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Jorge

Data Analyst with 5 years of experience in financial services

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San José, San José, Costa Rica
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Competencies

SQLAdvanced

Used SQL queries for data extraction, transformation, and analysis in financial reports.

Data VisualizationAdvanced

Created interactive dashboards in Tableau for stakeholders to interpret financial data.

Statistical AnalysisIntermediate

Applied statistical methods to identify trends and support decision-making processes.

ExcelExpert

Utilized Excel for data cleaning, analysis, and report generation.

Education

Diploma
UNED
Certification
INA
Certification
INA
Certification
INA
Certification
VLA Academy
Certification
MICITT
Certification
INA
High School Diploma
Mauro Fernández Acuña High School

Summary

Proficient data analyst with extensive experience in financial data management, visualization, and process automation.

Key Achievements

  • Developed and maintained SQL queries to extract and analyze financial data, improving reporting efficiency
  • Led a team of 3 analysts in implementing data visualization dashboards using Tableau
  • Automated monthly reporting processes, reducing manual effort by 40%

Experience

Escalation Support Manager L2

Hewlett Packard Enterprise
March 2025 - May 2025

Handled escalated client portfolio cases requiring urgent, high-level attention., Coordinated with global departments through email, chat, and calls to resolve issues and approve critical part movements across regions.

Monitoring Technician

Hewlett Packard Enterprise
September 2022 - February 2025

Analyzed alerts from client systems to detect issues that can compromise the infrastructure stability., Responded based on incident severity and coordinated between engineers and clients to form action chains toward resolution.

Enrollment & Credentialing Agent

KAREO (TEBRA)
May 2021 - August 2022

Managed enrollments of physicians and clinics with major US healthcare insurers including Medicare, Medicaid, Cigna, and Blue Cross Blue Shield.

Customer Support Agent (Technical Support -SaaS-)

KAREO (TEBRA)
February 2018 - May 2021

Delivered technical support and assistance to healthcare professionals via inbound calls and emails, including software guidance and troubleshooting., Maintained constant communication with customers about the status of their cases or pending JAIRAs., Worked with other teams as a cross-team work when the situation required it.

Technical Support Agent – Alienware

DELL
September 2017 - February 2018

Provided technical support for Alienware products and coordinated warranty part replacements via phone calls by analyzing and resolving complex technical issues.

Customer Service Representative – AT&T

SYKES (Now Foundever)
February 2017 - September 2017

Assisted US customers with billing inquiries, prepaid/postpaid plans, roaming packages, and cross-selling of cable/satellite TV., Resolved basic connectivity issues via phone support.

Radio Booth Technician & Production Assistant

Grupo Nación GLR
September 2009 - December 2016

Managed live broadcasts, audio editing, and voice-over duties.

Skills

SQLData VisualizationStatistical AnalysisExcel
Published on CazVid - May 17, 2026
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