Descripción

Salesforce, Project Management, and Financial consultant with experience helping organisations improve processes, optimise systems, and make better business decisions. I support teams part-time (10–20h/week) with Salesforce administration, workflow design, project coordination, and financial analysis to drive clarity, efficiency, and results.

Ámbito de especialización en el sector

Idiomas

Español
Bilingüe o nativo
Inglés
Bilingüe o nativo

Preferencias de lugar de trabajo

Solo teletrabajo

Lleva a cabo sus proyectos principalmente en remoto

Allianz
Salesforce Project Manager
septiembre de 2023 - Hoy (2 años y 9 meses)
Madrid, España
Led the end-to-end delivery of Salesforce initiatives across multiple business units, ensuring alignment with commercial, IT, and security requirements.
• Implemented AI-driven automation using Salesforce Agentforce, reducing manual workload and increasing operational efficiency.
• Integrated data from multiple internal systems to create a unified 360º Customer View, improving customer insights and supporting data-driven decision-making.
• Planned and managed the full budget lifecycle for Salesforce deployments, keeping projects within approved thresholds and achieving an estimated 15% cost reduction.
• Successfully deployed Single Sign-On across the organization within three months, improving user experience and reducing authentication-related support tickets.
• Conducted user trainings, created implementation guidelines, and managed change-management communications to drive adoption of new Salesforce capabilities.
• Identified system improvements, prioritized feature enhancements, and coordinated the resolution of bugs with technical teams.
• Collaborated with cybersecurity, infrastructure, and architecture teams to ensure all deployments complied with Allianz security and data standards.
• Built dashboards and reports to track project KPIs, system usage, and adoption metrics, supporting leadership decision-making.
Salesforce Communication Project Management Microsoft Powerpoint Microsoft Excel
KPMG
Manager in Financial Services (Transfer Pricing)
octubre de 2013 - agosto de 2021 (7 años y 10 meses)
Madrid, España
• Managed and delivered transfer pricing projects for multinational clients across industries, analyzing intercompany transactions such as loans, services, royalties, and product flows.
• Built financial models to assess profit allocation scenarios, evaluate pricing policies, and quantify tax impacts—supporting clients in achieving up to 50% tax savings.
• Conducted benchmarking studies using databases such as Thomson Reuters Eikon, Bloomberg, S&P Capital IQ, and Orbis to determine arm’s-length interest rates, margins, and comparable transactions.
• Led TP workstreams in M&A due diligence, including the €630M acquisition of a Spanish leisure park operator, analyzing intercompany financing, services, and valuation implications.
• Advised CEOs, CFOs, and COOs from 10+ multinational groups, redesigning intragroup pricing structures to improve tax efficiency and operational alignment.
• Prepared comprehensive TP documentation and reports compliant with OECD guidelines, defending analyses before tax authorities when required.
• Performed valuations of IP, business units, and financing arrangements using DCF, comparable transactions, and royalty-relief methods.
• Automated TP models and standardized deliverables, reducing repetitive work by 30% and improving accuracy across project outputs.
• Supervised and trained junior consultants, coordinating team workflows and ensuring high-quality, on-time client delivery.
• Analyzed industry trends, financial statements, value chains, and operating models to support strategic recommendations for global tax structures.