Financial Analyst
Northwell Health
05.2026 - Current
Josefa Hernandez
Financial Analyst
Amityville,NY
Timeline
Relationship Banker
Webster Bank
08.2023 - 05.2026
Financial Representative Intern
Northwestern Mutual
07.2022 - 10.2022
Bachelor Of Science - Business Administration And Economics
St. Joseph’s University
09.2019 - 05.2023
Work History
Financial Analyst
Northwell Health
Melville, NY
05.2026 - Current
- Analyzed financial data to identify trends and support strategic decision-making.
- Developed detailed financial models for forecasting and budgeting purposes.
- Collaborated with cross-functional teams to streamline reporting processes.
- Prepared comprehensive reports highlighting key performance indicators for Northwell
Relationship Banker
Webster Bank
Long Island
08.2023 - 05.2026
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Financial Representative Intern
Northwestern Mutual
Farmingdale, NY
07.2022 - 10.2022
- Facilitated productive conversations between clients and internal departments for seamless service delivery.
- Strengthened client relationships through timely follow-ups and regular communication.
- Attended industry conferences and workshops to enhance knowledge of the latest financial planning best practices.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Education
Bachelor Of Science - Business Administration And Economics
St. Joseph’s University
New York, NY 09.2019 - 05.2023
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial services
- Creative thinking
- Business development
- Resourcefulness
- Financial processes
- Critical thinking
- Organizational skills
- Excellent communication
- Teamwork and collaboration
- Time management
- Active listening
- Written communication
- Multitasking
- Team building
- Conflict resolution
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual