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Sergio

Financial Analyst with 5 years of expertise in corporate finance

Contact

Bucaramanga, Santander Department, Colombia
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Competencies

Financial ModelingAvanzado

Built complex models for forecasting and investment analysis in corporate finance.

Data AnalysisIntermedio

Utilized Excel and SQL to analyze financial data and generate reports.

Financial ReportingAvanzado

Prepared quarterly and annual financial statements in compliance with regulatory standards.

BudgetingIntermedio

Managed and coordinated budgeting activities for multiple business units.

Team CollaborationIntermedio

Collaborated with cross-functional teams to enhance financial planning processes.

Education

Fundación Colegio Generación Futuro Colombia “COGFUCOL”
International Business Management
Universidad de Santander UDES

Summary

Dedicated financial analyst with extensive experience in corporate financial processes, modeling, and reporting.

Key Achievements

  • Developed financial models that supported strategic decision-making processes.
  • Led quarterly financial reporting and analysis for multiple departments.
  • Streamlined budgeting processes, improving efficiency across finance operations.

Experience

Personal Driver

AG MOVIL ASISTENCIA S.A.S
Jan 01-2016 - Jan 01-2017

Receive the information and Arrive at the destination, Review and make sure that all the car papers are in order and make sure that they are valid, Make sure not to exceed the number of passengers to avoid an infraction, Pick up the customer at the location that the insurance provides us, Check the car status to report scratches, bumps, or any broken part of the car, Take the customer to the destination, tracking and follow up of deliveries until final destinations, data management, coordinate actions and strategies with insurances to allocate clients at desired locations, supervise and look after customs door-to-door service transportation

Customer Care Agent

ACCEDO TECHNOLOGIES BUCARAMANGA
Sept 02-2019 - Dic-31 2019

Contribute to the development and execution of customer care practices to drive awareness, increase sales, and create loyalty., Provide leadership and direction in the implementation of strategies, to provide a better customer service experience, Develop, create, and manage timelines and project workload for initiatives., Work collaboratively with our partners and with the Sales teams to identify and support plans and tactics to achieve prospect trial and sales goals

Case Manager / Supervisor

Teleperformance Colombia
July 17-2020 - Nov 2-2022

Contributing and developing strategies and plans to be more efficient in the operation, Salesforce Team Management on a regular basis, Support the agents with the knowledge and the tools that we have, also provide assistance to the customers, Being customer-obsessed doing follow-up to all the scenarios and cases that we have to attend in a daily basis, Provided assistance to the agents that are new in the operation providing support with all the questions and concerns for the lack of knowledge, With a direct number I was able to provide personal assistance to the customer and further assistance

Chat Care Agent Best Buy

Sitel Colombia
15 Nov 2022 - 05 Jan 2023

Providing assistance to our main line placing orders, providing return and exchanges if it is necessary., Making sure that all the customer requests are following the policy of the company., Maintain a positive attitude and calmly respond to the customers complaints., Prepare product and customer reports by gathering data during customer interactions.

Chat Care Agent Grub Hub

Sitel Colombia / Foundever
04 Apr 2023 - 28 Dic 2023

Providing assistance to our main line tracking orders, providing adjustments also verifying the correct delivery of the product., Making sure that all the customer requests are following the policy of the company., Maintain a positive attitude and calmly respond to the customers complaints., Prepare product and customer reports by gathering data during customer interactions.

Medical Interpreter

First Contact BPO
29 December 2023 - 07/ Aug 2024

Language Proficiency: Fluency in both the source language (the language spoken by the patient) and the target language (usually the language spoken by healthcare providers) is essential. This includes understanding medical terminology and idiomatic expressions in both languages., Interpretation Skills: The ability to accurately convey spoken messages from one language to another in real time, maintaining the tone, context, and nuances of the conversation. This requires excellent listening, comprehension, and speaking skills., Cultural Competence: Awareness and sensitivity to cultural differences, norms, and practices that may influence patient-provider interactions. This helps in ensuring respectful and culturally appropriate communication., Medical Knowledge: Familiarity with medical terminology, procedures, and healthcare practices in both the source and target languages. This ensures accurate interpretation of complex medical information and instructions., Ethical Standards: Adherence to professional codes of ethics, including confidentiality, impartiality, and neutrality. Interpreters must maintain confidentiality of patient information and avoid offering personal opinions or advice., Adaptability: The ability to quickly adapt to different accents, dialects, and communication styles of patients and healthcare providers. Flexibility is crucial in responding to varying communication challenges., Concentration and Memory: Strong concentration skills are needed to maintain focus during lengthy or emotionally charged conversations. Good memory recall helps in accurately relaying information without the need for repetition., Problem-Solving: The capability to handle unexpected challenges, such as technical issues or misunderstandings, while ensuring effective communication continues uninterrupted., Professionalism: Maintaining a professional demeanor at all times, exhibiting patience, empathy, and clarity in communication to facilitate a positive patient experience and effective healthcare delivery.

Medical Interpreter

AMN Health Care
10 Oct 2024 - 27-Feb 2025

Skills

Financial ModelingData AnalysisFinancial ReportingBudgetingTeam Collaboration
Published on CazVid - May 17, 2026
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