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Financial Analyst Customer Service

Chicago, Illinois, United States
April 15, 2019

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Sandra Cardenas

773-***-**** l l 4846 S Springfield Ave Chicago, IL 60632


Customer oriented management professional with strong analytical and goal oriented skills. Possessing expert knowledge in providing customer service and team building. Desires to gain a financial analyst position with a notable, thriving agency.


Proficient with excel, pivot tables, peoplesoft, powerpoint, outlook

Attention to detail,

Essbase / Hyperion

Presentation skills

Project management

Strong communication abilities

Customer service, Organizational skills

Teamwork, Multi-tasking

Problem solving abilities

Time management


Victoria Secret Chicago, IL 11/15-present

Sales Support and Generalist

Handle customer’s purchases and returns

Assisted in the set up and take down store merchandise

Processed the deliveries of the incoming new merchandise

Assisted with opening up the store for customers along with closing down the store at the end of the day

Edelman Chicago, IL 09/06-07/14

Senior Financial Analyst

Prepared accruals & analyzed actual results vs forecast and budget during the month end closing process and determined appropriate adjustments where necessary

Created and implemented financial models to help the business with strategic decision-making

Trained account staff on internal finance systems, procedures, and financial project management while communicating with clients regarding budgets, billing, and accounts receivable issues

Reviewed, approved and uploaded client budgets and forecasts into financial system and supporting client reports audit requests

Administered billing process, including fee reconciliation and client invoicing to ensure timely submission of invoices and supporting documentation to client

Created weekly and monthly reporting of month over month financials

Facilitated the negotiations of a client contract with legal department, including full review of all business terms with some oversight

Citibank Chicago, IL 08/05-09/06

Financial Assistant

Handle deposits, withdrawals and other routine financial interactions with customer

Offered additional financial products, such as certificates of deposit or car loans

Assisted lead financial assistant with the vault and kept record of the money flow on a daily basis

Trained new employees when necessary


University of Phoenix – Bachelor of Science Business Degree (online course)

Major: Finance with a Minor in Project Management Program

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