Summary
Overview
Work History
Education
Skills
Timeline
Generic

Naara Faria

Data Analyst
Porto

Summary

Multidisciplinary and multicultural background with experience in large multinational environment. Strong professional skills in financial data management, client onboarding and KYC processes. Solid understanding of financial systems, data flows, and operational procedures. Analytical and detail-oriented, with a track record of identifying data issues, improving workflows, and supporting clients with clear and effective communication. Comfortable working independently and collaborating across teams.

Overview

11
11
years of professional experience
2
2
Languages

Work History

Data Analyst

Concentrix
07.2023 - Current
  • Monitoring, analyzing, and updating key performance and risk indicators using Excel, SQL, and Power BI, enabling proactive decision-making and improved data coverage.
  • Performing reconciliation and quality checks on regulatory and fund documentation (EET, EMT, EPT, Solvency II, Openfunds), ensuring compliance, consistency, and data integrity.
  • Handling client instructions via CRM and enhancing data accuracy workflows to guarantee the timely dissemination of corporate actions information (prices, dividends, holdings) to vendors, including Bloomberg, Morningstar, FEFundinfo, Refinitiv-Reuters, Refinitiv-Lipper, and WM Daten.
  • Enhancing client request tracking through CRM tools, leading to a 20% improvement in resolution time, and higher client satisfaction.
  • Investigating root issues and collaborating with cross-functional teams to escalate and resolve data discrepancies.
  • Managing onboarding and KYC processes for over 80 asset managers and clients, providing efficient support throughout each stage, and ensuring compliance.
  • Communicating with stakeholders to align requirements, address issues, and improve data reporting practices.

Financial Reporting Analyst

Concentrix
03.2022 - 06.2023
  • Assisted in the implementation of new data software, leading to increased efficiency and reduced manual errors.
  • Streamlined financial analysis process by creating user-friendly templates for variance analysis and ad-hoc reporting requests.
  • Collaborated with IT department to enhance system functions, enabling more accurate reporting capabilities across the organization.
  • Created and maintained precise and accurate models, charts and reports.
  • Ensured compliance with GAAP and SEC regulations by diligently reviewing financial statements and disclosures.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring continuous improvement of financial reporting practices.
  • Conducted thorough reconciliations, identifying discrepancies, and resolving issues to ensure data integrity.
  • Generated comprehensive reports on portfolio performance and risk assessment.

Administrative Assistant

RF Participações
04.2017 - 04.2019
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.

Copywriter

Familie Publicidade
11.2016 - 03.2017
  • Researched industry trends and customer preferences to inform copywriting efforts.
  • Wrote advertising copy for online content, adhering to employers' overarching brand identity and personality.
  • Transformed complex information into easily digestible pieces tailored for specific audience segments using plain language principles.
  • Reviewed and edited final copy for accuracy and to correct grammar errors.
  • Developed short and long-term media outreach strategies in collaboration with cross-functional teams.
  • Ensured consistency in brand messaging across multiple channels by adhering to established style guides and tone standards.
  • Contributed to a positive brand image by developing compelling storytelling elements for promotional videos and commercials.

Content Marketing Specialist

FastCom
04.2014 - 01.2016
  • Conducted keyword research to optimize copywriting for SEO purposes and improve organic search visibility.
  • Developed a comprehensive editorial calendar to streamline content creation and publication processes.
  • Refined target personas by conducting market research analysis, ensuring tailored messaging across all communication platforms.
  • Coordinated webinars, podcasts, and other multimedia initiatives to expand the brand''s online presence.
  • Analyzed performance metrics to identify opportunities for content optimization and increased reach.
  • Increased audience engagement by creating and implementing innovative content marketing strategies.
  • Implemented A/B testing methods to refine messaging, design elements, and distribution channels for maximum impact.
  • Mentored junior team members by sharing best practices, providing constructive feedback on their work, and fostering an environment conducive to growth.
  • Wrote long-form articles, blog posts, and whitepapers that showcased thought leadership in the industry.
  • Led brainstorming sessions with team members for generating fresh ideas while maintaining a cohesive brand voice.
  • Generated reports to support development and implementation of marketing plans.
  • Managed campaigns for various clients that consistently exceeded sales goals.
  • Tracked key performance indicators to measure success of campaigns.
  • Created an email marketing campaign using HubSpot and automated emails.

Education

Master of Science - Journalism

Universidade Do Porto
Porto
04.2001 -

Bachelor of Science - Public Relations

Universidade Federal Do Paraná
Brazil
04.2001 -

Skills

Data analysis

Timeline

Data Analyst

Concentrix
07.2023 - Current

Financial Reporting Analyst

Concentrix
03.2022 - 06.2023

Administrative Assistant

RF Participações
04.2017 - 04.2019

Copywriter

Familie Publicidade
11.2016 - 03.2017

Content Marketing Specialist

FastCom
04.2014 - 01.2016

Master of Science - Journalism

Universidade Do Porto
04.2001 -

Bachelor of Science - Public Relations

Universidade Federal Do Paraná
04.2001 -

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Naara FariaData Analyst