Juan Carlos Beltran

I’m a Finance and Banking graduate focused on financial operations, premium client service, and operational analysis in the international financial sector. I bring advanced English and hands-on experience supporting corporate and high-profile clients from the U.S. market, with a strong emphasis on accuracy and client trust.

At American Express, I specialize in premium client relations and operations for Platinum, Centurion, and corporate clients in a bilingual environment. I resolve complex cases involving financial products and premium credit accounts, develop negotiation strategies for satisfaction and loyalty, and consistently achieve outstanding performance, operational quality, and retention metrics—recognized through the internal ELITE distinction.

Earlier, as an Administrative and Operations Coordinator at D50 MINI SUPER, I oversaw administrative, commercial, and financial operations. I led inventory management, budgeting, expense control, procurement, vendor negotiations, cash handling, reconciliations, and cash flow control—while managing client and vendor issue resolution to keep operations running smoothly.

As an Independent Financial Consultant, I advised individuals and SMEs on financial organization, expense control, basic administration, and financial needs analysis. I also supported clients with financial goal tracking and follow-up communication, and I’m currently deepening my analytical toolkit through a data analysis program (in progress), using Excel and foundational Python/SQL to improve reporting, KPI tracking, and performance.