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Skills

  • Financial analysis
  • Goal-oriented
  • Accurate forecasting
  • Deal mechanics
  • Tax reporting
  • Math aptitude
  • Stocks and bonds knowledge
  • Investigation leadership
  • Analytical
  • Risk investment analysis

Work Experiences

  • Created member account profiles on the organization's online banking program.
  • Assisted in the planning, coordination, and oversight of system projects.
  • Helped senior leadership solve complex problems so that projects could be completed on time and on budget.
  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Created and analyzed various budgets, as well as analyzing financial statements.
  • Wire transfers, stop payments, and account transfers were all things I did.
  • Created status reports, brief books, and initial public offering (IPO) pitches.
  • Oversaw the company's $8 budget by creating a complex financial model that tracked and validated expenditures.
  • Made contact with potential clients in order to close sales and collect funds.
  • Created accounts with a 3 product cross-sell ratio.

Summaries

  • Finance Intern with 15 years of successful cross-functional collaboration and process improvement experience.
  • Problem solver and collaborator with zeal.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Finance Intern is a deadline-driven Finance Intern who excels in fast-paced environments.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Dedicated to making significant contributions to the team and establishing a career in investment banking.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Excellent financial analysis and general accounting practices knowledge.
  • Within Banking and Financial Services, senior Finance Intern and outstanding performer in risk assessment and budget management.

Accomplishments

  • Implemented data validation methods during financial reporting, improving report accuracy by 43%.
  • Optimized financial reporting processes using Adobe Creative Suite, reducing data entry errors by 25% and saving 18 hours per month.
  • Developed a comprehensive salary forecasting tool that gave HR a clearer understanding of labor costs over 13 years, resulting in 72% greater budget accuracy.
  • Achieved successful IPO for Brightline.
  • Maintained a positive net cash flow Number for 17 months in a row.
  • Collaborated with cross-functional teams to implement a new financial model, reducing operating expenses by $17 over 14 months.
  • Monitored portfolio performance and presented actionable insights, enabling $18 in reallocation for better returns.
  • Collaborated with the accounting department to streamline invoice payment processes, reducing outstanding bills by $4 within 18 months.
  • Facilitated method by implementing category.
  • Conducted variance analysis to track project budgets against forecasts, aiding in cost controls that resulted in a 23% budgetary surplus.

Affiliations

  • Association of Financial Planners (AFP)
  • Global Association of Risk Professionals (GARP)
  • Young Finance Professionals (YFP)
  • National Association of Certified Public Bookkeepers (NACPB)
  • American Society of Safety Professionals
  • Chartered Financial Analyst (CFA) Institute
  • National Society of Financial Analysts (NSFA)
  • Financial Management Association International (FMA)
  • Jaycees
  • Professional Risk Managers' International Association (PRMIA)

Certifications

  • Financial Statement Analysis & Reporting Certificate by Lakeside Partners
  • Certified Financial Analyst (CFA) Level I
  • International Financial Reporting Standards (IFRS) Certification
  • Data Analytics for Accounting using Tableau by Vantage
  • CompTIA A+ Technician
  • Certified Public Accountant
  • Xero Advisor Certification
  • Certified Management Accountant (CMA)
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Senior Certified Professional (SHRM-SCP)

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