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David
Data Analyst with 5 years of experience in financial services
Contacto
Competencias
Utilized SQL for extracting, transforming, and analyzing large datasets to support business insights.
Created visual dashboards and reports using Tableau and Power BI to assist in strategic decision making.
Applied statistical methods to interpret data patterns and support financial modeling efforts.
Leveraged advanced Excel skills for data manipulation, pivot tables, and complex modeling.
Educacion
Resumen
Experienced Data Analyst with a strong background in financial services, specializing in data extraction, visualization, and analysis to support strategic initiatives.
Logros Clave
- Led data analysis projects that improved reporting efficiency by streamlining data collection and processing.
- Developed comprehensive dashboards for executive decision-making using Tableau and Power BI.
- Managed cross-functional teams during the implementation of new data management systems.
Experiencia
Sales Rep and Sales Coach
Call AT&T business owners with copper landlines and provide AT&T fiber internet connected landlines., Coach new agents on areas of opportunities, conduct training and activities in order to fortify sales techniques and improve areas of opportunities., This is pipeline sales where we are given warm leads by AT&T and our main objective is to call customers, ask the right questions in order to provide the correct solution to their needs, schedule meetings via teams in order to propose the solution and close the sale.
Language Coach and Trainer
Worked with customer service associates, supervisors and trainers with language barriers., Monitored their calls, conducted classes and coachings., Identified areas of opportunity then met with them in order to establish self awareness and have them create and commit to an easy to follow plan in order to improve., Followed up to make sure they implemented what was established during the coaching session., Provided training depending on the campaign needs, the training material was provided by Verizon themselves and my main objective was to deliver the training according to the material but also check for understanding and through deductive reasoning and coaching make sure the agents would understand what was being delivered.
Supervisor and Sales Coach
Went from customer service representative to sales supervisor within three months., Managed a sales team of eight reps, responsibilities included interviewing potential candidates, creating and giving sales trainings, team management such as monitoring, shadowing, working alongside reps and weekly one on ones to measure progress, coaching and supervising.
Sales Rep
Outbound sales., Reach out to Scotiabank customers that were pre-approved to get a credit card., Ask probing questions in order to verify which credit card was best suited for their particular needs, objection handling and closing was huge in this role as the whole sales cycle would be done on the initial call.