Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Accomplishments
Software
Generic

Dexter Peralta

Vallejo,CA

Summary

To obtain a position that will offer opportunities and that challenges and utilizes my skills and abilities. As a team player, I enjoy a fast-paced, motivated atmosphere to which I can contribute my ambitions, knowledge, energy, and dedication. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Data Analyst position. Ready to help team achieve company goals.

Overview

29
29
years of professional experience

Work History

COVID-19 Support Specialist / Data Gathering for Data Analyzation

Tuell and Associates (Contra Costa County Risk Management Department)
Martinez
11.2021 - Current
  • Monitor new COVID-19 cases reported from county departments
  • Risk Management Data Analysis of COVID-19 cases such as monthly case count, vaccination status, booster status, hospitalizations, and other COVID-19 related information
  • Determine outbreak for AB685 and SB1159
  • Send out outbreak notifications
  • Send out alerts to departments notifying employees of possible contact with co-worker who tested positive and to follow protocol when employee tested positive
  • Obtain unit / department location highest number of attendances using badge reader to extract data
  • Data gathering & transformation
  • Data presentation / Data Analysis charts, graphs COVID-19 data
  • Data presentation / Data Analysis CalOSHA cases, Liability Claims, Cyber Claims, Compliance Training, Equal Employment Opportunity, and Loss Data
  • Update Risk Department Organizational Chart
  • Helping loss control department on data analyzation.

Business System Analyst

George Hills Company
Sacramento, CA
09.2018 - 10.2020
  • Oversee tickets to trouble shoot issues on George Hills claim data system, SIMS / ClaimsXpress
  • Set up new users in SIMS for GHC employees and clients with specific roles / restrictions based on title, company, and accounts
  • Set up new accounts in the system, client information entry, bank account setup for settlement checks and tested data for conversion
  • Maintenance of data system: updated tables, set up of SIR and Deductibles, adding fields in the system to capture information necessary for clients' business analysis
  • Set up system business rules for employee efficiency to report accurate data and in timely manner
  • Learned application for data update of GHC claim data system
  • Tested to ensure that it properly works prior to deploying update for employee and client use
  • Created system manual for employees and clients guide and reference
  • Run loss run reports for clients, brokers and managers for data and financial analysis
  • Designed report template SIMS/ClaimsXpress.

Report Specialist & Billing Analyst

Carl Warren & Company
Concord, CA
09.2016 - 08.2018
  • Run and created reports or loss run for clients, brokers and for managers for data and financial analysis
  • Developed queries to extract data for clients, broker and for CW Managers
  • Designed and executed automated procedures interfacing with systems to report business analytics
  • Tested reports created and used problem solving skills to determine problems' root cause
  • Designed report templates in MicroStrategy
  • Enhance reports in Excel format
  • Set up subscription reports
  • Created reports and diaries for adjusters' efficiency and work progress
  • Reviewed data in C2 Occurrence to MicroStrategy system for reporting and ensure accuracy
  • Oversee reports and deliverables
  • Created billing reports complying with administrative invoicing
  • Billed & tracked complicated client billing fees.
  • Developed customized reports for various stakeholders, addressing unique requirements and needs.
  • Provided training to team members on report creation tools and techniques, improving overall skillsets within the department.
  • Ensured compliance with company policies and relevant regulations throughout the entire reporting process.
  • Created templates for commonly used reports, expediting report preparation processes while maintaining high-quality standards.
  • Managed multiple concurrent projects ensuring timely completion without compromising on quality or accuracy.
  • Optimized reporting systems by implementing automation techniques where appropriate, reducing manual workload and increasing efficiency.
  • Implemented quality control measures to ensure accurate and reliable reports were produced consistently.
  • Enhanced report accuracy by standardizing data collection and analysis methods.
  • Utilized specialized software to capture and process data.
  • Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
  • Streamlined report generation process for increased efficiency and timely delivery.
  • Organized and detail-oriented with a strong work ethic.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Self-motivated, with a strong sense of personal responsibility.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Learned and adapted quickly to new technology and software applications.
  • Passionate about learning and committed to continual improvement.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers.
  • Designed and produced reports to highlight and explain collection issues and balances due, working with clients and attorneys simultaneously.
  • Generated monthly billing and posting reports for management review.
  • Used data entry skills to accurately document and input statements.
  • Audited and corrected billing and posting documents for accuracy.
  • Utilized various software programs to process customer payments.
  • Monitored outstanding invoices and performed collections duties.
  • Monitored customer accounts to identify and rectify billing issues.
  • Trained new team members on internal billing procedures, fostering a collaborative work environment for continuous improvement.
  • Maintained strict confidentiality with all personal data as per company guidelines.
  • Functioned as key point of contact for billing data integrity matters for clients, vendors and various internal departments.
  • Developed and maintained billing procedures to make timely payments.
  • Created improved filing system to maintain secure client data.
  • Researched and resolved billing discrepancies to enable accurate billing.
  • Analyzed payment information and applied changes correct customer accounts.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
  • Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
  • Evaluated aging reports to identify members to be included in monthly outbound collection calls.
  • Processed and verified invoices to secure accuracy of billing information.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Assisted in the implementation of new billing software platforms, contributing to seamless transitions while minimizing downtime or user errors during adoption periods.
  • Leveraged advanced Excel skills to create complex billing spreadsheets, enhancing data accuracy and improving overall efficiency in invoice preparation.
  • Generated monthly invoices for customers in multiple formats to provide transparency.
  • Worked effectively in fast-paced environments.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Support Leader

Carl Warren & Company
Concord, CA
12.2006 - 09.2016
  • Supervised 10 employee-owners to provide 'clerical' support by supplying data input, word processing, reception activities, report preparation, forms processing, payment processing, reserve changes, vendor maintenance, mailroom functions, transcribing, filing, indexing, photocopying and similar services
  • Hires, trains, and develops support specialist to meet needs of the business
  • Administers performance reviews and approves all PTO time for support specialist
  • Developed administrative 'best practices' workflows, procedures and corrective actions; and supports implementation in solving complex procedural and workflow problems utilizing continuous improvement methodologies and coordinating from a variety of resources (clients, CRMs, process leaders, etc.)
  • Provides oversight of daily workflow and redistributes work assignments as necessary to ensure timely and accurate processing
  • Assists in performing support functions as necessary
  • Various workload from letter distribution, accounting, hardware & software support, report analysis, special projects, general office management to supervision of support staff
  • Set up new account and contracts
  • Processed / Prepared monthly invoicing and accounting for majority of our accounts
  • Runs and created reports or lossruns for clients, broker, and for managers for data and financial analysis.
  • Handled and supervised various Center of Excellence teams to centralize support workflow
  • New claim set up - processing of new claims received
  • Loss run vendor - W9 data entry
  • Trust Deposits - trust account deposits
  • Storage - retrieval of files from outside storage vendor
  • Voids & Recoveries - check processing, stop pay, voids, refunds, and recoveries
  • Location Maintenance - data entry of loss run and billing location
  • Updated and maintained client Compass 2 data base.
  • Developed training materials to improve team performance and knowledge in key areas.
  • Led a team of support professionals, fostering a collaborative and supportive environment for success.
  • Offered assistance in implementing and developing training programs.
  • Monitored systems in operation and quickly troubleshot errors.
  • Generated reports to track performance and analyze trends.
  • Paid attention to detail while completing assignments.
  • Organized and detail-oriented with a strong work ethic.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked effectively in fast-paced environments.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Proven ability to learn quickly and adapt to new situations.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Passionate about learning and committed to continual improvement.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Self-motivated, with a strong sense of personal responsibility.

Support Specialist

Carl Warren & Company
Concord, CA
11.2005 - 12.2006
  • Administrative duties; filing, copying, mail processing, answering phones, fielding e-mails from clients and adjusters, setting up new claims, data entry, office supplies orders, and other administrative tasks
  • Center of Excellence for Reports - Send out reports for clients use & maintain subscriptions
  • Prepared client meetings and reviews reports and presentation
  • Processed monthly billing for couple different clients
  • Helped or worked on special projects as needed.
  • Generated reports to track performance and analyze trends.
  • Offered assistance in implementing and developing training programs.
  • Developed and implemented preventive maintenance procedures.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Developed and maintained courteous and effective working relationships.
  • Paid attention to detail while completing assignments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Organized and detail-oriented with a strong work ethic.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Passionate about learning and committed to continual improvement.
  • Gained extensive knowledge in data entry, analysis and reporting.

Office Manager

Cynergy Financial
Pleasant Hill, CA
08.2000 - 12.2003
  • Coordinated the process of placing life insurance between clients, insurance companies, and others involved
  • Life Insurance underwriting process; ordered APS, Exam, and Inspection reports
  • Processed agents' applications for business appointments and other licenses
  • Prepared & sent out monthly client services such as premium & Crummey notices
  • Prepared & sent out monthly billings and processed checks
  • Coordinated use of hiring tools using Kolbe & Profiles International
  • Responsible for compliance with NFP Securities, Inc for three registered representatives and assistant to OSJ Manager
  • Developed new systems and forms to increase office efficiency
  • Effectively managed daily operations including ordering supplies, maintaining files, handling incoming telephone requests (anticipating customers' needs), composing letters, distributing mail, preparing reports (ensuring confidentiality), and being responsible for weekly updates.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Maintained computer and physical filing systems.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Updated reports, managed accounts, and generated reports for company database.
  • Worked effectively in fast-paced environments.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Skilled at working independently and collaboratively in a team environment.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.

Administrative Assistant

Intermodal Transportation Services, Inc.
Concord, CA
02.1995 - 07.2000
  • IT - Maintained system upgrade and application programs necessary for employee efficiency
  • IT - Local office visit computer maintenance and troubleshooting
  • IT - Trouble shooting and installation of system hardware and software
  • Offered extensive human resources assistance
  • Kept track of office supplies and equipment
  • Assisted in monthly billing process and prepared weekly and monthly reports
  • Interviewed and supervised 10 off-lease schedulers
  • Answered serviced calls, scheduled appointments, and resolves issues and complaints involving lessee and leasing company.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Managed filing system, entered data and completed other clerical tasks.
  • Created and maintained databases to track and record customer data.
  • Executed record filing system to improve document organization and management.
  • Established administrative work procedures to track staff's daily tasks.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Performed research to collect and record industry data.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Self-motivated, with strong sense of personal responsibility.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Passionate about learning and committed to continual improvement.
  • Paid attention to detail while completing assignments.

Education

Associate of Arts - Data Analytics & Visualization

UC Berkeley Extension
Berkeley, CA
01.2021

Associate of Arts - Liberal Arts

Solano Community College
Suisun, CA
01.1995

Associate of Science - Computer Science

Solano Community College
Suisun, CA
01.1994

High School Diploma -

St. Paul High School
Manila, Philippines
01.1991

Skills

  • Microsoft Office proficiency
  • Report Preparation
  • Client Databases & Data Management
  • Data Analysis Competence
  • Analytical Thinking
  • Problem-Solving
  • Organized and detail-oriented
  • Attention to Detail
  • Clerical Support
  • Friendly, Positive Attitude
  • Troubleshooting
  • Task Prioritization
  • Compiling Data
  • Recordkeeping Skills
  • IT Ticket Documentation
  • Employee Computer Support
  • Tracking and Documentation
  • Friendly and Patient
  • Microsoft Windows and Office

Work Preference

Work Type

Full Time

Location Preference

Hybrid

Important To Me

Work-life balanceCareer advancementPaid sick leaveHealthcare benefits401k matchPaid time offTeam Building / Company RetreatsWork from home optionPersonal development programs

Timeline

COVID-19 Support Specialist / Data Gathering for Data Analyzation

Tuell and Associates (Contra Costa County Risk Management Department)
11.2021 - Current

Business System Analyst

George Hills Company
09.2018 - 10.2020

Report Specialist & Billing Analyst

Carl Warren & Company
09.2016 - 08.2018

Support Leader

Carl Warren & Company
12.2006 - 09.2016

Support Specialist

Carl Warren & Company
11.2005 - 12.2006

Office Manager

Cynergy Financial
08.2000 - 12.2003

Administrative Assistant

Intermodal Transportation Services, Inc.
02.1995 - 07.2000

Associate of Arts - Data Analytics & Visualization

UC Berkeley Extension

Associate of Arts - Liberal Arts

Solano Community College

Associate of Science - Computer Science

Solano Community College

High School Diploma -

St. Paul High School

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Software

Microsoft Office

PostgreSQL

Power Query

Dexter Peralta