Bill R Charlestin
Davie,FL
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
5
5
years of professional experience
Work History
Data Analyst & Account Resolution Specialist
Nation Safe Drivers
03.2022 - Current
- Optimized data collection methods to enhance quality and volume of data captured for analysis.
- Provided actionable insights through comprehensive reports and dashboards, supporting strategic initiatives.
- Utilized data visualization tools to effectively communicate business insights.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Enhanced team's analytical capabilities with training on latest data analysis tools and techniques.
- Produced monthly reports using advanced Excel spreadsheet functions.
Accounts Receivable Resolution Specialist
Centah Home Improvement
08.2019 - 03.2022
- Analyzed root causes of recurring issues to implement preventive measures, reducing the number of future complaints.
- Managed high volumes of customer inquiries for efficient resolution, enhancing overall client experience.
- Positively communicated and engaged in courteous conversation with all borrowers regarding account status
- Always monitored and accurately documented precise care provided for liability protection and continuity of service
- Maintained detailed records of all interactions and resolutions for future reference and analysis purposes, improving overall efficiency in handling similar cases down
Education
B.A - Finance
Florida International University
Miami, FL05.2024
Skills
- Data Visualization and Presentations
- Data Cleaning
- Data Analysis
- Data Collection & Research
- Variance Analysis
- Financial Modeling
- Financial and operational reporting
- Microsoft Excel
- Excel Functions
Leadership Experience
- Implemented new procedures and technologies that improved efficiency and streamlined operations.
- Led a team of 15 representatives and monitored all associate issues and recommended resolutions.
- Provided excel training to enhance team members skills.
References
Available upon request.
Timeline
Data Analyst & Account Resolution Specialist
Nation Safe Drivers
03.2022 - Current
Accounts Receivable Resolution Specialist
Centah Home Improvement
08.2019 - 03.2022
B.A - Finance
Florida International University
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