Sofia Ricardo Email & Phone Number

Solihull, England, United Kingdom

• Production of regular reporting solutions which supports the organisation's activities, including the operational strategies.• Design and develop automated solutions/systems to assist the business in its operation, using Power BI, Excel and the Microsoft SQL Server suite of products.• Design and build Power BI data models. Use data engineering skills to transform and prepare data for use within the models.• Provide recommendations to the business based on the results of the analysis undertaken.

Coventry, England, United Kingdom

• Create solutions that will include components of systems development, process improvement, organizational change, or strategic planning.• Present design solution and facilitate conflict resolution by making recommendations for process improvements.• Identify, define and develop data sets from across the business / organisation.• Support wider finance teams with advanced technical reporting solutions.

United Kingdom

• Identify, collate and consolidate appropriate data sets across the business / organisation, which would be utilized for detailed profitability analysis.• Develop a range of analysis view that can be set up as dynamic reports for senior stakeholders. i.e. variance, statistic and financial analysis.• Analyse the data in detail to highlight key trends, financial implications and commercial impacts that can be utilized by different parts of the business. • Provide clear view of the insight identified to relevant finance BP’s form the area to support the messaging.

Reino Unido

• Production of management information reports to external customers.• Completion of Month End Timetable.• Review contract performance.

Coventry, United Kingdom

- Co-ordination of timesheet entry and approval for various workers.- Calculating payroll from timesheets and general payroll administration.- Ensure production and update reports.- Processing and coding invoices from various locations for payment.- Supplier statement reconciliations.

Lisbon Area, Portugal

-Manage customer insurance companies, including the presentation and negotiation of products.-Manage and ensure the implementation of the products in all areas such as operational, IT and financial.-Formulation of proposals for approval by the finance department of the company.-Setting up the operating and business plan.-Providing operational and financial metric reports in line with KPIs.

Lisbon Area, Portugal

-Managing Auto loans and Insurance products with business partners, including the monitoring of commercial relationship, training, providing sales support and preparation and analyzing of financial and business results.-Responsibility for acquiring new customers.

Lisbon Area, Portugal

-Managing Auto, Personal and Mortgage Loans, with business partners and end customers by monitoring the relationship, negotiation, training and providing business support in product sales.-Consolidating and managing the business relationship with the new brokers. Exchange business partners and Decisões e Soluções under the auto and personal loans and Mortgage.-Responsibility by selling and negotiating the auto loans to the end customer.-Producing metrics reports of all business and interpreting results and trends, then presenting the information to senior managers.

Lisbon Area, Portugal

-Managing Auto, Personal and Mortgage Loans, with business partners and end customers by monitoring the relationship, negotiation, training and providing business support in product sales.-Consolidating and managing the business relationship with the new brokers. Exchange business partners and Decisões e Soluções under the auto and personal loans and Mortgage.-Responsibility by selling and negotiating the auto loans to the end customer.-Producing metrics reports of all business and interpreting results and trends, then presenting the information to senior managers.

Lisbon Area, Portugal

-Management of the company's incentive program for auto dealers, including premium calculation, supplier management and controlling costs.-Selling and negotiating automobile loans to the end customer pinpointing the exact way in which a product or service will meet their precise needs.-Marketing & CRM Campaign Management for the end customer, including the development and management of the database in Access environment and sending the communication to the customer. Responsible for controlling all telemarketing campaigns including the development of scripts, training of operators, call monitoring and develop dashboards results.

Lisbon Area, Portugal

-Responsibility for implementing the new computer system at the Department of Protocol, Ministry of Foreign Business and provide all inputs of information and system tests.-Provide the formation for the team.

Certification, Specialization Course In Banking

As a complement to my academic training, currently attending a specialization course in banking at ISLA

Bachelor’S Degree, Business Management

Frequency, It And Business Management

Frequency of Degree of IT and Business Management