Reports Developer

Accountable for generating and consolidating the information for the KPIs of 300 relationship managers (RMs), 80 branches, in 5 divisions, and elaborating and managing the budget for Wealth Management (WM). Reporting to the Vice-President of FP&A, leading a team of 2 direct reports.
● Reduced the delivery time by 80% by creating and automating a personalized report for each of the 300 RMs and 80 branches through VBA programming. Today this is the most complete management tool for the sales force.
● Implemented the main performance tracking report for WM for all the country with Excel advanced formulas and VBA, summarizing 100% of the KPI’s of the business and reducing its elaboration time from 5 to 2 days.
● Developed in 3 days a forecasting model for the growth of the Assets under Management (AUM) and the revenues for WM in the next 4 years, eliminating an observation of Citigroup NY during the process called Franchise Review.
● Elaborated the model for the business budget of WM in 1 day at a client level with a monthly follow-up for a period of 3 years, improving the level of certainty from 80% to 95%.
● Analyzed and corrected the annual revenue growth target, using historical data of the past 5 years, business and macroeconomic variables, increasing WM revenue by 3%.
● Redesigned and improved a weekly report reducing the time of preparation by 90% (from 8 hours to 1), with advanced Excel formulas and VBA.