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Julio

Data Analyst with 4 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

Applied analysis techniques to interpret complex datasets and generate insights for business strategies.

SQL & Database ManagementAdvanced

Managed and queried relational databases to extract relevant information for reporting.

Excel & Data Visualization ToolsExpert

Designed and maintained detailed reports and dashboards using Excel and Power BI.

CommunicationIntermediate

Presented data insights clearly to non-technical stakeholders and facilitated team collaboration.

Education

DIPLOMA
Wheeler High school

Summary

Analytical professional with a focus on financial data insights and reporting.

Key Achievements

  • Led data analysis projects that improved reporting efficiency by streamlining data collection processes.
  • Developed dashboards and reports that enhanced decision-making for senior management.
  • Collaborated with cross-functional teams to implement data solutions addressing business needs.

Experience

Customer service representative

Teleperformance
01/23/2016 - 10/30/2016

Worked as a bilingual customer service representative.

Tech support agent

Teletech
10/15/2016 - 11/02/2016

Provided tech support.

Customer service representative

ALLIANZ GLOBAL ASSISTANCE
01/23/2017 - 08/20/2022

Handled calls from angry customers and learned to empathize with them.

Customer service representative

RUSULTS CX
08-15-22 - 01-10-23

Provided coverage on USA seniors regarding copays and coverage.

Customer service representative

CALL GURUS
01-15-23 - 07-30-23

Conducted outbound calls to assist with tax filing and debts.

Customer service representative

SSG GLOBAL
08-05-23 - 04-20-24

Provided information on customer purchases and order statuses.

Sales agent

Oportun
05-01-24 - 08-28-24

Offered secured personal loans and informed customers about interest rates.

Collections representative

ATT
11-04-2024 - Still working

Provided information on bills and processed payments.

Skills

Data AnalysisSQL & Database ManagementExcel & Data Visualization ToolsCommunication
Published on CazVid - Jul 3, 2025
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