Victor Coello Email & Phone Number

Greater New York City Area

• Collaborated with cross-functional teams to gather and interpret financial data, identify key performance indicators (KPIs), and establish data-driven strategies for business improvement.
• Developed and maintained SQL queries to extract, manipulate, and analyze large datasets, providing critical insights into financial trends, cost optimization, and revenue opportunities.
• Designed and delivered interactive Tableau dashboards and reports, enabling stakeholders to visualize complex financial data and make informed decisions.
• Utilized Excel to create sophisticated models, attribution and variance analysis to aid in data quality control.
• Performed root cause analyses on financial anomalies and present actionable recommendations to management, leading to process improvements and cost containment initiatives.
• Proactively monitored key financial metrics and performance indicators, highlighting trends and potential risks, and communicating findings to management and team members in a clear and concise manner.

Moonachie, NJ

I supervised all aspects of the day-to-day finances, operations and reporting for this private financing firm. I established operational budgets and forecasting reports before making strategic decisions.I initially stepped into an organization with no defined sales process or instituted structured systems to meet sales targets. I focused on top-line.

Morristown, NJ

Acertus Capital Management was an affiliate of the MDE Group. While I was still responsible for both the MDE Group and Acertus Capital, for logistical reasons, I was considered an Acertus employee. Asset management brought upon new reporting challenges. Working closely with programing consultants, I successfully incorporated some very complex programming.

Morristown, NJ

While the company’s primary bread and butter was still comprehensive financial planning, at this time, the company was transitioning to include Wealth Management services. As this happened, the need for a more robust investment operations department became more evident. I was lucky enough to be allowed to lead this department and tackle the new challenges..

Parsippany, NJ

Donning my computer programming hat, I immediately jumped in the ring to reconfigure and make programming changes to the existing financial planning system to streamline the process. I worked closely with advisors to improve both the system reports and financial analyses to give users more flexibility and eliminate time-wasting calculations. The result was.