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RICK MATA

@rickmata

Data Analyst at Brinson Benefits who analyzed claims and plan performance across 40+ client accounts to inform renewal strategies.

United States
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At Brinson Benefits, I analyzed claims, enrollment, eligibility, billing, and utilization data across 40+ client accounts. My reporting surfaced cost and experience trends that informed renewal strategy and plan design recommendations.

I partnered with account executives, carriers, and senior stakeholders to translate plan performance data into renewal strategies, supporting client outcomes averaging 10–15% in savings or flat year-over-year costs. I also streamlined reconciliation and validation across client reporting files while meeting reporting deadlines.

At Van's Kitchen, I compiled weekly performance reports and sales forecasts for executive leadership, informing marketing strategy decisions. In personal projects, I queried a hospital readmissions dataset with SQL and built Tableau dashboards analyzing NBA player performance.

Experience

Work history, roles, and key accomplishments

BB

Benefits Analyst – Project Management

Brinson Benefits

May 2024 - Jun 2026 (2 years 1 month)

Analyzed claims, enrollment, eligibility, billing, utilization, cost, and participation data across 40+ client accounts, surfacing cost and experience trends that informed renewal strategy and plan design recommendations for leadership. Delivered monthly, quarterly, and ad-hoc reporting to leadership and clients, including Tier I and II reporting for 40+ accounts twice per election cycle.

VK

Client Service Representative (Reporting and Analysis)

Van's Kitchen

May 2021 - Nov 2022 (1 year 6 months)

Compiled weekly performance reports and sales forecasts for executive leadership, directly informing marketing strategy decisions in weekly leadership meetings. Used Excel pivot tables and formulas to forecast sales volume, units sold, and projected profit, supporting data-driven planning across a sales cycle generating six-figure monthly revenue.

Education

Degrees, certifications, and relevant coursework

Texas Christian University logoTU

Texas Christian University

Bachelor of Science, Communication Studies

Bachelor of Science in Communication Studies from Texas Christian University.

DataCamp logoDA

DataCamp

Power BI Certificate, Power BI

Power BI Certificate from DataCamp.

DJ

Data Career Jumpstart

Data Analytics Bootcamp, Data Analytics

Data Analytics Bootcamp covering SQL, Power BI, Tableau, and Advanced Excel.

Anthropic logoAN

Anthropic

AI Fluency: Framework & Foundations, AI Fluency

AI Fluency: Framework & Foundations certificate from Anthropic.

AN

Anthropic

Claude 101, Claude 101

Claude 101 certificate from Anthropic.

Tech stack

Software and tools used professionally

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