Camilo Escobar Montes
Resumen profesional
Financial Planning Analyst over 6 years of expertise in quantitative/statistics analysis, accounting, budgeting, forecasting and financial modeling reports concepts whose purpose is to determine and evaluate financial data and developing meaningful insights to drive business decision by monitoring/studying and recommending action plans, providing timely ad-hoc reports, and directing business workflow. Advanced knowledge in construction and automation of reports by creating complex queries/databases using advanced software visualization tools such as Microsoft Office (Excel, Power Query, Power Pivot and Power BI) for raw data cleanup and manipulations/integration of financial data. Additionally, basic and intermediate knowledge in different modules of SAP HANA, BO, BW, BPC, ORACLE CLOUD, FLOW MANAGER and SALESFORCE. Accustom to demonstrating commitment, leadership, and resourceful nature to achieve team and corporate objectives. Works collaboratively with team members from different disciplines in meeting client objectives. Versatile and highly-motivated employee with desire to take on new challenges, strong worth ethic, adaptability and exceptional interpersonal skills. Seeking new position with exciting challenges great skills in corporate finance, data science and reporting.
Datos destacados
7
7
years of professional experience
6068
6068
years of post-secondary education
Experiencia
Senior Financial Analyst
IBT GROUP USA
Miami
2024.11 - 2026.02
- Lead corporate finance activities including financial planning & analysis, capital budgeting and long-term financial strategy aligned with company objectives.
- Develop and maintain advanced financial models incorporating the Income Statement, Balance Sheet and Cash Flow to evaluate business performance and support strategic decisions.
- Perform comprehensive financial analysis, including variances, trends, ratios and benchmarking to identify risks, opportunities and profitability drivers.
- Conduct financial feasibility studies for new investments and projects through DCF, NPV, IRR, sensitivity and scenario modeling.
- Structure and assess financing alternatives for investment projects, analyzing capital structure, cost of capital and funding requirements.
- Execute project valuation and investment return assessments (ROI, Payback Period, WACC) to support resource allocation and prioritization.
- Prepare detailed financial reports, presentations and business cases for senior management, highlighting key insights and recommendations.
- Build automated tools and dashboards using advanced Excel, VBA/macros, Power Query and Power Pivot to streamline reporting and improve data accuracy for daily, weekly and monthly analysis.
- Work cross-functionally with finance, operations, business development and accounting teams to ensure accurate forecasting and alignment with corporate strategy.
- Support internal controls, budgeting cycles, audits and continuous improvement initiatives to enhance financial processes and reporting efficiency.
Senior Financial Analyst
Claro Enterprise Solutions
Miami
2024.10 - 2024.11
- Directed the end-to-end preparation and analysis of monthly, quarterly, and annual financial performance reports, evaluating key financial indicators such as EBITDA, gross margin, operating margin, cash flow, AR/AP metrics, CapEx execution, and profitability by business unit.
- Conducted in-depth financial analysis, including variance analysis, sensitivity assessments, trend evaluation, and scenario modeling to support strategic and operational decision-making.
- Produced executive-level presentations that synthesized financial results, performance gaps, and strategic insights for senior leadership, ensuring clear communication of complex financial information.
- Automated recurring reports and KPI dashboards using advanced Excel tools (Power Query, Power Pivot, dynamic arrays, macros/VBA), reducing manual workload and increasing reporting accuracy and timeliness.
- Leveraged Oracle ERP (Financials & Reporting Modules) to extract, reconcile, and validate large datasets, ensuring data integrity across revenue, expenses, and balance sheet accounts.
- Identified financial risks, operational inefficiencies, and improvement opportunities through rigorous analytics, enhancing forecasting quality and overall financial performance visibility.
Financial Analyst
Claro Enterprise Solutions
Miami
2023.01 - 2024.10
- Understand all the processes of the company and work with the business areas to define and implement opportunities for improvement to execute tasks most efficiently by analyzing financial trends.
- Performed complex financial and Budget analysis to determine Budget requirements, improve internal controls and justify requested funding.
- Analyzed variances between Budget, forecast and actual financial results and prepared variances reports to the Directorate.
- Worked with sales force analyzing customer pricing proposals, and reviewed with Pricing manager to obtain approvals.
- Knowledge of using tools such as Flow Manager and SalesForce to provide Pricing to the sales team based on corporate strategies.
- Performed ad hoc analyses to support business decisions.
- Identify and implement tools for financial Planning, Analysis Pricing and Budget Control reporting through data processing and automation by implementing an advanced algorithm in Excel, Power Query, Power Pivot and Power BI improving the data analysis efficiency on daily, weekly and monthly coworking with IT.
Financial Analyst
Coomeva
Pereira
2021.11 - 2023.01
- Assess and reviewing financial data, creating new financial predictions models and optimizing budgeting processes by using tools such as ORACLE, Excel, Power Query, Power Pivot and Power BI through dashboards creations.
- Developed comprehensive analysis of KPI's, to project growth and identify trends to increase profitability and reduce costs.
- Reviewed Budget performance reports, ensuring departments operated within allocated Budgets and investigated excessive expenses and reporting discrepancies.
- Financial reports automation for subsequent presentation to the Directorate through the analysis of financial indicators and trends to offer recommendations to management, driving decision-making.
Financial Analyst
Federación Nacional de Cafeteros
Bogotá
2020.09 - 2021.11
- Evaluation of suppliers in order to determine their financial capacity to attend services outsourced by the company.
- Development Financial Analysis and Benchmarking.
- Work cross functionally with other teams and members of the FP&A organization to achieve strategic goals that align with the company's objectives.
- Analyze and interpret variances and trends between actuals, forecast and Budget.
- Support in the construction of databases through SAP - BW tools that allow the automation of reports for subsequent presentation in Excel and Power BI.
- Based on Financial Analysis through the preparation of reports for subsequent presentation to the Directorate.
- Participated in special projects and initiatives to improve and enhance current financial processes.
Professional Training
Federación Nacional de Cafeteros
Bogotá
2019.08 - 2020.09
- In charge of serving the assigned clients for the North American, European and Asian markets through the coordination, execution and control of the supply chain operations that allow the effective delivery of the product (Green Coffee).
- Performing competitive analysis to identify ongoing industry trends and market opportunities.
- Prepared detailed reports and charts by collecting, analyzing and summarizing information and trends to illustrate variances and statistical of the business using Excel.
Formación
Master Financial Management -
UNIVERSIDAD EAFIT
Specialization in Finance -
UNIVERSIDAD EAFIT
Industrial Engineering -
UNIVERSIDAD CATÓLICA DE PEREIRA
English course as a second language - Nivel C1
CENTRO COLOMBO AMERICANO
Data Analytics course - Basic, intermediate, advanced Excel, Power BI
CÁMARA DE COMERCIO DEL EXTERIOR
Enfatiza tus habilidades clave
- QUANTITATIVE/STATISTICS ANALYSIS
- ACCOUNTING
- BUDGETING
- FORECASTING
- FINANCIAL REPORTS
- MICROSOFT OFFICE (EXCEL, MACROS,VBA, POWER QUERY, POWER PIVOT, POWER BI)
- SAP HANA
- BO
- BW
- BPC
- ORACLE CLOUD
- FLOW MANAGER
- SALESFORCE
- FINANCIAL MODELING
Cronología
Senior Financial Analyst
IBT GROUP USA
2024.11 - 2026.02
Senior Financial Analyst
Claro Enterprise Solutions
2024.10 - 2024.11
Financial Analyst
Claro Enterprise Solutions
2023.01 - 2024.10
Financial Analyst
Coomeva
2021.11 - 2023.01
Financial Analyst
Federación Nacional de Cafeteros
2020.09 - 2021.11
Professional Training
Federación Nacional de Cafeteros
2019.08 - 2020.09
English course as a second language - Nivel C1
CENTRO COLOMBO AMERICANO
Data Analytics course - Basic, intermediate, advanced Excel, Power BI
CÁMARA DE COMERCIO DEL EXTERIOR
Master Financial Management -
UNIVERSIDAD EAFIT
Specialization in Finance -
UNIVERSIDAD EAFIT
Industrial Engineering -
UNIVERSIDAD CATÓLICA DE PEREIRA