Octavio Ruelas González

Evaluator
DISC Type : Dsc

Financial Planning Sr. Analyst at Alpek

Monterrey, Nuevo León, Mexico

Overview

Octavio is a Financial Planning Coordinator at Alpek, where he specializes in the consolidation of financial results, monitoring KPIs, and developing analyses to support decision-making. A graduate of Tecnológico de Monterrey, he is also a Certified Investment Strategy Advisor, reflecting his expertise in corporate finance and the stock market.

Beyond his formal role, Octavio is passionate about the investment sector and financial markets. He enjoys giving back to the academic community, having recently returned to his alma mater to share his professional experience with finance students, demonstrating an interest in mentoring the next generation of financial professionals.

He recently returned to Tecnológico de Monterrey as a guest speaker to share career advice with finance students.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Investment Strategy
He is a Certified Investment Strategy Advisor by the Mexican Association of Stock Market Institutions (AMIB) and has a stated interest in the investment sector.
Financial Analysis
His career at Alpek has focused on financial analysis, including monitoring KPIs, analyzing market trends, and developing dashboards for management.
Petrochemical Industry
His work involves researching trends, challenges, and competitive intelligence within the petrochemical industry to understand their impact on business margins.

Media Appearances

Octavio Ruelas González - Planeación Financiera at Alpek | The Org. Featured in The Org

See Now

Work History

7-2025
Financial Planning Sr. Analyst at Alpek
10-2023 - 7-2025
Financial Planning Jr. Analyst at Alpek
2-2023 - 9-2023
Financial Planning Intern at Alpek
5-2022 - 11-2022
Financial Projects Intern at Cénit Startup Studio
2-2022 - 7-2022
Finance Intern at Tecnológico de Monterrey

Education

8-2019 - 6-2023
Licenciatura from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 3 Location : Monterrey, Nuevo León, Mexico Job Level : Junior Designation : Financial Planning Sr. Analyst at Alpek
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Insights For Selling To Octavio

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Octavio is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Octavio

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Octavio move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Octavio take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Octavio

Personality Compatibility


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