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Data Analyst with 3 years in financial services
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Competencies
Applied statistical techniques to interpret and analyze financial data for decision-making.
Created financial models and dashboards using Excel and related tools for reporting.
Ensured data quality by cleaning and validating datasets for accuracy and consistency.
Worked with stakeholders to gather requirements and optimize data processes.
Education
Summary
Specialized in financial data analysis and reporting, with a focus on accuracy and process improvement.
Key Achievements
- Developed and maintained complex Excel models for financial forecasting
- Led data collection and cleansing processes to improve reporting accuracy
- Collaborated with cross-functional teams to optimize data workflows
Experience
Customer Service Representative
Handle US import and export process inquiries and accommodate them to each client's needs., Lead a team of 26 agents in creating action plans to improve their customer experience and efficiency, Implement a plan to improve the efficiency of responding to emails and maintaining a high service level agreement.
Financial Clerk
Keep a record of the congregation's expenses and donations., Review of monthly financial statements., Process refunds to members of the congregation for expenses they made., Plan a yearly budget for activities and expenses will be made during the year.
Customer Service and Sales Representative
Handle Escalated calls as Tier 2 related to billing inquiries and information, Initiate a new Win back department to return customers to the company., Create a plan to reduce escalated calls by teaching the agent to show ownership of the calls., Manage Work Force interval calculator as floor support and supervisor assistance, making sure the time of agents connected was accomplished on every interval.