Alberto - Finance Analyst with 5 years of experience in financial planning and analysis

Built detailed financial models to evaluate business scenarios and investment opportunities.

Analyzed financial data using Excel and BI tools to identify trends and insights.

Prepared and presented monthly and quarterly financial reports to management.

Contributed to the preparation of annual budgets and financial forecasts.

Guided Customers on purchases based on their needs, interests, promotions, and other sales and preferential parameters.

Assisted in providing customer satisfaction by providing customers with refunds, gift cards and concessions in case we had any type of inconvenience on their delivery.

Attempted to collect past-due debts from customers on behalf of the organization by contacting clients to follow up on non-payment, negotiating payment plans, handling all incoming calls, and emails from clients regarding billing inquiries, and bringing resolutions to unpaid accounts.

Planned drivers’ itinerary while ensuring a timely and efficient pickup and delivery of loads as per company policy., Communicated with 40+ brokers per day, effectively and accurately scheduling the dates, timeframes, and addresses for product delivery.