Microsoft Excel

Dependable and adaptable analyst with expertise in preparing and analyzing financial statements, calculating financial ratios and evaluating organizational performance. Proficient in Microsoft Word, Excel and PowerPoint as well as Google Drive/Analytics, Salesforce, Tableau, Python, R-Studio, SQL and Microsoft Access/ Power BI. Fluent in written and spoken English and Spanish as well as advanced in French.
· Promote, refer and outbound calls to clients to banking promos and offers
· Open personal accounts, add beneficiaries, POA and signers
· Open safe deposits, Credit Cards, banking packages, wire transfers, foreign currency
Financial modeling
Investments
Accounting skills
Data evaluation
Data analysis
Strategic planning
Cost reduction
Tax filing
Project Management
Financial Management
Cash flow management
Microsoft Excel
Microsoft Office
Tableau
R-Studio
Python
Google Analytics
SQL
Salesforce
Microsoft Access/ Power BI
Associate Certified Analytics Professional
Google Analytics Professional
Associate Certified Analytics Professional
Series 6
Series 63
NYS Life, Accident, and Health License