Jose O.
Financial Modeling | FP&A | Power BI | Finance Automation
I help companies build finance systems that turn complex data into clear decisions. From financial models and forecasting tools to automated reporting and Power BI dashboards, I design solutions that improve visibility, control, and decision-making across finance and operations. I’m Jose, a Financial Modeling, FP&A, and Business Intelligence specialist with 5+ years of experience supporting finance, strategy, and operational teams in complex business environments. My background combines financial analysis with data engineering and automation, which means I do not just build spreadsheets or dashboards. I build connected financial systems that continue to work as your business grows. My experience includes building and improving tools for budgeting, forecasting, cash flow, P&L analysis, cost control, CapEx planning, KPI reporting, and executive-level performance tracking. I have also worked in a demanding corporate finance environment at Avianca, where accuracy, traceability, and speed were critical for decision-making across multiple stakeholders. I can help you with: • 3-statement financial models • Budgeting, forecasting, and scenario planning • Cash flow, profitability, and variance analysis • FP&A reporting and executive dashboards • Power BI dashboards for finance and operations • Excel, Power Query, SQL, and Python-based data models • Finance data automation with Power Automate and Office Scripts • AI-enabled workflows for reporting, analysis, and process improvement What makes my work different is that I understand both the financial logic and the data infrastructure behind it. I can translate business drivers into structured models, connect those models to clean data pipelines, and turn the output into reporting that leadership can actually use. I work well with founders, finance leaders, and cross-functional teams that need more than a template. I build tools that are practical, scalable, and tailored to the way the business really operates. If you need a freelancer who can combine financial rigor, business understanding, and modern automation, I can help you build a system that saves time, improves accuracy, and supports better decisions.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $39k
Billed in all: $56,741$57k
$5.6k in the last 6 months
Across 15 contracts
Earnings, last 30 days
Skill rankings: Top 0.37% in Microsoft Excel
Top 1% in 6 of 20 skills, ranked by MRR among everyone on Upwork with the skill.
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- #15Financial Report1,343 freelancers · 🇨🇴 #1Top 1%🇨🇴#1 of 10
- #18SQL Programming1,149 freelancers · 🇨🇴 #1Top 2%🇨🇴#1 of 8
- #19Microsoft Power BI Data Visualization1,248 freelancers · 🇨🇴 #1Top 2%🇨🇴#1 of 15