Jose A.Financial Analyst
Skills
A graduate in Business Administration from Universidade Ceuma, this professional has amassed a diverse range of experiences in the business sector, encompassing roles in Sales, Market Intelligence, and Data Analysis. With a broad understanding of business dynamics, they prioritize proactive and efficient task management, always seeking to optimize resources and time.
Their proficiency in the Microsoft Power Platform, specifically Power Automate, Power Apps, and Power BI, underscores their passion for technology. These competencies enable them to automate processes, develop tailored solutions, and enhance operational effectiveness.
In addition to their expertise with these tools, they possess advanced skills in M Language and an intermediate proficiency in Python. Their command of M Language allows them to manipulate data for in-depth analysis in both Excel and Power BI. Although their Python skills are evolving, they utilize it effectively for specific, complex challenges. Demonstrating a commitment to continuous learning, they actively seek opportunities to expand their knowledge in these areas.
A strong focus on data analysis equips this professional to deliver critical insights that support strategic decision-making. By combining robust management experience with technological acumen, they stand ready to add value to any team or organization. Available for new opportunities and challenges, they are dedicated to learning and growth, eager to contribute innovative, solution-oriented approaches.
Business Intelligence Analyst
8/1/2023 - Present
Developed proficiency in Power BI for creating insightful panels to monitor the performance and market share of franchises across the Latin American region, providing strategic management insights. Utilized Figma to design custom visual elements for Power BI panels, enhancing the visual experience and narrative clarity. Configured and managed Workspace to automate updates on Power BI dashboards, ensuring timely and accurate data availability. Developed Python scripts to generate and combine Excel files, streamlining data manipulation and analysis processes. Implemented Python scripts to validate Market Share data, maintaining the integrity and reliability of analyses. Leveraged Power Query to create efficient queries for extracting and transforming data from various Excel files, facilitating seamless integration and analysis within Power BI.Mid-Level Data Analyst
1/1/2023 - 8/1/2023
Developed proficiency in Power BI by organizing and separating dashboards tailored for the Consumer, Medical, and Pharma divisions, and migrated these dashboards to specific Workspace environments. Gained expertise in structuring databases and ensuring their migration to designated SharePoint environments for increased efficiency and security. Acquired skills in identifying and segregating Power Apps and automations to streamline processes across various divisions. Demonstrated adeptness in developing applications and automations using Power Apps and Power Automate to fulfill the operational needs of the Vision Care and CASC business areas. Created an instruction page for Customer Service analysts, enhancing their access to resources, hosted on SharePoint. Designed and implemented detailed dashboards in Power BI to monitor and analyze business metrics for Vision Care and CASC, providing actionable insights for management and strategic decision-making.Commercial Analyst
11/1/2022 - 8/1/2023
Developed proficiency in creating interactive and insightful Power BI dashboards to monitor and analyze performance and market share across various locations. Implemented real-time data integration between CRM systems and Power BI through APIs, facilitating more accurate and updated analysis. Conducted comprehensive surveys and analyses of individual metrics for consultants, providing supervisors with valuable insights for informed decision-making. Gathered and analyzed market data to enhance product offerings and identify new business opportunities. Mapped and defined commercial processes and activities, significantly optimizing team efficiency and productivity. Established and monitored commercial KPIs to assess and improve the effectiveness of the implemented strategies.Market Intelligence, Data and Product Development Consultant
7/1/2022 - 9/1/2022
Developed and managed customized databases to consolidate internal and external financial, commercial, and market information, ensuring seamless integration with Power BI. Created and analyzed comprehensive reports in Power BI, which provided actionable insights into financial performance across various regions, customer segments, and sales types, enhancing the JFK commercial team's KPIs. Presented detailed results and analyses of market research within sectors of interest, highlighting strategic data to support board-level decisions. Conducted thorough research on local and national economic indicators, contributing to informed decision-making processes within the company. Established and maintained contacts with federal, state, and municipal government bodies to enrich and expand JFK's database, ensuring the inclusion of pertinent and up-to-date information.Fruit Farming Business Consultant
2/1/2022 - 7/1/2022
Coordinated the entire pineapple logistics chain, from plantation production through to distribution in primary sales centers. Implemented and monitored KPIs to achieve targets and results set by senior management for the pineapple commercialization project. Established pricing policies and delivery deadlines aligned with company commercial strategies. Formulated and executed sales and operations strategies to maximize project performance. Maintained strategic partnerships with major B2B customers. Regularly presented operational results to the board, focusing on transparency and continuous improvement.Investment Trainee
2/1/2022 - 5/1/2022
Led the identification and structuring of decision-making stages for investments in startups. Conducted in-depth analyses of financial and market indicators of partner startups, including CAC, LTV, ROI, and other relevant KPIs. Proactively identified business opportunities within the startup ecosystem. Performed comprehensive research on local and national economic indicators to support investment decisions. Executed specific studies and surveys, including analyses of franchise legislation and startup regulations, ensuring compliance and legal security.
Business Administration at Ceuma University
2018 - 2021
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4/1/2021Microsoft Excel Basic at Fundação Bradesco
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4/1/2021Tax Law at FGV Online
4/1/2021
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