Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kennedy Northern

Chicago

Summary

Dynamic finance professional with a proven track record at various companies, enhancing financial accuracy and identifying cost-saving strategies. Expert in QuickBooks and Microsoft Excel, demonstrating exceptional time management and collaboration skills. Achieved consistent customer satisfaction and operational improvements, exceeding sales quotas and streamlining financial processes.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Credit Analyst Intern

Notre Dame Credit Union
06.2024 - 12.2024
  • Supported the development of customized financing solutions by providing insightful recommendations based on client needs assessment.
  • Assisted senior analysts in developing credit risk assessments for loan portfolio management.
  • Developed strong analytical skills by working closely with experienced professionals, learning various techniques for assessing creditworthiness effectively.

Finance Analyst Intern

Whirlpool
07.2023 - 11.2023
  • Prepared journal entries for month-end close procedures, ensuring accurate accounting records were maintained consistently across all periods.
  • Identified cost-saving opportunities by analyzing expense reports and recommending strategic adjustments.
  • Prepared and posted financial journal entries using technically relevant software.
  • Assisted with account reviews and preparation for account reviews.

Bank Teller

Fifth Third Bank
10.2022 - 09.2023
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.

Bookkeeper

Baxters Bookkeeping
03.2023 - 07.2023
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Established QuickBooks accounting system to reflect accurate financial records.

Bookkeeper

Kennedy Expressline
05.2022 - 02.2023
  • Maintained and processed invoices, deposits, and money logs.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Inspected account books and recorded transactions.

Sales Representative

Verizon
05.2021 - 04.2022
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

Education

Bachelor of Science - Finance

DePaul University
Chicago, IL
06-2024

Skills

  • Microsoft Excel
  • QuickBooks
  • Time Management
  • Collaboration
  • Tableau
  • Bloomberg
  • SAP

Certification

  • Bloomberg
  • Microsoft


Timeline

Credit Analyst Intern

Notre Dame Credit Union
06.2024 - 12.2024

Finance Analyst Intern

Whirlpool
07.2023 - 11.2023

Bookkeeper

Baxters Bookkeeping
03.2023 - 07.2023

Bank Teller

Fifth Third Bank
10.2022 - 09.2023

Bookkeeper

Kennedy Expressline
05.2022 - 02.2023

Sales Representative

Verizon
05.2021 - 04.2022

Bachelor of Science - Finance

DePaul University

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Kennedy Northern