Juan Charris

Designed personalized financial planning presentations using Excel-based models and Power BI dashboards across lifestyle, education, investment, and retirement. Conducted 1-on-1 client diagnostics to interpret risk profiles and deliver data-driven recommendations.

Provided English-language technical support to Shopify merchants worldwide, resolving store configuration, shipping logistics, payment integration, and UI issues. Used SQL within Shopify admin to extract store data, investigate reporting discrepancies, and guide merchants through analytics dashboards, reducing resolution time via structured troubleshooting.

Supported product analysts by cleaning and standardizing customer data files from major retail accounts to ensure accurate monthly sales reporting. Built and automated Excel pivot-table dashboards and recurring report templates to improve consistency and reduce manual effort.

Managed end-to-end procurement workflows, including supplier outreach, quote requests, and purchase order follow-up for industrial supplies and services. Built Excel-based quote tracking systems and procurement dashboards to monitor supplier performance, cost trends, and inventory while coordinating import logistics and billing processes.

Completed a Data Science Diploma focused on big data, statistical analysis, data visualization, and Python fundamentals (May–July 2025).

Activities and societies: Academic Excellence Scholarship (awarded twice); Participant, Datathon of the Pacific 2024 (DANE).

Earned a B.S. in Finance & International Business with coursework in financial analysis, international trade, business intelligence, and statistics (2021–2025).