Carly Clark
San Diego,California
Summary
Detail-oriented Finance & Psychology double major with hands-on experience in market analysis and data visualization. Skilled in using Tableau, AI concepts, and Microsoft Office Suite to identify trends and deliver actionable insights. Experienced in fast-paced environments, focusing on technology-driven efficiency and innovation.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Business Intern
Action Engraving
Lewisville, USA
05.2025 - Current
- Conducted market analysis and customer segmentation across 6+ customer groups and 1,000+ data points to identify transformation opportunities that informed strategic decision-making.
- Collaborated with 5 cross-functional team members to evaluate and optimize internal business processes, improving operational workflow efficiency.
- Developed and presented data-driven insights using Tableau dashboards and PowerPoint to influence strategic marketing decisions.
- Contributed to digital transformation initiatives by helping design 2 promotional campaigns that enhanced brand visibility and customer engagement.
Marketing Specialist
Action Engraving
Lewisville, USA
01.2023 - 01.2024
- Analyzed customer data and market trends using Tableau and Excel to develop 3 targeted promotional campaigns reaching 500+ customers, increasing engagement and brand visibility.
- Designed customer-centric solutions aligned with business objectives, contributing to measurable organizational growth.
- Partnered with leadership to evaluate campaign performance metrics and implement strategies for ongoing improvement.
Leader in Training
Tropical Smoothie Cafe
Cumming, USA
01.2022 - 01.2024
- Led and motivated a 10-person team in a fast-paced, customer-facing environment serving 100+ customers per shift, maintaining high service efficiency.
- Supervised team during busy shifts to maintain service efficiency.
- Trained new employees on service standards and teamwork, fostering cohesive collaboration and problem-solving skills.
- Trained 30+ new employees on smoothie preparation, customer service protocols, and teamwork expectations.
- Managed inventory levels to ensure availability of fresh ingredients daily.
Education
BBA - Finance, Psychology
UNIVERSITY OF SAN DIEGO
San Diego, CA08-2028
Skills
- Data Modeling & Analysis
- Tableau
- Advanced Microsoft Excel
- PivotTables
- Data Optimization
- Workflow Optimization
- MS Office suite
- MS Outlook
- Advanced AI Proficiency
- MS Co-Pilot
Certification
KPMG U.S. Career Catalyst: Advisory Job Simulation on Forage
March 4, 2026
* Completed a job simulation involving exploring the world of advisory at
KPMG.
* Developed my Excel Skills by creating pivot tables to understand different
data points.
* Learned how professionals combine their knowledge and skills with innovative technology to deliver powerful solutions.
* Advanced my skills in creative thinking, hypothesis-driven thinking and
proactivity.
March 4, 2026
* Completed a job simulation involving exploring the world of advisory at
KPMG.
* Developed my Excel Skills by creating pivot tables to understand different
data points.
* Learned how professionals combine their knowledge and skills with innovative technology to deliver powerful solutions.
* Advanced my skills in creative thinking, hypothesis-driven thinking and
proactivity.
Affiliations
Student International Business Council (SIBC)
Member | University of San Diego | Fall 2025
• Collaborated with a team of 5+ students in a consulting-style organization to analyze business challenges and develop strategic recommendations.
• Conducted market research and contributed to client-facing strategy discussions and presentations addressing real business problems.
• Gained experience applying consulting frameworks and structured problem-solving approaches to business scenarios.
• Collaborated with a team of 5+ students in a consulting-style organization to analyze business challenges and develop strategic recommendations.
• Conducted market research and contributed to client-facing strategy discussions and presentations addressing real business problems.
• Gained experience applying consulting frameworks and structured problem-solving approaches to business scenarios.
Additional Qualifications
- Flexibility for travel and client site work.
- Completed advisory-based simulation focused on structured problem solving, data analysis, and client-ready recommendations.
- Developed solutions addressing business transformation and risk scenarios.
- Practiced executive communication and stakeholder presentation skills.
Timeline
Business Intern
Action Engraving
05.2025 - Current
Marketing Specialist
Action Engraving
01.2023 - 01.2024
Leader in Training
Tropical Smoothie Cafe
01.2022 - 01.2024
BBA - Finance, Psychology
UNIVERSITY OF SAN DIEGO