Louis Gonzalez
La Puente,CA
Summary
Results-driven finance student eager to apply theoretical knowledge and analytical skills in a hands-on role as a financial analyst intern. Seeking an opportunity to contribute to financial modeling, data analysis, and strategic decision-making processes while gaining practical experience in corporate finance. Dedicated to delivering accurate insights and recommendations to drive business growth
Overview
2
2
years of professional experience
Work History
Associate Banker
JPMorgan Chase
09.2023 - Current
- Execute precise and efficient cash and check transactions for clients, ensuring accurate handling of funds and adherence to bank security measures
- Display exceptional proficiency in online and mobile banking platforms, demonstrating to clients how to leverage these digital tools for efficient account management, e-statement access, and mobile deposit capture
- Collaborate with colleagues to develop and implement strategies for achieving branch sales target.
Remote Customer Service Representative
2 Hugos LLC
11.2022 - 08.2023
- Assisted customers via phone, email, and online chat, guiding them in selecting the most suitable rental cars based on their preferences and needs
- Addressed customer inquiries and concerns regarding rental policies, pricing, and additional services, resolving issues promptly and professionally
- Demonstrated strong product knowledge remotely, effectively educating customers on rental car features, policies, and optional services.
Administrative Assistant
Shangdao Investment LLC
El Monte, CA
12.2021 - 10.2022
- Analysed financial data using Microsoft Excel advanced features, pivot tables, data visualization, and macros to track expenses, prepare reports, and identify areas for cost savings
- Assisted Management in assessing property’s repair and improvement requirements, providing guidance on the selection of suitable contractors
- Maintained relationships with contractors, suppliers, and service providers, ensuring timely communication, resolving issues, and managing vendor contracts.
Education
Bachelors of Business Administration -
Cal Poly Pomona
12.2024
Skills
- Strong analytical capabilities to interpret data and make informed investment decisions
- Experience leading team projects or initiatives, showcasing effective leadership qualities such as motivation, delegation, and conflict resolution
- Knowledge of Excel, PowerPoint, and Microsoft Office
- Proficient in conducting industry research and competitive analysis to support decision-making processes
- Experience in conducting profitability analysis and cost allocation for strategic decision support
Languages
Spanish
Native/ Bilingual
Timeline
Associate Banker
JPMorgan Chase
09.2023 - Current
Remote Customer Service Representative
2 Hugos LLC
11.2022 - 08.2023
Administrative Assistant
Shangdao Investment LLC
12.2021 - 10.2022
Bachelors of Business Administration -
Cal Poly Pomona