Rolando Cruz

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.

• 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.

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.