Giulianna Lombardo
Tampa,FL
Summary
Results-driven finance professional with experience in wealth management and operations administration. Known for efficiency, attention to detail, and supporting executives with comprehensive administrative assistance. A team-oriented and self-directed individual seeking a financial reporting position.
Overview
6
6
years of professional experience
Work History
Assistant to the Chief Financial Officer
Vertical Global Investments
01.2023 - Current
- Managed loan amortizations and financial reporting, ensuring accuracy in all calculations and documentation.
- Provided detailed administrative support, including scheduling meetings, managing calendars, and preparing documents.
- Filed, organized, and maintained sensitive financial documents, following data protection protocols.
- Assisted with document completion, ensuring compliance and thoroughness for various financial transactions.
- Acted as a liaison for scheduling and communications, facilitating coordination between clients, team members, and the CFO.
- Performed additional finance-related tasks as needed to support the office’s daily operations.
Marketing Manager
The Henna plug
07.2021 - 01.2022
- Handled all forms of content for the company’s social medias
- Arranged and executed deals with social influencers
- In charge of two other employees.
Nanny
03.2019 - 08.2020
- Fed and cared for two toddlers
- Responsible for their diets, sleep schedule, and keeping the house organized.
Education
Bachelor of Science - International Business And Finance
The University of Tampa
Tampa, FL12-2025
Skills
- Effective communicator
- Speak Spanish and English
- Technical Proficiency: Excel, QuickBooks, Addepar
- Computer proficiency
- People skills
- Teamwork
Volunteer Experience
- Clearwater Marine Aquarium, Member of Sea Turtle and Aquatic Biology team, Lead guest programs, Assisted in the care of resident sea turtles and a variety of aquatic species, including food preparation, feeding, exhibit maintenance, and cleaning work areas
- United for Human Rights, Promoted events, Assisted seminars, Handled communications at the office
Timeline
Assistant to the Chief Financial Officer
Vertical Global Investments
01.2023 - Current
Marketing Manager
The Henna plug
07.2021 - 01.2022
Nanny
03.2019 - 08.2020
Bachelor of Science - International Business And Finance
The University of Tampa
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