Summary
Overview
Work History
Education
Skills
Timeline
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Roberto Mauricio Florez Cueto

Vancouver,BC

Summary

Data-driven professional with 14+ years of experience transforming complex financial, banking, and insurance data into actionable insights. Proven expertise in SQL, Power BI, Python, Microsoft Fabric, and NetSuite Analytics, with hands-on experience in data modeling, ETL pipelines, and reporting automation to improve decision-making and operational efficiency.

Skilled in data governance, advanced analytics, and BI solution development, ensuring data accuracy and compliance. Adept at designing, testing, and deploying analytics solutions in Agile environments, collaborating cross-functionally to deliver scalable data ecosystems.

Passionate about leveraging modern data architecture, predictive analytics, and workflow automation to drive strategic business outcomes and create value.

Overview

11
11
years of professional experience

Work History

Data Analyst

SPGC Canada
Vancouver, British Columbia
09.2023 - Current
  • Designed and implemented Power BI dashboards connected to NetSuite data sources, improving reporting speed and accuracy by 20%.
  • Built and optimized Saved Searches and used SuiteAnalytics for advanced reporting, enabling real-time KPIs and reducing manual reporting by 30%.
  • Developed and validated SQL scripts for financial reconciliation and data integrity checks across NetSuite and EDW systems.
  • Created data governance standards and collaborated with TechOps to implement metadata management and common data definitions across reporting layers.
  • Automated reporting workflows using Power Automate; contributed to the integration of Microsoft Fabric for future scalability and improved data architecture.
  • Participated in Agile ceremonies, developed user stories, and executed UAT processes to ensure successful BI solution deployment.

Product Owner Credit Risk Small Business

Bancolombia S.A
Medellin, Colombia
11.2021 - 12.2022

• Managed the development of credit risk management models, improving accuracy and reducing defaults by 50%.

• Defined product vision, prioritized backlog, and drove delivery of BI and analytics solutions under Agile frameworks.

• Coordinated with business units to implement risk dashboards(Cloudera SQL and Power BI), improving decision-making for small business credit portfolios.

Team Leader Retail Banking Analytic

Bancolombia S.A
Medellin, Antioquia
02.2018 - 10.2021
  • Implemented predictive modeling and segmentation analysis, increasing engagement in targeted credit campaigns by 60%.
  • Designed and deployed BI dashboards to track marketing ROI, leading to a 37% increase in the return on campaigns.
  • Developed customer lifecycle analytics, improving cross-sell opportunities, and retention strategies.
  • Coordinated projects under Agile methodology, with a cross-functional team to automate a quarterly process into a monthly workflow for mass credit approvals, resulting in a 75% increase in monthly disbursements for the bank.

Business Intelligence Analyst

Bancolombia S.A
Vancouver, BC
09.2016 - 01.2018
  • Built SQL ETL pipelines and automated data processes for pre-approved loan campaigns, increasing cross-sell index from 0.8 to 1.4.
  • Designed interactive Power BI dashboards for commercial teams, improving sales performance monitoring.
  • Collaborate with cross-functional teams to understand business requirements, define key performance indicators (KPIs), and develop data-driven solutions that optimize operational efficiency and drive revenue growth.

Financial Leasing Operations Analyst

Bancolombia S.A
Vancouver, BC
01.2015 - 08.2016
  • Execute account reconciliation and portfolio normalization for various active and pending-to-close contracts.
  • Managed the asset acquisition procedure and supplier relationships for real estate leasing contracts and special assets.
  • Provided post-sale and maintenance advice to customers, suppliers, and managers.
  • Assisted and structured the Mortgage Bank's financial leasing operations.

Education

MBA - Master Business Administration

University Canada West
Vancouver, BC
05-2024

Master of Science - Master in Business Intelligence

UNIR - International University of La Rioja
Spain - OnLine
10-2022

Some College (No Degree) - Post-Degree Certificate Applied Statistics

Unversity of Atlantic
Colombia
07-2016

Bachelor of Arts - Ccounting

University of Atlantic
Colombia
07-2014

Skills

Business Intelligence & Reporting
Power BI, SSRS, NetSuite Analytics Warehouse (NSAW), SuiteAnalytics, Saved Searches

Programming & Advanced Analytics
SQL (Oracle & Microsoft), Python, R, KNIME (working knowledge), SAS Miner (working knowledge)

Data Engineering & Integration
Microsoft Fabric, ETL Pipelines, Power Automate, Data Quality, Metadata Management

Analytics Methodologies & Frameworks
Agile (Scrum, Kanban), Data Governance, UAT Testing, Data-Driven Decision-Making

Industry Expertise
Financial Services, Insurance, Risk Modeling

Strategic Competencies
Critical Thinking, Financial Analysis, Product Development & Strategy, Prioritization & Planning, Actionable Recommendations

Visualization and Reporting

Timeline

Data Analyst

SPGC Canada
09.2023 - Current

Product Owner Credit Risk Small Business

Bancolombia S.A
11.2021 - 12.2022

Team Leader Retail Banking Analytic

Bancolombia S.A
02.2018 - 10.2021

Business Intelligence Analyst

Bancolombia S.A
09.2016 - 01.2018

Financial Leasing Operations Analyst

Bancolombia S.A
01.2015 - 08.2016

MBA - Master Business Administration

University Canada West

Master of Science - Master in Business Intelligence

UNIR - International University of La Rioja

Some College (No Degree) - Post-Degree Certificate Applied Statistics

Unversity of Atlantic

Bachelor of Arts - Ccounting

University of Atlantic
Roberto Mauricio Florez Cueto