Finance Data Manager at Bankaya (2024-01 – Present)
Finance Data Manager at Bankaya responsible for financial reconciliations, data governance, and automated reporting solutions in banking environment.
- Completed full 2023–2024 financial reconciliation with 99% accuracy, enabling transaction-level reconciliation across 7 bank accounts (~460K monthly transactions).
- Reduced unidentified variances by approximately 90% through improved reconciliation design and root-cause analysis.
- Partnered with Technology to automate payment allocation for 3 major credit products, accurately distributing ~350K monthly loan payments across principal, interest, insurance, late fees, and other components.
- Designed and developed DBT-governed SSOT financial models in Snowflake, translating accounting rules into production-grade data tables supporting reconciliations and automated reporting.
- Improved accounts receivable posting accuracy and strengthened financial controls by standardizing financial logic and processes.
Business Intelligence Leader at ABB Mexico (2021-01 – 2023-12)
Business Intelligence Leader responsible for leading a BI team and delivering comprehensive reporting solutions for commercial and operational teams.
- Led and mentored a cross-functional BI team of 4 developers, providing mentoring focused on Power BI and SQL-based automation solutions.
- Delivered over 20 Power BI reports supporting commercial and operational teams (Order Entry, Order Management, Disputes, Customer Service, Key Accounts, Sales).
- Implemented an Order Allocation process that helped relieve $65M in potential overdue exposure caused by supply shortages.
- Supported reduction of overdue backlog by ~30% through targeted reporting and operational insights.
- Produced functional and technical documentation to standardize BI solutions and enable long-term scalability.
Finance D&A Lead at GE Renewables (2019-10 – 2020-12)
Finance Data & Analytics Lead responsible for building integrated financial metrics solutions and leading BI projects for global finance operations.
- Built the "HUB Bowler" integrating 80+ global finance metrics across multiple sources (recognized with Q3'20 Global Award).
- Led 23 BI projects, achieving an estimated productivity gain of 15,000 annual hours through automation and improved reporting workflows.
- Led documentation for 42 critical finance processes, strengthening governance and process standardization.
- Delivered ~15 trainings on Finance Data Lake tools, improving adoption and enabling self-service analytics.
Finance D&A Specialist at GE (2018-01 – 2019-10)
Finance Data & Analytics Specialist responsible for developing dashboards, automated reports, and contributing to data integration initiatives.
- Developed 5 dashboards for FP&A and 4 automated reports using Alteryx and Tableau, generating ~3,000 annual hours of productivity savings.
- Contributed to API integration into the Finance Data Lake using Alteryx, extracting data from ~5 GL sources.
- Process improvement and documentation for Base Cost and Income Statement.
