Summary
Overview
Work History
Education
Skills
Websites
Certification
Extracurricular Activities
Languages
Timeline
Generic

Rolando Cruz

Chicago

Summary

Detail-oriented and adaptable professional with hands-on experience in inventory management, billing, and financial record keeping. Strong background in Excel, QuickBooks, and Microsoft Office, with a working knowledge of accounting and economic principles. Proven ability to manage transactions, reconcile accounts, and create accurate invoices while providing excellent customer service in fast-paced environments. Bilingual in English and Spanish, with a collaborative mindset and a proactive approach to solving problems. With a Bachelors of Science in Economics with a Finance minor at DePaul University, with practical experience in simulations and certifications including Bloomberg Finance Fundamentals and Excel Essential Training. Eager to learn and apply my skills and knowledge to support the success of your team.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Universal Banker

Peoples Bank
Chicago
07.2025 - Current
  • Assisted customers with account openings, transactions, and service inquiries.
  • Collaborated with team members to enhance customer service experiences.
  • Answered telephone inquiries regarding account balances, fees or general information.
  • Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
  • Completed routine transfers, deposits and bill payments.
  • Coordinated with internal departments to streamline operational processes and improve customer service.

Inventory Control Specialist

Diamond Pool and Spa Inc
Bridgeview
06.2023 - 07.2025
  • Managed inventory levels of pool and spa equipment, chemicals, and supplies to ensure optimal stock levels and minimize shortages.
  • Exercised various data analysis skills and proficiency in excel and related computer programs such as Microsoft Office and QuickBooks.
  • Investigated and resolved inventory discrepancies by reviewing transactions, invoices, and supplier records.
  • Conducted regular audits and cycle counts to maintain accurate inventory records and prevent discrepancies.
  • Utilized inventory management software to track product movement, analyze usage trends, and forecast demand.
  • Coordinated with suppliers for timely delivery of essential materials.
  • Collaborated with sales team to align inventory with customer demand trends.
  • Assisted with forecasting future needs based on historical trends analysis.

Education

Bachelor of Science - Economics, Finance

DePaul University
Chicago, IL
05.2025

Skills

  • Strong leadership and communication skills, fostering positive experiences and building rapport with diverse clientele
  • Highly cooperative, adaptable, and able to work effectively both independently and within a team
  • Proficient in Microsoft Office, including Excel, for data analysis, reporting, and other business-related tasks
  • Knowledge of various Financial, Accounting and Economic principles that can be applied to real world situations
  • Data analysis
  • Customer service
  • Financial reporting
  • Microsoft Excel
  • Problem solving
  • Accounting

Certification

  • BizCafe Simulation (Spring Term 2022-2023) - Developed a strong understanding of what it meant to run a business. The simulation entailed various challenges and decisions to create a successful business maximizing function, efficiency and profitability.
  • MIMIC Marketing Management Simulation (Autumn 2023-2024) - Practiced reviewing of past and current financial data to maximize profits of a company, while making management decisions on the direction of the company.
  • Excel Essential Training – LinkedIn - Data Entry & Organization – Efficiently input, structure, and manage large datasets in Excel using best practices for data integrity and organization. Performing Calculations – Utilize basic and advanced Excel functions such as SUM, AVERAGE, IF, and LOOKUP formulas to analyze and manipulate numerical data. Formatting & Visualization – Enhance data presentation through conditional formatting, cell styles, and custom number formatting to improve readability and insights.
  • Bloomberg Finance Fundamentals – Bloomberg - Understanding Economic Money Flow – Gained insights into how money circulates within an economy, enhancing comprehension of financial systems and economic principles. Investment Strategies and Risk Management – Explored various investment approaches to assist individuals and businesses in growing their assets while effectively managing associated risks.
  • Bloomberg Market Concepts – Bloomberg - Economic Indicators Analysis – Developed a strong understanding of key economic indicators (GDP, inflation, employment data) and their impact on financial markets, helping to assess macroeconomic trends. Equities Market Fundamentals – Studied stock market mechanics, valuation techniques, and factors influencing equity prices, enhancing investment decision-making skills.
  • Environmental Social Governance – Bloomberg - Introduction to ESG & Sustainable Finance – Gained foundational knowledge of ESG principles and the role of sustainable finance in modern investment strategies. Researching & Adopting ESG Strategies – Learned methodologies to research and implement ESG strategies within investment portfolios, focusing on integrating ethical considerations into financial decision-making.

Extracurricular Activities

ALPFA (Association of Latino Professionals for America) – 2021 – Present - Participated in various workshops where individuals can grow professionally and personally as activities prepared them for real-world encounters. Various visits to real world successful firms across the Chicagoland area to really get exposure on how these very firms function. New knowledge and experience gained from events and activities for the members of the club.

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Universal Banker

Peoples Bank
07.2025 - Current

Inventory Control Specialist

Diamond Pool and Spa Inc
06.2023 - 07.2025

Bachelor of Science - Economics, Finance

DePaul University
Rolando Cruz