Juan Carlos Solano Cruz

Data Analysis & Reporting: Developed detailed analytical reports, automated workflows, and created data visualizations to translate complex data into actionable insights for strategic decision-making. Utilized data analysis tools like SQL, Python, and Excel to extract, clean, and analyze data efficiently. Leveraged data visualization tools such as Power BI, Google Charts, Tableau, and Excel to create clear and impactful reports for stakeholders.

Invoice Reconciliation Analysis: Managed invoicing, daily Excel reports, and utilized advanced Excel features, such as complex formulas and data manipulation, to automate and optimize the reconciliation process. Identified and reconciled discrepant invoices, ensuring accurate financial reporting and data-driven invoice tracking. Handled Google Payment Center, IPS, Prisma, and Jira queries for invoice tracking and management.

Analysis & Reporting with Dashboards: Proficient in creating and maintaining dashboards in Salesforce, NetSuite, Data Studio, and Power BI to track KPIs and provide real-time insights for improved decision-making.

Database Management: Led ongoing database maintenance, management, and cleansing initiatives, ensuring data accuracy and relevancy for successful marketing campaigns and operational effectiveness.

Sales Process Design & Optimization: Designed and implemented new sales processes to improve efficiency, reporting, and tracking of sales pipeline metrics, contributing to overall business growth.

Content & Email Marketing: Developed communication objectives, crafted compelling content, and leveraged email automation tools to build, send, and track consumer-facing emails, newsletters, and other marketing communications.

Collaborative Campaigns: Worked closely with the Growth Marketing team to drive digital lead generation campaigns aligned with broader marketing goals, ensuring consistent messaging and impactful results.

Performance Analytics: Tracked, analyzed, and presented comprehensive campaign results using data analytics, demonstrating the direct impact of marketing efforts on the organization’s strategic goals.

Lead Qualification Criteria: Established and refined lead qualification criteria, ensuring that only high-potential leads entered the sales funnel, optimizing conversion rates and sales outcomes.

Data-Driven Decision Making: Used data analysis to inform and drive strategic decisions, optimizing marketing efforts and improving organizational efficiency.

Process Improvement through Data Analysis: Applied Excel Macros, SQL queries, and Python scripts to automate tasks and improve reporting accuracy and efficiency, significantly reducing manual work and enhancing operational performance.

Cross-functional Collaboration & Stakeholder Communication: Built collaborative and trust-based relationships with internal teams, vendors, and external stakeholders to improve data accuracy, resolve discrepancies, and ensure timely processing of payments and financial reports.

Team Training & Development: Trained multiple team members on data analysis techniques, reporting tools, and process optimization strategies, enhancing overall team performance and knowledge-sharing.

This version includes the additional tools and systems you mentioned for invoice reconciliation.

Fraud Investigation & Resolution: Investigated and resolved fraudulent activity affecting cardholders' accounts, including charges/payments and financial transactions. Identified alternatives to reconcile customer needs with the company's objectives.

Customer Satisfaction Management: Provided the highest level of customer satisfaction during periods of extreme customer frustration and concern, managing communications via phone calls or email.

Detail-Oriented Analysis: Determined the legitimacy of transactions, taking accountability for the entire process from receipt of claim to resolution and closure, adhering to all compliance guidelines.

Time Management & Organization: Prioritized requests based on urgency in a fast-paced work environment, efficiently managing time to meet deadlines.

Data Analysis & Documentation Review: Utilized data analysis, interviews, and review of financial documentation to substantiate the accuracy, completeness, and appropriateness of billing and service documentation.

New Hire Training: Trained new hires in various aspects, including developing communication skills, handling difficult customers, and educating employees on the use of call center software systems required to assist clients and partners.

Security Access & Data Processing Proficiency: Proficient with several different security access system applications and data processing software, ensuring secure and efficient handling of sensitive information.

Customer Interaction & Information: Managed customer interactions by telephone, providing information about products, processed orders, and resolving customer concerns in a timely and effective manner.

Inquiry & Complaint Resolution: Handled customer inquiries, complaints, billing questions, and payment extension/service requests, ensuring a comprehensive and prompt response to all issues.

De-escalation & Trust Repair: Assisted in calming angry callers, repairing trust, and identifying resources to resolve issues, working to find the best solutions to customer complaints.

Record Keeping & Follow-up: Maintained accurate and timely records of customer communications and transactions, ensuring follow-up actions were completed to resolve customer concerns and improve satisfaction.