Juan Jose D. Profile

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$35 USD / hour

san luis potosi,

mexico

$35 USD / hour

It's currently 9:08 PM here

Joined November 1, 2018

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Juan Jose D.

@JuanUriarte91

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(0 reviews)

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$35 USD / hour

san luis potosi,

mexico

$35 USD / hour

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Business Inteligence Expert CFA 2 Candidate

I am a finance professionist with a barcherlor in Financial Management, certified as FMVA, CFA L2 candidate. I have over 6 years of experience in Financial planning, analysis and financial modeling and 2 years of experience in Business Intelligence Projects. I can create excel models that deliver several outputs based on key drivers with a clear and easy to follow process to allow deep financial analysis and sensitivity analysis. in addition I can develop BI solutions with Power Bi Currently I work as a Business Inteligence Specialist for one of the top companies in automation. I have developed several BI projects to improve and automate processes following Agile metodology. In addition to this I have over 5 years of experience in Controlling and Finance. If you choose me for your project you will have great results as I am a very dedicated and self-motivated person who likes to deliver the best results and solutions as possible. Please contact me if you would like me to review your project and provide you a suitable solution.

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Portfolio

Example of an interactive Revenues Dashboard built in Power Bi

On the left filters for table dimensiones
- Division
- Business Area
- Product Line
- Product Code
- Country
- Date

Line chart with Revenues behaviour over time for two divisions.
Tornado Chart with Revenues, Costs and Gross Profit
Map Chart with revenues by country.
Columns chart with revenues by Business Unit.

Revenues Dashboard Example

Passed the CFA L1 Exam. Main exam topics are.

Ethics and Professional Standards
Quantitative Methods
Economics
Financial Reporting and Analysis
Corporate Finance
Equity
Fixed Income
Portafolio Management
Derivatives
Alternative Investments

Passed CFA L1 Exam

4690888

Financial Modelling Valuation Analyst Certificate

Revenues Dashboard Example

Passed CFA L1 Exam

4690888

Financial Modelling Valuation Analyst Certificate

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Experience

ABB

Apr 2020 - Present

Development Leading of Global Business Intelligence projects based on - Data Visualization with Power Bi. - Business Process Automation with Power Automate. - Process mining solutions with Celonis.

ABB

Apr 2019 - Present

Perform Controlling and Planning activites including, KPI Analysis, Financial Statement Analysis and reconciliation, GL account reconciliation, Approvals, Revenue Forecast, Order Backlog Analysis, Estimation of Provisions, Month End Reporting of Orders Received, Cost Absorption Analysis, Profitability Analysis, SG&A Analysis. Creation of KPI forecast model Developement of business inteligence projects for Americas region. Power Bi and Power Query developer.

Menzies Aviation

Nov 2017 - Apr 2019 (1 year, 5 months)

Reconciliation of vendor statements using advance excel techniques Large volume of invoice processing General Ledger and cost allocation analysis Vendor payment issues resolution and statement reconciliation approval tracking though the AP process Audit of duplicate entries in different business units

Education

Finance

Mexico

2008 - 2014

(6 years)

Qualifications

CFA Institute

2018

CFA L2 Candidate Passed the Level 1 CFA 2019 exam

Corporate Finance Institute

2018

The CFI Financial Modeling and Valuation Program covers a critical body of knowledge necessary for becoming a world-class financial analyst. The core curriculum for the program includes: Financial Modeling Valuation Financial Analysis Presentations