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Title Financial Analyst Customer Service
Target Location US-MD-Laurel
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  East Arbory Ct.Laurel, MD Street Address
African AmericanOBJECTIVE: Detail-oriented Financial Analyst with five years of experience in data analysis, over 10 years of SQL and database administrator management experience. I am a motivated and diligent analyst with experience growing revenue for a reputed Filter Corporation where I processed improvements in forecasting and budget planning, seeking a challenging role to leverage my skills in identifying business needs, analyzing data, and recommending solutions to drive organizational growth.SKILLS: Microsoft Excel, MS Office, Technical, SQL, and Collaboration Database, Customer Service, Economics, and Project ManagementEXPERIENCE:Louisa, VANov 2019Jun 2024FINANCIAL ANALYSTTri-Dim Filter CorporationStreamlined portfolio analysis using advanced Excel features, enhancing investment decision-making accuracy, and contributing to a 15% increase in client investmentsDeveloped a predictive model utilizing Python for risk assessment that reduced financial discrepancies by 20% quarter-over-quarterLed quarterly financial forecasting, incorporating macroeconomic trends, which influenced the strategic allocation of a $5M budgetCultivated strong client relationships by providing actionable insights from complex data analyses, resulting in a 10% growth in client retentionInitiated a cross-departmental workshop for new financial software, leading to a 30% improvement in inter-departmental reporting efficiencyFredericksburg, VASep 2015Nov 2019CALL CENTER REPRESENTATIVEAloricaAnswered incoming customer calls, emails, or chats in a timely and professional manner, addressing their concerns and providing resolutions or solutions.Utilized strong communication and active listening skills to understand customer needs, empathize with their concerns, and provide personalized support.Resolved customer complaints and issues in a fair and timely manner, escalating to supervisors or specialized teams when necessary.Maintained accurate records of customer interactions using CRM software or other designated tools, ensuring seamless communication and issue tracking.Stayed up-to-date on product knowledge and service offerings to provide informed support and make relevant recommendations to customers.Collaborated with internal teams, such as sales and marketing, to ensure a cohesive customer experience and identify opportunities for growth and improvement.EDUCATIONPhoenix, ARAug 2013Feb 2016MASTERSArgosy UniversityArlington, VASept 2009May 2012BACHELORSWestwood College of TechnologyREGINALDBUTLERFinancial AnalystCONTACTPHONE:PHONE NUMBER AVAILABLEEMAIL:EMAIL AVAILABLE

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