Humberto - Data Analyst with 5 years of experience in financial services

Applied statistical techniques and data visualization tools to interpret financial data for strategic decisions.

Designed, optimized, and maintained complex SQL queries for data extraction and reporting.

Created and maintained detailed financial models and dashboards using advanced Excel functions.

Led cross-departmental data projects, coordinating timelines and deliverables.

Provided bilingual support for the Natera genetic testing account, ensuring accuracy in patient data, billing records, and healthcare documentation., Acted as a trusted liaison by maintaining well-organized files, offering clear explanations, and delivering culturally sensitive assistance to ensure patient confidence and long-term service use., Optimized appointment scheduling and client coordination by accurately entering and verifying data, ensuring smooth communication and reliable follow-ups., Delivered personalized support that consistently drove high satisfaction scores while maintaining detailed records and organized digital files., Streamlined workflows by managing billing information, calendars, and documentation, enabling efficient operations and informed decision-making.

Provided bilingual administrative support by managing patient data, billing records, and healthcare documentation with accuracy, while serving as a reliable point of contact through clear communication, scheduling, and culturally sensitive assistance., Successfully maintained well-organized digital files and workflows to improve efficiency, supported client engagement through personalized follow-ups, and ensured long-term satisfaction by delivering professional, detail-oriented service., Entered, updated, and organized large volumes of lead and client information into CRM systems., Maintained a clean and accurate database to ensure efficiency and reliable follow-ups., Provided comprehensive client information to support sales teams and ensure accuracy in transitions.