Maria Carolina Rodriguez Andrade

In this role, I focused on understanding and addressing client needs, such as reviewing financial growth and acting as a direct advisor to clients

• I was responsible for allocating PMO costs and distributing tasks within the global team to ensure specialization and seamless client communication
• Researched macroeconomic, industry and company-specific data to inform investment decisions.
• Participated in client meetings to discuss financial analysis and investment strategies.
• Created and maintained precise and accurate models, charts and reports.

My efforts helped strengthen client relationships and improve financial outcomes

I focused on maturing processes, coaching my team members, and supporting their career development by helping them achieve promotions and raises by fostered a positive work environment, crucial as our team expanded to India, where I led the India-based team, distributed tasks, and opened work and agendas for other clients to maintain smooth operations across multiple regions.

As the primary point of contact in crucial client meetings, I gained experience in decision-making and enhancing soft skills

In this role, I specialized in developing innovative tools to optimize workflow efficiency, including Excel macros, Power BI dashboards, SharePoint flows, and Teams channels for streamlined communication, Generated ad-hoc reports to evaluate specific business requirements. I led the new joiners' training program, sharing my knowledge and work methodologies to ensure smooth onboarding and integration. Provided technical support for troubleshooting analytics and reporting issues.

My responsibilities included: Developing financial projections and forecasts to guide investment decisions. Processed and validated large volumes of financial data with precision, contributing to accurate forecasting and reporting, including Developed detailed documentation of financial processes, ensuring clarity and consistency for stakeholders

This role also allowed me to enhance my professional development by:

• Improving Technical Skills: Gained proficiency in Microsoft Excel and other tools, optimizing workflow efficiency
• Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.