BI Consultant & Financial Analysis

Financial data ready for decisions, not just reports.

I build Power BI dashboards, P&L models, forecasts, pitch decks, and Python + SQL automations for teams that need executive clarity in days, not weeks.

6+
years of experience
30+
projects delivered
93%
time reduction achieved
Profitability 15 days -> 1 day Banking automation
Power BI Executive View
Revenue$20.8M
EBITDA$4.2M
Net margin14%
Python ETL SQL Server DAX Excel
daily_report.py extract -> transform -> dashboard -> pdf
Power BI Python SQL Advanced Excel DAX Pandas PowerPoint

Services

Modular financial solutions for every stage of the business.

You can start with a focused dashboard or build a complete BI system with automation, a financial model, and an executive presentation.

01

Power BI dashboards

Executive KPIs, drill-down by product, branch, or period, clear visuals, and automated refresh.

02

P&L and profitability analysis

Revenue, COGS, OPEX, EBITDA, gross margin, and net income analysis with actionable recommendations.

03

Financial models

Three-year forecasts, pessimistic/base/optimistic scenarios, cash flow, and investor-ready structure.

04

Python + SQL automation

Scripts and ETL pipelines that consolidate data from ERPs, databases, or Excel/CSV files.

05

Executive pitch decks

Presentations for funding rounds, leadership committees, or financial communication with a clear narrative.

06

Automated reports

PDFs, presentations, or editable files generated with one click or on a schedule.

Success stories

Proven results in banking, finance, and retail.

FQ4TECH · Dominican Republic bank

Banking profitability process automation

A 15-business-day manual cycle became a 1-day automated process with Python, SQL, Power BI, and Excel.

15 days -> 1 day 93% less time
Banking automation case study with reduction from 15 days to 1 day
Executive P&L dashboard para retail

Nova Retail S.A.S.

Executive P&L dashboard

A 12-month analysis with revenue, gross profit, EBITDA, net income, and margin by category.

Services & packages

Three packages to turn data into decisions.

All include a clear scope, revisions, and delivery within the agreed timeline.

Basic

$90 USD

Delivery: 3 days
  • Power BI dashboard up to 6 KPIs
  • 1 Excel/CSV data source
  • Professional executive design
  • 1 revision included

Premium

$550 USD

Delivery: 10 days
  • Complete financial BI system
  • Python + SQL automation
  • Financial model + forecasts
  • 15-slide investor pitch deck
  • Unlimited revisions
  • 30-day post-delivery support

Additional services

Investor pitch deck$150 - $300
Three-year forecast model$200 - $400
Report automation$300 - $600
Profitability analysis$150 - $350

Work process

How we work together.

A clear, transparent, results-driven process.

01

Brief & scope

You send me your data and objective. I define scope, tools, and timeline, then reply in under 24 hours with a detailed proposal.

02

Analysis & build

I process your data, build the model and dashboard, and send a 50% progress preview to validate the approach.

03

Delivery & review

I deliver the complete file before the deadline and include revision rounds to make sure the result meets the brief.

04

Post-delivery support

I answer questions about using the deliverables. The Premium package includes 30 days of support for minor adjustments.

Real experience in banking and finance

I have automated real banking processes, reducing timelines from days to hours.

Complete technical stack

Power BI + Python + SQL + Excel: from extraction and modeling to executive presentation.

On-time delivery guaranteed

I work with realistic timelines, proactive communication, and editable deliverables.

Clear communication

I explain every decision in business language, without unnecessary technical jargon.

Contact channels · Colombia

Ready to start?

Let's talk through the channel you prefer. I will reply with context, scope, and a clear path to turn your data into decisions.