Summary
Overview
Work History
Education
Skills
Timeline
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John Caufield

Staten Island

Summary

Analytically driven and highly adaptable finance student with hands-on experience in data analysis, financial reporting, and client-focused project execution. Proven ability to thrive in fast-paced, high-stakes environments through internships in commercial banking and tax advisory. Strong foundation in Excel modeling, market research, and financial statement review. Eager to apply my skills and passion for financial markets.

Overview

1
1
year of professional experience

Work History

Associate Intern

Northfield Bank
06.2025 - Current
  • Supporting retail banking teams by analyzing financial statements and assessing borrower risk profiles.
  • Demonstrated adaptability by quickly acclimating to new software tools, technologies, and methodologies used within the organization.
  • Assisting with customer relationship management, market research, and internal reporting tools to streamline data insights.
  • Gaining direct exposure to client interactions and bank operations with a focus on compliance and regulatory practices.
  • Provided teller support by processing transactions, resolving customer inquiries, and ensuring a seamless banking experience.

Internship

AJC Advisors
01.2024 - 04.2024
  • During an intensive tax season, I gained foundational experience in research and analysis of tax returns, the practical application of tax laws, a solid understanding of tax terminology and the opportunity to navigate tax software.
  • I have a greater appreciation of the importance of protecting and managing personal, confidential information, and the value of detail and accuracy.
  • The position sharpened my skills for time management, client communications, as well as confidentiality and ethics.
  • My responsibilities included: client inquiries on tax status and returns, managing appointments for staff, messages, managing customer databases for search and retrievals, data entry for tax returns, assisting resident accountants for research and quality control, and attending client meetings for recording issues.

Barback

Entrada Restaurant
08.2024 - 12.2024
  • Assisted management and bartenders in operations of restaurant.
  • I acquired an understanding of inventory management, a strong value for preparation and organization skills, following procedures and the importance of maintaining equipment.
  • At times, the position required a great deal of physical stamina, keeping your composure, anticipating customer needs and honing my communication skills.
  • Managed inventory of supplies, assisted in verification of deliveries, and oversaw training of new barbacks.

Education

B.S. Degree - Major: Finance And Economics/ Minor: Statistics

Monmouth University
West Long Branch, N.J.
05.2027

Skills

  • Teamwork and collaboration
  • Data entry
  • Microsoft Excel/ Microsoft Word/ Powerpoint/ Bloomberg
  • Client relationships
  • Research and analysis
  • Data management

Timeline

Associate Intern

Northfield Bank
06.2025 - Current

Barback

Entrada Restaurant
08.2024 - 12.2024

Internship

AJC Advisors
01.2024 - 04.2024

B.S. Degree - Major: Finance And Economics/ Minor: Statistics

Monmouth University

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