Carlos Roberto Mena Navarrete

Business Analyst with a strong background in developing and implementing effective business strategies. Extensive knowledge in data analysis and report generation to drive informed decision-making. Demonstrated ability to communicate and collaborate effectively with cross-functional teams to achieve business goals.

Transition Specialist

Responsibilities and Achievements:
Conducting quality assurance reviews of client-submitted forms to ensure completeness, accuracy, and compliance with internal standards, leveraging VBA automation to streamline validation processes and reduce manual review time.
Collaborating with subject matter experts to research and provide precise, data-driven responses to prospect inquiries.
Verifying client information and pricing to ensure accurate data transfer between internal systems during client onboarding.
Scheduling and coordinating client setup and introductory calls to ensure a seamless transition from sales to service.
Facilitating cross-departmental communication to support post-setup configurations and client-specific needs.
Recommending and implementing process improvements through Excel macros and VBA scripts, enhancing operational efficiency and reporting accuracy.
Supporting workflow enhancements and special projects assigned by leadership with a focus on automation, data integrity, and continuous improvement.
Ensuring compliance with company policies, standards, and industry best practices.

Bachelor's Degree in Human Resources Management | Universidad Libre de Costa Rica | 2014