Juan Buenaventura 48 connections

• Advised internally, developing business workflows, information maps and Excel tools for the migration of around 800 Cognos customers in the US to IBM reducing the quoting time and helping to release 5 people out of 9 from our team.
• Partnered between the support renewal team and finance, researching data repositories and legal agreements to offer software alternatives to customers in the migration process from Cognos, in order to maintain and increase software support revenue from large accounts (>$100k/year), always exceeding the corporate goals
• Developed expertise in Cognos Business Intelligence software including Performance Applications to help customers increase their perceived value in order to renew or upgrade

• Developed the business plan, obtained financing and started the Master franchise in Colombia. Designed and implement budget, periodic strategic plans and reporting tools including the balance scorecard to report to the board based on KPIs.
• Built, lead and coached a team of 8 top tier consultants and analysts to achieve specialization in the consulting services. Sold 2 franchises and coached their teams, reaching 6 customers in 2 other cities and collecting 10% of the franchisee’s sales.
• Attained 22 clients ($50 - $600 million in sales), dealing primarily with CFOs, achieving sales of $450k in my last year.
• Planned and developed financial models and management reporting tools in Excel for customers as well as balance scorecards based on KPIs, structured within 5 dimensions: processes, suppliers, learning, customers and finance
• Reviewed client procurement in utilities, shipping, telecommunications, card processing fees, duplicate payments and record management improving systems and achieved 28% average savings in over 30 projects. Documented supplier benchmarks
• Designed, documented and implemented ABC costing for the largest law firm in Colombia

• Developed the company’s sales, marketing and operational strategies, achieving over $50 Million AUM with corporate clients and high net-worth individuals. Conduct risk assessments and developed sustainability strategies teaming with fund providers
• Performed due diligence for several merge projects, one of them successful after my recommendation
• Configured banking relationship and automatic payment program for outgoing payments in accounts payable
• Supervised 8-10 financial planners and attained 30 corporate plans with over 4,000 clients
• Pioneered Markowitz optimization models and Monte Carlo simulations in Excel to manage portfolios and evaluate custom scenarios for the company’s customers