Functional Skills

Business Planning
Market Research
Data Modeling
Data Visualization / Reports
Training and Coaching

Software Skills

Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word
Outlook
PowerBI
Quickbooks

Sector Experience

Business Services
Financial Services
Technology

Languages

English
Portuguese
Spanish
German

Experience

CLIMB Fund Finance
Portfolio Manager
1/2021 - Present
Services entire loan portfolio (over 200 commercial loans).
Recommends loan workouts and restructurings to the executive team and directors.
Assesses portfolio risk and quality.
Reviews credit analyses, commitment letters, promissory notes, and other documents.

2ND CHAIR CREATIVE LLC Management Consulting
Independent Consultant
7/2021 - Present
Identifies deficiencies and bottlenecks in the origination and loan servicing processes, recommends and implements new technology and systems to satisfy such deficiencies.
Manages the loan management software and acts as a liaison between client and vendor.
Leverages tools like Power BI to improve and automate reporting capabilities and assist with strategic decisions.

Benefitfocus.com Data Science / Analytics
Data Analyst
9/2020 - 1/2021
Performed triage, root cause analysis, and audits to data issues found during validation of daily and weekly files submitted by 150 groups consisting of almost one hundred thousand individuals.
Prioritized daily tasks to ensure on-time delivery of time-sensitive files.
Coordinated the flow of information across coworkers, vendors, and clients.

GEFF USA CORP Sales
Area Manager
5/2019 - 2/2020
Managed all sales and business development for a Spanish company in America.
Led efforts as a one-man team to expand to 10 states.