Jorge Iván Morán Román

Questioner
DISC Type : c

Finance Manager (Financial Control) at Revolut

Mexico City Metropolitan Area

Overview

Jorge Iván Morán Román is a Finance Manager specializing in Financial Control at Revolut. With a Masters in Corporate Finance from UNAM and a degree from Tecnológico de Monterrey, his expertise spans accounting and financial reporting. He also holds a certification in risk hedging with futures and options.

Beyond his corporate role, Jorge is passionate about education, serving as a part-time professor at his alma mater, Tecnológico de Monterrey. He expresses great pride in teaching and mentoring students, finding it special to work alongside professors who once taught him. He enjoys learning new things and maintains a positive attitude.

He recently received a teaching award from the Tecnológico de Monterrey for his excellent student evaluation results.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Corporate Finance
His career focus and subject of his Master's degree, with experience in financial control, accounting, and reporting at companies like Revolut and Nu.
Fintech Innovation
[Predicted] His recent career choices, moving from Nu to Revolut, indicate a strong interest in the evolving financial technology landscape and its challenges.
Higher Education
Serves as a part-time professor at the prestigious Tecnológico de Monterrey and has been recognized with a teaching award for his performance.

Media Appearances

Jorge has no verified media appearances

Work History

12-2025
Finance Manager (Financial Control) at Revolut
9-2025
Profesor de cátedra at Tecnológico de Monterrey
1-2025 - 12-2025
Accounting & Financial Reporting Manager at Unlimit
2-2023 - 7-2024
Consultor - Citibanamex at RGP
2-2022 - 2-2023
Controllership Analyst at Nu

Education

2021 - 2023
Maestría en Finanzas Corporativas from Universidad Nacional Autónoma de México
2015 - 2019
Licenciatura from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : N/A Location : Mexico City Metropolitan Area Job Level : N/A Designation : Finance Manager (Financial Control) at Revolut
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Insights For Selling To Jorge Iván

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge Iván is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jorge Iván

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jorge Iván move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jorge Iván take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jorge Iván

Personality Compatibility


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