Open To Work
Avery Anderson
Oviedo
Summary
Finance intern with expertise in market research and investment analysis. Proven ability to collaborate with teams to generate actionable insights that enhance financial strategies and optimize client outcomes.
Overview
4
4
years of professional experience
9
9
Certifications
Work History
Financial Advisory Intern
Solution's Group Wealth Management
Heathrow
08.2025 - 12.2025
- Conducted research on market trends and investment opportunities for clients.
- Supported implementation of new processes and procedures in financial advisory services.
- Drafted memos, business plans, and proposals as needed by the team.
- Analyzed industry trends and competitive dynamics to inform recommendations.
Accounting Intern
Solution's Group Accounting Firm
Heathrow
05.2025 - 11.2025
- Executed data entry for accounting software and spreadsheets to ensure accuracy.
- Communicated with clients to clarify account discrepancies and details.
- Performed bank reconciliations and journal entries for general ledger transactions.
- Supported month-end closing activities through meticulous data entry tasks.
- Organized financial documentation for audits and reviews to maintain compliance.
- Managed accounting ledgers and recorded journal entries to streamline financial operations.
- Ensured compliance in executing and tracking bank reconciliations, accounts payable, and collections.
- Applied mathematical skills to calculate totals and rectify discrepancies in records.
Paralegal
Jacobson, Chmelir, & Ferwerda PA
Winter Springs
08.2021 - 05.2025
- Conducted legal research to bolster case documentation and preparation.
- Assisted attorneys with trial preparation by collecting evidence and witness details.
- Reviewed discovery materials to extract pertinent information for cases.
- Managed case files, ensuring organization and currency of all documents.
- Coordinated communication among clients, courts, and opposing counsel to enhance collaboration.
- Maintained attorneys' calendars, efficiently scheduling meetings and court dates.
Education
Bachelor of Science - Finance
Florida State University
Tallahassee, FL05-2025
Skills
- Financial analysis and reporting
- Market research and data entry
- Investment recommendations and planning
- Process improvement strategies
- Client communication and relations
- Financial software proficiency (QuickBooks, FactSet)
- Team collaboration and support
- Accounts receivable management
- Attention to detail in financial tasks
Certification
Securities Industry Essentials- FINRA
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeLocation Preference
On-SiteHybridRemoteSalary Range
$45000/yr - $200000/yrTimeline
Financial Advisory Intern
Solution's Group Wealth Management
08.2025 - 12.2025
Accounting Intern
Solution's Group Accounting Firm
05.2025 - 11.2025
Paralegal
Jacobson, Chmelir, & Ferwerda PA
08.2021 - 05.2025
Bachelor of Science - Finance
Florida State University