Jose Cruz
Financial Analyst
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
Testimonials
Luis is extremely capable contractor who was able to pick up and learn his responsibilities and duties quickly with minimal errors. He is a team player willing to join and jump whenever needed and would be an asset to any team.
José is an absolute beast! He has a great knowledge in finance and also in programming and data. This makes him an incredible asset to any team. Also, he is great to worth with - team player, really tries to find good solutions that really bring value and, last but not less important, is a great guy.
Jose is a professional with a solid and complete academic preparation. In addition, as a young man these days, he knows the importance of having computer knowledge such as sql, etc. His passion for finance and his willingness to dedicate himself fully to that discipline is evident.
For 4 years, I had the pleasant experience of working with José Luis, as well as learning from him. He has great programming skills and excels in analyzing information to solve any issue. Working in a team with him is enjoyable as he effectively communicates his knowledge in a dynamic manner.
Colaborations
Other Interest
Piano Practitioner
Salsa Dancer
Debate Contests
Skills
Certificates
Advisor in Investment Strategies, 2021
Bloomberg Market Concepts
Technical Skills
Excel
Macros/Visual Basic
Python
SQL
Power BA/ Tableau
Finance Skills
Financial Modeling
Financial Statements Analysis
Dynamic Dashboards Designs
Financial Forecasting
Quantitative Analysis
Knowledges
- Problem-Solving
- Time Management
- Communication
- Marketing
- KPI's
- Innovative Thinking
- Adaptability
- Social Networking
- Digital Design