Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Emma Dugan

Concord,CA

Summary

Finance intern with strong background in economics and customer service. Proven ability to support finance teams on diverse projects and enhance process development. Committed to applying analytical skills to drive financial solutions.

Overview

3
3
years of professional experience

Work History

Finance Intern

Kingswood US
Del Mar, CA
05.2025 - Current
  • Maintained databases of customer information including account balances, transactions history.
  • Reviewed client accounts regularly to ensure accurate record keeping and compliance with regulations.
  • Developed financial models to assess the performance of investments and portfolios.
  • Provided support with administrative tasks such as filing documents, scheduling meetings.
  • Assisted in developing marketing materials for prospective clients.
  • Worked with team to coordinate financial plans, reports and presentations.

Server

Contra Costa Country Club
Pleasant Hill, CA
05.2025 - Current
  • Took orders from customers accurately and in a timely manner.
  • Communicated effectively with kitchen staff regarding customer allergies or special requests.
  • Greeted guests and provided menus.
  • Accurately recorded orders on the point-of-sale system.
  • Responded efficiently to guest inquiries and complaints in a professional manner.
  • Prepared drinks according to standard recipes.

Lead Hostess

The Cooperage American Grille
Walnut Creek, CA
04.2024 - 08.2025
  • Organized large parties for special events such as birthdays or anniversaries.
  • Greeted customers, answered questions about menu items and specials, and provided general information about the restaurant.
  • Verified reservations prior to seating guests.
  • Communicated any issues or complaints to management in a timely manner.
  • Greeted incoming guests to escort to assigned dining area and present menus.
  • Answered phones promptly to record and confirm reservations.

Server/Food Runner

Lazy Dog Restaurant & Bar
San Diego, CA
11.2024 - 05.2025
  • Provided excellent customer service to ensure satisfaction.
  • Delivered food orders promptly and courteously.
  • Followed health safety guidelines when preparing and serving food products.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies.
  • Stayed informed about daily specials, new menu items, promotions.

Food Runner/Hostess

Torsap Thai Kitchen
Walnut Creek, CA
11.2022 - 04.2024
  • Assisted in training new staff members on restaurant operations and procedures.
  • Greeted and welcomed customers as they arrived at the restaurant.
  • Assisted servers in setting up tables for guests.
  • Organized food orders and ensured accuracy of items served to customers.
  • Collaborated with management team on ways to improve service levels within the restaurant.

Education

Bachelor of Science - Business Administration, Finance

San Diego State University
San Diego, CA
05-2027

Skills

  • Financial analysis and modeling
  • Customer service excellence
  • Problem solving strategies
  • Accounting principles expertise
  • Microsoft Excel proficiency
  • Market research skills
  • Team collaboration
  • Relationship management

Languages

English
Native/ Bilingual
Spanish
Professional

Timeline

Finance Intern

Kingswood US
05.2025 - Current

Server

Contra Costa Country Club
05.2025 - Current

Server/Food Runner

Lazy Dog Restaurant & Bar
11.2024 - 05.2025

Lead Hostess

The Cooperage American Grille
04.2024 - 08.2025

Food Runner/Hostess

Torsap Thai Kitchen
11.2022 - 04.2024

Bachelor of Science - Business Administration, Finance

San Diego State University