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Skills

  • Client Satisfaction Improvement
  • Presentation Software Proficiency (HubSpot)
  • Financial statement preparation
  • Pitch book development
  • Program equipment
  • Financial modeling and forecasting
  • Client onboarding and relations
  • Business operations
  • Operational improvement
  • Competitor benchmarking

Work Experiences

  • Achieved a 55% improvement in compliance adherence.
  • Compiled and reviewed tax data for SAP investment accounts, helping clients reduce tax liability by $16.
  • Assisted in the facilitation of a corporate restructuring initiative, helping the company save $5 in operating expenses.
  • Achieved 62% returns over several months.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Collaborated with senior financial analysts to conduct cash flow forecasts and projections, improving budgeting accuracy for several months by 78%.
  • Analyzed financial market trends to assist senior staff in making strategic investment recommendations.
  • Achieved a competitive edge.
  • Assisted in preparation of monthly financial statements.
  • Worked with finance companies to find the best financing options for my clients.

Summaries

  • Adept at managing financial data.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Analyzed impacts on client portfolios.
  • Financial Services Intern is a multi-talented Financial Services Intern who is consistently rewarded for planning and operational improvements.
  • Boosted overall budgeting reliability.
  • Aligned client portfolios with long-term financial goals.
  • Costs were consistently reduced while profits were increased.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Analyzed financial market trends.
  • Ambitious Financial Services Intern skilled in financial modeling.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Presented weekly financial summaries to senior management, highlighting key trends that led to quicker, more informed decisions.
  • Conducted competitor financial research, identifying an emerging market trend and recommending steps that led to a 79%-point increase in market share.
  • Assisted in preparing customer reports and presentations that enhanced understanding of financials, ultimately improving client satisfaction by 41%.
  • Utilized Asana for financial forecasting and contributed to a 75% reduction in forecasting errors.
  • Collaborated with team of 3 in the development of category.
  • Provided valuable insights through an in-depth analysis of cost structures, helping reduce operating costs by $5 annually.
  • Contributed to market research analysis that led to the successful acquisition of system, increasing company holdings by 67%.
  • Supported hedge fund managers in developing a robust risk assessment framework, resulting in a 37% decrease in overall portfolio risk.
  • Participated in the development of financial stress tests, enhancing risk management strategies and lowering potential exposure by 16.

Affiliations

  • Society of Women Engineers
  • Attending annual industry conferences such as the Financial Management Association (FMA) International
  • Lions Club
  • Active member in the Future Business Leaders of America (FBLA) 2021
  • Regular participant in industry webinars hosted by the Chartered Financial Analyst (CFA) Institute
  • Affiliated with the Securities Industry and Financial Markets Association (SIFMA)
  • Recipient of scholarship from the Investment Company Institute (ICI)
  • Member of the Student Finance Association 2022 - 2023
  • Volunteer at program's Financial Literacy Outreach Program
  • Affiliate member of the Global Financial Markets Association (GFMA)

Certifications

  • Certified Data Science for Finance Professional Summit Group
  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • Financial Markets Analysis with R Summit Group
  • Bloomberg Market Concepts (BMC)
  • Digital Financial Services Analytics Tableau
  • Technical Analysis in Financial Markets Certification
  • Intro to Asset Management Lakeside Partners
  • Advanced Financial Modeling Certification - Beacon Labs
  • Series 63 – Uniform Securities Agent State Law Exam

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