Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Roles And Responsibilities
Certification
Languages
Timeline
Generic
Siana Chism

Siana Chism

Houston,TX

Summary

Siana Chism is an ambitious and detail-oriented Financial Analyst with strong foundational skills in finance, data analysis, and strategic planning. She brings experience in budgeting, forecasting, and financial modeling. Siana is self-motivated, driven, and committed to achieving excellence in every task she undertakes.

Developed strong analytical and organizational skills within financial environment, seeking to transition into new field. Demonstrated ability to manage financial data and processes efficiently using accounting software. Looking to apply these transferable skills to new and challenging role.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Volunteer Budget Assistant

Community Resource Hub
09.2023 - Current
  • Collaborated on budgeting and forecasting projects
  • Helped prepare financial statements for nonprofit funding and grants

Financial Planning Intern

BrightPath Financial Services
06.2024 - 08.2024
  • Supported the finance team in creating budget reports and financial models
  • Assisted in data collection and analysis for strategic planning initiatives

Education

Bachelor of Science - Finance, Financial Planning & Analysis

Texas Southern University
Houston, TX

Skills

  • Data analysis and visualization
  • Financial modeling
  • Budgeting and forecasting
  • Investment analysis
  • Microsoft Excel
  • Strong analytical and problem-solving skills
  • Excellent attention to detail
  • Effective written and verbal communication
  • Microsoft Excel proficiency
  • Variance analysis
  • Preparing budgets
  • Accounting assistance

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Received a professional excellence award from the Financial Management Association.
  • Lowered company costs by 75% through accurate financial modeling, budgeting and process improvement.

Personal Information

Title: Financial Analyst

Roles And Responsibilities

  • Analyze financial data to support strategic business decisions
  • Prepare financial reports and investment analyses
  • Develop and maintain financial models for budgeting and forecasting
  • Interpret complex financial information to provide actionable insights
  • Ensure accuracy and efficiency in financial processes

Certification

  • CFA - Certified Financial Analyst
  • MFTA - Master of Financial Technical Analysis
  • CMT - Chartered Market Technician
  • CPCU - Chartered Property Casualty Underwriter

Languages

English
Native or Bilingual

Timeline

Financial Planning Intern

BrightPath Financial Services
06.2024 - 08.2024

Volunteer Budget Assistant

Community Resource Hub
09.2023 - Current

Bachelor of Science - Finance, Financial Planning & Analysis

Texas Southern University