Aimar Merhi Julio

Baldwin,USA

Summary

Motivated accounting student with hands-on experience in financial services, management, and client relations. Effective communication and problem-solving skills with a proactive leadership approach. Currently pursuing a Bachelor of Science in Accounting with plans for CPA eligibility. Seeking opportunities to apply accounting ability and client engagement skills in a dynamic finance environment.

Overview

years of professional experience

Work History

Accounting Intern

Ruth A. Sattig Betz CPA

11.2024 - Current

Perform data entry and organization using DMS/Lacerte
Prepare and file bank statements, receipts, and 1099 forms
Assist with financial documentation and client records

Assistant Manager

Farmer Joel’s

07.2021 - Current

Oversee daily operations, manage staff, and support high-quality service
Handle large transactions and ensure accuracy in order preparation
Lead by example to foster teamwork and efficiency under pressure

Member Service Representative

Jovia Financial Credit Union

07.2024 - 01.2025

Greeted members and provided personalized solutions for banking and financial services
Promoted investment and insurance offerings to meet management goals
Opened and supported member accounts, achieving sales targets

Education

Bachelor of Science - Accounting

State University of New York College at Old Westbury

Old Westbury, NY

05.2026

Skills

Bilingual: Fluent in English and Spanish
Proficient in Microsoft Excel
Proficient in Microsoft Word
Proficient in Microsoft PowerPoint
Excellent interpersonal skills

Excellent leadership skills
Quick learner
Detail-oriented
Results-driven

Professional Affiliations And Activities

Member: Accounting Society, Sophomore Jump, NYSSCPA
Community Involvement: Volunteer with Kohls Cares and Catholic Charities
High School Activities: Baldwin Track Team, Monticello Band

Languages

Spanish

Native or Bilingual

Timeline