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J

Juan

Finance Analyst with 5 years of expertise in banking and financial services

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Bogotá, Bogota D.C., Colombia
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Competencies

Financial AnalysisAdvanced

Performed detailed financial data analysis to support budgeting, forecasting, and strategic planning.

Excel ModelingExpert

Built and maintained complex Excel-based financial models for various analysis purposes.

Investment StrategiesIntermediate

Assisted in formulating investment strategies and analyzing market performance for client portfolios.

Financial ReportingAdvanced

Prepared and reviewed financial reports ensuring compliance with regulatory standards.

Education

Diploma of Hospitality Management
Axial Training
Certificate IV in Commercial Cookery and Patisserie
Envirotech Education
Certificate III in Written and Spoken English
The Eagle Academy
English Course
Holmes Institute

Summary

Dedicated finance professional with 5 years of experience in banking, specializing in financial analysis, modeling, and reporting. Skilled at delivering insights that support organizational goals.

Key Achievements

  • Led financial analysis projects that improved reporting accuracy and decision-making processes.
  • Managed investment portfolio analysis, contributing to strategic asset allocation decisions.
  • Developed and maintained complex financial models used for forecasting and scenario planning.

Experience

Advisor Li - Collections

Concentrix
March 2025 - July 2025

Management of overdue accounts through outbound and inbound calls, Negotiation of payments and settlement agreements with clients, Accurate logging of interactions in CRM systems, Achievement of recovery targets, Empathetic customer service in compliance with collection regulations, Focused on effective solutions and continuous performance improvement.

Head chef

SPQR Pizzeria
February 2023 - January 2024

Comprehensive kitchen management, including menu design, Operational leadership, Quality control, Inventory management, Compliance with health and safety regulations, Selection, training, and supervision of kitchen staff, Fostering an efficient, high-performing team focused on excellence, Strong emphasis on resource optimization, cost control, and maintaining a high standard of presentation and flavor in all dishes.

Pizza Head chef

The Three Pound
July 2020 - January 2023

Culinary leadership specialized in artisanal pizzas within a hospitality group, Recipe development, Process standardization, Team training, Quality supervision across multiple locations, Oversaw ingredient selection, supplier management, and compliance with operational and food safety standards.

Venue Manager

Hooter Australia
August 2017 - February 2020

Selection, hiring, and training of staff to build an efficient team, Optimization of resource usage and control of operational budgets, Planning and organizing work schedules to maximize productivity, Management of reservations and coordination of special orders to ensure customer satisfaction, Preparation of sales reports with detailed analysis and charts to support strategic decision-making.

Chef

Justin Lane
June 2014 - August 2017

Expert preparation and cooking of pizzas and other dishes, Efficient management of salad and frying stations, Careful handling of ingredients and storage control, Supervision of inventory, ordering, and planning of culinary tasks.

Skills

Financial AnalysisExcel ModelingInvestment StrategiesFinancial Reporting
Published on CazVid - May 17, 2026
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