Description

I help companies eliminate manual reporting and gain full financial visibility using Excel, Power Query and Power BI.

If your team is:

Spending hours updating Excel files manually
Struggling with inconsistent data across multiple sources
Lacking clear, real-time visibility on performance

You’re not alone — and this is exactly where I come in.

I specialize in turning complex, messy financial data into automated, reliable and scalable reporting systems.

What you can expect when working with me:

Automated Excel reporting (Power Query, advanced models, dynamic files)
Clear and interactive Power BI dashboards for decision-making
Financial consolidation and reporting across multiple entities
FP&A support: budgeting, forecasting and variance analysis
Clean, structured and trustworthy data you can actually use
Faster processes, fewer errors, and more time for analysis

Unlike purely technical profiles, I bring a finance + business mindset, meaning I don’t just build dashboards. I build tools that actually support decision-making.

My goal is simple: save you time, reduce errors and give you clarity over your numbers.

If you’re ready to stop working in Excel manually and start using your data strategically.

let’s talk!!

Languages

Spanish
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

HBX GROUP
CONSOLIDATION & REPORTING LEAD
October 2025 - Today (8 months)
Financial professional specialized in consolidation, reporting, and process automation, transforming complex financial data into clear and actionable insights.
Lead monthly financial consolidation across multiple entities, ensuring accuracy and consistency
Design and automate reporting processes using Excel, Power Query, and Power BI
Perform variance analysis (Actual vs Budget vs Forecast) to support strategic decision-making
Build and maintain executive dashboards for financial performance tracking
Optimize and streamline financial workflows, reducing manual work and reporting time
Collaborate with cross-functional and international teams (FP&A, accounting, operations)
Develop forecasting models and support financial planning processes
DT GLOBAL US
FINANCE STRATEGIC LEAD
January 2025 - October 2025 (9 months)
Designed and implemented financial models and scenario analyses to guide senior leadership in key investment decisions. Consolidated financials across +50 projects / +10 regions and delivered monthly reports to the CFO and board, improving decision-making. Support financial planning, budgeting and reporting for multi-million international projects, aligned with strategic objectives.
HBX GROUP
/ FINANCIAL ANALYST CONSOLIDATION & REPORTING
June 2024 - January 2025 (7 months)
Coordinated the consolidation and review of financial results for +10 global entities, ensuring timely and accurate presentation to the Management Board. Produced and analyzed monthly consolidated reports, including P&L and balance sheet reviews. Designed and implemented automated reporting tools, reducing manual intervention and cutting report preparation time from two full working days to just one hour.

Check out Estefany's experience

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Financial Engineer, Cum Laude.
UniversidadAutónomadeBucaramanga
2019
Financial Engineer, Cum Laude.
Master of Business Administration (MBA)
UniversidadCamiloJoséCela,España/
2021
Master of Business Administration (MBA)