Sergio Cardenas

Senior Consultant

Deloitte

Feb 2021 - Current (4 years 7 months)

- Directed a journal entry analytics and balance sheet risk assessment exercise for multi-national retailer to implement standardized policies. - Co-led the rollout of a customized transaction matching and journal entry solution for leading company in the environmental and waste management space with $15B in annual revenue. - Led the extract-transform-load solution work stream of financial close automation implementation for QSR chain with 500+ locations

Analyst

Clearsulting

Jun 2018 - Feb 2021 (2 years 9 months)

- Managed rollout of financial automation tool for $15B food services company in their Latin America offices as project and technical lead - Served as project and technical support in pre-implementation, strategy phases ranging from improving intercompany accounting processes to automating transaction matching for bank and payroll accounts - Co-managed finance transformation project for global hospitality company with 55,000 employees and $3.2B in revenue. Responsibilities included project management, documenting current processes, and leading training for new activity owners

Campus Ambassador

Morning Brew

Jan 2018 - Mar 2018 (3 months)

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Business Valuation Analyst Intern

Financial Valuation Services, LC

Aug 2017 - Nov 2017 (4 months)

- Assist in the building and revision of client company financial valuation models and comparable firm evaluations - Perform financial analysis for private companies based on their financial and operating information, backed by industry research - Prepare client deliverables concerning shareholder transactions, M&A, tax valuation, and litigation support

Finance Associate

Hearst

Jun 2017 - Aug 2017 (3 months)

- Research mergers and acquisitions in the newspaper industry by looking at EBITDA/Cash Flow multiples to partake in the bidding process of several up for-sale newspaper companies and determine the best possible offer - Examine potential acquisitions by examining revenues, circulations, and possible synergies with Hearst's owned newspapers - Analyze newspaper circulation revenue, ad revenue (digital and print), and digital reach trends over the last decade

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Risk Management and Underwriting Intern

PeopleFund Inc.

Jan 2017 - Apr 2017 (4 months)

• Evaluating and assessing client financials, serving as a liaison with finance and lending terms • Supporting approvals and underwriting of loan applications, including assessment of business plans, organizational documents, and overall quality of package. • Determining best loan product for client needs, including internal and SBA loan products • Assembling with lending team to discuss delinquent and nonperforming clients, and how to assist them • Collaborating with the Director of Underwriting to support collections and recoveries

Finance Leaders in Technology Workshop

Microsoft

Jun 2016

• Competed in a group case competition with the challenge of allocating $1B in company funds across Microsoft's products • Networked with company executives during several networking events in a 3- day period • One of 25 students selected to attend, that included students from across the United States

Business Development Intern

State Farm

Jun 2016 - Aug 2016 (3 months)

• Diversified the client portfolio to Spanish- speaking clients by selling 30+ new policies to them under 2 months • Cultivated the bank's relationship with the Hispanic-American demographic through in-person relationships and phone follow-ups • Completed the Bank Certification Training Curriculum to abide by banking ethics, regulatory complaints, and relationship selling • Increased volume of client portfolio thus maintaining status as No. 1 auto insurance-selling agency in South Texas, the largest market for State Farm in the country

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Team Member

Red Mango Inc.

Feb 2016 - Apr 2016 (3 months)

• Administered cash dues and total sales on a daily basis with the purpose of counting revenues and profits • Dispatched customers with orders varying from smoothies, juices, coffees, and yogurt orders with the best service possible

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Market Research Analyst Intern

NOVAMEX

Jun 2015 - Jul 2015 (2 months)

• Conducted analysis of Nielsen data for milk modifiers, table chocolate products, and hot sauces in the United States market • Coordinated the execution of a Sensory Panel Test between Choco Choco and Nesquik to observe consumer preferences • Updated price tracking information fro Ibarra gathered during 2015 in Southern California's key Hispanic chains

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Undergraduate Assistant

The University of Texas at El Paso

Apr 2014 - Jul 2014 (4 months)

• Delivered manual checks daily to supervisors for signing and approval to be ready for pick-up by their recipients • Aided the front desk by picking up and transferring calls with the purpose to give the best customer service possible • Renewed information of university employees on a constant basis to have an accurate and precise database

Sergio Cardenas

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