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M

Moises

Data Analyst with 3 years of experience in financial services

Contact

San Luis Potosí, San Luis Potosí, Mexico
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Competencies

Data AnalysisAdvanced

Utilized statistical tools and SQL to analyze financial data and generate insights.

SQLAdvanced

Performed data extraction, querying, and database management to support analytics projects.

ExcelExpert

Created complex spreadsheets, macros, and pivot tables for data reporting and analysis.

Financial ReportingIntermediate

Prepared financial reports and dashboards for management review.

Education

Foundation Degree in Arts
Universidad Tec Milenio San Luis
2007
Certificate of Higher Education
Andrew Hill High School
1999

Summary

Dedicated data analyst with 3 years of experience in financial services, focused on delivering actionable insights and optimizing reporting processes.

Key Achievements

  • Progressed from Junior Analyst to Senior Data Analyst within 2 years, demonstrating skill growth and increased responsibilities.
  • Developed and maintained complex financial dashboards that improved reporting efficiency for the team.
  • Led data quality initiatives that reduced reporting errors by 15%.

Experience

Business Development Representative

Honeywell HBT
Oct 2023 - Current

Generated $15USD million in marketing revenue for 2024–2025 through strategic initiatives., Executed outbound marketing campaigns across education, healthcare, data centers, industrial sectors, and airports, providing actionable feedback to enhance strategies.

Marketing Project Manager Specialist II

Honeywell PPE
Jan 2021 - Oct 2023

Administered MDF Channel Partner Programme, enhancing partner engagement and support., Managed Partner Portal, ensuring seamless access for channel partners., Oversaw sales contracts, including renewals, terminations, and modifications., Acted as LEAP Administrator for PPE, conducting due diligence and ensuring compliance., Managed DocuSign processes to streamline contract approvals., Updated scorecards and master files to maintain accurate records., Compiled MBR reports on monthly sales in and out for performance analysis.

Sales Support Specialist

Honeywell
Apr 2018 - Feb 2021

Provided comprehensive sales support for US and Canada teams over 3.5 years, earning seven Bravo Awards., Executed lead generation campaign targeting mechanical engineering firms in US, achieving 17 qualified leads from 71 outreaches., Scheduled follow-up meetings to enhance lead conversion rates., Supported nine out of 15 Honeywell's Diamond Distributors to optimize sales performance., Managed daily operations of NPIs in US and Canadian territories under Loyalty Programme, CPRO.

Sr Inside Sales Representative

Honeywell
Jan 2016 - Apr 2018

Managed Tier 2 and Tier 3 accounts, focusing on pricing, product availability, and technical support.

Specialist Tech Sup Associate

Honeywell Aerospace
Apr 2015 - May 2016

Provided technical information to homeowners, resolving issues efficiently until resolution achieved., Answered and resolved 25 out of 30 cases from end users and HVAC contractors., Delivered technical product support for returns and samples to ensure customer satisfaction., Conducted B2B training sessions to enhance partner knowledge of products.

Senior English Teacher

Universidad del Centro de Mexico UCEM
Aug 2013 - Mar 2015

Adapted teaching strategies to accommodate students with different learning styles, ensuring no student was left behind., Taught Advanced English to 11 groups, enhancing language proficiency across diverse levels.

English Teacher

Universidad Tec Milenio Campus San Luis
Oct 2011 - Mar 2015

Served as Technical English Advisor for Business Career students, tailoring curriculum to industry needs., Prepared students for TOEIC and TOEFL examinations, improving test readiness and performance.

Staff member of the English Department

Instituto Potosino de Investigación Científica
Feb 2007 - Jul 2010

Lead the English Lab for all major careers. (186 students), 6 careers., Coaching for the English International Cooperation programme.

Skills

Data AnalysisSQLExcelFinancial Reporting
Published on CazVid - May 17, 2026
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