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Virtual Math Tutor
Financial Advisor at AXIA FINANZAS PERSONALES who built 90+ dynamic financial models for clients.
ColombiaVirtual Math Tutor at LingoAce
Provided virtual math tutoring to students, leveraging strong analytical and communication skills.
TutoringMathematicsCommunication Skills
Built 90+ customized, formula-driven Excel financial models integrating income, expenses, debt, savings, investments, and projected cash flows. Analyzed financial scenarios and investment alternatives for 120 clients, presenting findings in English and Spanish.
ExcelFinancial Modelingscenario analysisCash Flow ForecastingClient AdvisoryBilingual English Spanish
Created Excel cost and export-financing simulators. Cleaned thousands of records and consolidated operational data into eight monthly management reports.
ExcelFinancial ModelingData CleaningReporting
Monitored financial and investment activity for 1,000+ mass-segment and approximately 200 preferred clients across a COP 20–30 billion asset base. Automated daily activity monitoring using Excel macros, saving approximately one hour of manual work each day.
ExcelVBAFinancial MonitoringCustomer Relationship ManagementReporting
Automated a daily investment interest-rate report with Excel/VBA, reducing preparation time from approximately 60 minutes to under 3 minutes. Converted historical investment records into net-return reporting and consolidated daily performance information from 11 advisors.
ExcelVBAAutomationFinancial ReportingData Consolidation
Provided independent real estate advisory services, including property analysis and investment guidance.
Real EstateInvestment AnalysisClient Advisory
Owned operating budgets, expense tracking, and cash flow planning for a small business. Built a dynamic Excel model linking revenue, costs, operating expenses, and cash flows, and prepared multi-year projections and scenario analyses.
BudgetingCash Flow ManagementFinancial ModelingExcelOperations Management
Completed coursework in Python and SQL for Data Science from 2025 to 2026.
Completed coursework in Python and SQL for Data Science from 2025 to 2026.
Completed coursework in Financial Modeling and Forecasting Financial Statements.
Completed coursework in Financial Modeling Foundations and Financial Modeling and Forecasting Financial Statements.
Bachelor of Science in Engineering in Industrial Engineering.
Profile sourced from Himalayas.