Marco - Financial Analyst with 5 years of expertise in Investment Banking

Built complex financial models for valuation, budgeting, and forecasting, supporting strategic decision-making.

Utilized Excel, SQL, and Tableau to analyze financial data, identify trends, and prepare reports for stakeholders.

Assisted in due diligence, pitch book preparation, and client presentations for M&A and capital raising activities.

Prepared quarterly and annual reports in accordance with regulatory standards and internal guidelines.

Handled on-demand inbound interpretation calls, accurately rendering communication between English and Spanish speakers., Supported a wide range of industries including healthcare, government, insurance, financial services, utilities, travel & hospitality, general business, law enforcement, courts, and 911 emergency services., Demonstrated exceptional empathy and emotional intelligence in sensitive, urgent, and high-stress situations., Maintained professionalism, neutrality, and confidentiality while ensuring clarity and accuracy., Helped remove language barriers, directly improving service outcomes and customer understanding.

Managed a high-volume inbound support pipeline for U.S.-based healthcare providers., Assisted with medical claims, authorizations, eligibility verification, pharmacy inquiries, and insurance procedures., Delivered empathetic, solution-focused support while ensuring accuracy and compliance., Coordinated with internal teams using Microsoft Teams and Zoom to ensure full case resolution., Maintained detailed documentation and consistent follow-ups.

Provided on-site and remote IT support for Windows, macOS, iOS, and Android systems., Assisted executives and clients with administrative and technical needs., Prepared documents, reports, presentations, and maintained records., Provided bilingual support and interpretation when required.

Managed daily operations of a small commercial center., Maintained direct communication with tenants and addressed ongoing needs., Handled administrative work, billing follow-ups, reporting, and meetings with ownership.

Provided IT support, maintenance, and document management., Assisted internal teams with technical troubleshooting.