Alejandro Abad
Garfield,NJ
Summary
I am a proactive, fast learner eager to apply my hybrid skillset in a dynamic branch environment. I am genuinely passionate about beginning my career in community banking, where I can leverage my combination of financial knowledge, regulatory awareness, technological agility, and proven customer service to contribute to your team's success from day one. I am confident that I possess the right blend of competence and character to become a trusted and productive member of your branch.
Overview
1
1
Certification
Work History
Tax Intern
Mahajan & Co. CPA
01.2023 - 05.2023
- Prepared individual, partnership and business tax returns with TaxWise software.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Interviewed clients to obtain information such as taxable income, deductibles and expenses.
- Communicated with clients by email or phone to take payments, set up appointments, or calculating and sharing tax refund amounts to clients with confidentiality.
Education
Bachelor of Science - Financial Technology
New Jersey Institute of Technology
Newark, New Jersey, NJ05-2025
Associate of Science - Business Administration
Bergen Community College
Paramus, NJ05-2022
Skills
- Customer Service
- Communication (Verbal & Written)
- Attention to Detail
- Numerical and Financial literacy
- Technology & System proficiency (Microsoft Suite, Excel, Python, SQL)
- Time management & Organization
- Ability to maintain composure and professionalism during peak business hours
Certification
- Wall Street Prep Valuation & Financial Modeling
- Bloomberg Market Concepts
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Tax Intern
Mahajan & Co. CPA
01.2023 - 05.2023
Bachelor of Science - Financial Technology
New Jersey Institute of Technology
Associate of Science - Business Administration
Bergen Community College
Wall Street Prep Valuation
Completed Wall Street Preps Financial Modeling & Valuation course where I learned financial skills to build complex, real-world financial models in Excel from the ground up. Covering Valuation models like: Discounted Cash Flow Analysis, Comparables Analysis, and three-statement financial modeling.