Jose - Data Analyst with 5 years of experience in financial services

Medellín, Antioquia, Colombiaen

Led a project to automate data reporting, reducing manual effort by 30%.

Developed dashboards that provided real-time insights, improving decision-making for the management team.

Published on CazVid

Summary

Data professional with over 5 years of experience leveraging analytical and BI tools to enhance business decision-making. Proven track record of automating reporting processes, creating dashboards, and progressing roles to handle complex data domains.

Key Achievements

Progressed from Data Analyst to Senior Data Analyst, expanding responsibilities across multiple data domains.

Skills

Data AnalysisAdvanced

Utilized statistical methods and tools like SQL and Python to interpret data and support business insights.

Business IntelligenceIntermediate

Designed and implemented dashboards using Tableau and Power BI to visualize key performance indicators.

Data ManagementAdvanced

Maintained and cleaned large datasets to ensure accuracy and consistency for reports and analysis.

Project ManagementIntermediate

Led small project teams to deliver data initiatives on time and aligned with strategic goals.

Experience

Implementation Leader

Vervantis S.A.S.

Jun 2023 - Mar 2025

Provided end-to-end customer support for utility service accounts, ensuring accurate billing, invoice processing, and timely distribution., Managed and resolved complex customer inquiries while consistently meeting service-level agreements (SLAs) and maintaining high client satisfaction., Coordinated with external vendors and internal teams to investigate and reconcile billing discrepancies, reducing financial errors and rework., Improved internal workflows and documentation processes to increase efficiency, reduce delays, and improve turnaround times., Contributed to overall operational efficiency and client retention through proactive communication and detailed follow-up.

Claims Specialist

Lean Solutions Group

10/2022 - 06/2023

Managed insurance claims from intake to resolution, ensuring accurate documentation, regulatory compliance, and timely processing., Tracked and updated cases in CRM systems, improving data accuracy and reducing processing delays., Communicated claim status, policies, and requirements clearly to clients, reducing escalations and increasing trust., Collaborated with internal departments and external stakeholders to streamline workflows and shorten claim resolution timelines.

Administrative Assistant

Bahia Property Management

02/2020 - 10/2021

Supported tenants and property owners by responding promptly to inquiries and delivering client-focused service., Coordinated the full property rental process including viewings, applications, and lease signings, reducing vacancies., Oversaw billing and utility payments, ensuring accuracy and smooth communication with providers., Managed property inspections and inventory, anticipating client needs and ensuring compliance with standards.