Luis Fernando Román Rojas Pérez

Questioner
DISC Type : c

Senior Internal Auditor at Grupo Financiero Banorte

Mexico City Metropolitan Area

Overview

Luis is a results-driven Senior Internal Auditor at Grupo Financiero Banorte with over five years of experience in the financial services industry. He specializes in risk management and compliance, holding a Diploma in Managerial Skills from Tecnológico de Monterrey and certifications in Python.

Passionate about continuous professional development, Luis frequently shares his learning achievements, including completing programs in management, data analysis, and programming. His interests lie in staying current with industry-leading technology and consulting firms like Oracle and Accenture.

He won a regional award for a social entrepreneurship project focused on sustainable development for communities in the Valley of Mexico.

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Financial Audit & Compliance
His career centers on coordinating audits in the financial sector, ensuring adherence to strict internal policies and external banking regulations.
Data Analysis Skills
Actively upskilling in data technologies, earning certifications in Python and IDEA (ACL), and sharing practical experience with SQL and data warehousing.
Leadership Development
Recently completed a Diploma in Managerial Skills from Tecnológico de Monterrey to strengthen his leadership capabilities and professional performance.

Media Appearances

Luis has no verified media appearances

Work History

9-2021
Senior Internal Auditor at Grupo Financiero Banorte
2-2021 - 9-2021
Junior Internal Auditor at Grupo Financiero Banorte
3-2020 - 2-2021
Operational Auditor at Banco Dondé
1-2019 - 3-2020
Operational Auditor Trainee at Banco Dondé
3-2018 - 11-2018
Operations & Collections Analyst at Portento

Education

4-2025 - 9-2025
Diplomatura from Tecnológico de Monterrey
2013 - 2017
Licenciatura from Universidad Justo Sierra

More Information

Social Presence :

Prographics :

Exp : 8 Location : Mexico City Metropolitan Area Job Level : N/A Designation : Senior Internal Auditor at Grupo Financiero Banorte
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Insights For Selling To Luis Fernando Román

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luis Fernando Román 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 Luis Fernando Román

  • 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 Luis Fernando Román move?

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

  • Can Luis Fernando Román take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Luis Fernando Román

Personality Compatibility


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