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Daphne

Data Analyst with 5+ years of experience in financial services

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Mexico City, Mexico City, Mexico
Available on CazVid
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Competencies

Data AnalysisAdvanced

Utilized SQL and R to analyze financial data, identifying trends and supporting business strategies.

Data VisualizationAdvanced

Created interactive dashboards with Tableau, communicating insights to stakeholders effectively.

Financial ReportingExpert

Prepared detailed financial reports, ensuring compliance and clarity for executive review.

Project ManagementIntermediate

Coordinated data projects across teams, ensuring timely delivery and quality standards.

SQLAdvanced

Written complex queries to extract and manipulate large datasets for analysis and reporting.

Education

High School Diploma
Prepatoria/Universidad CNCI
Completed 2016

Summary

Experienced Data Analyst with over 5 years working in financial services, skilled in data analysis, visualization, and reporting. Proven track record of improving data processes and delivering actionable insights to support strategic decisions.

Key Achievements

  • Led data migration project, reducing processing time by 20% and improving data accuracy.
  • Developed reporting dashboards that enhanced decision-making processes for senior management.
  • Demonstrated progression from junior analyst to senior role, increasing responsibilities in data analysis, reporting, and client interaction.

Experience

Bilingual customer service

Houston Dental Clinic (U.S.)
2022 - 2023

Checked emails on fraud accounts & took care of catering orders., Assisted customers in real-time via live chat, addressing inquiries, troubleshooting issues, and ensuring a seamless service experience., Reviewed and investigated suspicious accounts and transactions, identifying potential fraud and taking appropriate actions.

Customer Service Advocate

Bite Squad (Mex. Virtual)
2020 - 2021

Handle escalated customer concerns, focusing on retaining high-value customers by offering tailored solutions., Conduct performance evaluations, coaching sessions, and training to improve team effectiveness.

Bilingual technical support and Billing specialist

Hootsuite. (Mex.)
2015 - 2017

Diagnose and resolve software, hardware, or network problems while guiding customers through troubleshooting steps., Process payments, refunds, and adjustments while ensuring accurate billing records.

Administrative Support

OC Smart Clean (U.S. Virtual)
2023 - 2025

Manage emails, calendars, and appointments while handling data entry, document preparation, and organization., Respond to client inquiries via email, chat, or phone, ensuring timely and professional communication., Schedule posts, engage with followers, and assist in creating content for social media platforms., Assist in managing projects, tracking progress, and coordinating with team members or external vendors.

Skills

Data AnalysisData VisualizationFinancial ReportingProject ManagementSQL
Published on CazVid - May 17, 2026
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