Rana Analytics

Financial consultant of Rana Analytics, a technology consulting firm focused on implementing OneStream EPM software.

Senior Financial Analyst

Remoti

•	Developed and standardized the Data and Business Intelligence area, establishing a comprehensive data model and architecture to support informed business decision-making.
•	Streamlined and automated client reports using SQL and scripts, providing weekly results, and enhancing client visibility into their data to retain and build stronger partnerships.
•	Led and mentored a team of interns, training them in essential data skills to work in data projects within the area.

Achievements:
•	Increased sales productivity 2X designing and implementing customized sales performance dashboards in Power BI and Looker, tailored to each sales team (Fintech, Web3, and Special Projects).
•	Collaborated with the leadership team to create targeted performance strategies, resulting in an average time savings of 20% for individual teams when analyzing and reporting key performance metrics.
•	Created and executed a Data Culture training program for the sales team, leading to a 70% increase in CRM usage and adoption within the first quarter.
•	Implemented a new company-wide Data Governance framework, reducing data quality issues by 25% and improving data accuracy and trust across the organization.

Business Intelligence

Hunty

Strategized and optimized organizational resources, leveraging digital platforms, and constructing diagnostic and data analysis tools (Power BI, SQL, Python) to enhance operational efficiency.

Achievements:
●	Implemented performance metrics tracking system, resulting in an average improvement of 10% across all key performance indicators for the operations team.
●	Standardized SQL queries and their creation to extract and analyze data from various databases, leading to optimization of process and data collection.
●	Developed and implemented Power BI dashboards to track key performance indicators (KPIs), resulting in a 20% increase of scope for sales and operations team.
●	Automated data collection processes using tools like Zapier, Python scripts, Bardeen, and Typeform, streamlining workflows and freeing up time for strategic planning.

Operational Specialist

Tributi

• Personal financial consultant focusing on researching industry-related topics, content creation and preparing well-structured blogs offering information and guidance for the financial well-being.
• Provided financial consulting services to internal and external clients, delivering strategic guidance and expertise in finance and taxes and create comprehensive finance and tax content, including engaging blog posts and informative video tutorials to boost website views, subscriptions, and followers.

Achievements:
• Advised and consulted both internal and external clients on effective financial plans and strategies, resulting in enhanced brand positioning and increased client retention for the company for over 50 clients.
• Developed and delivered highly attended courses on financial planning, tax declaration, and tax planning, with over 500 participants during the tax season.
• Implement best practices to develop projects and create the new business unit of Personal Finances

Financial Consultant and Content Creator (YC 2018)

ASERIMPEX 

- Planeación estratégica para fidelización y consecución de clientes en Estados Unidos y Europa
- Gestión de proyectos de escalabilidad a nivel internacional 
- Seguimiento a importaciones de maquinaría pesada
- Planeación Financiera para creación y ejecución de proyectos de inversión
- Crecimiento duplicado en ventas de la línea de equipos de refrigeración ThermoKing en el segundo semestre del 2020.
- Obtención de más de $5500 USD en ventas en último trimestre desde 2019 hasta el presente.
- Consecución de 2 alianzas corporativas en Países Bajos en pro de la ampliación en portafolio por maquinaria pesada introduciendo montacargas y generadores eléctricos.

Business Analyst

Clever Finance Colombia

Led and executed national and international social responsibility programs, focusing on financial education, and creating a financial inclusion laboratory.

Achievements:
• Managed teams of more than 14 leaders nationwide and worked with 5 different clients.
• Successfully established the largest financial health network in LATAM, involving over 50 volunteers in 21 universities and expanding to 12 cities across the country.

Project Manager

Facilitator and developer of financial education projects through the national execution of Global Money Week and the achievement of alliances with the Stock Market Autoregulator, Banco Itaú, Banco Mundo Mujer, Colpensiones and public and private schools.

Achievements:
• Spearheaded financial education and Corporate Social Responsibility projects by forging strategic alliances with public and private entities. Additionally, monitoring the performance of teams and clients’ portfolios.
• Executed financial projects that achieved scalability, serving over 500 clients, and reaching more than 200 municipalities in the country.
• Organized a financial health day, engaging 519 clients of allies across more than 70 offices in 31 cities.

Key Account Manager

Data-driven and tech professional with +4 years of experience driving data strategies in startups, web3, and fintech sectors, and implementing data-driven solutions to optimize business performance in SaaS companies. Proficient in data analysis, business intelligence, and business analysis. 

Expertise predictive modeling, SQL, Python, and establishing data-focused areas from scratch. Skilled in problem-solving, analytical thinking, and data visualization. Strong leadership, teamwork, communication skills, client management & retention, solution oriented and proactive.

Skills: Microsoft Office (Excel, PowerPoint) | Python | Tableau | Power BI | Looker | SQL | Databases Management | Data Warehouses/ETL | Data Viz | Agile methodologies | Project/Ops Management | Strategic Planning | CRM

Taplio

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