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Financial Analyst with 5+ years of expertise in data analysis and reporting
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Competencies
Utilizes statistical tools to interpret financial data and support strategic decision-making.
Creates complex spreadsheets and visual reports to communicate insights to stakeholders.
Prepares financial forecasts and budgets, monitoring variances and providing recommendations.
Works effectively with teams across departments to gather data and implement financial processes.
Ensures adherence to regulatory standards and internal policies in financial reporting.
Education
Summary
Experienced financial analyst with over 5 years of managing data analysis, reporting, and financial forecasting to aid strategic planning. Adept at building dashboards, streamlining processes, and collaborating across teams.
Key Achievements
- Led the development of a new financial dashboard that improved reporting efficiency by 20%.
- Managed quarterly financial forecasts, resulting in more accurate budget planning.
- Collaborated with cross-functional teams to streamline data collection processes, reducing errors.
Experience
Customer Service Representative – Pre-Legal & Commercial Collections
Managed customer portfolios for commercial and pre-legal collections, Negotiated payment alternatives, Updated contact information, Provided product and legal process information, Recorded collection actions, Sent payment instructions while maintaining positive customer relationships.
Acting Team Leader – Collections
Supervised and supported a team of agents, Developed performance improvement strategies, Monitored KPIs, Prepared reports and statistics, Ensured target achievement, Provided coaching and operational guidance.
Customer Experience & Retention Agent
Retained mobile service customers by identifying needs, Resolved issues, Managed objections, Offered service upgrades and discounts, Transformed service opportunities into sales while increasing customer loyalty.
Legal Collections Representative
Handled judicial collections processes, Communicated legal stages to customers, Managed attorney fees, Negotiated payment solutions, Documented collection actions, Ensured compliance with legal procedures and bank policies.
Customer Service & Cross-Selling Agent
Provided customer support for telecommunications services, Drove cross-selling opportunities through objection handling, Plan upgrades, Value-based offers, Personalized solutions to improve satisfaction and revenue performance.
Travel Associate / Travel Agent Support
Delivered premium travel advisory services, Flight bookings, Hotels, Car rentals, Itinerary changes, Vendor coordination using Sabre, Amadeus, and NDC platforms.
Advisor I – Customer Service (App & Digital Wallet Support)
Provided multi-channel support for a mobility rental app and a digital wallet service, Assisted with payments, account management, troubleshooting, and secure money transactions.