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
Executive visibility One dashboard, the whole company EBITDA, margins, and sales in one click
Power BI Executive View
Revenue$20.8M
EBITDA$4.2M
Net margin14%
Python ETL SQL Server DAX Excel
daily_report.py extract -> transform -> dashboard
Power BI Python SQL Advanced Excel DAX Pandas PowerPoint

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

Revenue $20.8M
EBITDA $4.2M
Net margin 14%
Jan58%
Feb46%
Mar64%
Apr72%
May88%
Jun33%
68%

Goal progress

Daily financial report automation with variances by product and period.

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

Sales & CRM

Sales funnel, conversion, average ticket, forecast, opportunities by rep, and customer follow-up.

02

Marketing & growth

Campaign ROI, CAC, leads, conversion rate, channels, cohorts, and attribution to optimize spend.

03

Operations & logistics

Inventory, fulfillment, delivery times, productivity, incidents, capacity, and operational alerts.

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 for 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

$200 USD

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

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

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.