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
extract -> transform -> dashboard
Interactive dashboards
Visuals that answer business questions.
Deliverables can include filters by period, channel, region, category, or owner, with metrics that update instantly so you can explore scenarios without requesting new reports.
Profitability and cash flow
Executive financial dashboard
Goal progress
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.
Sales & CRM
Sales funnel, conversion, average ticket, forecast, opportunities by rep, and customer follow-up.
Marketing & growth
Campaign ROI, CAC, leads, conversion rate, channels, cohorts, and attribution to optimize spend.
Operations & logistics
Inventory, fulfillment, delivery times, productivity, incidents, capacity, and operational alerts.
Power BI dashboards
Executive KPIs, drill-down by product, branch, or period, clear visuals, and automated refresh.
P&L and profitability analysis
Revenue, COGS, OPEX, EBITDA, gross margin, and net income analysis with actionable recommendations.
Financial models
Three-year forecasts, pessimistic/base/optimistic scenarios, cash flow, and investor-ready structure.
Python + SQL automation
Scripts and ETL pipelines that consolidate data from ERPs, databases, or Excel/CSV files.
Executive pitch decks
Presentations for funding rounds, leadership committees, or financial communication with a clear narrative.
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.
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
$200 USD
Delivery: 3 days- Power BI dashboard up to 6 KPIs
- 1 Excel/CSV data source
- Professional executive design
- 1 revision included
Professional
$450 USD
Delivery: 5 days- Complete dashboard with unlimited KPIs
- Up to 3 data sources
- P&L or profitability analysis
- 10-slide executive presentation
- 2 revisions + delivery session
- Editable file delivered
Premium
$950 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
Work process
How we work together.
A clear, transparent, results-driven process.
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.
Analysis & build
I process your data, build the model and dashboard, and send a 50% progress preview to validate the approach.
Delivery & review
I deliver the complete file before the deadline and include revision rounds to make sure the result meets the brief.
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.