Financial Analyst Client Services

CALEB SCOTT

***** ******** ****

210-***-**** ********@*****.***

EDUCATION

The University of Texas at San Antonio

Bachelor of Arts in Economics Expected Graduation: May 2026 3.5 GPA

University of Texas at San Antonio

Bachelor of Finance May 2026

3.5 GPA

Expected graduation, May 2026.

Relevant Coursework: Accounting, Corporate Finance, Investment Analysis, Financial Markets, Money & Banking, Business Analytics.

EXPERIENCE

Hospitality Associate - Box Street Social, San Antonio, Texas May 2024 - Present

Guaranteeing exceptional table service in a high-volume restaurant environment, managing up to 8 tables at a time while ensuring customer satisfaction and repeat business.

Delivering personalized client consultations on premium menu items and specialty cocktails, leveraging data- driven sales strategies to identify high-margin opportunities and contribute to a 20% increase in weekend revenue.

Building strong client relationships by assessing guest preferences and providing tailored recommendations, resulting in a 13% increase in repeat client visits. Bar Supervisor - Free Range Concepts, San Antonio, Texas January 2021 - May 2024

Supervised bar operations and a team of 4+ bartenders during high-traffic shifts, ensuring consistent drink quality, speed of service, and compliance with alcohol regulations.

Developed and performed training for 10+ new bartenders on product knowledge, upselling techniques, and customer engagement, contributing to a 15% growth in bar revenue and improved overall guest satisfaction.

Led bar team during peak events including a 100-person Tito’s Vodka private party, coordinating prep, service flow, and staff assignments to ensure smooth execution and top-tier guest satisfaction. Server - Perry's Steakhouse, San Antonio, Texas May 2023 - August 2023

Provided elevated table service in an upscale dining environment, demonstrating expert menu knowledge, wine pairing skills, and attention to detail to ensure a refined guest experience. ACTIVITIES AND HONORS

Certified in Microsoft Excel; proficient in data analysis, financial modeling, and advanced spreadsheet functions.

4 years of experience in Customer Service; skilled at building trust, maintaining long-term client relationships, and delivering personalized solutions.

4 years of experience in Sales; Consistently exceeded revenue goals by recommending tailored products and services based on client needs.

INTERNSHIP EXPERIENCE

Financial Client Services Intern - Free Range Concepts, San Antonio, TX June 2023 - August 2023

Coordinated and executed large-scale private events with up to 100 guests, demonstrating financial planning, organization, and client service expertise.

Leveraged Microsoft Excel to track weekly sales, analyze performance trends, and create reports for management.

Reviewed weekly sales and revenue reports in Microsoft Excel to identify high-performing products and adjust sales strategies, improving overall business performance.

Contact this candidate