Anthony Aquino
Fort Lauderdale,FL
Summary
Ambitious finance student pursuing an opportunity to elevate my educational journey and contribute to real-world financial expertise. Proficient in Excel, skillful at bookkeeping, well-suited for technical management roles, and possessing competent sales skills. Skilled in handling quantitative data and crafting reports for insightful monthly statement analysis. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Intern
Xendoo
06.2022 - 08.2022
- Reviewing, inputting, and categorizing checks in QBO and Xero
- Inputting Open Transactions based on customer feedback
- Creating and editing Rules to ensure consistency in categorization
- Administrative tasks:
Requesting statements from customers
Converting PDFs to CSVs and importing into QBO and Xero
Uploading and labeling documents in Xendoo Portal
Intern
B.E.S.M
06.2023 - 08.2023
- Learned communicative skills over the phone selling vacations.
- Meet and exceeded quotas of sales within 2 weeks after being trained.
- Diverged to launch separate campaign.
- Took a management role with the new campaign overseeing sales and technological aspects of the team.
- Collaborated closely with the sales team to manage leads and help with proposals.
Education
Bachelor of Science - Finance
Clemson University
Clemson, SC05.2025
Skills
- Xero certification and experience
- Quickbooks Online experience
- Xendoo Portal (software) understanding
- Basic bookkeeping including classification of transactions, basic bank reconciliations, and setting up Rules
- Organizing data to review and reporting
- Communication with customers at varying levels in the company
- Project Management
- Sales Calls
- Cold Calling
- Sales Strategies
Timeline
Intern
B.E.S.M
06.2023 - 08.2023
Intern
Xendoo
06.2022 - 08.2022
Bachelor of Science - Finance
Clemson University