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sam_alanis

Samuel A

@sam_alanis

Finance Banking professional specialized in Business Intelligence

Mexico
Spanish, English
About me
I am a bilingual Finance & Banking professional specialized in Business Intelligence. Since 2023, I have focused on transforming raw financial data into interactive dashboards and actionable insights. I am an expert in Power BI and Excel, with a strong background in profitability analysis and financial health assessment.... Read more

Skills

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sam_alanis
Samuel A
Offline • 
Average response time: 1 hour

See my services

Digital Transformation Consulting
I will do a market intelligence dashboard
From$80 / projectMore details
Business Strategy & Innovation
I will retention analysis with graphics
From$100 / projectMore details

Portfolio

Work experience

Independent_/ Freelance

Financial Advisor

Independent / Freelance • Freelance

Jan 2023 - Present • 3 yrs 9 mos

Provide tailored financial guidance for private clients, focusing on credit structuring and savings planning. Analyze financial data to determine creditworthiness and provide data-driven product recommendations to improve client financial health.