Diane James
Lockport,NY
Summary
I’m a versatile financial professional with a strong background in asset management and accounting, experienced in applying practical financial and business insight to real-world challenges. I take a hands-on approach to data gathering, financial analysis, and reporting, with a focus on accuracy, efficiency, and meaningful results. I’m comfortable working in complex, fast-paced environments and bring a clear, objective perspective to problem-solving. I’m also bilingual, with intermediate proficiency in both French and English.
Overview
2025
2025
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Investment Banking Intern
Bnp Paribas Bank
Paris, France
04.2024 - 07.2024
- Conducted market research to identify trends affecting client investment strategies
- Advised clients on mergers and acquisitions (M&A)
- Drafted reports summarizing industry analyses for internal stakeholders' review
- Collaborated with senior analysts on financial modeling and valuation projects
- Participated in team meetings to discuss project progress and strategic initiatives
- Helped raise capital through equity and debt markets
Budget Analyst
La Poste
Paris, France
08.2022 - 04.2024
- Assisted in preparing financial models and valuations for client presentations
- Conducted market research to support investment strategies and recommendations
- Oversaw organizational spending throughout the year, conducting monthly, quarterly, and annual reviews to compare actual expenditures with budgets
- Analyzed industry trends to identify investment opportunities for clients
- Communicated findings clearly in written reports to senior team members
Financial Analyst
Atlanta Peach Tree Movers
Atlanta, Georgia
04.2020 - 05.2022
- Analyzed financial data to support decision-making processes in moving operations
- Prepared monthly reports to track expenses and revenue trends for management review
- Collaborated with cross-functional teams to enhance budgeting and forecasting accuracy
- Ensured accuracy and compliance with financial regulations, policies, and internal controls
- Supported audits by preparing documentation and responding to auditor inquiries
Bookkeeping
OHL North America
New
- Defined bookkeeping policies and procedures by developing system to account for financial transactions
- Assisted with Monthly, Quarterly, and annual financial closings
- Performed bookkeeping duties including accounts payable and receivable, general ledger entries, bank reconciliations
- Collaborated with project managers and finance teams on cost tracking and reporting
- Monitored project budgets, costs, and financial performance
Education
MBA - Finance
Metropolitan College of New York
Manhattan, NY 01.2020 - 09.2021
BBA - Accounting and Finance
Metropolitan College of New York
Manhattan, NY 09.2018 - 09.2019
Associate of Science - Health
Mildred Elley
Albany, NY 09.2016 - 05.2018
Skills
- Budget forecasting
- Financial modeling
- Data analysis
- Budget management
- Financial Analysis & Forecasting
- Financial Modeling
- Data Analysis & Reporting
- Excel (Pivot Tables, VLOOKUP, Macros)
- Project Management
- Planning
Certification
- Associate in project management PMBOK6 July 2019
Accomplishments
- Academic honors (high GPA Recognition)
- Eligible for Delta Mu Delta International Honor Society (business)
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Timeline
Investment Banking Intern
Bnp Paribas Bank
04.2024 - 07.2024
Budget Analyst
La Poste
08.2022 - 04.2024
Financial Analyst
Atlanta Peach Tree Movers
04.2020 - 05.2022
MBA - Finance
Metropolitan College of New York
01.2020 - 09.2021
BBA - Accounting and Finance
Metropolitan College of New York
09.2018 - 09.2019
Associate of Science - Health
Mildred Elley
09.2016 - 05.2018
Bookkeeping
OHL North America