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Eliezer
Data Analyst with 3 years of experience in financial services
Contacto
Competencias
Extracted insights from complex datasets to inform strategic decisions.
Wrote queries for data retrieval and manipulation in multiple projects.
Created reports, pivot tables, and macros to streamline data processing.
Utilized Power BI to develop interactive dashboards for clients.
Educacion
Resumen
Dedicated data analyst skilled in transforming data into actionable insights for financial services.
Logros Clave
- Analyzed large datasets to identify market trends and opportunities
- Developed dashboards that improved reporting efficiency
- Collaborated with cross-functional teams on data-driven projects
Experiencia
Executive Assistant / Billing and Payroll Manager
Managed complex calendar scheduling, travel arrangements, and communications for C-level executives (CEO, CFO, COO) using Outlook, Zoom, and Calendly., Processed bi-weekly payroll for 150 employees and handled invoicing and billing through Wave Financial and Excel., Prepared and maintained financial reports, including revenue forecasts, profit and loss statements, and expense tracking, to support executive decision-making., Oversaw accounts payable, ensuring timely payment of rent, utilities, and vendor invoices while keeping records organized., Managed office procurement and inventory, ordering equipment, computers, and supplies in line with budget and operational needs., Handled logistics and cost analysis related to office operations and departmental expenses, identifying ways to optimize resources., Acted as a liaison between finance, HR, and operations, ensuring alignment on projects and compliance with company policies., Maintained confidentiality of sensitive information and compliance with HR and financial regulations at all times.
Appointment Scheduler
Scheduled colonoscopy and endoscopy procedures based on each patient’s medical history and prior results (every 6 months, annually, or biennially)., Managed and updated patient charts, confirming medications, weight, and risk factors before procedures., Educated patients on preparation requirements, including supplements and pre-procedure precautions., Ensured patients fully understood their treatment schedule and follow-up care., Maintained compliance with HIPAA regulations when handling patient records and communications., Utilized CRMs such as G-Gastro, along with email, chat, and phone systems, to manage patient interactions and scheduling.
Customer Service and Sales Representative
Managed customer support for other accounts, handling inquiries via phone, chat, and email., Resolved issues quickly and provided accurate information to maintain client satisfaction., Supported account managers with escalations and day-to-day operations.
Business Development Manager
Managed a team of 5 cold callers, handling recruitment, training, KPI monitoring, scheduling, and payroll., Oversaw lead generation through CallHub, ensuring accurate data entry, workflow creation, scripts, and sales strategies., Conducted weekly 1:1 performance reviews and prepared productivity reports (weekly, monthly, quarterly, and annual)., Coordinated appointment setting for insurance agents and managed follow-ups on policies, renewals, and client retention., Handled client communications by phone and email, resolving issues such as cancellations, policy updates, and certificate of insurance requests., Supported business growth through targeted outreach, lead qualification, and relationship management., Utilized tools including Microsoft Teams, Outlook, Excel, Google Sheets, HawkSoft, Salesforce, and other CRMs for daily operations.