Summary
Overview
Work History
Education
Skills
Websites
Certification
LANGUAGES
EXTRACURRICULAR ACTIVITIES
Timeline
Generic

Ronald Vásquez

Antiguo Cuscatlán,La Libertad

Summary

I am a highly driven professional with a strong academic foundation in Economics, Finance, Business Intelligence, and Project Management. My experience combines technical expertise in Data Analysis and BI with a solid understanding of business, finance, and strategic planning. Having worked in consulting, I’ve developed a sharp ability to lead cross-functional projects, align stakeholders, and deliver results under pressure. I bridge the gap between data and decision-making by translating complex information into actionable insights that support strategic goals and efficient project execution.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Wealth Management Associate

Polaris Capital
06.2024 - Current
  • Management of a portfolio with over $25 million in assets under management (AUM) through the collection, cleaning, and reconciliation of financial data, preparing monthly reports in Advyzon to ensure accuracy in billing and financial control.
  • Design, automation, and maintenance of a Power BI dashboard that consolidates fixed income and equity data, compares projected vs. actual income, and generates strategic reports for decision-making.
  • Monitoring and analysis of price movements in stocks and bonds, management of buy and sell orders, and development of databases to automate information flows, optimize reporting processes, and facilitate real-time analysis.
  • Extensive use of tools such as Power BI, MoneyGuide, Advyzon, Capital IQ, and Excel for extraction, modeling, visualization, and analysis of financial data.

Consultant – Business & Data Analyst

EY | EY-Parthenon
07.2021 - 06.2024
  • Experience in Due Diligence projects (buy side/sell side), applying financial analysis to assess critical variables such as working capital, net debt, EBITDA, sales, costs, expenses, and cash flow, with exposure to various industries including logistics, aviation, retail, and education.
  • As a strategic consultant at EY-Parthenon, I was in charge of the analysis and presentation of key information for a Commercial Due Diligence in the acquisition of an insurance company in Central America. I also participated in macroeconomic and market research to develop a business case for a regional bank, as well as in preparing proposals for potential clients. I conducted specialized sector analyses for an investment fund, advising on opportunities in Central America and the Caribbean.
  • In addition, I provided strategic advice during the certification process of a financial institution and collaborated on a multilateral project in the education sector, supporting survey design, sector diagnostics, and results analysis.
  • Responsible for the design and leadership of analytical solutions in Due Diligence, Strategy, and Restructuring projects, from data transformation to dashboard development in Power BI.
  • Management of large data volumes and analysis across multiple business verticals, designing data extraction, transformation, and analysis processes tailored to each industry (food, aviation, retail, pharmaceutical, automotive, manufacturing, education).
  • Proficient in tools such as SQL, Power BI, Alteryx, Databox Automation, and Data Warehousing. I also delivered internal training sessions to strengthen the team's use of analytical tools.
  • My responsibilities in the analytical process include data transformation, processing, and automation, addressing the specific needs of each project, as well as designing and creating customized analytical solutions that enable real-time information access and support self-service. The majority of consulting projects were executed under an Agile Scrum methodology, involving sprint planning, daily stand-ups, and ongoing supervision to ensure alignment and timely delivery.

Intern | Strategy and Transactions (SaT)

EY
05.2021 - 06.2021

Data Analyst – Retail & Small Business Banking

Banco Agrícola
01.2020 - 05.2021
  • Measurement, analysis, and monitoring of performance for commercial teams and segments (Agencies, SME Segment, Preferred, and Business Management).
  • Data analysis and proposal of a BI dashboard for commercial tracking of the Commercial Management Plans (PGC) team, as well as reporting of key indicators and relevant inputs.
  • Implementation of the PGC communication portal for sales teams using SharePoint.
  • Intensive use of tools such as SQL in Oracle, Power BI, Power Query, and Excel for data extraction, transformation, and visualization.

Data Analyst – Data Mining and Analytics

Banco Agrícola
01.2019 - 12.2019
  • Engaged in the construction, initial implementation, and assessment of analytical models in Collection Management, aimed at improving the health of the overdue portfolio. The project followed an Agile Scrum methodology, with daily stand-up meetings and the use of a visual task board (canvas) to manage progress and team coordination. Through this process, I gained key knowledge in predictive model development and agile collaboration.
  • Data mining focused on designing new collection techniques, incorporating artificial intelligence through initiatives such as Assisted Collection Management (automated management of portfolios between $5–$10 million by a virtual assistant).
  • Support in the initial phases of migration to a cloud environment (Landing Zone) for analytics initiatives. Throughout all projects, I worked extensively with SQL, Hadoop, and Tableau for data processing, visualization, and results evaluation.

Education

Postgraduate - Analytics For Data Science

ESEN
Santa Tecla, El Salvador
11-2023

Bachelor's Degree - Economics and Business

ESEN
11.2018

Skills

  • Data processing (SQL, Alteryx)
  • BI (Tableau / Power BI, Looker Studio)
  • Analytics software (Python, R, Snowflake)
  • Financial & Business analysis
  • Capital markets
  • Portfolio management
  • Business presentation
  • Project management
  • Strategic Prioritization & Decision-Making
  • Problem solving & Critical thinking
  • Self-learning & Resilience
  • Clarity-Oriented Communication

Certification

  • Feb 2025 — Present: MicroMasters Program - Statistics and Data Science, MIT-EDx
  • Jun 2024 — Present: Investment and Portfolio Management, Rice University-Coursera
  • Jul 2023 — Dec 2023: Snowflake Cloud Program Certification, Data Gurus
  • Aug 2021 — Dec 2021: Basic/Intermediate SQL, Universidad Nacional Costa Rica
  • Jun 2021 — Jul 2021: Alteryx and Power BI Bootcamps, EY - Udemy
  • Apr 2025 - Jun 2025: Forecasting Course, Universidad José Simeón Cañas (UCA)

LANGUAGES

English (TOEFL iBT - IELTS) C1
Spanish Native speaker

EXTRACURRICULAR ACTIVITIES

Jul 2017 — Aug 2018: Finance and Logistics, MUN ESEN

Aug 2014 — Nov 2017: Oportunities facilitator, Proyecto ABONA - CRECE ESEN

May 2021 — Jul 2021: Online Volunteer - United Nations (UN), My World México

Jun 2023 — Jun 2023: Partners for a Day, Junior Achievement - EY San Salvador

Jun 2025 - Current: 2025 ESEN Mentoring Program (Mentor)

Timeline

Wealth Management Associate

Polaris Capital
06.2024 - Current

Consultant – Business & Data Analyst

EY | EY-Parthenon
07.2021 - 06.2024

Intern | Strategy and Transactions (SaT)

EY
05.2021 - 06.2021

Data Analyst – Retail & Small Business Banking

Banco Agrícola
01.2020 - 05.2021

Data Analyst – Data Mining and Analytics

Banco Agrícola
01.2019 - 12.2019

Postgraduate - Analytics For Data Science

ESEN

Bachelor's Degree - Economics and Business

ESEN

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Ronald Vásquez