Data Analyst · Financial Operations

Financial Insight,
Backed by Data.

I turn financial complexity into clear, data-driven decisions — combining accounting precision with the analytical tools to back it up. Based in Miami and actively seeking my next opportunity.

View Projects Resume
👤
About Me

The story behind the data.

My path into data analytics didn't start with a keyboard — it started with bank statements. Years of reviewing thousands of financial records, reconciling discrepancies, and spotting patterns that others missed taught me something important: the numbers always tell a story. I just had to learn the right tools to tell it better.

With a Bachelor's in Economics from Florida International University and hands-on experience across financial services, healthcare, and operations, I've built a foundation that's equal parts business sense and technical skill. Today I channel that into data analytics — building projects in SQL, Excel, and Tableau that reflect how I think: methodically, curiously, and always with the bigger picture in mind.

Resume

Skills, Experience & Education

Data & Analytics
SQL / MySQLMicrosoft ExcelTableau Data Cleaning & ValidationData Visualization PivotTables & VLOOKUPDatabase ManagementTrend Analysis
Accounting & Financial Operations
Financial Record ManagementInvoice Processing & Payment Tracking Bank Statement AnalysisAccounts Payable / Receivable Document Review & ComplianceFinancial Reporting Support ReconciliationData Accuracy & QC
Experience
Funding Specialist· Whetstone Holdings
2022 – Present
  • Analyzed 1,000+ bank statements monthly to assess financial health using metrics like daily balances, NSF frequency, and deposit patterns.
  • Improved credit assessment accuracy by 20% through detailed due diligence and data verification.
  • Reduced approval times by streamlining application audits with a 98% accuracy rate.
  • Trained junior team members, increasing team efficiency and accuracy by 10%.
Data Entry Specialist· Grove Cleaners
2019 – 2022
  • Processed 150+ daily transactions with 95% accuracy, reducing delivery delays and data errors.
  • Maintained and updated customer database systems to improve logistics and scheduling.
  • Reconciled invoices to streamline cash flow and minimize billing discrepancies.
Unit Clerk· Larkin Community Hospital
2015 – 2017
  • Managed electronic health records (EHR), ensuring 100% compliance and data accuracy.
  • Entered patient admissions, discharges, and transfers in real-time.
  • Coordinated medical orders and patient procedures for efficient care delivery.
Education
Bachelor of Arts in Economics· Florida International University
Associate in Arts· Miami Dade College
Projects

My Work

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Next Project — Coming Soon

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🗄️Chocolate Sales — SQL AnalysisMySQL Workbench

Multi-table relational analysis of 2023–2024 chocolate sales data across 4 joined tables. 12 structured queries uncovering revenue drivers, store performance, loyalty behavior, discount impact, and seasonal trends.

chocolate_sales_analysis.sql — MySQL Workbench 4 TABLES · 12 QUERIES · 2023–2024
📋 Analysis Overview 2023–2024

Analyzed transaction-level chocolate sales data using a multi-table relational structure to identify key drivers of revenue, evaluate product and store performance, and assess customer purchasing behavior.

Key Insights
1Revenue is highly concentrated among a small group of top-performing products, indicating a strong dependency on key items.
2Significant variation in store performance suggests that location and store-level factors play a critical role in overall sales outcomes.
3Profitability analysis reveals that top-selling products are not always the most profitable, emphasizing the importance of margin optimization.
4Certain product categories consistently outperform others, highlighting opportunities for targeted product and inventory strategy.
5Sales trends fluctuate over time, suggesting the presence of seasonality and the need for time-based planning.
6Loyalty program members demonstrate higher average spending, indicating that customer retention initiatives can drive increased revenue.
7Sales performance varies across cities and store types, underscoring the impact of geographic and operational differences.
8Discounting increases sales volume but does not consistently improve total revenue, suggesting the need for more strategic pricing decisions.
9Variability across customer segments highlights opportunities for more targeted marketing and segmentation strategies.
Conclusion: This analysis identifies key revenue drivers across products, locations, and customer segments, supporting data-driven decision-making in product strategy, customer retention, and pricing optimization.
-- SQL Queries Used in This Analysis
📈Chocolate Sales AnalysisTableau

Interactive Sales Performance Dashboard analyzing 2023–2024 chocolate sales across $25M revenue, 1M orders, and 3M units sold. Includes monthly trends, category breakdowns, top products by revenue, and profitability analysis.

Chocolate_Dashboard by Adrian De La Rosa

Sales Performance Dashboard

Month, Year 
Total Revenue
$25M
Total Orders
1M
Total Units Sold
3M
Total Profit
$10M
Profit Margin
40%
Monthly Revenue Trend
$1,200,000$1,050,000$900,000
20232024
JanMarMayJulSepNovJanMarMayJulSepNov
⬛ View on Tableau Public Due to Tableau & browser restrictions, interactive embedding is unavailable — click to explore the full dashboard
📊Cafe Sales DashboardMicrosoft Excel

Cleaned raw transactional cafe sales data and built a fully interactive dashboard with dynamic slicers for payment method, location, and item. Visualizes KPIs, revenue trends, product performance, and customer behavior across 3,265 transactions.

Cafe Sales Dashboard
Payment Method
All
Cash
Credit Card
Digital Wallet
Location
All
In-store
Takeaway
Item (multi-select)
All
Salad
Sandwich
Smoothie
Coffee
Cake
Juice
Cookie
Tea
Total Revenue
$29,246
Transactions
3,265
Avg Ticket
$8.96
Avg Items / Txn
3.03
Top Revenue by Product
Top Quantity by Product
Monthly Revenue Trend
Location
Payment Method
Contact

Let's Connect

I'm actively seeking data analyst and financial operations opportunities. Whether you have a role, a question, or just want to connect — I'd love to hear from you.

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