Juan - Data Analyst with 5 years of experience in financial industry

Applied statistical methods and tools to analyze financial data and generate insights.

Written complex queries to extract data from relational databases for reporting purposes.

Created dashboards and visual reports using tools like Tableau and Power BI to communicate findings.

Utilized advanced Excel functions and pivot tables for data manipulation and analysis.

Built and maintained long-term partnerships with enterprise clients in the U.S. health insurance sector, driving account growth through a client-first approach., Coordinated hiring needs with Recruitment, oversaw billing cycles to ensure accuracy, and supervised remote teams to keep operations aligned with client expectations while achieving new performance goals., Partnered with Recruitment, Finance, and IT teams to design and implement clear workflows that supported smooth client operations and provided consistent cross-department support., Maintained proactive communication with clients, guided them through onboarding stages, and organized projects to ensure operational stability and long-term success.

Managed 8–10 high-profile client accounts with employees, achieving a 75% increase in headcount, 50% lower turnover, and 30% higher productivity through strategic team development, KPI design, payroll accuracy, and optimized communication workflows that elevated client satisfaction.

Provided comprehensive virtual support to HR and Wealth Administration teams, managing employee benefits inquiries, open enrollment, communications, and back-office tasks, improving service efficiency and boosting employee satisfaction to 85%.