James Guerrero
Rancho Santa Margarita,CA
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Agent
New York Life Insurance Co
Newport Beach, CA
06.2023 - Current
- Offered financial input to prepare and implement plans and processes for risk, financial and management controls.
- Advised management on appropriate action plans based on financial analysis results.
- Reviewed financial statements to identify and resolve discrepancies.
- Supported cost-planning development and analyzed implementation of agency funds to comply with laws and regulations.
DJ
Self-employed
Flagstaff, AZ
06.2021 - Current
- Communicated closely with clients to determine music styles best suited for parties, weddings, or other events
- Delivered exceptional programming to audience members by always researching events, guests, and programs thoroughly
- Extensive knowledge of various music genres and styles, allowing for versatile and tailored DJ sets to cater to different events and crowds
- Ability to read the crowd and adapt the music selection accordingly, keeping guests engaged and the dance floor lively throughout the event.
Server
Lotus Lounge At The Monte Vista Hotel
Flagstaff, AZ
07.2019 - 02.2022
- Strong knowledge of menu items, ingredients, and specials, with the ability to provide accurate recommendations to customers
- Excellent multitasking and time management skills, efficiently handling multiple tables and ensuring prompt service
- Exceptional customer service skills, adept at addressing guest concerns and resolving issues with professionalism and empathy
- Proficient in cash handling and payment processing, ensuring accurate and efficient transactions.
Head Food Runner
Riptide Rockin Sushi And Teppan
Rancho Santa Margarita, CA
02.2018 - 01.2020
- Maintained speed of service for food orders while minimizing errors and complaints
- Cultivated warm relationships with regular customers
- Trained and mentored newly hired employees to explain process flow and safety procedures
- Maintained kitchen productivity, guaranteeing timely preparation and serving of dishes in alignment with customer specifications.
Cashier
In N Out
Rancho Santa Margarita, CA
02.2016 - 02.2018
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance
- Worked closely with the shift manager to solve problems and handle customer concerns
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
Education
Bachelors of Arts - Business Management
Northern Arizona University
05.2023
High School Diploma -
Tesoro High School
06.2018
Skills
- Technology proficient
- Promotional event coordination
- Building guest relationships
- Strong research skills
- Music knowledge
- Interpersonal Communication
- Customer interaction
- Organization and Time
- Excellent communication abilities
- Management
- Clear delivery
- Teambuilding
- Financial Planning
- Financial Services
- Salesforce
- Insurance Products
Accomplishments
- Served on the Executive Board of my Fraternity council as the third in command
- Curated several philanthropic dance events for my community and raised over $20,000 for the Jimmy V foundation
- Was a student leader at Saddleback Church from 2014-2018
Certification
- Life, accident, health and sickness license
References
References available upon request.
Timeline
Financial Agent
New York Life Insurance Co
06.2023 - Current
DJ
Self-employed
06.2021 - Current
Server
Lotus Lounge At The Monte Vista Hotel
07.2019 - 02.2022
Head Food Runner
Riptide Rockin Sushi And Teppan
02.2018 - 01.2020
Cashier
In N Out
02.2016 - 02.2018
Bachelors of Arts - Business Management
Northern Arizona University
High School Diploma -
Tesoro High School