Summary
Overview
Work History
Education
Skills
Certification
Software
Timeline
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Meghan Ferguson

Athens,GA

Summary

Results-drive and dedicated individual set to graduate from the University of Georgia in May 2024. Known for a strong work ethic, I bring a unique blend of financial expertise and a solid background in statistics. Eager to apply analytical skills and financial acumen to contribute effectively in a professional setting.

Overview

1
1
Certification

Work History

Intern

Volunteer Income Tax Assistance (VITA) Program
2024.01 - Current
  • Prepare and analyze at least 12 tax returns throughout the semester using TaxSlayer software.
  • Develop excellent customer service skills by explaining clients' tax returns to them.
  • Collaborate with other interns to create a plan for the client to better their tax situation in the upcoming years.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Passed the IRS Advance, Military, and Foreign Certification Exams in order to participate.

Education

Bachelor of Science - Financial Planning

University of Georgia
Athens, GA
05.2024

Skills

  • Data Interpretation
  • Investment Strategies
  • Portfolio Management
  • Accounting Principles
  • Financial Planning
  • Critical Thinking
  • Financial Modeling
  • Client Relations
  • Financial Software Proficiency
  • Time Management
  • Problem Solving
  • Financial Analysis
  • Adaptability

Certification

eMoney Certification

Holistiplan Certification

MoneyGuidePro Certification

Securities Industry Essentials (SIE) Certification (expected Februrary 2024)

Software

EMoney Advisor

Holistiplan

R

Python

SAS

Microsoft Excel

Timeline

Intern

Volunteer Income Tax Assistance (VITA) Program
2024.01 - Current

Bachelor of Science - Financial Planning

University of Georgia

eMoney Certification

Holistiplan Certification

MoneyGuidePro Certification

Securities Industry Essentials (SIE) Certification (expected Februrary 2024)

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Meghan Ferguson