I am responsible for developing and executing marketing strategies and enhancing the brand of a used car dealership offering incredible prices. This opportunity is invaluable in helping me further develop my financial skills and personal growth, as it allows me to gain a deeper understanding of how commercial teams operate within businesses. In this role, I manage the inventory, handle leads, and maintain direct contact with clients in both Spanish and English. Additionally, I help customers secure safe financing options with the best interest rates available.By working closely with both the marketing and commercial teams, this position is giving me the chance to grow and understand how these critical departments align and collaborate to drive business success.

At Bailes Bates & Associates, my role as a Client Services Associate blends my analytical prowess with a commitment to delivering precise financial reports and robust modeling. With an educational foundation in International Finance from Universidad Externado de Colombia, I ensure that our team's financial strategies are communicated clearly and effectively, fostering trust and transparency during client interactions.My core competencies lie in reporting, analysis, and communication, which I leverage to enhance our firm's service delivery. The ability to parse complex financial data and articulate insights positions our team to make informed decisions and provide exceptional support, contributing to the overall success and growth of our clients' portfolios.

I am responsible for ensuring our start-up clients have seamless access to the necessary financial resources to support their operations and fuel their growth. I now take a more proactive approach in guiding them through various aspects of financial management. This includes providing strategic counsel on cash flow optimization, working capital management, and debt restructuring. In line with my expanded responsibilities, I have recently undertaken a significant one-shot project—the valuation of an enterprise. This high-stakes endeavor required a comprehensive analysis of financial data, market trends, and industry benchmarks. Through meticulous research and a deep understanding of valuation methodologies, I successfully delivered a precise and reliable valuation report that informed critical financial decisions.

In these role, I design financial models in Excel to forecast future financial performance, considering historical performance, current trends, and market conditions. While doing so, I maintain relationships with banks and financial institutions, ensuring access to necessary financial resources for each start-up. I also advise start-ups on enhancing financial resources, including cash flow, working capital, and debt management. I assist start-ups in understanding government incentives and assess account numbers and comparing to budgets, identify discrepancies and recommend corrective actions. I monitor cash flow for each start-up and advising ways to improve cash flow.Following are some of my achievements in this role:● Created accurate and timely financial statements for each of the five start-ups, including income statements, balance sheets, and cash flow statements.● Administered financial affairs of five different start-ups, each with different products and services, financial needs, and growth strategies.● Reinforced start-ups in managing prospective product lines or business opportunities.● Devised and executed budgets, including forecasting revenue and expenses, identifying cost-saving opportunities, and recommending ways to improve profitability.

In this position, I led evaluation and analysis of company metrics and values using software programs like SAP Analytics Cloud, Power BI, Revelio, SAP Enterprise Analytics, MS Dynamics, Target Load Site, and SmartView. I created operational plans and evaluated outcomes, collaborated with the commercial leader on sales strategies, and oversaw a salary tracking system. I conducted in-depth analysis of income statements and cultivated strong stakeholder relationships by proposing and analyzing data.Significant Accomplishments:● Acted as in charge of approving commercial expenses, and appreciated by manager for being highly proactive and producing excellent results in a short amount of time.● Directed review and presentation of account closing, identified key differences between prior periods and the plan.● Established SharePoint as a member of committee to exhibit outcomes of our efforts as Latam cluster.

In this role, I audited accounting closing for the board of directors and tracked supplier movements. I conducted feasibility analyses and ensured budget compliance, and presented financial modeling outcomes to the board. I oversaw the review and development of the organization's financial situation.Key Accomplishment:● Successfully developed and implemented new KPIs for the Balance Score Card, along with three distinct dashboards to monitor bad debts, commissions, and new sales.

As a part of the academy, I was involved in developing digital strategies, serving as a campaign manager, and managing the social media accounts for various companies.Key Achievements:Being selected for full-time enrollment in the academy.Obtaining certification in social media management.Gaining firsthand experience as a campaign manager for major accounts.

In my role as an FP&A intern, I supported financial experts with ad-hoc requests and conducted financial and market analysis reporting. I created financial models for more efficient analysis and reviewed and revised financial statements using Desktop, Citrix, Smartview, SAP, and EPM workspace programs. I presented information to commercial leaders using Excel models and evaluated and updated financial representation from designated regions to headquarters.Key Achievement:● Maintained relationship with the line of business owner, aided colleagues in financial modelling, and analysed monthly outcomes to create presentations.