Rafael Portillo
Houston,TX
Overview
1
1
Certification
1
1
year of professional experience
Work History
C&SI Summer Analyst
JP Morgan Chase
Houston, Texas
06.2026 - 08.2026
- Created and updated 270 financial models projecting 5-7 year financials for clients, facilitating credit structuring and deal execution.
- Delivered 3+ case studies on industry specialization, client prospecting, and financial modeling for a restructure credit pitch.
- Acquired foundational knowledge in financial modeling, credit analysis, treasury solutions, and client relationship management through participation in 5+ live deals and hands-on training.
Tax Intern
ATKG
San Antonio, Texas
01.2026 - 04.2026
- Prepared 50+ individual and corporate tax returns and franchise returns, ensuring compliance with regulations.
- Analyzed client financial data and reconciled general ledger accounts, enhancing accuracy for 50+ clients.
- Researched tax regulations and guidelines, providing insights to support specific client cases.
- Developed foundational knowledge in tax preparation software and internal workflow to support 10+ engagements in a fast paced, deadline driven environment.
Audit Intern
Ernst & Young
Houston, Texas
06.2025 - 08.2025
- Assisted in conducting financial audits by examining financial statements and accounting records, contributing to accurate reporting.
- Reviewed 10+ client documents, ensuring accuracy and compliance with laws and regulations to support audit integrity.
- Identified discrepancies in data analysis between actual results and expected outcomes, facilitating corrective measures.
- Worked under supervision of auditors to develop working knowledge of the company's audit approach, tools and methods.
Education
Master of Science - Accounting
Rice University
Houston, TX05-2027
BBA - Accounting
St. Mary's University
San Antonio, TX05-2026
Skills
- Financial modeling
- Credit analysis
- Microsoft Excel
- Spreadsheet skills
- Regulatory compliance
- Adaptability and problem solving
- Attention to detail
- Bilingual in Spanish & English
Certification
- VITA Tax Certified
- IMA Data Analytics & Visualization
- Bloomberg Market Concepts
- Forage (EY) Audit Simulation
Affiliations
- President of IMA- STMU Chapter
- VP of Finance and records: Inter-Fraternity Council
- Family Director & Education Student Leader - Marianist Leadership Team
- VP of Programming - Sigma Phi Epsilon
Timeline
C&SI Summer Analyst
JP Morgan Chase
06.2026 - 08.2026
Tax Intern
ATKG
01.2026 - 04.2026
Audit Intern
Ernst & Young
06.2025 - 08.2025
Master of Science - Accounting
Rice University
BBA - Accounting
St. Mary's University