Open to opportunities

Angela Santos

@angelasantos1

Message

I improve financial, ERP, and marketing reporting through SQL, dashboards, automation, and data analysis.

United States

Message

What I'm looking for

I'm looking to improve ERP systems, financial reporting, and analytics through SQL, automation, dashboards, and cross-functional collaboration.

I've improved ERP, financial reporting, and marketing analytics for organizations including Mercer Advisors, ABA Centers of America, First Republic Bank, and Itaú Private Bank International.

At ABA Centers, I supported the QuickBooks-to-NetSuite migration, automated Tableau marketing-spend reporting, built SQL queries against Snowflake, and delivered Power BI financial dashboards. I also consolidated campaign data across Bing, Google, Indeed, LinkedIn, and Facebook to improve reporting accuracy.

Across banking, healthcare, higher education, wealth management, and media, I translate business needs into user stories, reporting, reconciliations, and practical process improvements. I work in English and Spanish and use tools including Excel, Power BI, Tableau, SQL Server, NetSuite, Temenos T24, Salesforce, and SAP Business Objects.

Experience

Work history, roles, and key accomplishments

Current

Consultant

Current

Santos Consulting

Jan 2026 - Present (8 months)

Developed a customized retirement budget for a former attorney using MS Excel, streamlining expenses and increasing annual savings by 20%. Oversaw financial obligations, performed monthly reconciliations, and instructed the client in using MS Excel for independent financial monitoring.

Excel Financial Analysis Budgeting Cash Flow Management Quickbooks Record keeping

Education

Degrees, certifications, and relevant coursework

University of Miami

Bachelor of Science, Industrial Engineering

Grade: 3.6

Activities and societies: Provost Honor Roll, Dean's List

Bachelor of Science in Industrial Engineering from the University of Miami, graduating in May 2010 with a GPA of 3.6 and recognition on the Provost Honor Roll and Dean's List.