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Daniel
Financial Analyst with 5+ years in banking and investment management
Contacto
Competencias
Developed detailed financial models to forecast revenues and analyze investment opportunities.
Utilized Excel and other tools to analyze large datasets, supporting financial decision-making.
Handled daily cash operations, monitoring liquidity, and ensuring compliance with financial policies.
Created reports and dashboards for stakeholders, summarizing financial performance and forecasts.
Educacion
Resumen
Experienced financial professional with a focus on modeling, cash management, and data analysis in the banking sector.
Logros Clave
- Led financial modeling initiatives that improved forecasting accuracy and supported strategic decision-making.
- Managed daily cash flow operations for a major banking branch, optimizing liquidity and reducing idle funds.
- Developed monthly reporting dashboards that provided key insights to senior management.
Experiencia
Vacation Planner Specialist and Virtual Assistant
Sales for account holders of a bank that offers special prices for cruises, hotels and car rentals., Manage hotel calendars and book stays, Manage cruiseline calendars and book stays, Take payments, Solve any type of issue with customers, Tailored service to any special request, Answer and transfer calls
Back Office and Underwriting
Sale and purchase of used cars., Document Review and back office, since we were the ones that would register the car under the client’s name., Appointment schedule for purchase pick-up, or delivery., Qualify clients through company process., Review client’s credit history, for credit approval, or eligibility., Customer support for any unusual situation.
Legal Assistant
Inbound calls, and outbound for follow up, and quality review., Intermediate between a client and the attorney for legal consultations, and schedule appointments with the lawyers., Drafting legal cases, so the attorney has better understanding of what the consultation will be for., Route the client for whichever lawyer best fit his needs, depending on the case, while collaborating with two different legal firms, that would handle any legal situation., Take Payments, Provide general information of the company and of the attorneys, General legal information or advise clients what their options are.
Medical Interpreter
Translating and interpreting incoming medical calls from clinics and hospitals, from Spanish to English and vice versa.