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Data Analyst with 5+ years of expertise in financial services
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Competencies
Utilized statistical tools and techniques to interpret complex data sets for strategic decision making.
Designed and optimized SQL queries for data extraction and manipulation from relational databases.
Created detailed reports and dashboards using Excel and Tableau to present data insights effectively.
Performed financial modeling and forecasting to assist in budget planning and risk assessment.
Supervised and mentored junior analysts to enhance team performance and project delivery.
Summary
Experienced Data Analyst with a strong background in financial services, specializing in data reporting, visualization, and team coordination.
Key Achievements
- Streamlined data reporting processes leading to a 20% reduction in report preparation time.
- Developed an automated dashboard for real-time sales analytics adopted by multiple departments.
- Led a team of 4 analysts in comprehensive market trend analysis and data validation.
Experience
Bilingual CX Specialist
De-escalation & policy-based resolutions for complex cases., Consistently strong CSAT & QA; clear notes and compliance., Cross-team handoffs, SLAs met, and accurate triage across queues., Bilingual operations in logistics and supply chain support for U.S. carriers., Managed dispatch coordination, route optimization, and load tracking., Ensured CRM accuracy and on-time communication between drivers and clients., Supported process automation and reporting using Excel, CRM & AI tools., 80–100 daily customer interactions via phone, chat, and email., Maintained accuracy in documentation and product knowledge., Assisted with onboarding and best-practice scripting for new agents.
Bilingual customer support for medical and fintech accounts., Delivered consistent 95%+ CSAT and compliance across complex cases., Recognized for clarity, empathy, and multi-system adaptability.
Founded and managed a regional recycling and distribution network., Oversaw operations, supplier relations, and client acquisition., Drove sustainable growth through process optimization and leadership.