Business Intelligence ConsultantRequirements Gathering: Collaborates with business teams to understand their goals and requirements.Identifies relevant data sources and specific needs for reports and analysis.Data Modeling: Designs efficient and scalable data models to meet business requirements.Performs data transformation and cleaning to ensure quality and consistency.Dashboard and Report Development: Creates interactive dashboards and visually appealing… Show more Business Intelligence ConsultantRequirements Gathering: Collaborates with business teams to understand their goals and requirements.Identifies relevant data sources and specific needs for reports and analysis.Data Modeling: Designs efficient and scalable data models to meet business requirements.Performs data transformation and cleaning to ensure quality and consistency.Dashboard and Report Development: Creates interactive dashboards and visually appealing reports using Power BI. Incorporates charts, tables, and other visual elements to facilitate data understanding.Data Integration: Integrates data from various sources to provide a comprehensive view. Works on automating data extraction and loading to keep information up-to-date.Performance Optimization: Makes adjustments to optimize query performance and report loading speed. Identifies and resolves issues related to query performance and model efficiency.Training and Support: Provides training to end users on how to use and understand reports and dashboards. Offers continuous support to resolve issues and improve tool adoption.Analysis and Interpretation: Analyzes data to identify patterns, trends, and improvement opportunities.Provides insights to support strategic and operational decision-making.Interdepartmental Collaboration: Collaborates closely with other departments, such as IT, finance, and operations, to ensure coherence and alignment with business objectives.Security and Compliance: Implements security measures to protect data integrity and confidentiality.Ensures compliance with data privacy regulations and policies.Continuous Improvement: Participates in the evaluation of new features and updates in Power BI.Continuously seeks ways to improve the efficiency and effectiveness of business intelligence solutions. Show less

Adjunct Professor in Corporate Finance, Financial Risks, and Business Intelligence.Pontifical Bolivarian University UPB (2019 - Present)Throughout my tenure at UPB, I have taught various courses covering key topics such as Corporate Finance, Financial Project Management, Financial Risks (Market, Credit, and Liquidity), Strategic Finance, and Simulation. My teaching extends across multiple levels, from Diplomas and Seminars to Undergraduate and Specialization courses in Finance. I… Show more Adjunct Professor in Corporate Finance, Financial Risks, and Business Intelligence.Pontifical Bolivarian University UPB (2019 - Present)Throughout my tenure at UPB, I have taught various courses covering key topics such as Corporate Finance, Financial Project Management, Financial Risks (Market, Credit, and Liquidity), Strategic Finance, and Simulation. My teaching extends across multiple levels, from Diplomas and Seminars to Undergraduate and Specialization courses in Finance. I adapt my methodology to both virtual and on-site modalities.EAFIT University (2020 - 2023)At EAFIT University, I have shared knowledge through courses such as Data Analytics, Business Intelligence, and Data Management with MS Excel and Power BI. My teachings have been directed towards undergraduate students in Economics.National University of Colombia UNAL Medellin (2015 - 2022)My involvement at UNAL has focused on teaching courses such as Advanced Excel Seminar, VBA Excel Macros Programming, and Business Intelligence Seminar with Power BI. These courses, offered within the framework of Extension Courses at LABSIS, the Systems Laboratory of the Faculty of Mines, have been designed for delivery in both virtual and on-site modalities.Autonomous Latin American University (UNAULA) (2016 - 2021)At UNAULA, I have contributed to the education of undergraduate and postgraduate students through courses such as Emphasis on Finance, Financial Administration, and Financial Applications in Excel and Power BI.ESUMER University Institution (2017 - 2020)During my experience at ESUMER, I have taught courses including Corporate Finance, Business Valuation, Financial Risks, Costs and Budgets, Business Intelligence with Power BI, and Programming with R. These courses have been aimed at undergraduate students in Financial Administration, delivered in both virtual and on-site modalities. Show less

Implementation of IFRS 17 for Insurance Contracts.I led the implementation of IFRS 17 for insurance contracts in the subsidiaries of Brazil, Panama, and the Dominican Republic, playing a crucial role in defining methodologies and constructing models to identify the impacts of the standard on the company's financial statements.In collaboration with the Actuarial, Human Resources, and EUNO teams, I developed and presented the IFRS 17 training plan. This plan facilitated didactic… Show more Implementation of IFRS 17 for Insurance Contracts.I led the implementation of IFRS 17 for insurance contracts in the subsidiaries of Brazil, Panama, and the Dominican Republic, playing a crucial role in defining methodologies and constructing models to identify the impacts of the standard on the company's financial statements.In collaboration with the Actuarial, Human Resources, and EUNO teams, I developed and presented the IFRS 17 training plan. This plan facilitated didactic training for over 70% of the teams involved in the project, ensuring a solid understanding of the changes introduced by the standard.I worked closely with the Actuarial, Finance, and IT teams to document specific business cases related to IFRS 17 within the organization. This effort resulted in the incorporation of methodologies specified by the standard, such as the General Block Building Approach (BBA) and the Premium Allocation Approach (PAA), as well as the treatment of reinsurance contracts.In collaboration with the Actuarial, Risk, and Finance teams of the organization, I developed use cases to define the methodology for the inclusion of new parameters, such as Risk Adjustment (RA), calculation of the Contractual Service Margin (CSM), and Loss Component (LC).I conducted a comprehensive assessment to measure the impacts on the initial valuation and the transition from IFRS 4 to IFRS 17 in different countries and business lines of the organization. This allowed for the precise determination of the equity impacts of the standard coming into effect.In collaboration with the actuarial team, I developed analytics and automation tools using Power Automate, Power Apps and Power BI. These tools facilitated information collection and data analysis, contributing to the efficient monitoring and progress of the IFRS 17 implementation. Show less

Financial Information Generation and Budgetary Control.I was responsible for the generation and publication of the company's financial information, playing a comprehensive role in the creation, control, and review of the income, costs, and expenses budget, as well as the continuous monitoring of the organization's value generation.In collaboration with the Financial Planning team, I led the construction of the company's first version of the financial information system… Show more Financial Information Generation and Budgetary Control.I was responsible for the generation and publication of the company's financial information, playing a comprehensive role in the creation, control, and review of the income, costs, and expenses budget, as well as the continuous monitoring of the organization's value generation.In collaboration with the Financial Planning team, I led the construction of the company's first version of the financial information system, leveraging advanced Business Intelligence tools with Microsoft Power BI. This initiative allowed for a quicker and more efficient visualization of financial results and indicators, segmented by business line and regions.Within Power BI, I developed the data model and DAX calculations necessary to automate and review key indicators, such as Liquidity, Solvency, Profitability, Financial Risk, and Value Generation. Additionally, I designed a model to assess the organization's Credit Risk and portfolio impairment.Together with the financial team, I conducted regular monitoring of financial results, continuously reviewing indicators such as Liquidity, Leverage, Profitability, Financial Risk, and Value Generation. In case of deviations and erratic trends, relevant alerts were activated for a swift response and corrective measures to ensure the financial performance of the company.In collaboration with the Financial Planning and Risk teams, I evaluated the company's value generation using advanced methodologies such as Economic Value Added (EVA) and the projection of Free Cash Flow (FCF). This detailed analysis provided insights into value generation and allowed understanding the cost of capital through methodologies like CAPM (Capital Assets Pricing Modeling) and Weighted Average Cost of Capital (WACC). Show less

Financial Modeling and Reserves Analysis for Strategic Decision-Making.I led, in collaboration with the Risk Modeling and Financial Risks team, the creation of the company's first Reserves Map using the powerful Microsoft Power BI tool. This map provided a detailed view of reserve levels in different countries, currencies, business lines, and reserve types, including production, claims, IBNR, catastrophic, and others.Together with the Risk Modeling team, I meticulously… Show more Financial Modeling and Reserves Analysis for Strategic Decision-Making.I led, in collaboration with the Risk Modeling and Financial Risks team, the creation of the company's first Reserves Map using the powerful Microsoft Power BI tool. This map provided a detailed view of reserve levels in different countries, currencies, business lines, and reserve types, including production, claims, IBNR, catastrophic, and others.Together with the Risk Modeling team, I meticulously documented liabilities and technical reserves in the operational subsidiaries of the company, spanning countries such as Argentina, Brazil, Chile, Colombia, El Salvador, Mexico, Panama, the Dominican Republic, and Uruguay. I identified production, claims, and catastrophic reserves, conducting a detailed analysis of the complexity level in the calculations used in each geography, complementing the previously created Reserves Map.In collaboration with the Risk Modeling team and the Reinsurance department, I designed and programmed the simulation of reinsurance alternatives in the organization. Using advanced tools such as R Studio programming and Microsoft Excel's @Risk, we visualized the results in Excel and Power BI. These simulations not only created an efficient frontier but also provided crucial information for the teams negotiating reinsurance contracts to optimize capital management and the solvency of the company.Additionally, I played a key role in validating the Completion Account in the acquisition of Suramericana, specifically in the subsidiaries of Mexico, Brazil, Argentina, Chile, and Uruguay. Using data mining techniques and tools like Power Query, I validated the correct valuation of claims, liabilities, and technical reserves for these companies, ensuring the integrity of financial information and supporting the organization's strategic decisions. Show less

Methodological Support and Reserve Management in International Subsidiaries.I played a key role in providing methodological support to the subsidiaries in El Salvador, Panama, and the Dominican Republic in their product pricing processes, as well as in the analysis of reserves, sufficiency, and solvency.In close collaboration with the Actuarial team for International Subsidiaries, I led the implementation of the production equals premium methodology in the El Salvador… Show more Methodological Support and Reserve Management in International Subsidiaries.I played a key role in providing methodological support to the subsidiaries in El Salvador, Panama, and the Dominican Republic in their product pricing processes, as well as in the analysis of reserves, sufficiency, and solvency.In close collaboration with the Actuarial team for International Subsidiaries, I led the implementation of the production equals premium methodology in the El Salvador subsidiary. This process aimed to standardize methodologies, ensuring greater rigor and application in line with the organization's commercial dynamics.I calculated and continuously monitored production reserves for critical products in the subsidiaries of El Salvador and the Dominican Republic, including the Mathematical Reserve for the Prima Back product, and the Reserves for In-Force Risks for the Plan Vida Personal and Plan Vida Individual products. My role included identifying and providing early warnings about deviations and adverse events that could impact the underwriting evolution of these products.In collaboration with the Actuarial team for International Subsidiaries and the business teams in the countries, I designed templates in Microsoft Excel for calculating various mathematical and in-force risk reserves for key products. Additionally, I transferred the necessary knowledge to these subsidiaries for the calculation of their liabilities and reserves, thereby strengthening their internal capabilities.Together with the Actuaries from International Subsidiaries, I prepared and presented the audit conducted by the Superintendence of the Financial System of El Salvador on the company's mathematical reserves. This audit demonstrated the correct calculation methodology for reserves, as well as the calculation and verification process, ensuring proper liability management and reaffirming the company's commitment to best practices in the financial sector. Show less

Creation, Automation, and Documentation of the Corporate Information System.I actively collaborated with the Financial and Technology departments of the company to conceive the Corporate Information System (CIS). By utilizing internal databases, SQL connections, MS Excel, and the recently launched Power BI platform, we materialized the first corporate information system. This system allowed a comprehensive visualization of various business lines, segmented by region and client. Its main… Show more Creation, Automation, and Documentation of the Corporate Information System.I actively collaborated with the Financial and Technology departments of the company to conceive the Corporate Information System (CIS). By utilizing internal databases, SQL connections, MS Excel, and the recently launched Power BI platform, we materialized the first corporate information system. This system allowed a comprehensive visualization of various business lines, segmented by region and client. Its main functionality lies in assessing the scope and fulfillment of financial profitability and business goals, empowering decision-making at the business and commercial levels for effective management of business lines.Additionally, I designed and implemented Salary Calculators in MS Excel, in collaboration with the Human Resources and Operations departments. This resource standardized the calculation of overtime by the Operation, streamlining salary processing and ensuring compliance with Colombian salary regulations. This approach significantly reduced the calculation time for payroll updates from 5 to 1 day, improving process efficiency.The creation of the Project Alerts System was the next phase after implementing the Corporate Information System. This system, composed of key performance indicators (KPIs), generated alerts for significant deviations from the budget or performances below the required threshold. This tool expedited the early identification of challenges in customer classifications, products, and regions, enabling swift corrective action.To further optimize processes, I carried out the automation of Operations reports, reducing information generation times from 5 days to just 1. This efficiency improvement facilitated swift action to prevent budgetary deviations. Show less