Sergio Sanchez
Senior Financial Analyst
Santa Cruz,S
Summary
Finance professional with strong record in financial analysis and strategic financial planning. Proven ability to optimize financial operations and drive cost-saving initiatives. Known for collaborative teamwork and adaptability to shifting priorities, with expertise in budget management and financial reporting.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Business Banking Officer
Banco Ganadero S.A.
06.2022 - Current
- Developed comprehensive understanding of clients'' businesses, enabling more effective financial guidance.
- Conducted regular client meetings to discuss financial goals, review account performance, and address concerns or opportunities for improvement.
- Increased cross-selling opportunities for additional bank products through consistent communication with clients.
- Optimized revenue generation by identifying upsell opportunities within existing customer base using data-driven insights.
- Delivered top-notch customer service experiences that reinforced trust between the bank and its business customers.
- Managed a diverse portfolio of commercial customers across various industries, demonstrating adaptability and versatility in addressing distinct financial requirements.
- Created financial dashboards to provide insights into key performance indicators.
- Utilized financial software to prepare consolidated financial statements.
- Designed and maintained financial models to identify and measure risks.
- Improved portfolio performance by monitoring risk factors and conducting periodic reviews.
Senior Financial Analyst
Grupo Empresarial De Inversiones Nacional Vida S.A
02.2021 - 05.2022
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Developed comprehensive financial models that informed strategic decision-making for the organization.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Conducted due diligence on potential investments and presented findings to investors.
- Developed financial models to assess potential investments and identify potential risks.
- Developed financial projections and forecasts to guide investment decisions.
- Created and maintained precise and accurate models, charts and reports.
- Handled cash flow, debit and interest schedules and bank accounts.
- Streamlined treasury operations, implementing efficient processes to improve productivity and reduce operational errors.
- Optimized cash flow management by implementing strategic investment policies and procedures.
Condominium Manager
Condominio Arelis
09.2020 - 02.2021
- Facilitated dispute resolution between residents, promoting a harmonious living environment.
- Supervised on-site staff members, providing guidance and support for exceptional performance.
- Streamlined communication with board members, maintaining transparency and fostering strong relationships.
- Collected and maintained careful records of rental payments and payment dates.
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
Education
Master of Finance - Finance
Eude Business School
Madrid, Spain 05.2001 -
Post-Degree Certificate - Financial Risks
Eude Business School
Madrid, Spain 05.2001 -
Post-Degree Certificate - Financial Analysis With Power BI
Private University Of Santa Cruz
Santa Cruz, Bolivia 05.2001 -
Post-Degree Certificate - Financial Mathematics
Bolivian Stock Exchange
Santa Cruz, Bolivia 05.2001 -
Bachelor's Degree - Finance
Private University Of Santa Cruz
Santa Cruz, Bolivia 05.2001 -
Skills
Relationship management
Timeline
Business Banking Officer
Banco Ganadero S.A.
06.2022 - Current
Senior Financial Analyst
Grupo Empresarial De Inversiones Nacional Vida S.A
02.2021 - 05.2022
Condominium Manager
Condominio Arelis
09.2020 - 02.2021
Master of Finance - Finance
Eude Business School
05.2001 -
Post-Degree Certificate - Financial Risks
Eude Business School
05.2001 -
Post-Degree Certificate - Financial Analysis With Power BI
Private University Of Santa Cruz
05.2001 -
Post-Degree Certificate - Financial Mathematics
Bolivian Stock Exchange
05.2001 -
Bachelor's Degree - Finance
Private University Of Santa Cruz
05.2001 -
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