This is my profileContact via CazVidMartinez
Data Analyst with 5 years of experience in financial services
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Competencies
Utilized statistical tools to interpret data sets and generate actionable insights.
Created dashboards and visual reports to communicate findings to stakeholders.
Performed data querying and management for analysis purposes.
Used advanced Excel functions to organize, analyze, and present data.
Worked effectively with multidisciplinary teams to support project deliverables.
Education
Summary
Experienced data analyst with a proven record of supporting business insights in financial services.
Key Achievements
- Led data collection and analysis to identify business opportunities
- Developed dashboards and reports that improved decision-making efficiency
- Collaborated with cross-functional teams to support strategic initiatives
Experience
Customer service agent
Focus on customer success by giving technical assistance, account modifications, cases follow ups and sales advice to buy smartphones for the company Boost Mobile.
Retention agent
Develop action plans to retain customers for the company, provide technical assistance to fix car radios and develop sales pitch and strategies focused on retaining customers.
Home warranty advisor and assistance
Provide assistance on general questions about the home warranty agreement for the company CHW, offer plans and advise based on customer needs, follow up to cases, coordinate technical appointments with technicians, general troubleshooting assistance over the phone to fix issues with AC, heating systems and appliances.
Team leader
Appointed leader to a team of 20 people, data management and analysis (KPI), processing of payment discrepancies, payroll manager, weekly and monthly organization of schedules as well as annual vacations, general support to the operation, in charge of presenting the performance of the weekly account (weekly business review) to the representatives of the Choice Home Warranty and Evolve Vacation Rental accounts, in charge of the incentive plan and bonus calculation.