FP&A Analyst

• Aug 2023 - Present

Corporate Finance and Data Analytics Consultant

• Jan 2018 - Feb 2023

In my most recent role, I advised restaurant, construction, real estate business owners, and entrepreneurs on a range of strategic and financial matters, including project structuring and data analysis. I developed customized models for different types of companies to optimize management of financial planning and analytics. I also created valuation models to assist clients with raising capital from investors. Some Key Accomplishments Includes: • Contributed to maintain profitability to optimum levels by implementing control processes in every key area and by updating forecasts according to new information analysis. • Enhancing a restaurant chains success by assisting in opening new points of sale and increasing the average revenue per point of sale by more than 70% since the end of the pandemic. • Implementing procedures in administration, operations, training, and role definitions as the supervisor of financial team members to improve internal support and communication between administrative, sales, and product areas. Show less

Chief of Debt Recovery Strategy

• Mar 2017 - Dec 2017

In this role, I supervised two analysts to design analytical models and collection strategies, preventing bad debt clients and recovering over 5% of early account receivables. I contributed to call center automation process and redefinition, resulting in a reduced operating load and improved information quality. I also spearheaded a debt recovery project by negotiating with collection agencies and implementing communication strategies for client payment agreements.

Business Intelligence Senior Analyst

• Dec 2015 - Feb 2017

As the Business Intelligence Senior Analyst, I participated in implementing and redefining service agreements with other banking areas, resulting in improved communication, cooperation, and understanding of analytical tools. I mentored a team of interns in creating and implementing statistical models. Developed customer-focused strategies for database management, predictive analytics, and segmentation models. Optimized communication, controlled churn, and increased cross-selling. I also led the implementation of a machine learning-based recommendation system to better know the client, market more retail and banking products, and also to encourage the client to use products and services they already committed to more often. Show less

FINANCIAL PLANNING SENIOR ANALYST

• Feb 2012 - Aug 2015

I successfully prepared and managed the main company's budget process. Implemented effective financial planning strategies for the Andean region (Columbia, Peru, Ecuador), ensuring seamless operations and revenue growth. I also coordinated with a trusted outsource company to support data integration and streamlined the outsourcing processes. I successfully prepared and managed the main company's budget process. Implemented effective financial planning strategies for the Andean region (Columbia, Peru, Ecuador), ensuring seamless operations and revenue growth. I also coordinated with a trusted outsource company to support data integration and streamlined the outsourcing processes.

INVESTMENT BANK CONSULTANT

• Sep 2011 - Feb 2012

Lead the construction of the valuation model and structured the sale of a small family company of construction equipment which derived in a satisfactory negotiation for shareholders. Lead the construction of the valuation model and structured the sale of a small family company of construction equipment which derived in a satisfactory negotiation for shareholders.