Matthew Mulligan
Plymouth,MA
Overview
1
1
Certification
3
3
years of professional experience
Work History
Finance Intern
Compliers Consulting Services, LLC
New York, New York
05.2026 - 08.2026
- Conducted financial research on public companies by analyzing company filings, market trends, and competitor performance.
- Researched private equity opportunities in the Boston area, focusing on industry trends and small business growth potential.
- Completed SIE exam training and weekly finance assignments to build knowledge of securities markets and investment products.
Tax and Finance Intern
Colona Financial Services Inc.
Plymouth, Massachusetts
05.2025 - 08.2025
- Assisted with tax preparation, financial documentation, and organizing client records to support accurate and efficient financial services.
- Used Excel and financial data to review client information, maintain records, and support day-to-day tax and finance operations.
Part Time Assistant Hockey Coach
Plymouth South High School
Plymouth, MA
12.2023 - Current
- Mentored and encouraged youth to develop strong work ethic by being positive role model and regularly practicing skills.
- Assisted Head Hockey Coach in developing practice plans and drills.
Education
Bachelor of Science - Finance
Bentley University
Waltham, MA05-2027
Skills
- Financial Planning
- Investment Analysis
- Portfolio Analysis
- Asset Allocation
- Retirement Planning
- Financial Analysis
- Microsoft Excel
- Bloomberg Terminal
- FactSet
- Client Communication
Certification
- Microsoft Office Specialist: Excel Associate
- Certified in Bloomberg Market Concepts
- Claude 101, Anthropic
- Introduction to Claude Cowork, Anthropic
Coursework
Advanced Managerial Finance
- Analyzed capital budgeting decisions using NPV, IRR, and scenario/sensitivity analysis
- Evaluated cost of capital, capital structure, and firm valuation
- Built financial models to assess project profitability and risk
- Applied forecasting and pro-forma techniques to real business cases
Introduction To Financial Planning
- Developed personal financial plans covering budgeting, savings, and cash-flow analysis
- Studied retirement planning strategies including 401(k), IRA, and Social Security considerations
- Examined tax planning fundamentals and their impact on financial decisions
- Reviewed insurance, investment basics, and risk-management principles
Timeline
Finance Intern
Compliers Consulting Services, LLC
05.2026 - 08.2026
Tax and Finance Intern
Colona Financial Services Inc.
05.2025 - 08.2025
Part Time Assistant Hockey Coach
Plymouth South High School
12.2023 - Current
Bachelor of Science - Finance
Bentley University