Luke Bowerman-Medrano
El Cajon,CA
Summary
Dedicated individual interested in applying excellent communication and interpersonal skills to an Analytic role. Experienced in data entry and handling money. Can quickly memorize product details and build customer relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst
Lysted, Inc
Calabasas, CA
06.2022 - Current
- Prepared and analyzed account event reports
- Conducted research and data analysis for investment and accounting decisions
- Developed and maintained accounting models
- Provided recommendations based on financial analysis
- Created presentations for senior account management.
- Drafted presentations summarizing key findings from financial analyses.
- Constructed models for analyzing potential mergers and acquisitions opportunities.
- Determined and tracked budget expenses with accuracy and transparency.
Account Bookkeeper
In2Tax
El Cajon, CA
12.2018 - 02.2019
- Conducted monthly bank account reconciliations
- Maintained and updated account records
- Supported ad-hoc financial projects
- Assisted with data entry and reconciliation
- Utilized financial software and tools.
Education
Bachelor of Science - Finance
San Diego State University
San Diego, CA05.2023
Associate of Science - Business Economics
Grossmont College
San Diego05-2020
Skills
- Financial Analysis
- Budgeting and Forecasting
- Financial Modeling
- Capital Forecasting and Reporting
- Expense and Revenue Analysis
- Communication Skills
- Bloomberg Terminal
- Report Preparation
- Account Reconciliation
- Comparative Analysis
- Bookkeeping
- Statistical Analysis
- MS Office Suite
Coursework
- Financial Management
- Investment Analysis
- Financial Accounting
- Managerial Accounting
- Corporate Finance
- Risk Management
- Financial Modeling
- Economics
- Financial Accounting
- Managment Accounting
Extracurricular Activities
Member of the Finance Club and Ski and Snowboard Club at San Diego State University. Participated in a volunteer financial literacy program for local high school students.
Certification
- Bloomberg Certification
- Studying for CFA Level One
Languages
English
Native/ Bilingual
Spanish
Professional
Affiliations
- Skiing
- Art Oriented
- Homeless fundraising, working with Anthony Pretto of Kobey's Swapmeet
- Leadership in different areas, including the Snow team at SDSU
Timeline
Financial Analyst
Lysted, Inc
06.2022 - Current
Account Bookkeeper
In2Tax
12.2018 - 02.2019
Bachelor of Science - Finance
San Diego State University
Associate of Science - Business Economics
Grossmont College