This is my profileContact via CazVidJoey
Data Analyst with 5 years of experience in financial services
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Competencies
Utilized statistical methods and tools like Excel, SQL, and Python to analyze financial datasets and generate insights.
Created interactive dashboards and reports to communicate findings to stakeholders using Tableau and Power BI.
Designed queries to extract, manipulate, and analyze data from relational databases for reporting purposes.
Generated periodic financial reports and contributed to variance analysis and financial models.
Education
Summary
Experienced data analyst specializing in financial data management and visualization.
Key Achievements
- Developed and maintained dashboards using Tableau and Power BI to track key financial metrics.
- Led data collection and cleaning processes resulting in improved data quality for financial reporting.
- Collaborated with cross-functional teams to deliver insights that informed strategic decisions.
Experience
Customer Service Representative / Virtual Assistant / QA/Sales/Trainer
Began my career on the Support Team, assisting Pros with platform-related technical issues, account setup, and service requests to ensure a positive experience., Transitioned into the Sales Representative role, specializing in hard sales from open to close, presenting Porch’s Verified Leads, Vetted Membership, and exclusive marketing programs to contractors across the U.S., Consistently met and exceeded monthly sales goals by building strong relationships, identifying client needs, and offering tailored marketing and lead-generation solutions., Later joined the Virtual Assistant Team, managing client communications, follow-ups, appointment scheduling, and ensuring smooth coordination between Pros and their clients., Promoted to the Quality Assurance (QA) Team, where I evaluated calls and communications to ensure compliance with company standards and deliver constructive feedback to improve performance., Advanced to the Trainer role, where I conducted onboarding and ongoing training sessions for sales and support staff, developing materials and leading performance workshops to strengthen skills and improve overall productivity.
Virtual Assistant
Handled high-volume inbound calls from customers across the United States and Canada requesting locksmith services., Collected and verified client details with accuracy and efficiency, then coordinated with local locksmiths to ensure quick and reliable service dispatch., Maintained clear communication and provided excellent customer support to ensure a positive experience from start to finish.
Customer Service Representative
Assists customers over the telephone with a wide variety of questions, requests, and complaints related to their utility account and bills., Corrects account problems by reviewing account information and generating service orders, if needed., Update and maintains files, including data entry.
Sales Representative
Worked across multiple sales campaigns, including car warranty, solar energy, and home improvement contractor leads., Educated customers on extended vehicle protection plans, built value through consultative selling, and closed high-volume sales while ensuring compliance and accuracy., Qualified homeowners for solar installation programs, explained system benefits and cost-saving options, and guided customers through financing and appointment setup., Contacted homeowners seeking remodeling, roofing, or repair services, verified project details, and scheduled appointments with verified contractors to maximize lead conversion.