Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
Generic

Samuel J. Williams

Phoenix,AZ

Summary

Motivated Accounting and Finance student seeking a Summer 2026 internship with an established firm to leverage financial analysis, inventory management, and develop client and team relationships with dedicated hard work and trust.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Operations Coordinator

Swagger
Scottsdale, Arizona
05.2025 - Current
  • Optimized warehouse scheduling processes, enhancing order accuracy and minimizing operational delays.
  • Collaborated with CEO Stacy Takachi to analyze inventory using Excel, improving financial reporting accuracy.
  • Produced reports that integrated forecasting, budgeting, and strategic planning to support leadership decision-making.

Real Estate Assistant

Coldwell Banker Realty - Dale Pavlicek
Scottsdale, Arizona
05.2024 - 08.2025
  • Represented the team at open houses, delivering key property details and addressing potential buyers’ inquiries to drive engagement.
  • Supported contract reviews, financial term analysis, and compliance requirements to ensure smooth and accurate transaction processes.
  • Cultivated strong client relationships by attentively addressing needs during property inspections, enhancing client satisfaction and trust.

Education

Bachelor of Arts - Accounting/Finance GPA 3.95

University of Arizona
Tucson, AZ
05-2027

High School Diploma -

Brophy College Preparatory, GPA 3.9
Football and Basketball, '22, '23

Skills

  • Financial analysis and reporting
  • Microsoft Excel proficiency
  • Inventory management strategies
  • Client relationship management
  • Budgeting and forecasting
  • Contract review
  • Tableau

Affiliations

  • Sigma Phi Epsilon, Academic Chair (Aug 2024–Present): Led study groups and tutoring for 30+ peers, boosting chapter academic performance using educational initiatives.
  • Eller Rising Professionals, Member (Aug 2023–May 2024): Philanthropic Event Coordinator: Planned and help lead annual charity events maximizing engagement and raising funds for nonprofit causes.
  • Saving Amy Non-Profit, Volunteer: Contributed to community outreach initiatives, supporting organizational goals through dedicated service, and event coordination.

Accomplishments

  • Balanced Man Scholarship: Awarded for demonstrating academic excellence, leadership, and commitment to personal development.
  • Dean’s Distinction Award: Recognized for outstanding academic performance and contributions to the university community.
  • Distinguished Student Award: Honored for exceptional leadership, service, and academic achievement.
  • CPA Exam Eligibility: May 2026.

Certification

  • Arizona Real Estate Salesperson License (Jul 2024–Present): Combined with Real Estate Assistant to learn regulatory compliance, contract review, and industry guidelines.
  • Securities Industry Essentials (SIE) Certification, FINRA (Aug 2025–Present): Passed certification, including topics such as market rules, ethics, product knowledge, risk awareness, and meticulous record-keeping applicable to financial reporting and assurance.

Timeline

Operations Coordinator

Swagger
05.2025 - Current

Real Estate Assistant

Coldwell Banker Realty - Dale Pavlicek
05.2024 - 08.2025

Bachelor of Arts - Accounting/Finance GPA 3.95

University of Arizona

High School Diploma -

Brophy College Preparatory, GPA 3.9

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