•Consolidated and reported key financial figures. •Month end closing for business unit and uploaded through Focus+ to consolidate and report numbers to verify the information. •Upgraded the head count report and implemented a new depth structure to match it with the new global one to consolidate the numbers.•Upgraded financial reports on Tableau at the end of each month to consolidate and report the numbers and present them to the executives.

•Managed a team of two people to reach monthly budget goals while minimizing overtime and maintaining high standards of sanitation that lead to obtaining the highest health score. •Raised the customer service expectations while encouraging other employees to do the same to increase monthly sales •Oversaw inventory purchases and usage to minimize waste and kept the products always fresh.

•Developed a report showing the principal stocks from Venezuela’s stock market and compared them with the stock of the financial group utilizing deferent financial ratios and analyzed for new opportunities of investment.•Developed a report for the CFO of the financial group to analyze the stock from the group with the principal competitors, and market capitalization of the financial group in different scenarios. This report leaded to important changes in the financial group’s strategies for its international businesses.•Assisted new client in the process to issue and sell bonds and financial papers according to their necessities and the appetite of the market at that moment.

•Assisted the Operation’s system provider with the creation of new reports and requirements of the superintendence of brokerage houses from Venezuela, guaranteed a best practice of the brokerage house.•Assisted with the creation of a new manual for the brokerage house.•Debugged the custody of securities of the clients to guarantee the correct amount and eliminated duplicated in the data.•Implemented changes on the accounting book according to the new regulations of the superintendence of brokerage house of Venezuela.•Assisted with the process and planning for the operations parts of a public offer of stock from the financial institution.•Led and trained the newest talents of the operations unit to guarantee the growth of the brokerage house.

•Created a market share report and the data base for the financial group LOB in Panama. Analyzing the principal financial ratios and comparing them with the ones of our principal competitors in this country.•Created a market share report and data base for the bank’s branch of the financial group in the State of Texas. Analyzing the principal financial ratios and comparing them with the ones of our principal competitors in this state and for the country. •Implemented changes on the data base and reports made by the Strategic Planning unit according to the new requirements of the superintendence of financial group from Venezuela. Also, made modification to the data base, and automates them with Macros to make them easier to upload.•Led and trained the newest talents that entered to the unit of Strategic Planning in order to secure the growth of the Financial group not only in Venezuela, but also in Panama and United States