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Carlos

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 statistical techniques and tools like Excel and SQL to interpret complex datasets and generate actionable insights.

Data VisualizationAdvanced

Created dashboards and visual reports with Power BI and Tableau to communicate findings effectively to stakeholders.

SQL ProgrammingExpert

Developed and optimized SQL queries for data extraction, manipulation, and reporting across multiple databases.

Financial ModelingIntermediate

Built predictive models and scenario analyses to support business planning and risk assessment.

Education

Bachillerato terminado
CCH Vallejo Preparatoria Abierta
Completed August 2013

Summary

Results-driven data analyst with over 5 years of experience in financial services, skilled in data visualization, SQL, and reporting. Committed to delivering actionable insights and supporting data-driven decisions.

Key Achievements

  • Led data integration project improving reporting efficiency by 30%.
  • Developed dashboards that enhanced decision-making process for multiple departments.
  • Progressed from junior analyst to senior role, handling complex data models and analytics.

Experience

Conductor uber

Uber
January 2020 - Present

CVP Inbound Sales

Celebrity Cruises
October 2023 - May 2024

Deliver an overall superior customer service experience for prospective guests., Converted prospective guests into clients via inbound sales calls., Reached out to guests pre-arrival to offer concierge assistance.

Engagement Agent

SpotOn
November 2020 - August 2022

Handled the software activation for Marketing, Loyalty and Appointment software for small and big business., Showed the merchant how to use the software and engaged the merchant to the company.

IT HelpDesk 1.5 & Access Management

KPMG
August 2019 - May 2020

Gave technical support through phone, email and chat., Helped users fix their applications such as credentials and issues inside the company's applications., Assisted users with their Microsoft Exchange account.

IT Helpdesk Level 1

Tech Mahindra
May 2018 - August 2019

Gave technical support through Phone, Email and Chat., Helped users fix applications within the companies own apps.

IT Helpdesk Level 1

Computacenter
July 2016 - February 2018

Assisted Sanofi Employees by resetting Password with Active Directory., Assisted user with any lost files or emails on outlook.

Customer Service Representative

Teletec de Mexico
March 2010 - July 2016

Worked for 3 different campaigns, Time Warner Cable, Chatter Communication and Dish with bills, payments and issues with their bills and some tech support.

Skills

Data AnalysisData VisualizationSQL ProgrammingFinancial Modeling
Published on CazVid - May 17, 2026
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