This is my profileContact via CazVidJavier
Data Analyst with 5 years of experience in financial services
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Competencies
Utilized statistical techniques and tools like Excel and SQL to interpret data and generate insights.
Designed and maintained SQL databases for storing and retrieving financial data.
Created visual dashboards in Tableau to present findings to stakeholders.
Automated data collection and reporting tasks using scripts and scheduled workflows.
Education
Summary
Dedicated to transforming raw data into actionable insights for financial decision-making.
Key Achievements
- Developed and maintained dashboards for key financial metrics, improving reporting efficiency
- Led data migration project, coordinating cross-functional teams and ensuring data accuracy
- Automated routine data collection processes, reducing manual effort by 30%
Experience
Intake & Legal Assistant – Personal Injury Law
Handled client intake for personal injury cases, managing leads and documentation using Filevine, Vinesign, and LeadDocket., Communicated with clients, insurance companies, and medical providers to ensure case accuracy and progress., Organized case files, reviewed reports, and maintained detailed records for attorney review.
Assistant to Trust Department Manager
Supported fiduciary operations, document management, and report generation., Registered transactions using Clientix and SAP for reconciliation and auditing purposes., Contributed to financial and operational process improvements.
Customer Service Representative
Assisted clients with healthcare plans, claims, and coverage details., Processed member requests, ensuring adherence to Medicare and internal compliance protocols., Strengthened customer retention through effective communication and problem-solving.
Medical Interpreter
Provided real-time interpretation for patients, healthcare staff, and insurance representatives in medical settings., Ensured confidentiality and compliance with HIPAA standards., Supported communication during medical consultations, hospital admissions, and billing inquiries.