Gilbert Barreto Email & Phone Number

Caracas, Ve

Caracas, Ve

United States

-Senior Financial Analyst.-Leader in the department's data projects.-Financial Planning & Business Intelligence specialist.i) Data Projects:- eFactory Reports Development (Jan 2024) : Reports development for three different areas in the company (HR, Treasury and Controller Departments) using the eFactory (ERP System). (VBA + SQL)| ->Achievements: 30% improvement in payroll operating times.-Bamboo API (Feb 2024) : API connection scheduled report via Google… Show more -Senior Financial Analyst.-Leader in the department's data projects.-Financial Planning & Business Intelligence specialist.i) Data Projects:- eFactory Reports Development (Jan 2024) : Reports development for three different areas in the company (HR, Treasury and Controller Departments) using the eFactory (ERP System). (VBA + SQL)| ->Achievements: 30% improvement in payroll operating times.-Bamboo API (Feb 2024) : API connection scheduled report via Google Sheets AppScript. | ->Achievements: Real Time Data Reports. Data communication and coherence improvement by 300%.-Marketing Funnel Lead Report (Mar 2024): A Power BI Marketing Dashboard development that improve leads follow up and ROI calculation. Achievements:| -> We contribute to establish more accurate Marketing Channels. | -> Marketing Statistics elaboration time improved x10 .| -> Better and more accurate insights that help the decision making process.-Quickbooks Data Reports (May 2024) : Automated data reports to optimize our weekly and monthly financial reports.| ->Achievements: All company's financial reports share the same source having a huge impact in operational times and data coherence. Human error in these processes were reduced almost to zero. ii) Finance Projects:-Inventory Consolidation (April 2024).-Financial Statements consolidation.-Payroll Audits (Feb 2024).- Purchase Order System (Nov 2023) : Creation of a Purchase Order System to track expenses. I programmed a Web Page via AppScript using Javascript, HTML and Google Sheets. -Cashflow Report (Dec 2023): A complex report that contrast a weekly view of the companies income, accounts receivables, income projections, expenses and expenses projections. This project had a huge impact in CashFlow related processes and decision making. (GoogleSheets + AppScript + QB) Show less

United States

i) Creation of the finance department database: - Entity Relationship Maps - Table Creation - Generation of specialized queries.ii) Pioneer in the creation of specialized data reports: - Profitability Study (Google Data Studio) - Billing Dashboard (Google Spreadsheets + SQL Query Formulas) - Billing Program (Google Spreadsheets + AppScripts + SQL Query Formulas) -Team Analysis Studio (Google Spreadsheets) - Payroll Analysis Studio (Google… Show more i) Creation of the finance department database: - Entity Relationship Maps - Table Creation - Generation of specialized queries.ii) Pioneer in the creation of specialized data reports: - Profitability Study (Google Data Studio) - Billing Dashboard (Google Spreadsheets + SQL Query Formulas) - Billing Program (Google Spreadsheets + AppScripts + SQL Query Formulas) -Team Analysis Studio (Google Spreadsheets) - Payroll Analysis Studio (Google Data Studio)iii)Billing and Accounts Receivables Leaderiv)Financial Planning and Accounting: - Profitability studies. - Financial situation reports. - Payroll registration. - Closing accounting. - Calculation and presentation of the incentive plan. - Income and expenses reports. Show less

Caracas, Venezuela

A job promotion with greater and more complex responsabilities:1. Team Leader: - Support in hiring new staff - Team coodination and direction. (In charge of 2 members). - Team training and evaluation. - Communication with other departments.2. Data Specialist: - Department's remote software development. - Excel Business Intelligence Dashboards development. 3. Other assignments: - Review of the Bank's daily forecast with the VP of Finance. - Daily legal… Show more A job promotion with greater and more complex responsabilities:1. Team Leader: - Support in hiring new staff - Team coodination and direction. (In charge of 2 members). - Team training and evaluation. - Communication with other departments.2. Data Specialist: - Department's remote software development. - Excel Business Intelligence Dashboards development. 3. Other assignments: - Review of the Bank's daily forecast with the VP of Finance. - Daily legal reserve Report Review with the VP of Finance. Show less

Caracas, Venezuela

Excel, Database and programming specialist of the Financial Planning Department.My work consisted of: - Update and maintain the department's Database. - Create and update specialized Reports: -> Agency Profitability Reports. -> Competitor analysis & benchmarking studies. -> Profitability Models.

Venezuela

-Elaboration of daily reports with relevant information of the bank's passive and active portfolio.-Department's Database management and programming. -Financial research and reports related to the relative position of the bank in the market (benchmarking) and development of new products.

Caracas Area, Venezuela

I was in charge with a daily research and analysis of the world financial markets (focused in the American Stock Market, Cryptocurrencies and Venezuela's oil and economy). With that information I wrote daily posts for social media (like Facebook, Instagram, Twitter and Radio) in four different formats, to promote the company and give key information to new opportunities of investments around the world. I also wrote weekly investment reports that summarized the key events of the week related… Show more I was in charge with a daily research and analysis of the world financial markets (focused in the American Stock Market, Cryptocurrencies and Venezuela's oil and economy). With that information I wrote daily posts for social media (like Facebook, Instagram, Twitter and Radio) in four different formats, to promote the company and give key information to new opportunities of investments around the world. I also wrote weekly investment reports that summarized the key events of the week related to the world financial markets and/or the Venezuela's economy. Show less

United States

Making daily english transcriptions for the Scribie.com Webpage.

Caracas Area, Venezuela

Analysis of Economics News related to the Venezuela's public spending, witch later were put in the web page of the organization: http://cedice.org.ve/.Assistant in the realization of weekly reports related to the public budget performance and the public spending in Venezuela.

Caracas Area, Venezuela

Assistant in the development of an econometric model of the annual inflation in Venezuela, Year 1960-2012. A model created to help the decisionmaking process at the National Electrical Sector.