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Data Analyst with 5 years of experience in financial industry
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Competencies
Applied statistical methods and tools to analyze financial data and generate insights.
Written complex queries to extract data from relational databases for reporting purposes.
Created dashboards and visual reports using tools like Tableau and Power BI to communicate findings.
Utilized advanced Excel functions and pivot tables for data manipulation and analysis.
Education
Summary
Experienced data analyst specializing in financial datasets with strong skills in statistical analysis and visualization.
Key Achievements
- Conducted comprehensive data analysis on financial datasets, supporting strategic decision making.
- Developed and maintained dashboards and reports to track key performance indicators.
- Collaborated with cross-functional teams to enhance data collection and reporting processes.
Experience
Delivery Manager
Built and maintained long-term partnerships with enterprise clients in the U.S. health insurance sector, driving account growth through a client-first approach., Coordinated hiring needs with Recruitment, oversaw billing cycles to ensure accuracy, and supervised remote teams to keep operations aligned with client expectations while achieving new performance goals., Partnered with Recruitment, Finance, and IT teams to design and implement clear workflows that supported smooth client operations and provided consistent cross-department support., Maintained proactive communication with clients, guided them through onboarding stages, and organized projects to ensure operational stability and long-term success.
Operations Manager
Managed 8–10 high-profile client accounts with employees, achieving a 75% increase in headcount, 50% lower turnover, and 30% higher productivity through strategic team development, KPI design, payroll accuracy, and optimized communication workflows that elevated client satisfaction.
Benefits Specialist
Provided comprehensive virtual support to HR and Wealth Administration teams, managing employee benefits inquiries, open enrollment, communications, and back-office tasks, improving service efficiency and boosting employee satisfaction to 85%.
Financial Advisor
Delivered exceptional client’s experience achieving a 90% customer satisfaction rate by providing accurate financial advice and resolving inquiries effectively., Assisted customers in understanding the bank's financial products, ensuring tailored solutions aligned with their needs., Managed and tracked customer cases, maintaining a resolution rate and escalating complex issues for timely solutions., Built strong customer relationships through proactive communication and personalized support, contributing to long-term client retention., Reduced repeat customer issues through clear explanations of financial options and proactive problem-solving.