Jose Luis Cruz Balderas, CFA

Jose Cruz, CFA

Chatered Financial Analyst

Contact Me

Jose Luis Cruz Balderas, CFA

Business & Data Analyst

Strategy & Optimization

Chartered Financial Analyst

About Me

Hello! I'm Jose Cruz, a Finance graduate and CFA charterholder with a strong passion for the financial industry. With professional experience spanning both Latin American and Canadian markets, I bring a global perspective to financial analysis and financial modeling. Specializing in advanced financial analysis, data visualization, and custom tool development using Excel, databases, and Python, I'm dedicated to leveraging technology to drive positive change. By transforming complex financial data into intuitive dashboards and actionable insights, I help organizations make informed decisions that enhance profitability and promote social impact. If you're looking for a tech-savvy finance analyst with international experience and a purpose-driven mindset, 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

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.

Laura Smart

EnWave Corporation

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.

Fernando Garcia

Primeiro Pay

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.

Agustin Gandara

dLocal

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.