Open to opportunities

Lizbeth Monroy

@lizbethmonroy

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Financial data analyst who automates reporting and turns data into strategic business decisions.

Mexico

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What I'm looking for

I seek a role where I can apply data analysis and automation to improve reporting, drive efficiency, and support strategic financial decisions within a collaborative team.

I am a results-oriented financial data analyst with a strong background in automation, reporting, and process improvement. I combine analytical rigor with technical skills to deliver actionable business insights.

At Henkel I analyzed retail sales, built and maintained structured datasets, and automated KPI dashboards with Excel, Power BI, Python and VBA to support decision-making. I also generated profitability and inventory analysis reports to inform stakeholders.

Earlier roles include OTC accounting and automation work—processing CFDI payment complements, leading system testing during CFDI 2.0 implementation and mergers, and collaborating with international data teams to optimize reporting workflows. I have driven Lean projects that reduced operational workload.

I hold a Bachelor's in Mathematical Engineering (in progress) with strengths in optimization, financial analysis, risk projection and programming, and I am fluent in English. I seek opportunities to apply data analysis and automation to improve efficiency and strategic outcomes.

Experience

Work history, roles, and key accomplishments

Current

Marketing & Sales Analyst

Current

Henkel

Oct 2025 - Present (3 months)

Analyzes weekly retail sales and GP2 profitability to identify trends and drivers, and developed automated dashboards and reports that improved KPI visibility and supported data-driven decisions.

Power BI Excel SQL Data Cleaning Inventory Analysis Power Query

OTC Accountant and Developer

Henkel

Jun 2021 - Oct 2025 (4 years 4 months)

Processed and validated CFDI payments, led CFDI 2.0 testing during mergers, and automated KPI dashboards and reporting workflows to reduce operational workload by 0.8 FTE.

Excel VBA Python Power BI CFDI Compliance Data Validation

Customer Service Specialist

Empire Logistics

Nov 2019 - Jan 2021 (1 year 2 months)

Tracked shipments and created automated reports to monitor shipping costs and quotes, improving shipment tracking effectiveness by 80% through digital record design and management.

Shipment Tracking Excel Data Analysis Cost Tracking Client Communication Process Improvement

Education

Degrees, certifications, and relevant coursework

Instituto Politécnico Nacional (ESFM)

Bachelor's Degree, Mathematical Engineering

Activities and societies: Developed investment portfolios; applied Python, SQL, and statistical techniques.

Bachelor's Degree in Mathematical Engineering with focus on optimization, financial analysis, risk projection, and programming; developed investment portfolios and analyzed financial statements.

CECyT 13 - Instituto Politécnico Nacional

Technical Degree, Business Administration

Activities and societies: Prepared budgets, managed projects, and developed business plans.

Technical Degree in Business Administration with experience preparing budgets, performing financial analysis, and developing business plans focused on product and brand strategies.