David - Data Analyst with 5 years of experience in financial services

San José, San José, Costa Ricaen

Developed and implemented data analysis processes that improved reporting efficiency

Led a team to migrate legacy systems to modern data platforms, enhancing data accessibility

Published on CazVid

Summary

Experienced Data Analyst skilled in data management, visualization, and team leadership, specializing in financial data analysis to support strategic decision-making.

Key Achievements

Created dashboards that provided key insights to executive leadership for decision-making

Skills

Data AnalysisAdvanced

Utilized data analysis techniques to interpret complex datasets and generate business insights.

SQL & Database ManagementAdvanced

Managed and queried large datasets to support reporting and analysis tasks.

Data VisualizationIntermediate

Created dashboards and visual reports for various stakeholders to facilitate understanding.

Team LeadershipIntermediate

Supervised a team of analysts, coordinating project workflows and ensuring timely deliverables.

Experience

Business Development Assistant

Slidebean

08/2023 - Current

Secured consulting projects for startup companies, valued between $2k and $5k., Executed sales calls and email follow-ups to successfully close deals.

Customer Success Manager

Slidebean Inc.

01/2016 - Current

Set up and managed the Customer Success team for over 8 years., Managed customer service and escalations, SaaS account management, Created onboarding and retention campaigns, optimizing churn reduction, Collaborated with cross-functional teams to develop strategies for driving customer success.