Daniel C.

About Daniel C.

Entrepreneurial skilled professional with experience in data, finance, business, product, and project analysis for several industries, such as, banking, fintech, cryptocurrency, payments, and mobile in emerging markets. Master in Finance, Bachelor in Business Administration and Specialization in Data Analysis and Financial Engineering. In addition to, development, execution, implementation, and performance analyses of financial services and products for emerging markets. Skilled in innovative and technological products with proven ability in every stage of the product development. Increased sales growth performance and customer satisfaction thru market research, data analytics, and process optimization by focusing the results and insights on adapting and improving the product appeal. Fluent in Spanish.Primary skills: 1. Analysis, Modeling, and Visualizations- Excel: intermediate to advanced (i.e. VLookup, HLookup, Pivot Table, Index, Match, Power Pivot, Descriptive Statistics, NPV, IRR, Regression Analysis, Forecasting, Financial Modeling, Valuations, and Dashboarding)- Tableau: Intermediate- Domo: Intermediate2. Product / Processes Improvements: review and asses data, give recommendations, design process diagrams.3. Research: gather product / process performance data (KPI), QA, UIUX validation, consumer feedback and industry research.4. Sales, Clients, and Partners trainer. Developer of training material and manuals.

Experience

1. Senior Financial Planning and Analysis

   Bci Miami

   Jun 2024 — Present · Miami, FL, US

   US branch of Bci, Chilean bank with more than 75 years in the market and ~$88B in assets.Dual Hat Position for Bci Miami and Bci Securities:• Prepare and analyze financial reports to monitor a business with ~$9B in assets under management, extracting and highlighting relevant information and trends. In order, to evaluate business, team and individual performance, assisting management in the decision-making process.• Improved operational efficiency of financial reports by 20% by implementing and automatizing streamlined data management procedures.• Contributed to 10% growth trend by developing strategic recommendations for management planning• Prepared monthly head office and management reports and analysis of the financial result, as well as, special projects and requests• Provided robust modeling and reporting to facilitate executive-level decision making and long-term planning insight• Strong analytical skills; supported operations through analysis of key performance indicators and trends• Consensus-driven communicator; liaise across various business units and promote organizational success by conveying to management financial risks, opportunities, and/or areas for improvement• Rapidly adapted to new technologies; possess expertise with MS Word, PowerPoint, Excel and DOMO• Assisted in the preparation of the budget and forecasts, ensuring alignment of key company strategies• Assessed the financial impacts of policy and operational issues• Collaborated and coordinated with programmers in the development and implementation of new reporting systems, tools, and mechanisms. which allows the monitoring of the business KPIs on a daily basis (AUM, Revenues, NNA)• Performs clients\' profitability evaluation in order to assist the management decisions• Responsible for the preparation and integrity of the MIS database

Education

• Universidad Metropolitana (VE)

  Bachelor of Business Administration - BBA, Business Administration and Management, General

  2005 — 2010

• Universidad Metropolitana (VE)

  Specialization - Financial Engineering

  2010 — 2011

• Florida International University

  Master of Science - MS, Finance, General - International Banking & Financial Institutions

  2018 — 2019