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Samuel

Data Analyst with 5+ years in Financial Services and Analytics

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León de los Aldama, Guanajuato, Mexico
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Competencies

Data AnalysisAdvanced

Applied statistical methods and analysis to interpret complex datasets in financial contexts.

SQLExpert

Used SQL extensively to extract, manipulate, and analyze data from large databases.

Excel & Data VisualizationAdvanced

Created dashboards and visual reports to communicate insights to stakeholders.

Stakeholder CollaborationIntermediate

Worked with diverse teams to gather requirements and deliver analytical solutions.

Education

GED
Athens Drive High School
Completed 2004

Summary

Experienced Data Analyst specializing in financial data analysis, reporting automation, and stakeholder collaboration with over 5 years in the industry.

Key Achievements

  • Led the development of automated reporting tools, reducing manual work by 40%.
  • Conducted comprehensive market trend analysis to inform strategic decisions.
  • Collaborated with cross-functional teams to implement data-driven solutions.

Experience

Call Center Operations Manager

All Seasons Roofing
2025

Managed outbound/inbound sales team, Optimized KPIs, Revised scripts, Handled real-time performance adjustments

Operations Manager

Fencing Partners
2023 - 2024

Managed Facebook/Instagram ads, CRM communication, Remote quotes, Digital presence, Agent supervision

Operations Manager

AMG Fencing
2022 - 2023

Handled lead generation, Webpage design, CRM tracking, OKRs, Team supervision

Senior Project Manager

Ergeon
2020 - 2022

Managed PM team, Escalations, KPIs, Installer routes, Permits, Cross-team communication

Customer Service Manager

Porch
2017 - 2020

Led 15 agents, Managed QA, Escalations, Reviews, Payroll, OKRs, Service coordination

Solar/Roofing Appointment Setting Supervisor
2015 - 2017

Managed appointment setters, Trained team, Scheduled appointments, Improved conversion rates

Senior Supervisor

Oportun Financial Services
2013 - 2015

Managed sales, collections, and recovery departments, Handled 20 agents in sales, 22 in collections, and 15 in recovery, Used Salesforce CRM and RingCentral for credit checks, loan approvals, collections, skip tracing, and legal communication

Skills

Data AnalysisSQLExcel & Data VisualizationStakeholder Collaboration
Published on CazVid - May 17, 2026
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