Omar Ishtiaq
Houston
Summary
Results-driven financial professional with experience at Coding Initiative and JV Global Capital. Proficient in financial modeling and Microsoft Excel, I secured $5,000 in grant funding and contributed to investment reports for portfolios totaling $10.5 million. Strong analytical and presentation skills enhance my ability to drive strategic financial decisions.
Overview
3
3
years of professional experience
Work History
Financial Reporting Intern
Coding Initiative
01.2025 - Current
- Supported $75,000 in grant applications by preparing multi-year nonprofit financial statement packages.
- Compiled and reconciled financial data using Form 990, expense receipts, donor contributions, and active grants under the accrual accounting method.
- Assisted in preparing monthly financial statements and reports.
- Utilized Excel for data analysis and financial modeling tasks.
- Secured $5,000 in grant funding using grant proposal budgets specific to each funder.
- Provided assistance in the development of forecast models for budgeting purposes.
Financial Advisor Intern
JV Global Capital
08.2024 - 12.2024
- Assisted in preparing investment reports for client portfolios totaling $10.5 million.
- Conducted market research and compiled investment data for client presentations.
- Analyzed financial statements of prospective clients to assess their risk tolerance level.
- Advised clients on tax planning strategies that would help them reduce their overall liability amount.
Business operation analyst
Mahnaz Enterprise
08.2022 - 12.2023
- Reviewed monthly bank statements and transaction reports, improving financial accuracy and record-keeping.
- Organized financial records and documentation for tax preparation and CPA review.
- Implemented Modisoft proprietary software, improving transaction tracking, reporting accuracy, and inventory visibility.
- Analyzed sales data post implementation, identifying key pricing and sales strategies resulting in a 10% revenue increase YOY.
Education
Bachelor of Business Administration - Finance
C. T. Bauer College of Business, University of Houston
Houston, Texas12.2024
Skills
- Microsoft Excel and Power BI
- Copilot for Word
- Presentation skills
- Financial modeling
- Tax planning
- Portfolio management
Certificates Skills
- Microsoft Excel Specialist
- Microsoft Power BI Professional Certificate
- Copilot Word
- PowerPoint
Timeline
Financial Reporting Intern
Coding Initiative
01.2025 - Current
Financial Advisor Intern
JV Global Capital
08.2024 - 12.2024
Business operation analyst
Mahnaz Enterprise
08.2022 - 12.2023
Bachelor of Business Administration - Finance
C. T. Bauer College of Business, University of Houston