Gurtaj Beesla
Cincinnati
Summary
Results-driven Finance major and Honors student with proven expertise in financial analysis, cash flow management, market forecasting, and profitability optimization. Excelled in real estate investment advisory, tax solutions, and full-cycle financial operations while building advanced Excel dashboards and KPI models. Ready to deliver immediate impact as a Financial Analyst or Investment Associate.
Overview
4
4
years of professional experience
Work History
Data Analytics Fellow
The Global Career Accelerator
01.2026 - Current
- Analyzed 6,000+ YouTube videos, BART ridership, and U.S. delivery datasets to identify actionable financial and operational trends supporting business strategy.
- Designed KPI dashboards and executed A/B tests in Excel (PivotTables, XLOOKUP, SUMIFS) to measure performance and optimize financial outcomes.
- Researched AI-driven industry trends and emerging finance roles to inform capital allocation and long-term business planning.
- Visualized Google Trends data to forecast seasonal demand spikes, enabling data-driven marketing and revenue decisions.
Product Expert – Intuit TurboTax Verified Pro
Intuit
12.2025 - Current
- Provided expert financial and tax guidance to clients navigating complex tax situations, improving financial decision-making and compliance.
- Analyzed intricate tax and financial data to diagnose issues and deliver precise, actionable solutions.
- Translated complex financial concepts into clear recommendations, resulting in higher client satisfaction and retention.
Real Estate Agent
Coldwell Banker Heritage
11.2025 - Current
- Delivered financial guidance to clients on market trends, pricing strategies, and investment options to support informed real estate decisions.
- Conducted in-depth market and financial data analysis to recommend optimal pricing adjustments and forecast property value trends.
- Managed contracts and financial transactions with precision, ensuring accuracy in all closings and documentation.
Owner / Manager
Shaan Indian Cuisine
08.2022 - Current
- Directed full-cycle financial operations, including cash flow monitoring, daily sales reconciliation, bank deposits, and financial reporting to maintain profitability.
- Negotiated vendor contracts, coordinated payroll, and tracked cost metrics, directly contributing to sustained gross-margin improvement.
- Implemented digital ordering platforms and merchant account integrations, streamlining revenue tracking and enhancing financial visibility.
Education
Bachelor’s - Finance, Accounting
University of Cincinnati
Cincinnati, OH05-2028
Skills
- Financial modeling, Microsoft Excel (advanced formulas, PivotTables, XLOOKUP, SUMIFS, dashboards), Budgeting & Forecasting, Financial Reporting, Cash Flow Analysis, Market & Trend Analysis, Data Interpretation Public Speaking Team Coordination
Languages
Fluent: English, Punjabi, Hindi | Proficient: American Sign Language (ASL)
AWARDS & HONORS
University of Cincinnati Honors Student Award, 2024–2026
LEADERSHIP
- Guru Nanak Society
- Assistant
- 2023 – Present
- Coordinated youth educational camps, managing logistics, group activities, and daily operations for 50+ participants.
Timeline
Data Analytics Fellow
The Global Career Accelerator
01.2026 - Current
Product Expert – Intuit TurboTax Verified Pro
Intuit
12.2025 - Current
Real Estate Agent
Coldwell Banker Heritage
11.2025 - Current
Owner / Manager
Shaan Indian Cuisine
08.2022 - Current
Bachelor’s - Finance, Accounting
University of Cincinnati