Data Analyst
CurrentManaged six distinct data sets across departments, including Sales, Compliance, Resolution, Bookkeeping, Client Documentation, and Tax Preparation.Generated and analyzed daily, weekly, and monthly reports to identify document requirements and ensure timely collection of essential data.Stewarded multiple client accounts, collaborating with sales agents to align client needs with the best-suited agents, optimizing client satisfaction.Effectively communicated data insights across siloed departments, streamlining processes and internal collaboration.