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Jose

Data Analyst with 4 years of experience in financial services

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Zapopan, Jalisco, Mexico
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Competencies

Data AnalysisAvanzado

Performed data manipulation and analysis using SQL and Excel to inform business strategies.

Financial ModelingAvanzado

Built complex financial models to forecast performance and support investment decisions.

Statistical ToolsIntermedio

Utilized statistical software such as R and SPSS for data analysis and report generation.

Data VisualizationIntermedio

Created dashboards and visual reports with Tableau to communicate insights effectively.

Report AutomationIntermedio

Automated regular reports to streamline data delivery processes for the team.

Education

Currently Studying
Tec Milenio
Software Developer Engineering
UNAdMexico
Bachelor
Cucei
High School degree
Universidad De Guadalajara
Completed 2007

Summary

Dedicated Data Analyst with 4 years of experience in financial services, specializing in financial modeling, data analysis, and reporting automation.

Key Achievements

  • Developed and maintained key financial models to support strategic decision-making
  • Automated reporting processes, reducing turnaround time by 30%
  • Led data validation initiatives ensuring accuracy and compliance

Experience

Senior Service Delivery Manager / Project Manager

Tata Consultancy Services (TCS)
Present

Responsible contact for relationship, strategy & operational issues of medium/high complexity, representing delivery of all services (all processes/sub processes) to the stakeholders, managing performance metrics such as: Service Level Agreements (SLA), Key Performance Indicators (KPI), reporting, escalation & communication., Experience in Increasing and keeping customer satisfaction, collaborating in identification of new opportunities., Strong contributor to bring new business, aligning to new business prospects showcasing ready for proposal (RFP) capabilities based on Domain expertise., Ability to understand root cause analysis of the issues, process improvements & transformation initiatives to meet clients and company requirements as part of proactive and/or remediation solutions., Resource Management of direct 140+ FTEs. Ability to immediate execute ramp ups, ramp downs, new business transitions and backfill to avoid any business impact meeting client requirements., Including people engagement activities to reduce attrition., Expert on Internal Auditor by conducting audits (PMR & IQMS) on a quarterly base to identify risk areas, compliance and proper execution of the project managers accounts., Knowledge & participation on ISO 9001, 27000 and 31000 Certification., Account Management (Project/Service Financial Management), accountable to meet company margin gross, by generating more revenue and reducing cost., Manage all administrative tasks related to employees (Timesheet, Leave updates, mandatory training compliance, etc.)., Work with Human Resources staff to recruit, interview, select, hire, and employ the right talent., People development fostering programs to share best practices, business understanding and leadership (Certified ASCENT)., Experience on VBA coding and to convey process improvements to meet our contractual commitments., High understanding and knowledge of PMP practices (currently working on Certification).

Team Lead 2 (Assistant Manager)

Teletech
2010 - 2015

Managed a team of 20+ Associates which quality was conducted, monitor of calls and cases worked, managed the performance of the team., Responsible for the preparation, documentation, and analysis of management information of key performance indicators to ensure targets set by the business area are met., Pioneer Team Lead to a Pilot team that results contributed to bring 300 positions., Coordinated with the business area and quality site by conducting daily meetings and weekly calibration sessions., Expert in 101 coaching (Daily coaching sessions, preparation and delivery)., Process Improvement creation to increase client satisfaction., Understand agent’s problems, weaknesses and address them., BCP coordinator and work schedule planning for the entire account., Responsible to manage TL’s schedule to fulfill business needs.

Owner

Telcel & Cyberlab
2008 - 2010

Dedicated specially to sell mobile phones and rent of PCs., Collaborated with the store merchandiser creating displays to attract customers., Customer Care service to assist customers in their shopping experience scan every piece of merchandise for inventory control.

Skills

Data AnalysisFinancial ModelingStatistical ToolsData VisualizationReport Automation
Published on CazVid - May 17, 2026
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