This is my profileContact via CazVidMateu
Data Analyst with 5 years of experience in financial services
Contact
Competencies
Utilized statistical tools and techniques to interpret complex datasets for strategic insights.
Wrote and optimized SQL queries for extracting and analyzing large datasets.
Created dashboards and reports to communicate findings effectively to stakeholders.
Used Excel for advanced data manipulation, including pivot tables, macros, and complex formulas.
Applied Python for data cleaning, analysis, and automation tasks.
Education
Summary
Dedicated data analyst with a solid background in financial data interpretation and reporting.
Key Achievements
- Led data analysis projects identifying key financial trends and insights.
- Developed dashboards that improved decision-making efficiency.
- Collaborated with cross-functional teams to automate reporting processes.
Experience
Loan Specialist / Sales Agent
Made cold calls to offer personal loans, later transitioning to business loan offers for entrepreneurs., Identified client' financial needs and referred them to the appropriate loan products, supporting their business growth., Worked closely with business owners to help secure funding, improving business profitability.
Sales Agent
Conducted cold calls to offer legal services for traffic violations, helping clients maintain clean driving records., Educated clients on their legal options and processed payments for services rendered., Maintained client records and followed up on case updates, ensuring high client satisfaction.
Appointment Setter & Insurance Verifier
Scheduled appointments and verified insurance information for patients, ensuring efficient service delivery., Provided excellent customer service via phone, addressing patient inquiries and coordinating with medical staff., Managed appointment schedules for various healthcare services, enhancing patient care.
Business Development Representative BDR
Made cold calls to business owners offering a software to increase Google ranking., Identified pain points like poor website traffic, low visibility on Google, outdated SEO., Focused on getting more traffic, more leads, more revenue rather than features.