Overview
Work History
Education
Skills
Certification
Languages
Timeline

José Lopera

Richardson,ACT

Overview

35
35
years of professional experience
1
1
Certification

Work History

Data Analyst

Australian Taxation Office
01.2016 - Current
  • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
  • Developed and implemented data governance policies and procedures.
  • Created dashboards to monitor and track key performance indicators.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Utilized data visualization tools to effectively communicate business insights.
  • Identified patterns and trends in large data sets and provided actionable insights.
  • Updated and developed scripts and queries to extract and analyze data from multiple sources.
  • Participated in requirements meetings to understand business needs.
  • Trained junior analysts on best practices, improving overall team performance and productivity.
  • Assisted with creating data cubes and OLAP models to improve data analysis.
  • Developed customized reports, summarizing and presenting data in visually appealing format.
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Excellent communication skills, both verbal and written.
  • Paid attention to detail while completing assignments.
  • Developed strong communication and organizational skills through working on group projects.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked well in a team setting, providing support and guidance.

COVID-19 Call Center

Australian Taxation Office
05.2020 - 09.2020
  • Applied interpersonal skills in neutralizing hostile and emotionally charged situations.
  • Maintained compassionate demeanor throughout patient and customer interactions to ameliorate stressful situations.
  • Provided referrals to local clinics, urgent care centers and hospitals for patients based on query responses.
  • Clarified complex health guidelines for callers, improving overall understanding of safety measures during the pandemic.
  • Fielded inquiries regarding financial assistance programs for individuals affected by the pandemic, connecting them with necessary resources.
  • Maintained strict confidentiality when handling sensitive personal information from callers.
  • Connected individuals with appropriate resources and services based on their unique needs.
  • Documented caller information accurately in order to track trends and improve future responses.

Project Officer

Australian Taxation Office
01.2009 - 01.2015
  • Improved stakeholder satisfaction by conducting thorough project needs assessments and delivering customized solutions.
  • Conducted post-project evaluations to identify areas for improvement and implement best practices in future initiatives.
  • Mentored junior team members to enhance their skills development and overall performance within the organization.
  • Led multi-disciplinary teams in executing complex projects on time, within budget constraints, while adhering to stringent quality standards.
  • Collaborated closely with clients to clarify project requirements, goals, budgets, timelines, ensuring alignment with organizational objectives.
  • Recruited and oversaw personnel to achieve performance and quality targets.
  • Analyzed project performance data to identify areas of improvement.
  • Developed and monitored project schedules, budgets and objectives for successful completion.
  • Sourced, vetted and managed vendors needed to accomplish project goals.
  • Partnered with project team members to identify and quickly address problems.
  • Reported regularly to managers on project budget, progress, and technical problems.
  • Developed and implemented project plans and budgets to ensure successful execution.
  • Kept senior management well-informed by preparing and presenting project status reports.
  • Overcame unforeseen challenges by proactively identifying potential issues promptly developing contingency plans accordingly.
  • Worked well in a team setting, providing support and guidance.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Accounting Operations

Australian Taxation Office
01.2000 - 01.2015
  • Provided professional services and support in a dynamic work environment.
  • Excellent communication skills, both verbal and written.
  • Resolved problems, improved operations and provided exceptional service.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Organized and detail-oriented with a strong work ethic.
  • Identified issues, analyzed information and provided solutions to problems.
  • Proven ability to learn quickly and adapt to new situations.
  • Applied effective time management techniques to meet tight deadlines.
  • Developed and maintained courteous and effective working relationships.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Learned and adapted quickly to new technology and software applications.
  • Strengthened communication skills through regular interactions with others.

Administrative Officer

Australian Taxation Office
04.1989 - 01.2005
  • Updated reports, managed accounts, and generated reports for company database.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Enhanced overall office productivity through effective staff management and coordination of daily tasks.
  • Prepared reports to assist business leaders with key decision making and strategic operational planning.
  • Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
  • Assisted development and implementation of new administrative procedures.
  • Created, prepared, and delivered reports to various departments.
  • Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
  • Cultivated strong professional relationships with external stakeholders such as clients, suppliers, partners, or regulatory bodies.
  • Ensured compliance with industry regulations by maintaining up-to-date knowledge of requirements and monitoring adherence to guidelines.
  • Drafted common document templates to reduce time spent creating documents from scratch.
  • Completed daily logs for management review.
  • Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
  • Contributed to successful projects by providing essential administrative support and resource management.

Education

ATO Certification - Accounting

Australian Taxation Office, Canberra, ACT
2005

ATO Certification - Asset Management

Australian Taxation Office, Canberra, ACT
2000

ATO Certification - Purchasing, Procurement, And Contracts Management

Australian Taxation Office , Canberra, ACT
1999

Skills

  • Technical Support
  • Data programming
  • Database Maintenance
  • Stakeholder Communication
  • SQL Databases
  • SQL
  • Intelligence Analysis
  • Microsoft Access
  • Data Validation
  • SQL and Databases
  • Strong Work Ethic

Certification

Accural Accounting

Assest Management

Purchasing

OH&S

ACT Fire Warden

Terdata SQL

Microsoft Acces

Microsoft Excel

Microsoft Word

Microsoft Outlook

SAP

SAP HR

Languages

Spanish
Professional Working

Timeline

COVID-19 Call Center - Australian Taxation Office
05.2020 - 09.2020
Data Analyst - Australian Taxation Office
01.2016 - Current
Project Officer - Australian Taxation Office
01.2009 - 01.2015
Accounting Operations - Australian Taxation Office
01.2000 - 01.2015
Administrative Officer - Australian Taxation Office
04.1989 - 01.2005
Australian Taxation Office - ATO Certification, Accounting
Australian Taxation Office - ATO Certification, Asset Management
Australian Taxation Office - ATO Certification , Purchasing, Procurement, And Contracts Management
José Lopera