Shari Emeana
Copperas Cove,United States
Summary
Motivated Finance graduate student offering strong analytical and abstract reasoning skills. Excellent history of managing complex data. Well-versed in business operations, strategic planning and market analysis. Track record of positive academic performance and superior numerical and analytical skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
Texas Departmen of Insurance
Austin, TX
2023.02 - Current
- Perform analysis of business entities and including an assessment of corporate governance, enterprise risk, capital position, and financial statements.
- Monitor the ongoing operations of business entities, including the effectiveness of operations and risk management.
- assess the financial strength and weaknesses of entities.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Learned and adapted quickly to new technology and software applications.
- Passionate about learning and committed to continual improvement.
Loan Assistant/Specialist
Small Business Administration
10.2021 - 02.2023
- Assembled important paperwork and disclosures for up to 30 applicants per day.
- Interviewed accountants, owners, and/or representatives of businesses to obtain financial information.
- Analyzed income and expense reports of businesses.
- Assessed and analyzed invoices and revenues to determine business's ability to afford commercial loans.
- Acted in an advisory capacity to Business owners with respect to: communicating programs offered, application process, issues, and closing agreements.
- Monitored key dates to obtain information by deadlines.
- Responded to a variety of customer inquiries, ranging from routine to complex, and providing detailed information to the public regarding federally declared disaster and COVID EIDL disaster loan programs.
- Prepared written responses to email inquiries received through email from business owners.
- Made determinations as to the eligibility for the type of loan sought to include questions relating to profit or nonprofit, financial documentation, and the evaluation of evidence of income and employability.
- Assisted borrowers with completion of their loan closing documents and answered questions regarding the loan closing and disbursement process.
Tax Examiner
Internal Revenue Service, IRS
02.2021 - 10.2021
- Recommended financial solutions in relation to tax implications.
- Utilized accounting concepts to ensure that Individual Tax returns balanced on all schedules.
- Communicated with taxpayers in writing explaining adjustments and correction methods for tax forms and schedules.
- Calculated tax liabilities and issued payment instructions to facilitate timely tax payments.
- Analyzed tax issues and made recommendations for remediation to management.
- Prepared and released correspondence for use by other federal and State agencies.
- Corrected over 100 Personal Tax returns per day
Education
MBA - Finance
Texas A&M University - Corpus Christi
Corpus Christi, TX05.2023
BBA - Finance
Texas A&M University - Central Texas
Killeen, TX05.2021
Skills
- Problem Solving
- Prioritizing and Planning
- Collaborative
- Leadership and Management
- Strategic
- Analytical Thinking
- Report Preparation and Presentation
- Data Interpretation and Analyzation
- Microsoft Office Systems
Certification
Excel Fundamentals-Formulas for Finance, Corporate Finance Institute
Timeline
Financial Analyst
Texas Departmen of Insurance
2023.02 - Current
Loan Assistant/Specialist
Small Business Administration
10.2021 - 02.2023
Tax Examiner
Internal Revenue Service, IRS
02.2021 - 10.2021
MBA - Finance
Texas A&M University - Corpus Christi
BBA - Finance
Texas A&M University - Central Texas
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