Holly Watson
Toledo,OH
Summary
Driven finance student (remote) with a strong passion for finance. Developed a broad foundation of financial knowledge through previous work experience and rigorous coursework. Seeking an opportunity to apply skills and knowledge and contribute to a dynamic, growth-oriented team.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Bartender/Server
Olive Garden
Toledo, OH
01.2021 - Current
- Average daily sales of $1,500
- Average $15 in add-ons per guest through suggestive selling, improving overall sales
- Provide excellent service to groups up to 30, ensuring satisfaction while maintaining efficient service with an average check time of under 50 minutes
- Perform opening and closing duties, printing sales report, setting up for incoming shift, preparing cash drawers, and taking inventory
Financial Representative
Northwestern Mutual
Toledo, OH
08.2023 - 05.2024
- Increased client satisfaction and rapport by providing comprehensive financial advice and personalized solutions for clients earning $80,000+ annually
- Developed tailored investment strategies to optimize clients short and long-term financial goals
- Collaborated with cross-functional teams to develop financial plans
- Maintained accurate records of all client interaction, including an average of 600-800 phone calls and 80-100 meetings a month, utilizing organizational skills through CRM
Staff Accountant Intern
Novogradac & Company
Dover, OH
01.2023 - 04.2023
- Monitored accounts receivable and payable to track transactions, prevent discrepancies, and ensure financial accuracy
- Assisted in audit processes to maintain accurate financial records and ensure compliance with General Accepted Accounting Principles (GAAP) and regulatory standards
- Prepared tax returns, summarizing transactions of the calendar year
Education
BBA - Finance
University of Toledo
Toledo, OH12.2026
Skills
- Microsoft Excel
- Analytical Thinking
- Financial Planning
- Accounting Principles
- Data Entry
- Communication
- Time Management
Certification
- Life, Health, and Annuity License
Timeline
Financial Representative
Northwestern Mutual
08.2023 - 05.2024
Staff Accountant Intern
Novogradac & Company
01.2023 - 04.2023
Bartender/Server
Olive Garden
01.2021 - Current
BBA - Finance
University of Toledo