From March 2015 to present
worldwide remote

language proficiency: Spanish (native) & English (full professional).
specialty tools: Excel, Power BI. 

1. In general, capable of conducting deep-dive discussions with partners to define & document key business questions and technical requirements for designing and building data-driven solutions, decision support tools and executive-level BI solutions including reports, graphical displays, dashboards, data visualization-driven stories, informative visualizations, and/or KPI scorecards to assist users identifying actionable business insights supported by quantitative information resulting in driving profitable value.

2. With regards to Power BI, proficient with developing basic to complex DAX measures which are accurate and performant on large datasets along with being capable in assisting with governance and deployment, including administration, content distribution/sharing, training and lastly, ad hoc analytics for executive-level requests and priorities.

3. Other technical skills include Excel, Power BI, data modeling, SQL, Power Pivot, DAX, Power Query, interactive data visualization, dashboard design, pivot tables, array formulas

4. Experience with non-coding graphics tools such as DataWrapper

July 2020 to September 2023
Lima, Perú

1. Provide 1st level support services for Zebra BI for Excel or Power BI in English or Spanish.

2. Facilitate with industry recommended practices for designing effective data visualization.

3. Assist with robust automation of Excel or Power BI reports for decision support.

4. Train users and consumers with Zebra BI products in both English and Spanish.

September to December of 2020
Lima, Perú

1. Provided mentor-ship to the personnel of one of the Big Four accounting firms.

2. Provided feedback and certify student projects along with responding questions.

3. Attended students’ doubts through the mentor chat.

4. Provided personalized consultancies and live sessions.

March 2015 to February 2019
Lima, Perú

1. Led the general management, budgeting, and sales of the project using tools such as Excel to assess new market conditions and identify profitable opportunities.

2. Performed all tasks and responsible on the due diligence of legal procedures and sales totaling more than 300K in USD American Dollars.

3. Coordinated and supported all activities with contract management and win-win negotiations.

December 2014 to March 2015
Lima, Perú

1. Before Alta XL: Alta El Dorado Emprendimiento. A joint venture between Alta Ventures, Mexico & El Dorado Investments, Perú with the mission to promote entrepreneurial best practices in Peru and connect several stakeholders via regional conferences, along with helping to launch the Venture Capital industry in Perú.

2. Responsible for data collection and pipeline development, deal and portfolio reviews. Scheduled review meetings at appropriate cadence; developed materials in support of internal deal flow and review sessions.

3. Assisted investors and associates in all phases or early-stage technology investment analysis through contributing to deal flow management and due diligence activities resulting in the first days of the First Institutional Venture Capital fund in Peru focused on early-stage investments with the mission to help startups scale faster, network them with key mentors and assist them with business development and fundraising. Early angel investments ranged between 5K to 25K per high-impact technological startups.

4. Managed the execution of critical back-office infrastructure projects such as cashflows and budgets utilizing Excel with the venture´s fund. Managed and coordinated with heads of national Peruvian universities the implementation of the International Business Model Competition from Brigham Young University, an international academic initiative to promote creation of high-tech startups with disruptive technologies within universities.

December 2012 to November 2014
Lima, Perú

1. Worked as the project lead to understand business processes, model data, and implement client-centric solutions which visualized sales for the company of about 60M Peruvian Soles per year thru interactive reporting solutions using Microsoft Access ODBC, SQL language, Power Query and Power Pivot in Excel.

2. Translated all the data and reporting requirements into visual appealing decision support tools including visual data displays to present to the Board of Directors.

3. Accomplished numerous reporting hours saved with faster analyses and consequently faster reply time to all sales executives’ inquiries, which lead to better consistency of reporting and better activity understanding with regards to the sales operations.

4. Designed and developed all ETL processes with Power Query and extensively improved the current sales reporting processes. Configured and maintained all SQL queries to ensure high levels of performance, availability, and security for weekly and monthly management and sales reporting.

5. Developed and implemented relational databases and datamarts to ensure resources are optimally for sales and inventory analytics. Designed and developed inventory reports, sales visual reports, key performance indicators and reports for all business units.

January 2012 to May 2012
San Francisco, California, USA

1. BA = Business Analysis | QA = Quality Assurance

2. A rigorous 800 hour training program with business analysis and quality assurance for software development consulting.

3. Team-worked with a variety of business stakeholders to ensure that all business requirements for following a standard software development lifecycle approach such as scrum; were understood, documented, and met.

4. Responsible with business and technical requirements analysis, business process modeling/mapping, methodology development and data modeling.

5. Utilized Business Analyst industry tools & techniques including the “Business-Requirement-Documents (BRD) and translation of BRD to functional specifications and traceability matrices.

6. Proactively communicated and collaborated with external and internal customer and technology stakeholders with business managers.

7. Participated in architecting the logical design of data integration workflows, data modeling, and documentation of business rules.

8. Communicated well with development and QA teams regularly to ensure accurate understanding of requirements.

From October 2011 to December 2011
Hartford, Connecticut, USA

Accomplishments:

1. Recognized by the operations manager as the most effective analyst for processing and solving 22 complex group benefit health applications cases (PHA) before proceeding to the underwriting stage.

2. Established effective communication with adjacent departments resulting in efficient resolution of each PHA case in less than a week with a department benchmark of 10 days.

3. Utilized Microsoft Excel to review daily incoming (Hartford´s clients) re-valuations on short-and-long-term liability-coverages with preliminary assessments.

4. Provided support for the integration of clients’ payroll health data for value improvement, safeguarding standard quality service and cost metrics and proceeded with adjustments on contract analysis, and new data source insight.

5. Reviewed The Hartford’s client confidential data for data validity, appropriateness of selection, limitations of results, and valid interpretation of results. Compared data outputs with inputs to ensure data accuracy.

6. Maintained complete confidentiality with respect to the information acquired through the compliance process and all associated activities.