Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Luis Novelo

Merida

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, data visualization and reporting. Tech-savvy in use of spreadsheets, Tableau, AI tools and financial management software.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Analyst

Vest
09.2021 - Current
  • Improved user screening processes to save time during retention process from 50 seconds to 5 seconds.
  • Coordinated with the Chief Financial Officer to develop product suitability strategies.
  • Tracked transactions, fee commissions, money movements, and other trends to correctly interpret impacts on business decisions using information from Clearing firms APEX and DriveWealth.
  • Created and maintained precise and accurate models, charts, reports and dashboards in Metabase.
  • Developed tools to analyze revenue variances and categorize users based in behavior.
  • Implemented effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.

Business Intelligence Academic Coach

Platzi.com
11.2020 - 07.2021
  • Helped more than 10,000 student to understand how to collaborate with stakeholders to identify business needs and data sources.
  • Provided technical support for troubleshooting analytics and reporting issues.
  • Taught data analysis tools to enable teams to query acquired information for unique details.
  • Leveraged advanced Tableau skills to conduct in-depth data analysis for the purpose of uncovering previously hidden insights.

Business Intelligence Manager

Amerisa Logistics
10.2019 - 11.2020
  • Developed custom dashboards and visualizations to provide actionable insights for key stakeholders.
  • Provided training to Key Account Managers, ensuring proper understanding and utilization of business intelligence reports and tools.
  • Designed and developed data pipelines to acquire, clean, and process data using HubSpot infrastructure as a base, effectively reducing the time to close deals from 90 days to 30 days.

Education

Master of Science - Corporate Finance And Investment Banking

Burgundy School of Business
Dijon, France
12.2020

Master in Finance - Accounting And Finance

Universidad Autónoma De Yucatán
Mérida, Yucatán, Mexico
12.2020

Master in Technologies - Information Technology

Universidad Interamericana Para El Desarrollo, Mexico
Mexico, México, Mexico
12.2020

Public Accounting Degree - Accounting

Universidad Autónoma De Yucatán
Mérida, Yucatán, Mexico
12.2015

Skills

  • Creating monitoring dashboards for detecting suspicious activity
  • Utilizing AI tools to harness expertise in Python and SQL
  • Analytical Thinking
  • Trends Analysis
  • Financial and operational reporting
  • Intuit QuickBooks
  • Proficient with Tableau and Power BI
  • Certified Financial Investment Advisor (AMIB Series 210)
  • Licensed Public Accountant

Certification

Certified Investment Advisor - AMIB Series 210 - 2022 - 2025

Languages

Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Upper intermediate (B2)

Timeline

Financial Analyst

Vest
09.2021 - Current

Business Intelligence Academic Coach

Platzi.com
11.2020 - 07.2021

Business Intelligence Manager

Amerisa Logistics
10.2019 - 11.2020

Master of Science - Corporate Finance And Investment Banking

Burgundy School of Business

Master in Finance - Accounting And Finance

Universidad Autónoma De Yucatán

Master in Technologies - Information Technology

Universidad Interamericana Para El Desarrollo, Mexico

Public Accounting Degree - Accounting

Universidad Autónoma De Yucatán

Similar Profiles

CREATE PROFILE
Luis Novelo