Fernanda Garcia
Canoga Park
Summary
Efficient and detail-oriented professional with expertise in data analysis, claims reconciliation, and workflow optimization. Recognized for improving operational accuracy and collaborating with cross-functional teams to drive measurable performance outcomes. Skilled at identifying process inefficiencies and implementing solutions that enhance compliance, reduce costs, and support organizational transformation. Adept at leveraging digital tools and reporting frameworks to enable data-driven decision-making and long-term business performance.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Prudential Financial
Thousand Oaks
11.2023 - Current
- Analyzed Tableau-generated data reports and reconciled against administrative office claim records, identifying discrepancies such as duplicates and missing cases to ensure data accuracy.
- Improved operational efficiency and prevented financial loss by recognizing a CRM workflow issue that delayed claim follow-ups and escalating it to management for resolution.
- Reviewed 30+ claims daily, consistently exceeding productivity targets by 15%
Operations Coordinator
Sunnycrest Management
Beverly Hills
01.2023 - 09.2023
- Assisted in managing vendor relationships and contract negotiations.
- Coordinated and managed project tasks to ensure project delivery within established budgets and timelines.
- Organized meetings and prepared agendas for project discussions.
- Evaluated existing operational systems and procedures.
Education
Bachelor of Science - Systems And Operations Management
California State University, Northridge
Northridge, CA05-2022
Skills
- Data Analysis
- Problem-Solving
- Project Management
- Customer Service
- Financial Services
- CRM Management (Salesforce)
Languages
Spanish
Native/ Bilingual
Timeline
Financial Services Representative
Prudential Financial
11.2023 - Current
Operations Coordinator
Sunnycrest Management
01.2023 - 09.2023
Bachelor of Science - Systems And Operations Management
California State University, Northridge
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