Financial Planning Manager

• Dec 2021 - Present

• Financial Planning Manager for Servicio Pan Americano de Protección and Domesa.• Construction and monitoring of Profitability Model for customers, lines of business, services, economic sectors, currency (Bolivares or foreign currencies), etc.• Creation of Annual Income and Expenses and Capital Expenditures (CapEx) Budget.• Creation of Business Plan and Transformation Plan 2022 with the objective of requesting capital from investors and/or board of directors.• Monthly and Annual Cash Flow Projection.• Monthly and Annual Expenses Forecast.• Monthly projection of macroeconomic variables such as inflation and foreign exchange rate.• Review and Approval of Capital Expenditure Requests (CapEx).• Strategic Planning for Servicio Pan Americano de Protección and Domesa. Show less

Financial Planning Leader

• Aug 2019 - Dec 2021

• Leading annual expenditure planning projects for the corporation (Servicio Panamericano de Protección and Domesa) and its subsidiaries.• Monthly Income statement forecasting and scenario analysis.• Report and forecast on market trends, macroeconomic indicators, evolution and financial results of the company. Projection of exchange rates, inflation rate, monetary policy indicators and other macroeconomic variables.• Advice the Commercial Department in the evaluation of business proposals for clients, revenue projections, fees adjustments and other activities. Member of the monthly revenue committee.• Analyse, report and track profitability and unit costs by clients, offices, services and business units.• Oversee and manage the ongoing development of financial modeling and forecasting tools.• Make monthly cash flow estimates and projections for the next 6 months.• Management control to offices and administrative teams of their expenditure and variations against the annual expenditure planning.• Quarterly and annual preparation of presentations for the board of directors and shareholders' meetings. Show less

Management Control & Investment Leader

• Dec 2018 - Jul 2019

• Creation of profitability and unit cost model for customers, services and business units.• Provide financial consulting and strategic support to senior management, including presentations to the Board of Directors, capital expenditure analysis, cash flow forecasting, analysis of new business opportunities and other projects.• Analyze Key Performance Indicators (KPIs), including revenue, expense and cost areas.• Monitoring and controlling the management of corporate offices and subsidiaries to find opportunities to reduce and optimize costs and expenses. Show less

Creator

• Nov 2019 - Present

Weldata creator for academic purposes. Welding topics through data. Weldata creator for academic purposes. Welding topics through data.

Paid Media & Customer Services Analytics Analyst

• Aug 2018 - Nov 2018

• Ongoing analysis of paid per-customer campaign behavior, trend analysis and projected results. • Monitoring of digital paid campaigns ROI per client and identification of improvement opportunities. • Market research: Identification and study of the competition, understanding of the target audience per customer in terms of tastes and needs, common behaviors for the generation of value proposals. • Support in the implementation of paid campaigns in the different digital platforms (Google, Facebook, LinkedIn) Show less

Researcher

• Jan 2018 - Aug 2018

• Social Media Content Strategy Coordinator, in charge of creating content for the publication of research articles in social networks, blog and company website. • Data and information research for the analysis of diverse topics related to economics and other topics of interest such as: Geographic Analysis, Crypto-currencies, Demography, History, Film Industry, among others. • Unification and optimization of databases for subsequent study of the effects of the media on electoral behavior in Mexico prior to the 2018 elections. Show less

Senior Business Intelligence Analyst

• May 2016 - Jun 2017

• Analysis, definition and implementation of data processing solutions • Management, extraction and analysis of database information. • Acquisition and maintenance of knowledge related to the business areas, creation of reports and improvements. • Definition and monitoring of key performance indicators. • Generation of reports on market trends, business evolution and results, based on key indicators. • Definition and creation of Dashboards. • Creation of ad-hoc reports for the executive management and the board of directors. • Profitability control and analysis of the results of the different areas of the business line and identification potential areas for improvement. Show less

Semi Senior Business Intelligence Analyst

• Dec 2014 - May 2016

• Creation of a dashboard for measuring the control indicators of the daily management of managers and vice presidents.• Optimization and automation in the processing of relevant data for monthly reports.• Reengineering of Cross Selling reports to optimize the bank's product and service offerings to existing corporate and business clients.• Estimation and distribution of asset and liability goals for Corporate Banking advisors.• Dashboard creation of daily variations of Assets and Liabilities by customers, portfolios and Wholesale and Middle Market Banking segments.• Monthly presentation of the Main Corporate Banking and Business Banking Movements.• Consolidation and analysis of the main macroeconomic indicators for monthly presentation to the Board of Directors. Show less

Business Intelligence Intern

• Nov 2014 - Nov 2014