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Melissa Muñoz

@melissamuoz

Message

I build automated financial reporting and Power BI insights for strategic decisions.

United States

Message

At The One Group, I automate Power BI reporting, redesign variance analysis, and consolidate financial and operational KPIs to improve leadership reporting and decision-making.

I also deliver dashboard training and translate financial findings into actionable recommendations. Earlier, at Vector Casa de Bolsa, I supported FX clients through portfolio analysis, compliance controls, and personalized performance reporting.

Experience

Work history, roles, and key accomplishments

Current

Finance Analyst

Current

The One Group

Sep 2022 - Present (4 years)

Redesigned variance analysis process and automated Power BI reports to reduce discrepancies in monthly actuals-vs-target reporting. Built centralized KPI repository and delivered Power BI training to expand self-service dashboard adoption.

Variance Analysis General Ledger Accountant Power BI SQL Python Data Visualization Executive Reporting Stakeholder Management Training Delivery

Financial Advisor – FX

Vector Casa de Bolsa

Apr 2019 - Aug 2022 (3 years 4 months)

Expanded client portfolio with foreign exchange exposure by identifying underserved business opportunities. Ensured regulatory compliance in forex operations and strengthened client retention through monthly performance reports.

Foreign Exchange Risk Analysis Regulatory Compliance Customer Relationship Management Financial Analysis Contract Management