About Dan
Experience in Credit Analysis, Business, Accounting, Market Analysis, Cash Flows, Credit Risk, Financial Statement Analysis, Project Management Ratios, Data analysis, Excel proficiency, and Executive presentations.
Spanish
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- Marketing CompanyTeam ManagerJune 2022 - January 2026 (3 years and 7 months)Portugal• ● Communicate effectively and regularly with the team.• ● Analyze data, results and ensure compliance with deadlines and requirements associated with the project• ● Continually review and monitor the work performance of all advisors• ● Monthly/quarterly performance reviews• ● Provide clear direction and guidance to ensure consistent achievement of key performance metrics (KPIS)• ● Accurate and timely communication of any client issues to Operations Manager
- CorporateBankSub- Manager| Commercial Credit Business AnalysisAugust 2017 - September 2021 (4 years and 1 month)Panama City, Panamá Province, Panama• ● Management of multiple projects in credit risk analysis, achieving the improvement of processes and audits.• ● Calibration of the internal rating tool for clients of Corporate Portfolio, makingthe tool functional and solving issues regarding the software.• ● Technical analysis of financial data. Portfolio data analysis for quarterlyforecasts.• ● Credit analyst training according to national and international credit standards,performance monitoring and feedback to supervisors.• ● Management of administrative tasks assigned to the staff of assistants.
- Bank International GroupFinance Officer | Credit Business AnalystMarch 2011 - July 2017 (6 years and 4 months)Panama City, Panamá Province, Panama• ● Data analysis and insights of competitors. Presentations of financial statements and Forecast to the Board of Directors. (2016-2017)• ● Analysis of local and international corporate clients, and SMEs, to report andrecommend the approval of loans, according to their payment capacity. Thisprocess includes:◦ - Analysis of Financial Statements and Forecast.◦ - Technical Analysis of clients' payment capability.◦ - Client presentations made to the Board of Directors making an impacton finance, risk, and sales department.
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Education
- (MBA) Master in business Administration and Project ManagementEscuela de Negocios Europea de Barcelona2021
- Marketing SpecializationUniversidad Central de Venezuela2014Mar keting Specialization