Summary
Overview
Work History
Education
Skills
Timeline
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David Galloso Caballero

Sr. Analyst
Belen,Heredia

Summary

Experience as a Financial Analyst, Financial Planning, Financial Reengineering, and business planning and project management. Excellent problem-solving skills, experience in budgeting and administration, project management for LATAM and EMEA. Highly proficient financial professional with Senior Financial Analyst background. Eager to leverage expertise in profitability increases and process optimization to drive improved sales strategies. Determined Financial Analyst offering demonstrated success in analyzing KPI trends and tracking weekly revenue. Talented and driven with aptitude for developing economic forecasting models. Enthusiastically aiming to bring value to the company.

Overview

11
11
years of professional experience
12
12
years of post-secondary education
3
3
Languages

Work History

Sr. Financial Analyst

Citi Services
Belen, Heredia
12.2016 - Current
  • Regulatory and Financial analyst related to corporate accounts, this position requires the implementation of new strategic review and deep analyses with short deadlines, we report to US Federal Reserve and these tight deadlines were always meet
  • Provided strategic planning advice and financial oversight for corporate stakeholders.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • 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.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.

Overnight Financial Support

Smile Direct Club
San Rafael, Alajuela
03.2019 - 12.2019
  • In Charge of taking care of global customers, that includes their profiles, orders, payments other credit agreements
  • Experience with projects including customer orders and payment process, updated profiles and different type of contacts like phone, email and Chat (including social Media).
  • Created, prepared and delivered reports to various departments.
  • Worked with support manager to determine overnight operations effectiveness in meeting overall group objectives.

Financial Sr. Analyst Supervisor

Thomson Reuters
Lagunilla, Heredia
05.2016 - 12.2016
  • Performs technical analysis to determine present and future financial performance
  • .
  • Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
  • Mentored junior analysts, fostering professional development while enhancing overall team performance.
  • Improved company efficiency with the development of key performance indicators and tracking metrics.
  • Generated ad-hoc reports to evaluate specific business requirements.

Business Clients Support

Experian
Lagunilla, Heredia
01.2014 - 05.2016
  • My Main function is keeping Experian Business Accounts generating a gain for the company
  • We focused on the maintenance of accounts, administration fees, financial adjustments and cancellation of contracts, and general support
  • Processed employee expense reports quickly to prevent delays in payouts.
  • Fostered a high-performance culture within the team by setting clear expectations, providing ongoing feedback, and recognizing achievements regularly.
  • Utilized CRM systems effectively to track leads, manage accounts, and monitor sales pipeline, ensuring timely follow-ups and accurate reporting.
  • Managed multiple projects simultaneously, ensuring smooth communication between stakeholders.

Education

Bachelor´s Degree - Public Accounting And Finance

UTN
Alajuela
01.2015 - 12.2018

Bachelor´s Degree -

UNA
Heredia
05.2009 - 12.2014

High Technical Degree - Accounting

CTP Heredia
Heredia
01.2006 - 12.2008

Skills

Variance analysis

Financial modeling

Cash flow management

Internal controls

KPI management

Forecasting techniques

Financial statements expertise

Strategic planning

Timeline

Overnight Financial Support

Smile Direct Club
03.2019 - 12.2019

Sr. Financial Analyst

Citi Services
12.2016 - Current

Financial Sr. Analyst Supervisor

Thomson Reuters
05.2016 - 12.2016

Bachelor´s Degree - Public Accounting And Finance

UTN
01.2015 - 12.2018

Business Clients Support

Experian
01.2014 - 05.2016

Bachelor´s Degree -

UNA
05.2009 - 12.2014

High Technical Degree - Accounting

CTP Heredia
01.2006 - 12.2008

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David Galloso CaballeroSr. Analyst