Chris Valdez
Waltham
Summary
Developed strong analytical and problem-solving skills in fast-paced financial environment. Expertise in tax compliance, data analysis, and financial reporting, facilitating smooth transitions across various tasks. Looking to leverage these transferable skills to excel in new field and deliver impactful results.
Overview
2
2
years of professional experience
Work History
Tax Analyst
S&P Global
03.2024 - Current
- Served as the primary point of contact for high-net-worth investors and Private Equity clients, providing proactive communication and timely updates on tax and financial matters.
- Reviewed and coordinated preparation of complex tax documents, ensuring accuracy, regulatory compliance, and clarity for investors.
- Resolved investor inquiries and tax-related issues, leveraging technical knowledge to provide accurate guidance and solutions.
- Streamlined investor communications and reporting processes, improving efficiency and enhancing client satisfaction.
Commercial Analyst
Sobi, Inc
05.2024 - 08.2024
- Performed comprehensive market research to identify evolving customer needs and recommend strategies that enhanced product positioning and market fit.
- Analyzed sales data to uncover trends, patterns, and growth opportunities, directly supporting strategic decision-making and improved business performance.
- Built and maintained dynamic Tableau dashboards that provided leadership with real-time visibility into key sales metrics, targets, and performance outcomes.
- Produced ad-hoc financial and analytical reports for senior management, including product profitability, regional sales performance, and customer segmentation insights.
- Conducted in-depth research on the pharmaceutical market, evaluating industry trends, competitor activities, and regulatory developments to guide strategic planning and growth initiatives.
Business Development Representative
Universal Finance Corp. of Reading, Massachusetts
12.2023 - 01.2024
- Proactively identified and researched potential prospects through cold outreach, referrals, and industry events, generating a consistent pipeline of high-quality leads for the sales team.
- Acted as the initial point of contact for potential customers, engaging in conversations to qualify leads, address inquiries, and guide prospects through the early stages of the sales process.
- Actively promoted and presented a range of the company’s services to potential customers, highlighting key features and benefits to align solutions with their specific needs and drive interest.
- Managed all stages of the sales cycle, from prospecting and lead generation to closing deals, ensuring a seamless process and consistent achievement of sales targets.
Education
Bachelor of Science - Finance
University of Massachusetts, Lowell
Lowell, MA12-2023
Skills
- Critical thinking capacity
- Verbal and written communication
- Teamwork orientation
- Regulations and compliance
- Industry trends
- Business strategy
- Data interpretation
- Tableau server
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Commercial Analyst
Sobi, Inc
05.2024 - 08.2024
Tax Analyst
S&P Global
03.2024 - Current
Business Development Representative
Universal Finance Corp. of Reading, Massachusetts
12.2023 - 01.2024
Bachelor of Science - Finance
University of Massachusetts, Lowell