Description

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.

Industry field of expertise

Languages

Spanish
Native or bilingual
English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Allianz
Salesforce Project Manager
September 2023 - Today (2 years and 9 months)
Madrid, Spain
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)
October 2013 - August 2021 (7 years and 10 months)
Madrid, Spain
• 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.