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Martha
Data Analyst with 5 years of experience in financial services
Contacto
Competencias
Expertise in analyzing financial data and generating insights to support decision-making.
Skilled in developing complex spreadsheets and financial models to evaluate business performance.
Experience in collecting, cleaning, and organizing raw data for analysis projects.
Proficient in creating detailed reports and dashboards for stakeholders.
Educacion
Resumen
Experienced data analyst with a strong background in financial data processing, visualization, and reporting.
Logros Clave
- Streamlined data reporting processes, reducing report turnaround time by 30%
- Developed advanced Excel models for financial forecasting
- Led data collection and cleaning for multiple project initiatives
Experiencia
Operations Supervisor
Conducting interviews for new candidates., Facilitating the welcoming and onboarding process for new agents, including managing credentials, organizing introduction meetings, providing training and nesting information., Performing quality assurance, coaching, and providing feedback to agents., Monitoring live calls and providing real-time feedback., Preparing weekly performance reports for agents to provide feedback and track progress., Creating weekly performance reports for clients to showcase results., Compiling data for key performance indicators (KPIs) and business intelligence (BI) dashboards., Generating reports for various types of novelties, such as vacations, sick days, and permissions., Maintaining attendance reports for both operations and HR., Managing IT tickets for new requests or issues., Implementing wellness programs, incentives, action plans, or strategies for different accounts., Addressing and assisting with any operational, IT, or general questions or issues., Managing remote agents through chats and emails, and promoting engagement through platforms like Teams, flyers, activities, and weekly 1:1 meetings., Organizing team meetings, 1:1 sessions, feedforwards, and team activities in general., Step-by-Step Advice and assistance on floor on daily basis.
Specialist
Monitoring HVAC and refrigeration systems for diverse clients in the USA., Resolving Tickets in regards of any Technical, HVAC, refrigeration, Lights or facilities issues., Search and contact respective vendors to make sure all issues were resolved in the needed timeframe., Calls, emails and ticket queue.
Building Systems Specialist
Conducting interviews for new candidates., Facilitating the welcoming and onboarding process for new agents, including managing credentials, organizing introduction meetings, providing training and nesting information., Performing quality assurance, coaching, and providing feedback to agents., Monitoring live calls and providing real-time feedback., Preparing weekly performance reports for agents to provide feedback and track progress., Creating weekly performance reports for clients to showcase results., Compiling data for key performance indicators (KPIs) and business intelligence (BI) dashboards., Generating reports for various types of novelties, such as vacations, sick days, and permissions., Maintaining attendance reports for both operations and HR., Managing IT tickets for new requests or issues., Addressing and assisting with any operational, IT, or general questions or issues., Managing remote agents through chats and emails, and promoting engagement through platforms like Teams, flyers, activities, and weekly 1:1 meetings., Organizing team meetings, 1:1 sessions, feedforwards, and team activities in general., Step-by-Step Advice and assistance on floor on daily basis.
Bilingual Customer Service Representative
General assistance with online orders, refunds, replacements, cancellations and personalizations for the orders., Chats, emails and social media interactions and customer service., Billing and complaints emails and chats., Problem resolution and general assistance for clients and new agents.
Customer Service and Sales Representative. Tier 2 Agent
Taking online orders for bouquets, bulk and wedding floral collections., Personalizing and changing orders as per customer requests on the CRM and confirming changes and pieces., Handling calls, emails, and chats for general information regarding orders., Tracking orders and problem-solving when orders are delayed, lost, or retained in customs., Following up with bridal parties and events., Processing refunds, cancellations, replacements, and pick-ups., Disputing charges and requesting refunds for online orders with providers based on quality and logistical issues., Conducting training for new agents, conducting interviews, coaching, and performing quality assurance., Attending weekly meetings and preparing reports for HR, Operations and management.