Hi, I'm Luis.
Financial Specialist and Automation, BI & AI Consultant.

I help companies transform complex data into strategic decisions. I automate accounting processes and design dashboards to give you total visibility over your business.

With over 15 years of corporate trajectory in firms like EY, I bridge the financial world with technology. I specialize in designing data architectures, developing Power BI dashboards, and automating the Financial Close using AI Agents. My goal is to reduce your team's operational times so they can focus on what truly matters: growing the business.

Let's discuss your project Optimize your finances

Services

Specialized consulting at the intersection of finance, data, and artificial intelligence — designed for SMEs and startups wanting to operate with the efficiency of an enterprise.

  • Business Intelligence: Creation of interactive financial reports with Power BI and SQL.
  • AI Automation: Implementation of AI agents to optimize administrative and accounting processes.
  • Financial Consulting: Efficient financial close (Big Four style) tailored for SMEs and startups.

Career

How can I help you?

Available for consulting projects in financial automation, implementation of Power BI dashboards, and data architecture design using AI. I work with SMEs and startups seeking operational efficiency without the costs of a large consulting firm.

Core Competencies

Business Intelligence

Power BI SQL Looker Studio Dashboards Data Visualization

Automation & AI

AI Agents Python Advanced Excel / VBA Process Automation Automated Financial Close

Financial Consulting

Financial Reporting & Analysis IFRS Budgeting & Forecasting SAP FICO / SAP ERP Financial Modeling
Jun 2024 - Present

Accounting Compliance and Reporting Specialist

EY

  • Led financial close and reporting processes for multiple clients, ensuring accuracy and IFRS compliance.
  • Developed and automated dashboards in Power BI and SAP to provide total visibility over key performance indicators.
  • Collaborated with multidisciplinary teams to identify efficiency opportunities and implemented improvements that reduced closing times.
  • Led the development of junior analysts, promoting knowledge transfer and continuous team improvement.
Controllers Financial Reporting Analytical Skills Financial Statements Leadership CaseWare Software
Dec 2023 - May 2024

SR Business Analyst

Cirion Technologies

  • Led the preparation of budgets, forecasts, and investment plans (Capex), providing strategic analysis for senior management.
  • Conducted operational analysis to identify revenue and cost drivers, contributing to profitability improvements.
  • Executed analysis and reconciliations of accounting accounts, ensuring the integrity of financial records.
  • Designed ad hoc reports to support decision-making across different business units.
  • Managed P&L analysis to monitor operational performance and identify improvement opportunities.
Financial Reporting SAP FICO Microsoft Excel Data Analysis SAP ERP Financial Analysis Microsoft Power BI
Nov 2022 - Dec 2023

Treasury Operator

Cirion Technologies

  • Managed daily banking relationships and cash position to ensure optimal liquidity.
  • Executed tax payments and submissions to regulatory bodies within established deadlines.
  • Performed accounting reconciliations and cash settlements to maintain accurate records.
  • Conducted foreign exchange operations and hedging to mitigate exchange rate risk.
  • Prepared daily and monthly cash position reports for management.
Financial Reporting Analytical Skills Cash Flow Banking Daily Reports Variance Analysis SAP FICO Microsoft Excel Data Analysis SAP ERP Microsoft Power BI
Jan 2022 - Nov 2022

Treasury Analyst

Centralab S.A.

  • Registered and managed company expenses, ensuring their correct classification and timely payment.
  • Prepared and updated cash flow projections to inform management about liquidity needs.
  • Reconciled cash accounts and performed bank account analysis to guarantee accuracy and regulatory compliance.
  • Collaborated with the accounting team to optimize processes and support decision-making.
Financial Reporting Analytical Skills Cash Flow Banking Daily Reports Variance Analysis Data Analysis
May 2020 - Feb 2022

Financial Analyst

AEA - Aparatos Eléctricos Automáticos SACIyF

  • Reconciled, adjusted, and controlled bank and accounting accounts, guaranteeing the accuracy of financial records.
  • Analyzed and managed customer accounts to reduce outstanding balances and optimize collections management.
  • Supervised cash closings and treasury payments, ensuring correct cash administration.
  • Registered and analyzed bank movements to generate insights applicable to financial planning.
  • Evaluated customer solvency and recommended credit limits to mitigate credit risk.
Finance Financial Reporting Analytical Skills Banking Variance Analysis Data Analysis Petty Cash
Sep 2010 - Oct 2019

Early Career: Accounting & Financial Roles

Various Companies (RefiPampa, Nicodemo & Asociados, Gobernación, Hidrocal)

Built a solid foundation in finance and accounting through roles in tax preparation, financial statements, bank reconciliations, cash flow management, and financial advisory.

Accounting Financial Analysis Bank Reconciliation Taxes

Connect

I'm always open to discussing consulting projects in financial automation, BI, and AI, or simply chatting about how technology can transform your company's finances.

Say Hi

I usually reply within 24 hours.

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