Professional with experience in business processes and operations, and as a Data Specialist and Analytics Consultant leveraging tools like Power BI and Excel to enhance decision-making through data analysis and visualization. Experience in creating, developing and maintaining Power BI reports, as well as optimizing spreadsheet workflows by implementing methods such as advanced formulas and Power Queries.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Operations and Analytics Consultant
Capgemini
03.2022 - Current
Design, build and maintain dashboards and reports to support key areas of the organization, such as Finance, HR and Operations, leveraging tools such as Power BI and Excel, helping stakeholders monitor and control critical KPIs and enhance their decision-making process.
Advise Project Managers on best practices, internal processes and tools to ensure operational excellence and help them comply with organizational, quality and financial objectives and guide them to identify opportunities for operational improvements.
Perform analysis on a variety of data, including KPIs, operational and financial results to identify trends and useful information, giving management key business context regarding organizational and quality objectives.
Improve existing weekly and monthly reports, managing to reduce processing times by implementing tools like macros and power queries in Excel.
Data Specialist (for Cosential / Unanet CRM)
Helpware
01.2020 - 03.2022
Managed data migrations to Unanet CRM (formerly Cosential), coordinating mass imports by extracting, verifying and analyzing data from different sources, executing advanced Excel functions to merge, match and transform them into usable data sets in compliance with the system requirements.
Advised new and existing clients to ensure a successful adoption and use of Unanet CRM.
Provide guidance to clients, defining action plans for preparing new data imports, old data updates, and outdated data cleanups, defining the necessary SQL steps for the DB team to execute.
Help diagnose and troubleshoot issues that may be blocking clients from making progress with their data needs. Partnering with Professional Services Consultants and Customer Success Managers to guide customers towards proper organization of their data, help diagnose and troubleshoot issues (perform data audits, validations and analysis) to guarantee customer satisfaction.
Risk Operations Analysis Manager
Citibanamex
11.2013 - 09.2018
Lead the team responsible for processing legal documents of business credits operations, management of collaterals through daily data analysis, aimed at loss prevention and risk control.
Created SQL queries to extract, transform, and report daily and monthly data.
Developed and implemented control tools (Excel reports and dashboards, SQL queries), reducing manual controls and response times, streamlining workflows and minimizing manual errors.
Created metric reports for performance assessment and improvement analysis.
Ensured the physical inventory through daily checks (Inputs and Outputs), and data analysis for digital inventory.
IT Process Analyst
Credomatic de México
05.2012 - 11.2013
Managed the IT department's internal control by documenting and implementing standard processes, procedures and policies.
Responsible for updating the internal documents system to ensure that all process documentation was accurate and up to date.
Partnered with IT Managers to help coordinate department projects and corrective/preventive actions derived from internal and external audits.
Evaluated operational risks to elaborate and coordinate mitigation plans.
Reengineering Analyst
Dynamica
06.2008 - 10.2011
Partnered with department managers to develop improvement projects for their operational and administrative processes.
Defined, standardized and implemented processes and procedures.
Created process and business documentation (flowchart diagrams, procedure manuals, user guides, VSM.), and managed the internal documents system.
Collaborated with the Development and IT departments to implement technology tools, such as applications and dashboards, by testing, analyzing and training end users.
Process Technician
Flextronics
02.2007 - 06.2008
Optimized production lines by implementing Lean Manufacturing tools (Standard Work, Pokayokes, 5's), time-motion analysis and lines balancing.
Managed the project documentation (visual aids, operational instruction sheets).
Established and controlled the parameters for critical equipment (solder printers, wave welders) to ensure production goals.
Education
Master's Degree - Administration
Universidad del Valle de Atemajac
01.2011
Industrial Engineering - undefined
Universidad del Valle de Atemajac
01.2006
Skills
Power BI
Microsoft Office Suite
Excel: Power Query, Pivot Tables, Macros
Microsoft Visio
Certification
Google Data Analytics Certification | Coursera
Microsoft Power BI Data Analyst Specialization | Coursera
SQL for Data Science (by UC, Davis) | Coursera
Business Plan Development | Harvard Manage Mentor - Citibanamex
Process Improvement | Harvard Manage Mentor - Citibanamex
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.