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Lesley
Sales Associate
Contato
Competências
Built and maintained complex financial models to analyze investment opportunities.
Analyzed financial data to identify trends and inform strategic decisions.
Utilized Excel for data analysis, reporting, and building financial models.
Prepared and reviewed financial reports for internal and client use.
Formação acadêmica
Resumo
Dedicated finance analyst with over 5 years of experience in financial modeling, data analysis, and reporting, specializing in investment portfolios and strategic financial planning.
Principais conquistas
- Developed comprehensive financial models for client investment portfolios
- Led training sessions on financial software for new team members
- Streamlined reporting processes, reducing report generation time by 30%
Experiência
Sales Associate
Proactively participated in meetings and helped create new practices., Answered calls, responded to emails, and spoke with clients face-to-face.
Collections Supervisor
Trained, coached, and supervised new staff members., Supervised and delegated tasks to a team of 10 people.
Fulfillment Agent
Fulfill appliance repair appointments., Coordinate with professionals and customers to make sure professionals arrived within the booking of the appointment., Call customers and get additional information from their appliances for appointments fulfillment.
Technical Support
Provided tech support for hard drives., Data recovery services., Bilingual calls.