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Luis S. — Junior Financial Data Analyst from Mexico

Luis S.

Junior Financial Data Analyst

Mexico 2-3 years
Open to offersNew to Platform
Languages
EnglishSpanish
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About

Luis Osvaldo S. is a bilingual Financial Analyst with over four years of experience in financial operations and data analytics, primarily within the accounting and retail hardware sectors in Mexico. At Galeana’s Accounting Firm, he processed end-to-end accounting records, handled financial reporting, and ensured compliance with Mexican tax laws and IFRS, leveraging Excel and ERP platforms like SAP and NetSuite to optimize reconciliation and reporting. In his role at Marin Hardware Store, Luis streamlined invoicing, managed AP/AR, performed ETL workflows in Excel, and provided analytical product line reports to inform pricing strategies. As a Data Science Trainee at Tripleten, he built and deployed machine learning models in Python for forecasting and classification tasks, using tools such as Power BI and Tableau to deliver interactive data visualization and reporting for key business metrics. He holds a bachelor’s in Public Accounting and professional certificates from IBM and Google.

Experience

  • Data Science Trainee

    Tripleten · 2025 — 2025
    Developed regression, classification, and time series models using Python (Pandas, Scikit-learn), achieving RMSE < 48 for demand forecasting and delivering actionable operational insights. Cleaned and transformed large datasets while creating reusable Jupyter Notebooks that enhanced data readiness and accelerated analysis workflows by 35%. Employed feature engineering techniques, including one-hot encoding and scaling, to prepare categorical and numerical variables for machine learning models, thus improving model accuracy and stability. Generated compelling visual narratives of complex data results using matplotlib/seaborn, facilitating informed decision-making for stakeholders. Created interactive dashboards in Power BI/Tableau with financial, sales, and churn datasets to monitor key performance indicators such as revenue, margins, and churn rates, enhancing insights presentation for senior stakeholders.
  • Jr. Accountant

    Galeana’s Accounting Firm · 2024 — 2025
    Managed end-to-end accounting records involving CFDI issuance, payroll, and income/expense entries, ensuring adherence to Mexican tax regulations and IFRS principles. Conducted monthly bank reconciliations and journal entries to facilitate month-end closing, resolving discrepancies to maintain accuracy in financial statements. Implemented ETL-style workflows in Excel to extract information from bank statements and client systems, including ERP environments like SAP/NetSuite, transforming it into reconciled financial reports. Handled AP/AR records effectively, streamlining processes and reducing processing time by approximately 40% while enhancing internal controls. Assisted with tax declarations, variance analysis, and provided audit support across multiple client portfolios to uphold compliance and deliver reliable reporting.
  • Financial & Operations Support

    Marin Hardware Store · 2021 — 2024
    Optimized the invoicing process, transitioning from batch processing to instant point-of-sale delivery, thereby removing a 3-hour lag and saving 5–6 hours daily while handling around 30 complex invoices. Oversaw AP/AR workflows, ensuring the issuance of CFDI, following up on collections, and validating vendor invoices to bolster financial compliance and enhance internal controls. Executed reconciliations for AP/AR, supplier payments, and VAT records, promptly identifying and addressing inconsistencies across various sources. Supported the tracking of monthly revenue and financial reporting by contributing reconciled data for variance analysis and aiding management decision-making. Collaborated with vendors and clients to resolve invoice discrepancies, contributing to timely documentation and minimizing payment delays. Utilized ETL-style workflows in Excel to enhance reporting accuracy and efficiency by extracting, transforming, and consolidating sales and purchase data. Digitized and organized sales and purchase data from spreadsheets into structured financial reports, ensuring accuracy and facilitating management decisions. Compiled analytical reports by product line and customer, elucidating cost structure and variances against expected margins to inform pricing and purchasing strategies. Analyzed discounts and pricing conditions for key customers, aiding management in understanding their impact on revenue and margins across different product lines.
  • Sales associate

    Marin Hardware Store · 2019 — 2021
    Established solid client relationships by assessing needs and delivering customized technical solutions for electrical and plumbing installations. Contributed to a 50% increase in business revenue through personalized service and successfully closing significant sales. Handled a high volume of sales transactions accurately, managing cash and card payments to ensure the accuracy of daily financials.

Skills & Expertise

Education

  • Bachelor Degree in Public Accounting
    Universidad Autónoma de Guerrero