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Ian

Data Analyst with 4 years experience in financial services

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Calabasas, California, United States
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Competencies

Data AnalysisAvanzado

Applied statistical techniques to analyze financial data and inform decision-making.

SQLIntermedio

Utilized SQL for querying and managing large datasets in database environments.

ExcelAvanzado

Created complex spreadsheets and visualizations to support reporting needs.

Business Intelligence ToolsIntermedio

Utilized BI tools to design dashboards for monitoring key performance indicators.

Education

Currently Studying
Ceutec
Completed Present
High School Diploma
San Jose Del Carmen Bilingual School
Completed 2019
La Estancia School
Completed 2018

Summary

Experienced Data Analyst specializing in financial data with a focus on insights and reporting.

Key Achievements

  • Led data analysis projects to identify market trends, resulting in strategic insights.
  • Developed dashboards that enhanced reporting efficiency for the finance team.
  • Collaborated with cross-functional teams to optimize data collection processes.

Experience

Customer Service, Technical Support & Sales Specialist

Knoah Solutions (Vivint Campaign)
Jan 2021 - Nov 2021

Assisted customers with home automation and security system troubleshooting, ensuring seamless functionality., Delivered tailored product recommendations, driving customer satisfaction and sales., Gained expertise in technical support, problem resolution, and appointment setting.

Graphic Design Intern

BBDO Honduras
Dec 2021 - Feb 2022

Contributed to digital and print campaigns, assisting in concept development and design execution., Collaborated with the creative team to ensure all visuals aligned with brand guidelines and marketing strategies., Played a key role in the Michelob Ultra publicity campaign, helping shape its visual identity.

Customer Service, Technical Support & Sales Specialist

Startek (Comcast West Campaign)
Mar 2022 - Feb 2023

Provided technical support and billing assistance for Comcast West customers, ensuring fast and effective solutions., Developed strong sales and negotiation skills, successfully upselling services and upgrades., Strengthened customer relationships through proactive problem-solving and personalized service.

Sales Agent

Quadrivius (PLS Logistics)
May 2025 - Jul 2025

Conducted cold calls to prospect shippers and secure freight transportation deals., Maintained and grew customer accounts by offering logistics solutions tailored to specific client needs., Coordinated with carriers and dispatch teams to ensure timely delivery and customer satisfaction., Developed negotiation skills and expanded knowledge of freight brokerage operations.

Skills

Data AnalysisSQLExcelBusiness Intelligence Tools
Published on CazVid - May 17, 2026
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