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Sergio PlanellsSP

Sergio Planells

Consultant in Data Strategy, BI and Applied AI

€450/day
Barcelona, ES
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Sergio

Professional specialized in Data Strategy, Business Intelligence, and Applied AI, with experience leading end-to-end data projects and connecting business and technology to improve decision-making. I have worked primarily in the financial sector, driving initiatives for BI modernization, data architecture design, key process optimization, and more recently, enhancing the use of generative AI to improve processes, automate tasks, and accelerate value delivery.

My approach combines strategic vision, analytical capability, and results-oriented execution. I also engage in independent advisory activities, helping SMEs and professionals structure their data, design Business Intelligence solutions, and apply Artificial Intelligence in a practical and accessible way.
  • Spanish

    Native or bilingual

  • English

    Conversational

Can work on-site
Barcelona (up to 50km)

Experience

  • CaixaBank
    Data & Analytics Manager
    BANKING AND INSURANCE
    July 2023 - Today (2 years and 11 months)
    Barcelona, Spain
    I lead strategic data initiatives in the risk management department, connecting technical and functional teams to transform information into operational decisions and measurable results. My role combines analytical vision, project management, and alignment with corporate objectives.
    Key responsibilities:
    • Definition and execution of BI and analytics roadmap for business areas.
    • Coordination between technical and functional teams in end-to-end data projects.
    • Design of data architectures and reporting models oriented towards efficiency and decision-making.
    • Driving automation and process improvement initiatives through analytics.
    • Participation in applied AI projects and exploration of use cases with generative AI.
    AI and Advanced Analytics Data Strategy BI Strategy Definition and monitoring of KPIs and metrics Natural Language Processing (NLP)
  • SDG Group
    Senior Business Intelligence Consultant
    TECH
    October 2021 - July 2023 (1 year and 9 months)
    Barcelona, Spain
    Responsible for leading BI and analytics projects for clients in the financial sector, ensuring correct functional definition, data quality, and delivery of high-impact reporting solutions.
    Key responsibilities:
    • Project management and coordination with technical and business teams.
    • Leadership of teams of up to 10 consultants in end-to-end BI projects.
    • Functional and technical design of BI applications and Data Warehouse models.
    • Estimation, planning, and requirements management with stakeholders.
    • Client training on BI and analytics tools.
    • Mentoring new consultants on data modeling and ETL processes.
    Highlights:
    • Reengineering of informational processes in the accounting architecture of a large financial entity, ensuring compliance with SLAs and regulatory requirements, and improving operational efficiency.
  • SDG Group
    Business Intelligence Consultant
    TECH
    April 2020 - September 2021 (1 year and 5 months)
    Barcelona, Spain
    Participation in end-to-end BI projects, from requirements gathering to the implementation of analytical solutions for business areas.
    Key responsibilities:
    • Design, development, and implementation of BI applications.
    • Data Warehouse modeling and maintenance.
    • Management of small projects and coordination with the business.
    • Analysis and development of ETL processes.
    • Training for new consultants in modeling and ETL.
    Highlights:
    • Redesign of the informational data model of a financial entity, successfully executing the complete reengineering and improving reporting efficiency and consistency.

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Education

  • Bachelor's Degree
    University of Havana
    2016
    Licenciatura en Matemáticas
  • Master's Degree in
    IMF Business School
    2019
    Máster en Big Data & Business Analytics

Skill set

Categories