About
Detail-oriented Data and Financial Analyst with 3+ years of progressive experience across financial market data, insurance process analysis, and CRM operations. Proven track record in data validation, quality assurance, and process improvement within financial services and commercial real estate. Skilled at maintaining high data integrity, identifying discrepancies, and translating complex datasets into accurate, actionable insights that support business decision-making.
Core Competencies
Experience
- Administered Salesforce CRM platform end-to-end, overseeing data accuracy, security protocols, and system performance to support brokerage operations and sales reporting workflows.
- Designed and facilitated Salesforce training programs for broker teams, driving CRM adoption and improving the consistency and reliability of sales pipeline data.
- Built and maintained CRM reports and dashboards, providing leadership with real-time, data-driven insights to guide business strategy and performance tracking.
- Identified and resolved data integrity issues within Salesforce, ensuring clean, validated records across all operational and client datasets.
- Managed high-volume executive communications and prepared comprehensive meeting documentation, agendas, and minutes for senior leadership.
- Coordinated complex travel and logistical arrangements, optimizing scheduling workflows and ensuring accuracy of all itinerary details.
- Maintained organized filing and records management systems, improving cross-departmental data accessibility and document retrieval efficiency.
- Conducted systematic quality control audits on insurance documentation, identifying discrepancies and ensuring data accuracy across operational records and client files.
- Reviewed and reconciled insurance records, resolving data inconsistencies and ensuring compliance with documentation standards.
- Analyzed operational workflows and recommended targeted process improvements, reducing error rates and enhancing overall documentation efficiency.
- Collected, validated, and processed financial market data from multiple global sources into team databases, maintaining strict data integrity and accuracy standards.
- Monitored and audited company financial market datasets, identifying and correcting discrepancies to ensure reliable data for analyst and client use.
- Supported data pipeline operations, contributing to the timely and accurate delivery of financial intelligence and market reporting products.
Automation
An end-to-end ticket routing automation built with n8n and Google Chat. Incoming messages are parsed, categorised, and automatically routed to the correct team board — then confirmed via Chat and Gmail. Click any node to learn what it does, or hit Run Flow to watch data move through the pipeline.