Jose Luis Cruz Balderas

About Me

Hello! I'm Jose Cruz, a passionate Finance graduate pursuing the CFA certification. With professional experience spanning both Latin American and Canadian markets, I bring a global perspective to financial analysis. Specializing in advanced financial analysis and custom tool development using Excel, Databases, Python, and more. I'm dedicated to leveraging technology to drive positive change. By transforming complex data into intuitive dashboards and financial projects, I aim to empower organizations to make informed decisions that not only drive growth and profitability but also foster social responsibility. If you're seeking a finance analyst with a tech-forward mindset committed to both financial excellence and social impact, I'm here to help!

  • Location Vancouver, Canada
  • e-mail joseluis.cruzb20@gmail.com
  • Phone CA + 1(236)514-9003
  • Phone MX +52 (554)649-4413

What I Do

Financial Analysis

Maximize your financial well-being with customized solutions to help you achieve your goals. With a meticulous and expert approach, I thoroughly analyze your financial statements, identify areas of opportunity, and develop robust strategies to optimize your resources. Whether you need guidance in investment management or risk assessment, I am here to provide you with clarity, confidence, and tangible results on your journey to financial success.

Process Automation

Free up your time from repetitive tasks to invest it where it truly adds value. From streamlining routine processes in spreadsheets through macros to tackling complex projects involving programming and database management, I can help enhance your effectiveness and reduce errors. By letting automation handle tedious tasks, you can focus on strategic activities that contribute value to your business

Data Visualization

Unlock the full potential of your data with my expertise in data analysis. I specialize in distilling complex data into actionable insights. Whether it's uncovering key trends, presenting compelling results, or offering strategic recommendations, I deliver clarity through intuitive reports and tools. Elevate your data storytelling with engaging infographics that captivate audiences and convey information effectively. Moreover, I craft interactive dashboards that empower both internal teams and public audiences to explore data dynamically and make informed decisions.

Teaching and Training

Delighted to share my enthusiasm for finance and technology. If you're interested in receiving guidance on economics, financial markets, investment portfolio management, financial mathematics concepts, probability and statistics, as well as Excel, Databases and programming skills, either for yourself or your team, feel free to contact me.

Testimonials

Colaborations

Other Interest

Piano Practitioner

Salsa Dancer

Debate Contests

Skills

Certificates

Advisor in Investment Strategies, 2021

12 April 2021

Bloomberg Market Concepts

05 October 2017

Technical Skills

Excel

90%

Macros/Visual Basic

90%

Python

70%

SQL

75%

Power BA/ Tableau

70%

Finance Skills

Financial Modeling

90%

Financial Statements Analysis

90%

Dynamic Dashboards Designs

85%

Financial Forecasting

80%

Quantitative Analysis

90%

Knowledges

  • Problem-Solving
  • Time Management
  • Communication
  • Marketing
  • KPI's
  • Innovative Thinking
  • Adaptability
  • Social Networking
  • Digital Design

My Projects

Detailed

Financial Challenge

Detailed
YouTube Video

Bachelor's Program in Finance Presentation

YouTube Videos
YouTube Video

Animated Video

YouTube Videos

My Articles

Contact

Vancouver, B.C.

236-514-9003

joseluis.cruzb20@gmail.com

Freelance Available

How Can I Help You?