Self-motivated professional eager to apply strong communication and critical thinking skills in various environments. Seeking a full time entry-level opportunities to expand skills while facilitating company growth.
Overview
4
4
years of professional experience
Work History
Associate Accountant
CHS Inc
Inver Grove Heights, MN
09.2023 - Current
Conducted detailed reviews of balance sheet accounts to ensure accuracy and completeness.
Provided support to senior accounting staff with various projects as needed.
Analyzed financial data to identify trends or discrepancies that may require further review or investigation.
Maintained fixed asset register and prepared periodic depreciation schedules for assets acquired by the company.
Assisted in developing budgets and forecasts based on historical performance data.
Participated in special projects related to process improvement initiatives within the finance department.
Financial Analyst
CHS
Inver Grove Heights, MN
06.2023 - Current
Analyzed complex financial information to offer recommendations to management, driving decision-making.
Developed comprehensive company valuations to inform investment decisions.
Assessed company investment potential by examining historical trends, current activities and stated plans.
Supported projects and analyses to drive consistency and accuracy within financial models.
Financial Advisor-Internship
Northwestern Mutual
Minneapolis , USA
06.2022 - 03.2023
Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
Consulted with clients to assess and meet short- and long-term financial goal.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Constantly collaborating with other colleagues to assure that we provide the best recommendations for our clients and prepare and delivered our strategy to help secure their financials.
Teller
Ideal Credit Union
Inver Grove Heights, MN
05.2021 - 05.2022
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Built and maintained client relationships through quality, personalized interactions.
Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
Assistant Manager
BJT Roofing LLC
Saint Paul, MN
05.2020 - 09.2020
Answered incoming calls and recorded accurate messages.
Executed record filing systems to improve document management and organization.
Reviewed budget and subcontractor estimates in detail and analyzed for accuracy with scope of work relevancy in mind.
Managed contracts with vendors and suppliers by assigning tasks and communicating expected deliverables.