Carlos - Data Analyst with 3 years of experience in financial services

Utilized statistical tools and techniques to interpret complex data sets for business insights.

Performed data querying and database management to support reporting and analysis tasks.

Built advanced spreadsheets, pivot tables, and macros to facilitate data analysis and reporting.

Created interactive dashboards that communicate key metrics effectively to stakeholders.

Review and audit data such as billing accuracy, pay rates for employees, and other sensitive information., Handle at least 10 accounts for 8 or more clients., Review Pay/Bill Audit, Rate Audit and Exception reports.

Conduct Zoom calls with potential clients, collecting information and documents., Create new contracts and payment plan documents., Apply payments for new hires (new clients)., Provide training for new employees (phone agents, appointment setters)., Co-create training manuals for new employees., Create and update online Excel sheets with different types of reports.

Provide customer service mostly related to billing and general financial information.

Oversee bank accounts, administration, sales reports, and inventory., Brief experience in sales area (mainly inside hospitals).