Summary
Overview
Work History
Education
Skills
Timeline
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Benjamin Tanner

Trabuco Canyon,USA

Summary

I’m a finance and accounting graduate with hands-on experience managing multi-site budgets, analyzing P&Ls, and supporting tax and audit work. At RHW Capital, I oversee financial performance across 20+ locations, and help drive strategic decisions through data analysis. I'm confident in Excel, financial modeling, and building forecasts that support smarter business planning. I'm now looking to bring that same analytical mindset to a financial analyst role, where I can continue to grow and add value.

Overview

5
5
years of professional experience

Work History

District Manager

RHW Capital
Orange, CA
05.2025 - Current
  • Manage financial performance of over 20 self-storage portfolio, including site-level P&Ls and revenue forecasting
  • Lead and train site managers to meet occupancy and revenue targets
  • Analyze financial data including occupancy trends, rent roll, delinquency, and cash flow to inform strategic pricing and cost controls
  • Serve as regional point-of-contact for escalated customer issues, vendor coordination, and corporate initiatives

Server

Wood Ranch BBQ
Irvine, CA
10.2020 - 01.2025
  • Trained over 15 new employees by demonstrating tasks and proper execution during daily activities.
  • Provided excellent customer service by anticipating needs, and responding promptly to requests.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously, without compromising service quality.

Accounting Intern

Wertz & Company
Irvine, CA
05.2023 - 08.2023
  • Assisted in preparing tax returns, audit schedules, and journal entries for 10+ clients.
  • Conducted reconciliations and financial reports using QuickBooks, Excel, and Sage.
  • Supported audit documentation and GAAP-compliant financial reviews.
  • Gained exposure to valuation methods and financial structuring.

Education

Bachelor of Arts - Finance And Accounting

Cal State Fullerton
Fullerton, CA
01-2025

Associate of Arts - Business Administration

Saddleback College
Mission Viejo, CA
05.2022

Skills

  • Excel functions and analysis
  • Budgeting and variance analysis
  • GAAP reporting and financial statements
  • Financial modeling and forecasting
  • Accounting software proficiency
  • Eagle Scout recipient

Timeline

District Manager

RHW Capital
05.2025 - Current

Accounting Intern

Wertz & Company
05.2023 - 08.2023

Server

Wood Ranch BBQ
10.2020 - 01.2025

Bachelor of Arts - Finance And Accounting

Cal State Fullerton

Associate of Arts - Business Administration

Saddleback College

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