RICARDO MUNOZ
Santa Ana,CA
Summary
Dynamic Business Administration graduate specializing in Finance, equipped with robust data analysis and financial reporting expertise, including advanced proficiency in Microsoft Excel. Proven track record of developing impactful dashboards and KPIs that drive performance in fast-paced environments. Strong analytical, organizational, and communication skills complemented by a solid leadership background, facilitating the delivery of precise financial insights and exceptional client service. Committed to leveraging strengths to propel strategic decision-making and support organizational growth.
Overview
3
3
years of professional experience
Work History
Sales Data Analysis
24 Hour Fitness
08.2022 - Current
- Used historical sales data to identify peak sales periods and performance gaps, increasing location-level sales efficiency
- Built visual dashboards in Excel to support leadership in decision-making
Sales and Service Manager
24 Hour Fitness
08.2022 - Current
- Analyzed monthly sales performance using Microsoft Excel dashboards with pivot tables and VLOOKUP to forecast trends and support financial insights relevant to client reporting
- Directed a team of sales associates to exceed membership targets by strategically aligning performance metrics, showcasing strong organizational and analytical skills
- Enhanced operational processes by integrating customer feedback into service improvement plans, thereby driving improved service delivery scores
- Developed comprehensive KPI reports for upper management that visualized financial trends and guided strategic staffing decisions, reflecting advanced Excel proficiency
- Mentored new staff members to promote a culture of continuous learning and excellence in detail-oriented financial analysis and reporting
Customer Feedback Insights
24 Hour Fitness
08.2022 - Current
- Analyzed member feedback to uncover service issues and propose training updates
- Increased satisfaction by 10%
IPO Pricing and Valuation Project
California State University, Fullerton
08.2024 - 12.2024
- Conducted an in-depth IPO pricing and valuation analysis during senior year finance coursework
- Used Excel to calculate key metrics including P/E ratio, market capitalization, and book value per share
- Performed comparative analysis with peer firms to assess valuation accuracy and investment potential
- Presented findings in a written report and class presentation, demonstrating ability to translate complex financial data into clear strategic insights
HVAC Specialist
Drain Right
01.2023 - 07.2024
- Provided client support by tracking service activities and customer inquiries, organizing data effectively to inform financial analysis
- Assisted in preparing invoices, inventory reports, and scheduling tools using UKG, demonstrating meticulous attention to detail
- Contributed to the informal analysis of service demand trends to refine promotional timing and support data-driven decision making
Education
Bachelor of Arts - Business Administration - Finance
California State University
Fullerton, CA01.2024
Associates degree - Business Administration
Santiago Canyon College
Orange, CA01.2021
Skills
- Customer relationship management
- Data analysis in Excel
- Business intelligence analysis
- Experienced in creating PowerPoint presentations
- Experienced in document creation using Microsoft Word
- Salesforce platform expertise
- Tableau analytics proficiency
- Excel VLOOKUP expertise
- Experience with pivot table functionality
LANGUAGES
English - Native
Spanish - Proficient
Timeline
IPO Pricing and Valuation Project
California State University, Fullerton
08.2024 - 12.2024
HVAC Specialist
Drain Right
01.2023 - 07.2024
Customer Feedback Insights
24 Hour Fitness
08.2022 - Current
Sales Data Analysis
24 Hour Fitness
08.2022 - Current
Sales and Service Manager
24 Hour Fitness
08.2022 - Current
Bachelor of Arts - Business Administration - Finance
California State University
Associates degree - Business Administration
Santiago Canyon College
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