Miami, Florida, United States
Hello, I am Santi Ruiz, and I graduated from the University of Central Florida with a Bachelor of Science in Business Administration in Finance, building a strong foundation in financial analysis, business analytics, and data-driven decision-making. I have been recognized with multiple Dean’s List honors and the Bright Futures Academic Scholarship for consistent academic performance. I was actively involved in ALPFA UCF and the Financial Management Association during my time at UCF, where I contributed to strategic outreach, analytics, and leadership initiatives. I have gained hands-on experience through finance and administrative roles supporting accounting processes, operational coordination, and bilingual client engagement. I am seeking opportunities in finance or business analytics where I can apply my technical skills, problem-solving abilities, and collaborative mindset to support strategic growth.
•Supported the intake and underwriting process for Indexed Universal Life (IUL) policies by preparing and maintaining accurate case files, enabling faster and more efficient reviews. •Facilitated the sales process by assisting licensed agents with client communications and follow-ups, helping improve lead conversion efficiency. •Preparing for the state life insurance license by completing coursework and practice exams to qualify for licensing, aiming to take on direct sales responsibilities and further contribute to revenue growth
•Analyzed data from recruitment efforts and member surveys •Collaborated on 2 actionable outreach strategies, projected to boost member retention by 20% •Achieved at least 5 qualitative insights weekly and tracked 10+ interactions per event
· Representing ALPFA UCF in career fairs, professional mixers and volunteering events to grow club’s professional network & aid recruitment. · Participating in mentorship program consisting of 2 weekly meetings with chapter leaders to advance professional growth objectives. · Attending weekly chapter meetings consisting of speakers from Fortune 500 companies to network and expand industry knowledge.
• Attended 40+ workshops covering banking/tech careers and professional development • Trained in Alteryx, Tableau, and SQL and competed in an innovation challenge • Developed personal branding, networking, and collaboration skills under a professional coach
•Built and maintained financial models to evaluate project expenses, capital allocation, and cash flow for residential development projects • Analyzed financial statements for accuracy and supported budget balancing efforts, with exposure to ~$4.5M in direct costs and ~$1.0M in indirect costs. • Supported variance analysis by comparing actual project costs against forecasts, identifying discrepancies and preparing summary reports for management.