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Data Analyst with 5 years of expertise in financial services
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Competencies
Utilized statistical techniques and tools to interpret complex data sets for business insights.
Developed and optimized SQL queries for data extraction and reporting purposes.
Created detailed spreadsheets, pivot tables, and macros to enhance data analysis capabilities.
Presented findings and insights to stakeholders across various departments.
Education
Summary
Experienced Data Analyst with a focus on financial datasets, skilled in extracting, analyzing, and visualizing data to support strategic decision-making.
Key Achievements
- Led data analysis projects that improved reporting accuracy and efficiency
- Developed dashboards and reports for executive decision-making
- Collaborated with cross-functional teams to optimize data collection and processing
Experience
Customer Success Manager
Be the main point of contact for customers, Provide guidance on all products, Work closely with Project Managers, Account Executives, and Support Team, Manage a portfolio of 80 customers
Customer Success Manager
Provide guidance and advice on Oracle's NetSuite products, such as ERP, CRM, Manage a portfolio of 24 customers
Analyst, Vendor Engagement
Onboarding of new appraisers, Management of vendors within the network, Building relationships with appraisers, Work with stakeholders to achieve company goals, Represent team in weekly calls with clients and business unit, Data analysis, creating templates for daily usage and administrative tasks
Medical Pre-Authorization Agent
Contact medical providers to ensure patient procedures are covered by insurance, Request approval for non-covered procedures
Vendor Relation Specialist/Account Manager
Onboarding of new appraisers, Management of vendors within the network, Building relationships with appraisers, Work with stakeholders to achieve company goals, Conduct live trainings for over 100 appraisers, Data analysis, creating templates for daily usage and administrative tasks
Help Desk Agent/Customer Service
Providing technology support for a Canada-based company through phone calls and live chats
English Teacher
Taught private, duos and large groups
Sales/Customer Service
Worked in sales at a shoe and clothing store
Food/Customer Service
Worked in a salad and juice bar, managing the register and taking/making orders
Telemarketing
Worked in a call center offering third party services