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Juan
Morel

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About me
I’m a financial professional with over [X years] of experience in financial planning, expense management, and Excel automation. I specialize in designing custom dashboards for small businesses and individuals, helping them get a clear view of their financial health, improve decision-making, and track progress effectively. My focus is always on: ✅ Clean, professional layout ✅ Usability and automation ✅ Business-oriented solutions Whether you need a simple expense tracker or a full financial dashboard with visuals, I’m here to help. Let’s turn your data into decisions.

Work experience

Private Clients / Freelance
December 2020 – Current time
Job title
Financial Analyst
Work experience & achievements
Managing budgets, creating financial dashboards in Excel, analyzing accounts payable, and helping businesses track forecast vs actual results with professional reporting tools.

Education

Not specified