Detailed and highly-motivated Financial Analyst Intern adept in creating and maintaining databases, compiling presentations and creating spreadsheets using Excel. Effective communicator and team player with a meticulous attention to detail.
Overview
1
1
Certification
Work History
Financial Analyst Intern
DCH Wealth Management
Saint Petersburg, FL
05.2023 - 07.2023
Assisted in preparing financial statements, reports and forecasts for senior management review.
Conducted research on current economic trends and developments in the industry.
Analyzed financial data to identify trends and variances from established goals.
Prepared presentations summarizing key findings from financial analyses.
Researched new accounting principles, regulations, and best practices.
Advised senior management on capital allocation decisions based on analysis.
Organized database by entering and verifying information.
Attended meetings and conference calls where key leaders were present.
Education
Bachelor of Science - Aviation Business Administration
Embry Riddle Aeronautical University
Daytona Beach
05-2025
Skills
Strategic Planning
Accounting Techniques
Financial Planning
Investments
Microsoft Excel
Data Analytics
Recordkeeping Standards
Affiliations
Private Pilot
Golf
Pickleball
Entrepreneur
Sim Racing
Fishing
Skiing
Certification
(PPL) Private Pilot License
(RPC) Remote Pilot Certificate Part 107
Timeline
Financial Analyst Intern
DCH Wealth Management
05.2023 - 07.2023
Bachelor of Science - Aviation Business Administration
Embry Riddle Aeronautical University
(PPL) Private Pilot License
(RPC) Remote Pilot Certificate Part 107
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