
Danelia Munoz
Financial Analyst

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About me
Senior Finance & Administration Officer | Spreading & Analysis Team Lead at IDB Invest
Education

Fundaçao de Cultura, Difusão e Estudios Brasileiros
2012 - 2015Portuguese Intensive Course
EUDE Business School
2017 - 2018Master of Business Administration - MBA Business Administration and Management, General
IE University
2023 - 2023Adaptive Leadership & Digital Transformation Information Technology
Universidad de Costa Rica
2012 - 2015Licenciatura en Dirección de Empresas
EUDE Business School
2017 - 2018Master's degree Management and Leader Coach
EUDE Business School
2017 - 2017Developing Management Skills Program
Universidad de Costa Rica
2007 - 2010Bachillerato en Dirección de Empresas
Experience

British American Tobacco
Feb 2011 - Feb 2012Financial Analyst
EY
Mar 2012 - Mar 2016Senior ConsultantSenior Consultant at the Procter & Gamble Project Management Office in Costa Rica:Successfully managed high-impact projects in areas such as Tax Changes, Legal Entity Integration, Brand Sales, Financial Migrations, and Operational Expansions.Led financial migration efforts and analyzed SAP data for brand sales in the Americas, adeptly navigating complex legal and tax implications in Brazil.Spearheaded the Fixed Asset and Capital system migration across Europe, executing data analysis and developing strategies for capital project budgets.Ensured tax compliance in Brazil by overseeing accurate tax declarations and assessing both legal and business impacts.Collaborated extensively with SAP Finance and Control modules throughout all project phases to drive operational success.Earned internal recognition at EY for demonstrating integrity, respect, energy, enthusiasm, and courage to lead (2015).Nominated for the Procter & Gamble Recognition Program (2014) for designing and implementing a new tax declaration process in Brazil. Show less

Inter-American Development Bank
Apr 2016 - Mar 2017Financial ConsultantSupported the financial management and execution of a portfolio exceeding $2 billion in Sovereign Guaranteed Loans and over $20 million in non-reimbursable technical cooperation.Provided ongoing financial advisory to Executing Units and Sectorial Specialists, enhancing project effectiveness and financial decision-making.Reviewed and analyzed financial statements for both the loan portfolio and technical cooperation initiatives, ensuring accuracy and compliance.Prepared monthly reconciliations for approximately $350K USD in managed resources, maintaining financial integrity.Organized the "Results of the PEFA Evaluation for Costa Rica" event, presenting insights to senior officials of the Costa Rican Government. Show less
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Schindler, S.A. (Spain)
Aug 2017 - May 2018Professional InternshipContributed significantly to electronic invoicing monitoring and process improvement during my MBA internship at the Center of Excellence in Madrid, Spain.Assisted the technical team in process mapping aimed at enhancing the OCR system.Identified critical improvements to streamline operations and increase efficiency.

EY
Jun 2018 - Sept 2020ManagerProject Manager | MerckLed a team of 8 to successfully execute Record to Report, Procure to Pay, and Order to Cash processes, driving operational efficiency.Managed team performance, client relationships, and project administration, contributing to $200K in revenue.Regional Project Manager | AstraZenecaSpearheaded the standardization of Record to Report processes across the Americas, improving efficiency and consistency.Managed a multicultural team across Poland, India, and Malaysia, collaborating with 60+ global stakeholders.Took over a delayed project and brought it back on track in two weeks, meeting all deadlines and earning recognition from senior leadership.Project Analyst | GRIO PeruLed the consolidation and reconciliation of financial data for 7 companies, coordinating efforts across Costa Rica and Peru.Helped achieve $10M in cost savings in 2020, representing 2.5% of total administrative, general, and sales expenses for 2018.Cost Analyst | Alexion PharmaceuticalsConducted cost analysis and optimization for annual budgeting, presenting findings to the CFO and finance team at headquarters in Boston.Project Analyst | DOLE Costa RicaConducted a maturity and “To-BE” assessment of financial and supply chain processes, identifying key areas for operational improvements. Show less

IDB Invest
Sept 2020 - nowLeadership & Strategic ImpactLed a high-performing team of 10+, delivering comprehensive financial analysis support across Latin America, achieving 100% goal compliance and earning a highest service satisfaction within the Transaction Services department.Spearheaded the financial spreading process at IDB Invest for origination and portfolio supervision projects, driving success across multiple sectors, including corporate, infrastructure, banking, and private equity.Provided critical support to portfolio management leaders, enhancing risk management and financial decision-making.Recognition & AchievementsNominated for the IDB Invest Culture Awards (2023) for exceptional leadership and team development.Led transformative efficiency projects, streamlining operations and fostering strong relationships with internal clients and stakeholders.Mentorship & DevelopmentConsistently mentored and developed junior analysts through structured training, coaching, and mentoring, ensuring continuous professional growth and expanding team capabilities. Show less
Spreading & Analysis Team Lead
Nov 2021 - nowSenior Financial Analyst
Sept 2020 - Nov 2021
Licenses & Certifications
- View certificate

Banco Interamericano de Desarrollo - Honor Code Certificate for Gestión de Proyectos de Desarrollo
EdXJul 2015 - View certificate

Inteligencia Artificial Generativa (IAG) al alcance: fundamentos y prácticas
Inter-American Development BankJan 2024
Honors & Awards
- Awarded to Danelia MunozCultural Coin EY Sep 2014 Reconocimiento interno para los colaboradores de EY que demuestran integridad, respeto, energía, entusiasmo y coraje para liderar (2015)
- Awarded to Danelia MunozProcter and Gamble Rewards and Recognition Program Procter & Gamble Jun 2014 Nominación al Programa de Reconocimientos de Procter & Gamble (2014) por el diseño de proceso para la implementación de una nueva declaración fiscal en Brasil
Languages
- poPortugués
- inInglés
- esEspañol
- frFrancés
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