Jack Lombardo
Atlanta
Summary
Detail-oriented professional with experience in financial analysis and report preparation, as well as client interactions and collaboration. Committed to delivering quality results and fostering teamwork.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Analyst
Goldman Sachs
Atlanta
06.2025 - Current
- Assisted in preparing client reports using advanced financial software.
- Collaborated with teams to address client inquiries and resolve issues.
- Facilitated meetings between clients and internal teams to discuss project progress and deliverables.
- Maintained accurate records of all client interactions including notes, emails, phone calls.
Server
Del Sur
Statesboro
04.2023 - 05.2026
- Delivered exceptional customer service in high-volume dining setting, ensuring guest satisfaction.
- Coordinated food and beverage orders with precision, enhancing service speed and accuracy.
Finance Intern
Textron Specialized Vehicles
Evans
05.2024 - 07.2024
- Analyzed financial data to identify discrepancies and ensure accuracy.
- Assisted in preparing financial reports and presentations for management review.
- Supported budget tracking and expense management for various projects.
- Developed Excel spreadsheets to track expenses, revenue, cash flows and other KPIs.
Education
BBA - Finance
Georgia Southern University
Statesboro, GA05-2025
Skills
- Data Analysis
- Microsoft Excel
- Client Communication
- Problem Solving
- Critical Thinking
- Teamwork and Collaboration
Certification
CFA Program Level 1
Timeline
Client Analyst
Goldman Sachs
06.2025 - Current
Finance Intern
Textron Specialized Vehicles
05.2024 - 07.2024
Server
Del Sur
04.2023 - 05.2026
BBA - Finance
Georgia Southern University