Ambitious Finance student seeking a Financial Analyst role. Offers a unique combination of financial literacy mentorship, operational oversight, and client relations experience. Skilled in data-driven problem solving, budgeting, and risk management, with a track record of driving efficiency and leadership in fast-paced environments.
Work History
Financial Literacy Mentor
3 Years 7 Months
Independent | 01.2023 - Current
Provided tailored advice on budgeting, risk management, and portfolio diversification to enable informed decision-making.
Guided clients through setting up brokerage accounts to encourage structured, long-term financial planning habits.
Empowered individuals to build financial confidence and independence by sharing strategies for managing household finances.
Utilized effective communication and leadership techniques to build client trust and ensure a productive mentoring environment.
Crew Member
3 Months
Chick-fil-A | 04.2026 - 07.2026
Delivered exceptional customer service in fast-paced environment, ensuring satisfaction and loyalty.
Collaborated with team members to maintain workflow during peak hours, enhancing operational efficiency.
Trained new crew members on procedures and best practices, fostering a cohesive team atmosphere.
Sales Intern
2 Months
Vantage Academic Consulting | 06.2025 - 08.2025
Successfully onboarded 15+ families, expanding the client base and demonstrating strong business development skills.
Engaged directly with clients to analyze strategic needs, assess challenges, and establish clear actionable goals.
Connected clients with appropriate corporate services by building trust through a personable and professional approach.
Developed core professional skills in data-driven communication, needs assessment, and client relationship management.
Back of House Team Member
1 Year 6 Months
Chipotle | 10.2024 - 04.2026
Operated kitchen equipment and maintained cleanliness to ensure food safety standards.
Collaborated with team members to streamline food preparation processes.
Assisted in inventory management, ensuring timely restocking of supplies.
Trained new staff on operational procedures and safety protocols.
SUPERVISOR OF OPERATIONS
2 Years 2 Months
Emperial Tile | 05.2022 - 07.2024
Managed scheduling and workload distribution, maximizing productivity without overwhelming team members or compromising quality of work.
Achieved high levels of customer satisfaction with consistent attention to detail and effective communication skills.
Established clear expectations for team members, fostering a positive work environment through open communication and accountability.
Education
Bachelor of Science - Finance
San Jose State University | San Jose, CA | 05-2028
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services