Power Bi
CARLOS LOPEZ YEPEZ
Senior Finance Executive
Guayaquil
Summary
Personable and analytical, bringing deep understanding of financial markets and investment strategies combined with strong problem-solving skills. Possesses comprehensive knowledge of portfolio management and financial planning, demonstrating proficiency in data analysis and risk assessment. Committed to driving financial success and ensuring optimal client satisfaction through tailored financial solutions.
Overview
11
11
years of professional experience
12
12
Certifications
2
2
Languages
Work History
Senior Financial Advisor
CONAUTO C.A.
03.2024 - 03.2025
- Nationwide budgeting for costs, expenses, and sales
- Preparation and monitoring of monthly/annual budgets by business line and branch
- Financial analysis through ratios and profitability indicators
- Use of ERP systems: Solidus Core, Swissystem
- Dashboard creation: sales, expenses, projections
- Business Intelligence tools: QlikView, Power BI, SAP
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
Financial Manager
GINAFRUIT S.A.
09.2022 - 03.2024
- Corporate budgeting (3 companies)
- Financial monitoring and strategic profitability analysis
- Management of ERP IQ and Sofadcom systems
- Export and production cost analysis per farm
- Inventory control and vendor payment analysis
- Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations while maximizing returns on idle cash balances.
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
- Analyzed budgets, financial reports, and projections for accurate reporting of financial standing.
- Reduced outstanding accounts receivable balances by consistently following up on overdue payments and negotiating payment plans with clients.
Business & Budget Analyst
GRUPASA GRUPO PAPELERO
03.2021 - 08.2022
- BI tools: QlikView, Power BI, SAP
- Identified and monitored budget expenses for accuracy and signs of fraud.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Profitability analysis and KPI management
- Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
- Generated annual budget forecasting information for executive and corporate reports.
Cost and Budget Analyst
FRUTADELI S.A.
12.2020 - 03.2021
- Weekly export cost analysis (FOB)
- Cash flow management, customer collections
- Coordination of planning and budgeting across departments
Financial & Logistics Analyst
ENI ECUADOR S.A.
03.2017 - 03.2020
- Inventory, production and logistics control
- Cost and profitability analysis
- SAP Business One implementation (financial, inventory, production, logistics)
- Reduced transportation costs, coordinating optimal shipping routes and negotiating carrier contracts.
- Conducted thorough data analysis, providing valuable insights for strategic decision-making in logistics operations.
- Collaborated with cross-functional teams, driving continuous improvement in logistics operations.
- Processed purchase orders according to internal policies, verifying factors such as on-time delivery, minimal cost sourcing and weight compliance.
National Collections Assistant
LA GANGA RCA S.A.
08.2016 - 02.2017
- Collections management, budget projections
- Administrative, financial, and accounting support
Administrative Assistant
IBM DEL ECUADOR C.A.
06.2014 - 02.2016
- Financial control, quality assurance, HR management
Administrative Intern
IBM DEL ECUADOR C.A.
10.2013 - 06.2014
- Project support, HR logistics
Education
Bachelor of Science - Business Management
Universidad De Especialidades Espíritu Santo
Samborondon, Ecuador09-2015
Engineer in Business Sciences - International Business and Commercial Planning & Management
Universidad de Especialidades Espíritu Santo
Technical Bachelor - Commerce and Administration – Specialization in Accounting
Colegio Cayetano Tarruell
Primary Education - undefined
Escuela Moderna Guayas
Skills
Microsoft Word & Excel (Advanced)
Certification
SAP S4 HANA from Scratch, SAP Academy, 4 hours, 10629-6400-1246
Education
Bachelor of Science in Business Management, 5 years, Universidad de Especialidades Espíritu Santo, International Career Program (ICP), Engineer in Business Sciences, International Business and Commercial Planning & Management, 5 years, Universidad de Especialidades Espíritu Santo, 1037-15-1378725, Technical Bachelor in Commerce and Administration, Accounting, Colegio Cayetano Tarruell, Escuela Moderna Guayas
Personal Information
- ID Number: 092046170-4
- Age: 33
- Number of Children: No
- Marital Status: Single
Software
SAP
Oracle
Microsoft Office
Timeline
Senior Financial Advisor
CONAUTO C.A.
03.2024 - 03.2025
Financial Manager
GINAFRUIT S.A.
09.2022 - 03.2024
Business & Budget Analyst
GRUPASA GRUPO PAPELERO
03.2021 - 08.2022
Cost and Budget Analyst
FRUTADELI S.A.
12.2020 - 03.2021
Financial & Logistics Analyst
ENI ECUADOR S.A.
03.2017 - 03.2020
National Collections Assistant
LA GANGA RCA S.A.
08.2016 - 02.2017
Administrative Assistant
IBM DEL ECUADOR C.A.
06.2014 - 02.2016
Administrative Intern
IBM DEL ECUADOR C.A.
10.2013 - 06.2014
Engineer in Business Sciences - International Business and Commercial Planning & Management
Universidad de Especialidades Espíritu Santo
Technical Bachelor - Commerce and Administration – Specialization in Accounting
Colegio Cayetano Tarruell
Primary Education - undefined
Escuela Moderna Guayas
Bachelor of Science - Business Management
Universidad De Especialidades Espíritu Santo
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