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Data Analyst with 5 years of experience in financial services
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Competencies
Extensively analyzed financial datasets to extract insights and support decision-making processes.
Built and optimized complex SQL queries to retrieve and manipulate large datasets for reporting.
Created interactive dashboards and reports using tools like Tableau and Power BI for stakeholder presentations.
Utilized advanced Excel functions and macros to streamline data analysis workflows and reporting.
Education
Summary
Dedicated Data Analyst with over 5 years of experience specializing in financial data analysis, reporting, and visualization. Proven track record in improving data accuracy, developing automation solutions, and supporting strategic decision-making.
Key Achievements
- Led data analysis projects that improved reporting accuracy and timeliness for key financial metrics.
- Developed automated dashboards that reduced manual reporting time by 30%.
- Collaborated with cross-functional teams to optimize data collection processes and improve data quality.
Experience
Customer Service Representative
Assisted customers with suspected fraudulent transactions., Blocked compromised cards and issued replacements., Helped clients file fraud claims and track investigation status.
Customer Healthcare Representative
Provided detailed information on Medicare benefits, coverage, and eligibility., Guided members through enrollment, plan changes, and provider networks., Maintained accurate records and ensured compliance with HIPAA regulations.
Customer Service Specialist - Underwritter
Managed clients' debt settlement processes, ensuring accurate balance reductions., Acted as an underwriter, assessing eligibility and compliance with program standards., Ensured proper documentation and sequencing of all client accounts., Maintained detailed records and supported both clients and internal teams with clarity and precision.
Accounts Receivable Specialist
Managed invoicing and monitored incoming payments to ensure timely collections., Reconciled customer accounts and resolved billing discrepancies., Communicated with clients to follow up on overdue balances professionally., Maintained accurate financial records and supported month-end reporting.