Salim Rocha

With over 15 years of experience in national impact organizations, I specialize in financial analysis and strategic planning. I lead projects, execute financial and strategic functions, and contribute effectively to multidisciplinary teams.

📊 FINANCIAL EXPERTISE 📊

My proficiency lies in crafting innovative solutions and recommendations to enhance the financial well-being of companies. I possess a proven acumen in synthesizing and dissecting financial data, including budgets, performance indicators, and financial statements. I excel at delivering insightful performance reports and projecting likely financial scenarios through dynamic visualization tools such as charts, dashboards, and tables. The development of intricate financial models and an adept understanding of economic trends further amplify my financial insights. My expertise extends to meticulous forecasting models that meticulously track financial outcomes against projections and objectives.

🚀 STRATEGIC NAVIGATOR 🚀

Navigating the intricacies of strategic planning is where I thrive. I possess the knack for defining both short- and long-term objectives and initiatives, meticulously aligned with Quality Management Systems. My strategic prowess involves harnessing data from diverse internal and external sources to quantify indicators and strategize actionable recommendations for growth and improvement. My role as a project leader is marked by driving impactful projects from inception to completion, optimizing Quality Management System processes, and rigorously auditing their effectiveness. My toolkit includes operational simulations, forecasts, and modeling to unearth deviations from set goals.

📈 METHODOLOGIES & TOOLS 📈

I am well-versed in a plethora of methodologies and tools that underscore my proficiency. On the financial front, I wield expertise in financial indicators (liquidity, profitability, solvency), risk assessment models, investment ratios, budgeting, and financial evaluations. My command of advanced Excel encompasses financial formulas and techniques, while my strategic toolbox comprises Balanced Scorecard, KPIs, dashboards, and more. I leverage Power BI for potent data-driven insights and visualization, and I'm adept with tools like MS Visio, MS Project, and Pro-model to optimize processes and project management.

My professional journey stands on a foundation of problem-solving acumen, empathy, adaptability, and a collaborative spirit. I am poised to contribute my multifaceted expertise to enrich organizations and drive their sustainable growth.

• Accomplished professional with extensive experience in financial analysis, strategic planning, and operational optimization.
• Demonstrated ability to forecast, analyze, and propose financial and operational recommendations, resulting in increased revenue for organizations.
• Proven track record in designing and implementing strategic plans and models, driving long-term growth and sustainability.
• Strong background in data analysis, stakeholder engagement, and budgeting, with a focus on achieving organizational goals.
• Notable achievements include successfully transitioning an organization from a government department to an agency, optimizing public fund distribution, and obtaining ISO Quality Certification.
• Skilled in managing budgets, defining costs, quantities, and fees for new services, and preparing comprehensive reports.
• Proficient in portfolio risk management, financial modeling, and process optimization.
• Effective in presenting economic analysis and investment proposals, contributing to improved financial outcomes.
• Committed to leveraging expertise to drive positive change and make a meaningful impact in a dynamic professional setting.

Master’s in Finance - Universidad de los Andes • Colombia • (Credential recognized in Canada by WES)

Specialist in Engineering Projects Management - Universidad Distrital • Colombia (Postgraduate program)

Bachelor’s in Industrial Engineering - Universidad Distrital • Colombia