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Data Analyst with 5+ years of experience in financial services
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Competencies
Applied statistical methods to analyze financial data and generate reports.
Designed and optimized complex SQL queries for data extraction and manipulation.
Created dashboards and reports using tools like Tableau and Power BI to communicate insights.
Built macros, pivot tables, and advanced formulas to analyze large datasets efficiently.
Utilized Python for data cleaning and automation tasks.
Education
Summary
Dedicated Data Analyst with extensive experience in financial data analysis, dashboard creation, and process automation.
Key Achievements
- Developed and maintained data dashboards improving reporting efficiency
- Automated data collection processes reducing manual effort by 30%
- Collaborated with cross-functional teams to deliver actionable insights
Experience
Legal Assistant
Assisted in preparing and organizing essential documentation for clients enrolling in the debt settlement program, ensuring accuracy and compliance with legal standards., Scheduled and coordinated client appointments with the law office., Supported the legal team by managing client files, following up on required paperwork, and maintaining up-to-date records to facilitate smooth case progression.
Account Assistant
Managed Full Truck Load (FTL) and Less Than Truck Load (LTL) shipments, logistics and ensuring timely deliveries., Created and processed load documentation, ensuring accurate details for shipments.
Medical Agent
Handled patient billing and insurance claims, ensuring accurate and timely submissions for reimbursement., Coordinated patient appointments, managing scheduling and patient records for optimal care delivery., Applied CPT codes for accurate medical billing and compliance with healthcare regulations.
Sales
Managed trip scheduling, ensuring accurate bookings for customers on desired routes., Provided exceptional customer support, addressing inquiries, resolving issues, and assisting with travel-related concerns.