Edward James Serrato
@edwardjamesserrato
Transaction Specialist who turns transaction data into dashboards, insights, and process improvements.
What I'm looking for
I’m an Alumni Transaction Specialist focused on interpreting and visualizing complex transaction data to drive workflow improvements. I’m detail-oriented and ensure accuracy and reliability in every deliverable.
In my current role, I analyze transaction data to identify patterns, trends, and process inefficiencies. I develop and maintain detailed reports and dashboards for management and stakeholders, while ensuring high accuracy and compliance during financial processing.
I collaborate with cross-functional teams to resolve data discrepancies and enhance transaction processing systems. I use data management tools to track, reconcile, and audit transaction activity to support operational and regulatory requirements, and I present insights that enable informed decision-making.
I also help optimize new data-driven transaction protocols and train teammates on best practices for data entry, reporting, and transaction analysis. Through professional development like JPMorgan Chase fit4future Data Design Deliver Course and learning Tableau, I continue strengthening my ability to communicate data clearly and support business objectives.
Experience
Work history, roles, and key accomplishments
Transaction Specialist
Aumni
Nov 2022 - Present (3 years 6 months)
Analyzed transaction data to identify patterns, trends, and process inefficiencies, supporting data-driven workflow improvements. Built and maintained reports and dashboards, ensured accurate and compliant transaction processing, and collaborated across teams to resolve discrepancies.
Education
Degrees, certifications, and relevant coursework
JPMorgan Chase fit4future
Online Course Certificate, Data Analysis & Visualization
Activities and societies: Hands-on data analysis, visualization, and storytelling; communicating complex data insights; using data tools for analysis and reporting.
Completed the JPMorgan Chase fit4future Data Design Deliver course (completed November 2025). Built hands-on experience in data analysis, visualization, and storytelling to support business decisions.
DataCamp
Online Course Certificates, Machine Learning & Data Visualization
Activities and societies: Understanding Machine Learning; Generative AI concepts; Introduction to Tableau.
Completed DataCamp learning modules covering machine learning fundamentals, generative AI concepts, and an introduction to Tableau. Strengthened skills in applying analytics concepts and data visualization techniques.
Availability
Location
Authorized to work in
Job categories
Interested in hiring Edward James?
You can contact Edward James and 90k+ other talented remote workers on Himalayas.
Message Edward JamesFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
