RAUL MAGANA
Aurora
Summary
Finance graduate with banking and tax experience, currently serving as an Associate Banker at BMO. Skilled in financial analysis, banking operations, cash reconciliation, data accuracy, and Excel-based reporting. Detail-oriented professional seeking opportunities in financial analysis, accounting, accounts payable/receivable, credit analysis, and operations-focused roles.
Overview
5
5
years of professional experience
Work History
Associate Banker
BMO Bank
08.2025 - Current
- Process account transactions, maintenance requests, and operational tasks while ensuring accuracy and compliance with banking policies.
- Analyze customer needs and connect clients with appropriate banking products and internal specialists.
- Reconcile cash drawers and balances while maintaining strong controls and fraud prevention standards.
- Support branch performance through accurate transaction processing, documentation review, and problem resolution.
Pharmacy Customer Service Associate
Walgreens
North Aurora, IL
06.2021 - 08.2025
- Maintained accurate payment processing and cash handling in a high-volume environment.
- Resolved customer inquiries while ensuring compliance with company procedures and documentation standards.
- Collaborated with team members to support daily operations and improve efficiency.
Tax Intern
Savant Wealth Management
St. Charles, IL
01.2025 - 04.2025
- Assisted with the preparation and processing of individual tax returns during peak tax season.
- Reviewed, organized, and validated financial documents to support tax engagements and client deliverables.
- Performed detailed data entry and verification while maintaining a high level of accuracy.
- Supported tax and accounting projects by researching information and assisting professionals with workflow management.
Education
Bachelor of Science - Finance
Aurora University
Aurora, IL05.2025
Skills
- Financial Analysis
- Financial Statement Analysis
- Banking Operations
- Cash Reconciliation
- Accounts Payable/Receivable Support
- Data Entry & Accuracy
- Microsoft Excel (Pivot Tables, VLOOKUP, XLOOKUP)
- Microsoft Word
- PowerPoint
- Outlook
- Customer Relationship Management
- Bilingual (English & Spanish)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Associate Banker
BMO Bank
08.2025 - Current
Tax Intern
Savant Wealth Management
01.2025 - 04.2025
Pharmacy Customer Service Associate
Walgreens
06.2021 - 08.2025
Bachelor of Science - Finance
Aurora University