Luis Carpi is a high-level professional, working in Tiaa main office of which is in 4. on the position of Reporting Associate from 2015. This person has earned professional experience in more than seven positions at different companies. Chicago, Illinois is the city, where this expert was lastly known to be settled. The professional's contacts are accessed through SoftwareOfficial on demand.
Name variants:
Luis Carpi
Last updated May 28, 2024
Contact Information
Last Update
Jul 11, 2022
Email
lu**@gmail.com, lc**@tiaa.org
Location
Chicago, IL
Company
Tiaa
Workplace
Reporting Associate
Work History
Reporting Associate
730 3Rd Ave, New York, NY 10017
Use SQL/CMD/VBA to automate reports and provide analytics to clients.
from Aug 2015
Pricing Analyst
1290 Avenue Of The Americas, New York, NY 10018
Built and maintained high level macro based spreadsheets improving efficiency by 70-90%.
Consolidated pricing functions across multiple platforms.
Made the “Better, Faster, Cheaper”...
Apr 2013 — Aug 2015
Excel Consultant
Helped managed a high work flow for the 4th Quarter at A&E International.
Maintained Excel database and used advanced excel skills to manage shared spreadsheets.
Prepared Journal entries ...
Oct 2012 — Jan 2013
Finance Coordinator
622 3Rd Ave, New York, NY 10017
Prepared Journal Entries.
Billing of high net worth clients.
Prepared large excel/access databases to reconcile contract usage.
Apr 2012 — Aug 2012
Cle-Consultant
gt
Made outbound sales calls to Attorneys to take online courses for their mandatory continuing legal education.
gt
Minimum of 150 Outbound sales calls daily. My Average was 190 Calls/Da...
Sep 2011 — Nov 2011
Excel Consultant
gt
Created a comparative excel spreadsheet using v-look ups and formulas to compare 5 variables over 3 spreadsheets >
Assisted in Data Entry and some accounts payable where applicable
2011 — Nov 2011
Recovery Analyst
Dallas, TX
Daily Work Load: 50% Collections for payments on delinquent mortgages, 10% account management, 10% Account Restructuring for Portuguese Mortgage holders 20% settlements, 10% AR. -Resolved pr...
Apr 2010 — Jun 2011
Education
2020 — 2022
2006 — 2011
Occupations
Supporting Member
Accountant
Finance and Accounting Specialist
Analyst
Managers
Team Member
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Accounts Receivable
Collections
Financial Analysis
Microsoft Office 2007
Microsoft Excel
Outlook
Analysis
FAQs about Luis Carpi
What is the main profession of Luis Carpi?
Luis is a Associate - Structured Products.
What jobs is Luis proficient at at?
Luis Carpi is proficient at such jobs as Supporting Member.
Where does Luis Carpi currently live?
Chicago, Illinois is the place where Luis Carpi lives
Does Luis Carpi have the email address?
lu**@gmail.com and lc**@tiaa.org is The professional's email address.
Where did Luis Carpi work?
Luis Carpi worked at Tiaa, Neuberger Berman.
What education does Luis Carpi have?
Luis studied at the from 2020 to 2022.
What languages does Luis Carpi speak?
Luis Carpi speaks English and Portuguese.
Are there any special industries, that Luis Carpi works in?
This person works in Financial Services industry.