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Finance Data Analyst with 5 years of experience in corporate finance
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Competencies
Expertise in analyzing financial statements and data to support business decisions.
Created and maintained complex Excel models for forecasting and valuation.
Used SQL to extract, manipulate, and analyze financial data stored in databases.
Prepared and presented financial reports to management and stakeholders.
Supervised and mentored junior analysts in financial data analysis and reporting tasks.
Education
Summary
Dedicated finance professional with 5 years of experience specializing in financial analysis, modeling, and reporting within corporate environments.
Key Achievements
- Developed financial models that supported strategic decision-making for corporate investments.
- Led a team in analyzing and reporting financial data for quarterly performance assessments.
- Automated reporting processes reducing manual effort by 30% and increasing accuracy.
Experience
Customer Service Representative
Delivered technical assistance to clients across a range of software and hardware platforms in a fast-paced customer support environment - Toast Customer Care., Diagnosed and resolved issues related to system functionality, device connectivity, and network configuration via phone, email, and live chat - Toast Customer Care., Provided customer service for a major U.S.-based utility company, assisting clients with inquiries related to billing, service interruptions, payments, and account management - Centerpoint Energy., Handled high volumes of inbound calls with professionalism and empathy, ensuring quick and accurate resolution of customer concerns - Centerpoint Energy., Setting appointments for new customer requesting services - Centerpoint Energy.