MILES DILOY
Summary
Detail-oriented professional with 3+ years of experience in financial analysis, CRM strategy, and marketing support. Skilled in data interpretation, customer insights, and cross-functional collaboration to drive business growth and operational efficiency. Proficient in Excel, FactSet, and Bloomberg Terminal.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Intern - Alternative Investment Funds
Andersen
06.2025 - 08.2025
- Assisted in the preparation and review of corporate (1120) and partnership (1065) tax returns, including partner Schedule K-1s.
- Gained hands-on experience with tax compliance for venture capital, private equity, and fund-of-funds structures.
- Completed over 80 billable hours for clients, contributing directly to firm revenue.
- Built technical proficiency in tax regulation, consolidated return issues, and partnership allocations.
- Collaborated with engagement teams to research tax treatment and ensure compliance with federal and state guidelines.
Membership Associate
The Presidio YMCA
08.2022 - Current
- Generated 138 net new memberships as of March 2024, averaging 3 new signups per week while working 15-20 hours/week, exceeding part-time performance expectations.
- Utilized and developed skills in Excel and SalesForce CRM to manage member data, track leads, and monitor membership trends for strategic outreach.
- Fostered long-term member relationships through personalized service, timely follow-ups, and needs based assistance, improving client satisfaction and retention.
Special Projects & Corporate Collaboration
- Walmart eCommerce – Senior Director, Product Management (Steven Tupelly): Presented A/B testing-based strategies to improve customer experience and optimize online shopping journeys.
- Reckitt (Lysol) – Director, Insights & Analytics (Sujahta Radhakrishnan): Contributed mixed-methods research and strategic recommendations to inform future marketing campaigns.
- Know Research – CEO (Katrina Noelle): Designed and delivered a proposal to strengthen student engagement and sense of belonging for a client project.
- Kolenda – CEO (Nick Kolenda): Developed and presented insights on eCommerce trends, highlighting behavioral nudges and applications of vibrotactile feedback.
Co-Founder / Program Lead
Mindlessly Mindful
04.2020 - 08.2023
- Supported outreach and marketing strategy, helping secure and maintain partnerships with Genentech, Kaiser Permanente, Tamalpais Union School District, and Rotary Clubs.
- Launched and scaled a meditative art business during COVID-19, delivering mindfulness classes to diverse audiences.
- Drove participant growth through social media, email campaigns, and community outreach.
Education
Bachelor of Science - Finance
University of San Francisco
05-2026
Bachelor of Science - Marketing
University of San Francisco
05-2026
Skills
- Tax research
- Client Advisory
- Excel (Advanced)
- Sales Force (T-rec)
- Bloomberg Terminal
- FactSet
- Time Management
- Leadership
- Effective Communication
- Critical Thinking
Certification
FactSet Fundamentals Certification – Demonstrated proficiency in portfolio analysis, financial data retrieval, and market screening.
Bloomberg Market Concepts (BMC) – Completed 8-hour course covering economics, equities, fixed income, and ESG investing.
Timeline
Tax Intern - Alternative Investment Funds
Andersen
06.2025 - 08.2025
Membership Associate
The Presidio YMCA
08.2022 - Current
Co-Founder / Program Lead
Mindlessly Mindful
04.2020 - 08.2023
Special Projects & Corporate Collaboration
Bachelor of Science - Finance
University of San Francisco
Bachelor of Science - Marketing
University of San Francisco