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Data Analyst with 5+ years of expertise in financial services
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Competencies
Applied statistical methods and tools to analyze financial data, generating insights to support strategic decisions.
Designed and optimized queries to extract and manipulate data from large databases for reporting purposes.
Created interactive dashboards using Tableau and Power BI to visualize key performance metrics.
Built models to forecast revenue trends and evaluate financial scenarios.
Developed clear and impactful visualizations to communicate findings to non-technical stakeholders.
Education
Summary
Detail-oriented data analyst with over 5 years of experience in financial services, skilled in data extraction, analysis, visualization, and reporting to inform business strategies.
Key Achievements
- Led multiple data-driven projects resulting in improved reporting accuracy and efficiency.
- Developed dashboards that streamlined decision-making processes for senior management.
- Progressed from junior analyst to senior data analyst through demonstrated skill mastery and increased responsibilities.
Experience
Patient Concierge / Customer Support Representative
Patient communication via phone, email, and messaging platforms, Appointment scheduling and follow-ups, CRM documentation and coordination with internal teams
Customer Service Representative
Managed 50–60 inbound calls daily
Customer Service Representative
Handled 55–60 calls daily
Customer Service, Sales & Retention Agent
Customer service, retention, and sales support, De-escalation and cross-team collaboration