Val de Oliveira
Panama City,FL
Summary
Dynamic financial analyst with a proven track record at Credit Union 1, excelling in financial modeling and data visualization using Power BI. Adept at translating complex data into actionable insights, fostering collaboration across teams, and driving strategic initiatives. Strong analytical skills complemented by effective communication abilities enhance decision-making processes.
Overview
20
20
years of professional experience
Work History
Financial Analyst
Credit union 1
04.2021 - Current
- Analyzed financial and loan data to identify trends for informed decision-making.
- Assisted in creating detailed financial performance reports for management review.
- Collaborated to develop budgetary strategies and analyze monthly balance sheets, cash flow, and income statements for improved financial oversight.
- Supported management by preparing timely reports for board meetings.
- Partnered with management to establish and track key financial performance indicators (KPIs) that guided operational and strategic initiatives.
- Prepared daily, weekly, and monthly executive reports on liquidity, delinquency, allowance, and loan originations to inform strategic financial decisions.
- Designed queries to retrieve and transform data for various teams in accessible formats.
- Developed executive-level dashboards using Power BI for enhanced data visualization.
IT Technical Writer
Credit union 1
08.2019 - 04.2021
- Developed comprehensive documentation for various projects, including how-to guides and instruction manuals, to facilitate user understanding.
- Translated complex technical information into easy-to-understand language.
- Collaborated with internal teams to gather detailed understanding of departmental requirements, enhancing documentation accuracy.
- Documented production processes for multiple software applications, ensuring clear specifications for stakeholders.
- Created templates for standardizing style across multiple documents.
Member Service Representative I & II
Credit union 1
06.2018 - 08.2019
HR Specialist
Credit union 1
01.2017 - 07.2017
HR Recruitment Specialist
Credit union 1
07.2015 - 01.2017
HR Admin Assistant
Credit union 1
02.2014 - 07.2015
Accountant I & II
Credit union 1
03.2008 - 02.2014
Member Service Representative
Credit union 1
04.2007 - 04.2008
Teller I & II
Credit union 1
06.2006 - 04.2007
Education
Google IT Automation with Python - Professional Certificate
Google
01.2019
Google Data Analytics - Professional Certificate
Google
01-2022
Technical Finance and Accounting Degree - Brazil
Skills
- Financial modeling
- Business analysis
- Power BI analytics
- Power BI integration
- Tableau visualization
- Tableau online sharing
- Data visualization
- SQL management
- SQL Server management
- Python programming
- VBA development
- Git version control
- GitHub collaboration
- Microsoft Office
- HTML/CSS design
- Visual Studio usage
- DAX
Closing Statement
Thank you for this opportunity, I look forward to hearing from you!
Timeline
Financial Analyst
Credit union 1
04.2021 - Current
IT Technical Writer
Credit union 1
08.2019 - 04.2021
Member Service Representative I & II
Credit union 1
06.2018 - 08.2019
HR Specialist
Credit union 1
01.2017 - 07.2017
HR Recruitment Specialist
Credit union 1
07.2015 - 01.2017
HR Admin Assistant
Credit union 1
02.2014 - 07.2015
Accountant I & II
Credit union 1
03.2008 - 02.2014
Member Service Representative
Credit union 1
04.2007 - 04.2008
Teller I & II
Credit union 1
06.2006 - 04.2007
Google IT Automation with Python - Professional Certificate
Google
Google Data Analytics - Professional Certificate
Google
Technical Finance and Accounting Degree - Brazil