Osvaldo Yanez
Poway,CA
Summary
Detail-oriented Finance student with a solid foundation in financial analysis, forecasting, and data-driven decision-making. Skilled in Excel, including pivot tables and financial modeling. Experienced in applying NPV, IRR, and variance analysis through academic and independent projects, targeting roles in Financial Planning, FP&A, or Business Analytics.
Overview
2
2
years of professional experience
Work History
Server / Takeout Specialist
BJ's Restaurants
Escondido, USA
02.2024 - Current
- Delivered customer service in high-volume restaurant, serving multiple tables and managing takeout orders to maximize customer satisfaction
- Coordinated with kitchen and service staff to ensure timely order delivery, enhancing overall customer experience
- Demonstrated multitasking during busy service hours by effectively managing multiple tasks to support smooth operations
- Process customer payments accurately while maintaining strong attention to detail
Education
Bachelor of Science - Business Administration, Finance Option
California State University San Marcos
San Marcos, CA04-2027
Skills
TECHNICAL SKILLS
Excel (Pivot Tables, VLOOKUP/XLOOKUP), Financial Modeling, Data Analysis, Forecasting, Variance Analysis, KPI Tracking
- Financial Reporting
Additional Skills
Bilingual: English & Spanish
Strong problem-solving and analytical thinking
Effective communication and teamwork
Time management in high-pressure environments
Accomplishments
Dean’s List, Spring 2025
Coursework
- FIN 321 – Investment Analysis
- FIN 331 – Financial Markets & Institutions
- ACCT 203 – Introduction to Accounting for Managers
Projects
Financial Analysis Project (Excel)
• Built a financial model analyzing stock performance using historical data
• Applied valuation techniques including NPV and IRR to evaluate investment decisions
• Used Excel (pivot tables, formulas) to identify trends and generate insights
Portfolio Analysis Project
• Evaluated asset allocation strategies using ETFs and market benchmarks
• Analyzed risk and return using CAPM and diversification concepts
• Developed investment recommendations based on data-driven analysis
Timeline
Server / Takeout Specialist
BJ's Restaurants
02.2024 - Current
Bachelor of Science - Business Administration, Finance Option
California State University San Marcos