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Data Analyst with 5 years of expertise in financial services
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Competencies
Performing statistical analysis and interpreting complex datasets to inform business decisions.
Writing queries to extract, manipulate, and analyze data from relational databases.
Creating interactive dashboards and visualizations for data presentation and reporting.
Utilizing advanced Excel functions for data organization, analysis, and reporting tasks.
Implementing processes to ensure the accuracy and consistency of data throughout projects.
Summary
Experienced data analyst with a strong background in developing dashboards, ensuring data quality, and delivering insights in the finance industry.
Key Achievements
- Developed and maintained dashboards to streamline reporting processes
- Led data quality initiatives improving data accuracy and consistency
- Collaborated with cross-functional teams to deliver actionable insights
Experience
Healthcare Scheduler
Managed daily healthcare scheduling for multiple clients, coordinating with law firms and clinics to ensure treatment completion., Sent follow-ups via email and voicemail, maintained accurate patient records, and resolved conflicts efficiently.
Appointment Setter
Called leads to follow up on vehicle inquiries and scheduled appointments for test drives., Maintained records and ensured smooth customer experiences through efficient communication.
Team Lead / Customer Support
Led a team across two shifts, overseeing performance, training, and daily workflow in a fast-paced environment., Ensured patient data accuracy, coordinated eligibility checks, and provided support through phone, email, and chat., Maintained strong team morale while meeting KPIs and improving scheduling turnaround times.
Customer Service Representative
Assisted customers with scheduling appointments, managing special order requests, and arranging merchandise pick-ups., Provided excellent service across multiple channels.
Technical Support
Diagnosed and resolved hardware/software issues, removed security threats, and guided users through account activations and system improvements., Followed up to ensure customer satisfaction after support sessions.
Supported customers in finding products, provided information on pricing and promotions, and collaborated with management to enhance the customer experience.
Resolved financial concerns, offered personalized banking advice, and developed customer-focused solutions to improve retention and satisfaction.