This is my profileContact via CazVidMelissa
Business Analyst with 5+ years of experience in finance and operations
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Competencies
Applied data analysis to interpret complex datasets and support strategic decisions
Managed multiple projects ensuring timely delivery and stakeholder coordination
Prepared financial reports and business performance analyses
Utilized Excel for data analysis, visualization, and report automation
Collaborated with cross-functional teams to gather requirements and present findings
Education
Summary
Dedicated business analyst with over 5 years of experience in finance and operations, skilled in data analysis, financial reporting, and project management.
Key Achievements
- Progressed from junior analyst to senior role, demonstrating skill development and increased responsibilities
- Developed comprehensive reports and dashboards that improved decision-making processes
- Led successful projects that optimized business workflows and increased efficiency
Experience
Sr. Account Executive
Attention and service to client according to their necessities, Renewal and maintenance of policies programs, Verify and carry out the policy instructions that come from the client, Carry out with periodic sessions with clients, Update of values, placement of policies, Review and follow up on certificates and endorsements, Coordinate collection and send information to the corresponding areas, Review, prepare and analyze information to present it to the client
Data Entry Analyst
Usage of various software programs to manipulate, parse, normalize and clean data., Interpretation of data relevance according to business rules and processes to meet user expectation requirements., Entering of data, conducts of data verification and quality analyses, and perform of data corrections, as required., Evaluation of electronic media for data content and perform of quality assurance checks on final products., Conduction of research for exception reporting.
Customer Service (Sea Import)
Answer of customers’ calls and emails regarding shipments status, Review and sending of shipping documentation (Bill of lading, Packing lists, Invoices and other documents), Reporting of new shipments to clients.
Client Processing Specialist (Host Office) / Customer Service
Support and coordination of meetings of my assigned accounts (renewal of international programs) together with the Account team (Commercial/Sales area, engineering and administrative workers), Creation of documents: policies, endorsements and invoices, according to quotes, procedures and requirements of each country, policy structure, terms and conditions, Handling and manipulation of Excel files with customer locations and values, Creation of urgent certificates, Checking of Data Quality of the policies, clients locations and values and invoices
Client Processing Specialist (Issuing Office) / Customer Service
Handling of my workload for policies renewal, Checking with client and brokers the customers information shown on each policy such as: legal entity name, address and TAX ID, Checking of documentation needed to comply with article 492 of the law “Ley de Instituciones de Seguros y Fianzas”, Assembly of documents that make up the policies, Processing and distribution of documents according to the company objectives, Issuance of urgent certificates for clients
Intern of Global Services and Processing Department
Download of needed documentation for policy processing, Send important emails to the area members, Customer payment record, Creation of Excel reports for brokers in order to inform the policies status (renewed and in process) to have a better control of each account