Summary
Overview
Work History
Education
Skills
Timeline
Generic

Samuel Ferreira

Minneapolis,MN

Summary

Thorough Accounting Major familiar with accounting and financial principles. Skillful in examining company accounts to determine financial risk sources. Innovative individual with aptitude for mathematics and high level of accuracy. Committed to helping company grow while verifying business follows state and federal regulations.

Overview

3
3
years of professional experience

Work History

Audit Intern

Grant Thornton
01.2023 - 04.2023
  • Assisted in office administration and client communication to help manage auditors' workload.
  • Performed analytical review of audit documents such as Income Statements and other documents.
  • Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
  • Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.

Private Wealth Management Intern

Robert W. Baird Co
04.2021 - 09.2022
  • Aided 5 separate financial advisor groups in 3 different locations
  • Created over 200 retirement plans for clients using MoneyGuide Pro
  • Created budget spreadsheets for clients
  • Updated 150+ client files and client information

Server's Assistant

Four Seasons Hotel Minneapolis
04.2023 - Current
  • Able to describe a multitude of dishes to customers and have an extensive knowledge of the menu
  • Collaborated with other staff members to maintain high-level customer satisfaction.
  • Assisted with dining room set up prior to and after service period.
  • Communicated customer needs clearly to kitchen staff for fast, accurate orders.
  • Greeted customers warmly to provide exceptional customer service.

Annotator

Sigma Chi Fraternity
08.2020 - 03.2021
  • Run weekly chapter meetings
  • Organized 5 rounds of elections for executive positions
  • Organized and executed all internal affairs of the fraternity
  • Sit as chairman of the 30 person Operations Committee
  • Hold a seat on head table and work closely with the President and Vice President
  • Circulate chapter news and business weekly.

Education

Bachelor of Science - Accounting and Finance

University Of Minnesota - Twin
Minneapolis, MN
12.2023

Skills

  • Quality Control
  • Report Preparation
  • Excel Proficiency
  • Report Generation
  • Microsoft Office

Timeline

Server's Assistant

Four Seasons Hotel Minneapolis
04.2023 - Current

Audit Intern

Grant Thornton
01.2023 - 04.2023

Private Wealth Management Intern

Robert W. Baird Co
04.2021 - 09.2022

Annotator

Sigma Chi Fraternity
08.2020 - 03.2021

Bachelor of Science - Accounting and Finance

University Of Minnesota - Twin
Samuel Ferreira