cohort Leadership and Spanish

## Skills

Futures Trading, Risk Management, Derivatives Trading, Actúa con la normativa aplicable al mercado de valores, Asesoría de inversión, Compra y venta de valores, Diseño de estrategias de inversión, Diseño de portafolios de inversión, Sales, Sales Prospecting, Prospection, Lead Generation, Sales Processes, Independent Thinking, Pensamiento estratégico, FinTech, Startup, Estados financieros, Elaboración de presupuestos, Análisis financiero, Gestión financiera, Team Leadership, Project Management, Finance, Business, Spanish, Inglés, Estrategia, HTML5, Pensamiento crítico, Español, English, Problem Solving, Microsoft Excel, Leadership, Communication, Customer Service, Management, Organization Skills, Microsoft Office, Translation, Analytical Skills, Web Development, Financial Technology, Financial Modeling, Financial Statement Analysis, Financial Analysis, Quantitative Analytics, Data Analysis, DCF, Relative valuation, Derivatives pricing, VaR, Sharpe Ratio, SQL, Python, R, Google Sheets, Apps Script, HubSpot, Clay

## Credentials

- **Certificate of Completion: Al Fluency Framework & Foundations** — Anthropic (issued 2026-07)
- **Master the Trade: Futures** — CME Group (issued 2026-02)
- **Asesor en Estrategias de Inversión - Serie 210 (Figura 3)** — AMIB oficial - Asociación Mexicana de Instituciones Bursátiles
- **Top 10 Skills for Quantitative Analysts** — LinkedIn (issued 2025-05)
- **Master Key Financial Analyst Skills** — LinkedIn (issued 2025-02)
- **Pensamiento Estratégico y Mentalidad Estratégica** — Santander Open Academy (issued 2025-02)
- **Financial Modeling Foundations** — LinkedIn (issued 2025-01)
- **Financial Modeling and Forecasting Financial Statements** — LinkedIn (issued 2025-01)
- **Fundamentos de Fintech o finanza tecnológica** — LinkedIn (issued 2024-11)
- **Diplomado en Educación Financiera** — Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (CONDUSEF) (issued 2024-08)
- **Techstars StartUp Weekend Fintech** — Techstars (issued 2024-05)
- **Nature-based Solutions for Disaster and Climate Resilience** — United Nations Environment Programme (UNEP) and the Partnership for Environment and Disaster Risk Reduction (PEDRR) in collaboration with the SDG Academy (issued 2021-08)
- **Learn HTML Course** — Codecademy (issued 2021-01)

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Source: https://saywise.com/member8843 (last modified 2026-10-21T04:07:30.592Z)