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Luis

Data Analyst with 4 years of experience in financial services

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Alajuela, Alajuela Province, Costa Rica
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Competencies

Data AnalysisAvanzado

Utilized statistical tools and techniques to interpret complex datasets for actionable insights.

Excel and Data VisualizationAvanzado

Created reports and dashboards for stakeholders using Excel, Tableau, or Power BI.

Database ManagementIntermedio

Managed SQL databases for storing, retrieving, and updating financial data.

Programming in PythonIntermedio

Applied Python scripting for automating data processing tasks.

Financial Data ReportingIntermedio

Prepared regular reports analyzing financial trends and anomalies.

Education

Technical degree
Universidad Fidelitas
Completed 2025

Summary

Data Analyst with a strong background in financial metrics, dashboard creation, and process automation.

Key Achievements

  • Developed and maintained dashboards to visualize key financial metrics, improving decision-making efficiency
  • Automated data collection processes, reducing report generation time by 30%
  • Led data validation and quality assurance efforts across multiple projects

Experience

Customer Care Specialist

Bill Gosling - Checkr
2021 - 2022

Provided technical and billing support to Sprint wireless customers in a high-volume call center environment., Supported overdue account resolution, guided clients through payment plans, and ensured SLA/ KPI compliance., Assisted in onboarding and training new agents on call flow, policy application, and CRM systems., Developed strong rapport with clients during sensitive financial recovery conversations.

Operations Supervisor

Bill Gosling - Paypal
2018 - 2021

Managed a team of 20+ agents working on collections and customer care for PayPal, focused on driving revenue and account resolution., Led a team of 20 CSRs focused on B2B loan collections and customer service for PayPal accounts., Reduced dispute escalations by 20% through coaching on empathy and policy reinforcement., Partnered with QA, Workforce, and Analytics teams to improve SLA performance and reduce handle time., Delivered performance snapshots and escalation reports to senior management weekly.

Skills

Data AnalysisExcel and Data VisualizationDatabase ManagementProgramming in PythonFinancial Data Reporting
Published on CazVid - May 17, 2026
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