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Gerard Solé SànchezGS

Gerard Solé Sànchez

Excel and Financial Reporting Specialist

€280/day
Tarragona, ES
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Gerard

I help companies and freelancers consolidate Excel spreadsheets, structure financial data, and create clear, actionable reports for decision-making.
I specialize in advanced Excel, financial analysis, and consolidating information from multiple sources. I regularly work with messy or complex data, transforming it into clear models, useful dashboards, and understandable reports for management or operational teams.
I can help you with projects such as:
– Consolidating multiple Excel files into a single structured model
– Creating financial dashboards
– Basic automation of repetitive processes
– Analysis of profitability, costs, and margins
– Preparation of monthly or quarterly reporting
My approach is practical and results-oriented: defined deliverables, clear communication, and realistic deadlines. I work in an organized and efficient manner, ensuring that the final result is useful and easy to use.
If you need to transform data into useful information, I can help.
  • Spanish

    Native or bilingual

  • English

    Fluent

  • Catalan

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • Caixabank
    Premier Banking Manager
    BANKING AND INSURANCE
    January 2026 - Today (7 months)
    Management of high-net-worth client portfolios, providing financial advice and economic information analysis for resource planning and optimization.
    Experience in financial analysis, structuring economic information, and preparing clear reports to facilitate decision-making.
    Advanced Excel Data Analysis Financial Reporting Financial Analysis Financial Modeling
  • CaixaBank –
    Commercial Manager for Companies, Self-Employed, and Clients
    January 2018 - Today (8 years and 7 months)
    • Comprehensive management of portfolios for self-employed individuals, SMEs, and Premier clients (+€60,000 in balances).
    • Personalized financial and wealth advisory.
    • Analysis of balance sheets, income statements, and cash flows.
    • Management of financing operations (loans, policies, leasing, factoring, confirming).
    • Financial risk and viability assessment.
    • Regulatory compliance (KYC, AML, MiFID).
    • Advanced use of Excel and CRM tools for analysis and monitoring.
    Advanced Excel Data Analysis Financial Analysis Financial Reporting Financial Modeling

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Education

  • Business Administration
    ADE

Skill set

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