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