Ivan Opoku
Jersey City,NJ
Overview
2
2
years of professional experience
1
1
Certification
Work History
Front Desk & Operations Associate
William Paterson University
01.2021 - 10.2021
- Oversaw daily revenue operations, including processing payments, reconciling cash drawers, and ensuring 100% transaction accuracy.
- Conducted financial tracking and reporting of center revenues, usage metrics, and budget allocations to support management decision-making.
- Implemented internal controls to minimize risk, ensure compliance with university financial policies, and prevent revenue leakage.
Cashier
CVS Health
06.2019 - 09.2020
- Processed and reconciled over 200 daily transactions, ensuring a 99.9% cash drawer accuracy rate and applying reconciliation techniques comparable to accounts receivable functions.
- Supported end-of-day financial closing procedures, balancing registers and resolving discrepancies to maintain 100% accountability of financial records.
- Monitored expense variances and applied cost-tracking methods that contributed to more accurate daily reporting and budget alignment.
Education
Bachelor of Science - Business Marketing
William Paterson University
Wayne, NJ05.2025
Skills
- Technical Skills: Financial Modeling & Valuation, Ratio Analysis, Budgeting & Forecasting, Scenario Analysis
- Software and Tools: Microsoft Excel (Pivot Tables, VLOOKUP, IF Statements, Data Validation), Bloomberg Terminal (BMC)
- Professional Skills: Accounts Receivable, Expense Reconciliation, Data Verification, Financial Reporting
Certification
- Bloomberg Market Concepts (BMC) - Bloomberg, 2025
- Excel Fundamentals - Corporate Finance Institute, 2025
- Corporate Finance Fundamentals - Corporate Finance Institute, 2025
- Excel for Business (Intermediate I & II) - Macquarie University (Coursera), 2025
finance projects
Financial Statement Analysis & Valuation
Techniques employed: Financial Modeling, Ratio Analysis, Excel Projections, Data Verification, Financial Reporting.
• Applied Financial Analysis & Reporting techniques to evaluate a publicly traded company’s 3 year performance using SEC filings and Yahoo Finance data.
• Built a financial model in Microsoft Excel with Income Statement, Balance Sheet, and Cash Flow projections.
• Conducted ratio analysis (profitability, liquidity, leverage) to assess performance and deliver an equity valuation recommendation.
• Ensured data accuracy and reconciliation while preparing a professional analyst style report.
Budget Forecasting & Scenario Analysis
Techniques Employed: Budget Forecasting, Scenario Modeling, Excel Automation, Data Accuracy, Cost Analysis.
• Created a 12-month budget and forecast for store operations, incorporating revenue, expenses, and cash flow.
• Designed dynamic scenario analysis (Base, Best, Worst Case) using Excel tools (PivotTables, VLOOKUP, IF statements).
• Automated data entry and applied accuracy verification to maintain integrity of financial outputs. •Generated actionable insights on expense tracking, cost management, and resource allocation for decision-making.
Timeline
Front Desk & Operations Associate
William Paterson University
01.2021 - 10.2021
Cashier
CVS Health
06.2019 - 09.2020
Bachelor of Science - Business Marketing
William Paterson University
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