Waldo - Data Analyst with 5+ years of experience in financial services

Proficient in analyzing large datasets to extract actionable insights for business decisions.

Skilled in writing complex queries to extract and manipulate data from relational databases.

Extensive experience creating dashboards and reports to present data clearly to stakeholders.

Experience in preparing and reviewing financial reports and summaries for management review.

Enhanced communication between clients and non-English speakers by providing accurate translations in real-time conversations., Utilized active listening skills and cultural sensitivity to convey accurate interpretations., Aided immigration processes for clients seeking citizenship status, interpreting interviews and assisting with document preparation when necessary.

Retained existing customers by providing exceptional support and addressing concerns proactively before they escalated into larger issues., Maintained a high level of product knowledge, staying up-to-date on company offerings, promotions, and policies., Boosted sales revenue by effectively upselling products and services tailored to individual customer needs.

Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately., Responded to client inquiries, providing accurate legal advice and offering assistance., Managed accounts and client records of clients, observing confidentiality, and extreme discretion.