David Morejon

Financial & Business Analyst

Nov 2025 - Present • 6 mos

I work on corporate financial data analysis, business reporting, Power BI dashboards, and process automation for financial decision-making. My role involves consolidating and analyzing financial information, creating BI reports, improving reporting workflows, and turning financial data into clear insights for management. Key responsibilities: - Build and improve Power BI dashboards for financial and business analysis. - Analyze financial statements, KPIs, variances, and business performance. - Automate reporting and data preparation processes using Excel, Power Query, Power BI, and Power Automate. - Create financial reports and analytical tools for corporate finance teams. - Translate business and financial needs into clear reporting solutions.

Strategy & Transformation Analyst

Oct 2024 - Jun 2025 • 8 mos

Led and coordinated strategic initiatives across Retail Banking, Business Banking, and Finance, supporting the execution of the bank’s strategic plan through PMO practices and McKinsey-style methodology. Key achievements: - Managed strategic initiatives aligned with corporate objectives. - Developed and validated financial business cases focused on revenue growth, savings, and operational efficiency. - Designed KPIs and impact measurement models to track initiative performance. - Supported the development of Balanced Scorecard frameworks for Retail Banking and Business Banking. - Acted as PMO for initiatives involving development teams, SOW tracking, deliverables, risks, dependencies, and progress monitoring. - Applied Agile, Scrum, Kanban, Lean, and Design Thinking methodologies to improve execution and follow-up.

Commercial Data Analyst – Credit Cards

Nov 2023 - Oct 2024 • 11 mos

Analyzed commercial and customer data for the credit card business, combining Excel, Power Query, Power BI, customer segmentation, financial projections, and executive reporting. Key responsibilities and achievements: - Analyzed customer and commercial data using Excel, Power Query, and Power BI to identify behavior patterns and business opportunities. - Segmented customers by credit card category, demographic data, and consumption behavior. - Built commercial reports for national committee reviews and business decision-making. - Developed financial projections to support credit card placement and commercial strategy. - Identified customer lifecycle stages within the commercial pipeline to improve targeting and follow-up. - Supported expense provisions and commercial performance analysis for the credit card area.