Open to opportunities

Ashley Monteza

@ashleymonteza

Financial analyst skilled in financial reporting, reconciliations, and data visualization using Excel, Tableau, and SAP.

Panama

Message

What I'm looking for

I am seeking a finance or data-focused role that emphasizes financial reporting, analysis, compliance, and opportunities for professional growth and increased responsibility.

I am a Bachelor in Banking and Finance with hands-on experience in financial statement preparation, reconciliations, budgeting, and compliance. I have applied analytical tools like Excel, Tableau, SAP and Dynamics 365 to structure financial data, produce management reports, and support decision-making across banking and accounting roles.

My experience includes preparing and consolidating financial projections, administering credit lines, validating documentation for account openings, and resolving invoice discrepancies. I seek professional growth in financial analysis or data-focused finance roles where I can leverage my reporting, regulatory compliance, and advanced spreadsheet and visualization skills.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

Construlab

Oct 2025 - Present (4 months)

Prepare and analyze financial statements, consolidate projections and budgets, manage credit lines, and produce management and executive reports to support decision-making.

Financial Reporting Budgeting Forecasting Credit Management Excel Tableau SAP Financial Analysis

Private Banking Assistant

BCT Bank International

Jun 2024 - Oct 2025 (1 year 4 months)

Validated documentation for local and international account openings, produced fixed-term deposit reports, reviewed operational reports, and managed client files in regulatory compliance.

Client Onboarding Regulatory Compliance Excel Tableau SAP Reporting

Junior Accountant

ASW Group

May 2023 - Mar 2024 (10 months)

Reconciled invoices, conducted bank confirmations, identified duplicate invoices, and maintained pivot-table based financial records to ensure accurate accounts payable and receivable.

Reconciliations Accounts Payable Bank Confirmations Excel Pivot Tables

Education

Degrees, certifications, and relevant coursework

Universidad Interamericana de Panamá

Bachelor in Banking and Finance, Banking and Finance

2019 - 2022

Bachelor in Banking and Finance focusing on financial reporting, reconciliations, and compliance control; skilled in Excel, Tableau, SAP, and Dynamics 365.