Nicole Romualdo
Chicago,IL
Summary
Finance major at the University of Illinois Urbana-Champaign with leadership experience, a strong Chicago network, and a client-focused mindset. Interested in wealth management, financial planning, and building a book of business through relationship-driven advising, prospecting, and hands-on financial analysis.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Finance & Business Micro-Intern
Medline Industries
Chicago, IL
05.2025 - 05.2025
- Conducted financial and market analysis to support operational decision-making within healthcare supply chain teams
- Evaluated purchasing behavior and KPIs to identify process improvements and efficiency opportunities
- Presented findings in a professional, client-style setting alongside cross-functional teams
Student Consultant
Business in Action
Champaign, IL
01.2025 - 05.2025
- Worked directly with a client to analyze growth strategy, revenue opportunities, and market expansion
- Developed client-facing recommendations projected to increase revenue by 20%
- Supported prospecting and outreach through LinkedIn and Instagram strategy, increasing engagement by 35% and reaching 5,000+ prospects
- Evaluated partnership opportunities aligned with long-term growth and ROI
Junior Accountant (Shadowing / Part-Time Support)
Strive Logistics
Chicago, IL
- 01.2020
- Supported accounts receivable and accounts payable (AR/AP), freight billing, reconciliations, and month-end close processes for a logistics company
- Verified and processed 15–25 carrier invoices per week; flagged billing discrepancies and supported timely payments
- Maintained aging reports for 25–40 customer and vendor accounts; supported collections follow-ups and vendor compliance documentation
- Assisted with weekly financial reporting and basic reconciliations, contributing to organized month-end close documentation
Vice President
Kappa Delta Chi
Champaign, IL
09.2024 - Current
- Serve on the executive board overseeing 13 chairs across 6 committees (Social, Special Projects, Alumnae Relations, Fundraising, Publicity, Stroll)
- Help manage operations and programming for a chapter that grew from 16 active members to 29 members through recruitment and engagement efforts
- Co-led fundraising initiatives generating $5,000–$10,000 over two academic years through events, campaigns, and campus partnerships
- Coordinate budgets, timelines, and deliverables across committees to ensure smooth execution of events and service initiatives
- Track committee goals and performance to improve accountability, planning, and follow-through
Education
Bachelor of Science - Finance
University of Illinois at Urbana-Champaign
Champaign, IL05-2026
Skills
- Financial Planning Fundamentals
- Prospecting & Networking
- Market & Business Analysis
- Tableau
- Python
- Client Relationship Building
- Financial Analysis & Forecasting
- Microsoft Excel (Advanced)
- SQL
- Professional Communication & Presentations
Websites
Certification
State Seal of Biliteracy
Gies College of Business CEO Program
Timeline
Finance & Business Micro-Intern
Medline Industries
05.2025 - 05.2025
Student Consultant
Business in Action
01.2025 - 05.2025
Vice President
Kappa Delta Chi
09.2024 - Current
Junior Accountant (Shadowing / Part-Time Support)
Strive Logistics
- 01.2020
Bachelor of Science - Finance
University of Illinois at Urbana-Champaign