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Jorge
Data Analyst with 5+ years of experience in financial services
Contacto
Competencias
Utilized statistical tools and techniques to interpret data and support decision-making.
Designed and optimized complex queries for data extraction and management in relational databases.
Created dashboards and visual reports for clients and management to facilitate data-driven decisions.
Built complex spreadsheets, macros, and pivot tables to analyze and report financial data.
Supported the development of models for investment analysis and portfolio management.
Educacion
Resumen
Experienced data analyst specializing in financial services, with strong skills in data management, visualization, and SQL. Proven track record of enhancing reporting processes and delivering actionable insights.
Logros Clave
- Led data collection and analysis for client investment portfolios, improving reporting efficiency
- Developed dashboards and visualizations to communicate insights to stakeholders
- Progressed from Junior Data Analyst to Senior Data Analyst through consistent role expansion and skill development
Experiencia
INTERNATIONAL CUSTOMER SERVICE
Collection of purchase orders from customers, Generation of production orders, Coordination of loading dates and dispatch of orders, Tracking orders until the customer receives them, Receiving and opening complaints, Following up on queries from the customers via email and WhatsApp
ORDER ENTRY CLERK
Request purchase orders from customers, Check the status of items requested in the system, Creation of artwork for client approval, Creation of files for production, Entry of the purchase order to the Oracle R12 system, Carrying out requisitions in necessary cases in the Oracle R12 system, Sending documents to the department of production, Follow up to deliver in a timely manner to the customer
APPOINTMENT SCHEDULER
Schedule medical appointments for dermatologists, Create medical chart for new patients, Insurance validation, Time management of different suppliers and offices of the company