Financier with over 3 years of experience in the financial and insurance sector, Specialising in data analytics.
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Quality AnalystInstituto Nacional De Seguros Oct 2020 - May 2024Costa Rica-Analyze and profile the customer database in CRM in order to findopportunities to increase sales and/or new product placement.-Conduct financial evolutions and present business cases.-Proficient in MS Office, Power BI, SPSS and other data analysis tools.-Identify new opportunities for the department to target new products,uncover new targets and segments.-Provide timely analysis of upcoming seasonal peaks in demand toidentify programs/targets/products that can maximize businessimpact. -
Service ExecutiveBac Credomatic May 2019 - Jun 2020San José, Costa Rica-Developed and executed tailored financial solutions for clients, increasing the bank's market presence and profitability.-Successfully navigate regulatory challenges, ensuring compliance with industry standards and securing the banks reputation as a trusted financial institute.-Forge and maintain key client relationships.-Streamlined processes to enhance customer service. -
Accounting Assistant (Internship)Ministerio De Hacienda Oct 2017 - Jun 2018San Jose Costa Rica-Reconcile invoices and identify discrepancies-Create and update expense reports-Process reimbursement forms-Enter financial transactions into internal databasesCheck spreadsheets for accuracy.-Maintain digital and physical financial records (D-101, D-104 etc).
Daniel Jarquin Education Details
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Computer Engineering -
Finance And Banking -
Bachelor Of Business Administration - Bba
Frequently Asked Questions about Daniel Jarquin
What is Daniel Jarquin's role at the current company?
Daniel Jarquin's current role is Business and Financial Administrator.
What schools did Daniel Jarquin attend?
Daniel Jarquin attended Universidad Estatal A Distancia De Costa Rica, Universidad Fidélitas, Universidad Fidélitas.
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Daniel Jarquin
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Daniel Jarquin
Costa Rica
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