Summary
Overview
Work History
Education
Skills
Certification
Projects
Volunteer Experience
Timeline
Generic
CHARLOTTE GERSHBERG

CHARLOTTE GERSHBERG

Woodcliff Lake,NJ

Summary

Dynamic finance professional with a proven track record at Kappa Alpha Theta, enhancing operational sustainability through strategic budget management and resource allocation. Expert in SQL and data analysis, I drive impactful financial oversight while fostering collaboration and team leadership to achieve organizational goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Treasurer

Nutrition Club
Storrs, CT
12.2023 - Current
  • Revolutionized membership dues collection by designing and launching an intuitive online marketplace, reducing payment processing time by 30% and improving accessibility for 50+ members
  • Administer reimbursements and collaborate with leadership to craft budgets that support club programming and community-building initiatives
  • Spearhead the planning and execution of high-impact events, driving member engagement and fostering a collaborative club culture

Finance Director

Kappa Alpha Theta
Storrs, CT
11.2023 - Current
  • Direct financial operations for a $100,000 annual budget, issuing timely reimbursement checks to vendors and over 150 members while ensuring compliance with organizational policies
  • Partner with a 10-member finance board to strategically allocate resources, analyze expenditure trends, and safeguard fiscal responsibility, enhancing operational sustainability
  • Implement process improvements to streamline financial reporting, increasing transparency and efficiency in budget oversight

Hostess

Lolita’s
Westwood, NJ
05.2023 - Current
  • Orchestrate seamless guest experiences in a high-traffic environment, managing reservations and seating arrangements for over 200 patrons daily with precision and poise
  • Process financial transactions ranging from $1,000 to $2,000 per shift, maintaining meticulous accuracy and accountability in cash handling and reconciliation
  • Elevate customer satisfaction by cultivating a welcoming atmosphere and streamlining service workflows, contributing to repeat business and positive reviews

Intern

Sinai Scholars
Storrs, CT
12.2023 - 02.2024
  • Led targeted recruitment campaigns, successfully onboarding over 10 new members through persuasive outreach and relationship-building strategies
  • Enhanced community engagement by coordinating logistics and delivering real-time updates for 8 educational sessions, ensuring seamless execution and participant satisfaction

Education

Bachelor of Science - Business, Analytics and Information Management, Digital Marketing and Analytics

University of Connecticut
Storrs, CT
05.2026

Skills

  • SQL
  • C#
  • Microsoft Excel
  • PowerPoint
  • Canva
  • Data Analysis
  • Critical Thinking
  • Strategic Problem-Solving
  • Financial Oversight
  • Budget Management
  • Team Leadership
  • Collaboration

Certification

Bloomberg Market Concepts Certification (Completed rigorous financial markets training)

Projects

Travelers Classroom Challenge – Database Design and Management, Database Administrator, 10/24, 12/24, Architected and deployed a sophisticated retention-focused database for Travelers’ Personal Insurance Division, enhancing data integrity and operational efficiency., Engineered and populated SQL tables with over 50 records per table, leveraging advanced querying techniques to optimize data organization, retrieval, and accessibility for business applications., Collaborated with peers to simulate real-world database administration, ensuring scalability and alignment with organizational objectives.

Volunteer Experience

  • UConn American English Language Institute, Storrs, CT, Conversation Partner, 02/25, Present, Facilitate dynamic weekly discussions to empower international students in refining their English fluency and cultural adaptability, fostering an inclusive learning environment.
  • HuskyTHON, Storrs, CT, Fundraiser, 11/22, Present, Play an integral role in a year-long fundraising campaign, contributing to a record-breaking $1.4 million raised for Connecticut Children’s Medical Center., Demonstrate endurance and commitment by participating in an 18-hour dance marathon, galvanizing support for pediatric healthcare initiatives.
  • Court Appointed Special Advocate (CASA), Storrs, CT, Volunteer, 11/22, Present, Advocate for the well-being of children impacted by abuse or neglect through dedicated fundraising efforts, raising awareness and resources for a vulnerable population.
  • Women in Business, Storrs, CT, Club Member, 11/22, Present, Engage in weekly professional development sessions with industry leaders, honing leadership acumen and expanding a robust network of business contacts.

Timeline

Treasurer

Nutrition Club
12.2023 - Current

Intern

Sinai Scholars
12.2023 - 02.2024

Finance Director

Kappa Alpha Theta
11.2023 - Current

Hostess

Lolita’s
05.2023 - Current

Bachelor of Science - Business, Analytics and Information Management, Digital Marketing and Analytics

University of Connecticut
CHARLOTTE GERSHBERG