Marcellino D. Romeo
San Diego
Summary
I am a motivated finance undergraduate with a solid grasp of financial principles and strong analytical skills, developed through rigorous academic training and enhanced by internships. Proficient in Tableau, Microsoft Office Suite, and Excel, I excel at conducting detailed financial analyses. My approach is characterized by innovation, sincerity, and a collaborative spirit, aiming to contribute effectively within dynamic finance environments. Eager to engage with experienced professionals, I am dedicated to continuous learning and making impactful contributions in the finance sector.
Overview
3
3
year of professional experience
1
1
Certification
Work History
Student Financial Consultant
Aztec Consulting
01.2024 - Current
- Funneled consumer engagement from Brick and Mortar Cafe to Online e-commerce site with 35% increase in online interaction
- Refined online marketing strategy through SWOT analysis of the industry as well as local and global competitors
- Assisted in securing targeted projection through social media engagement, increasing click rate by 48% and decreasing the abandoned cart by 5%
- Formed benchmarks through metrics: VOA, Projected Growth, ROA, Inventory Turnover, creating a scalable market strategy.
Finance Analyst Intern
Nutraceuticals Group USA
05.2023 - 07.2023
- Assisted in the management of accounts receivable and payable, enhancing understanding of small business financial operations
- Collaborated with the finance team in budget preparation and monitoring, gaining practical experience in financial planning
- Supported the development and implementation of inventory management strategies to optimize stock levels and reduce costs
- Participated in team meetings and workshops, contributing ideas and learning about various aspects of business management.
Education
CANDIDATE FOR BACHELOR OF FINANCE -
San Diego State University
San Diego, CA2025
Skills
- Microsoft Office Suite (Excel, PowerPoint, Word), with strong capability in Excel formulas and functions Proficient in Tableau for data visualization and financial analysis
- Team Leadership & Development
- Problem-Solving
- Experienced in financial analysis, budget creation, cash flow management, and profitability assessment
- Strategic Planning
- Proven capability in cost-revenue analysis and regular preparation of weekly/quarterly financial reports
- Attention to Detail
- Analytical Thinking
- Capable of accurately calculating and analyzing key financial metrics, including VOA, Retention metrics, ROA/ROI, and more
- Client Relationships
Certification
Advanced proficiency in French, pursuing bilingual certification.
Completed intensive French language courses and participated in an immersive language experience in Paris (Summer 2023).
Affiliations
Entrepreneurship Society, Student Health Advocacy Committee, Finance & Investment Society of San Diego State University
Timeline
Student Financial Consultant
Aztec Consulting
01.2024 - Current
Finance Analyst Intern
Nutraceuticals Group USA
05.2023 - 07.2023
CANDIDATE FOR BACHELOR OF FINANCE -
San Diego State University