Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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SOPHIA TESTA

Crystal Lake,IL

Summary

Energetic and adaptable finance professional with proven leadership experience, and a natural talent for connecting with people. Skilled in financial analysis and strategic planning, with a strong ability to foster collaboration and maintain a positive work environment. Committed to continuous growth and driving team success.

Overview

4
4
years of professional experience

Work History

Business Programs Office Graduate Assistant

Ball State University
08.2025 - Current
  • Analyzed program engagement and performance metrics to evaluate marketing effectiveness and support data-driven strategy adjustments
  • Conducted benchmarking research to evaluate MBA program competitiveness against peer institutions, and recommended improvements.
  • Reviewed and processed student applications using Slate, ensuring data accuracy while supporting efficient workflow and reporting processes
  • Provided guidance to students regarding academic policies and procedures, supporting program satisfaction and success.

Finance Intern

POS Remarketing Group
05.2022 - 08.2024

Seasonal, 3 Summers

  • Collaborated with cross-functional teams to perform in-depth financial analyses, and support strategic decision-making.
  • Created budgets and forecasts for the fiscal years 2023 and 2024 , contributing to long-term financial planning.
  • Utilized QuickBooks and Fishbowl daily to maintain accurate and timely financial records.
  • Organized and maintained company financial and historical data (2021–2022) to establish a reliable repository for strategic use.
  • Completed Coursera Excel courses to strengthen data analysis and reporting skills, applying new techniques directly to internship projects.

Education

Masters of Business Administration -

Ball State University
Muncie, IN
05.2026

Bachelor of Science - Finance

Ball State University
Muncie, IN
05.2025

Skills

  • Financial analysis and reporting
  • Budget forecasting and variance analysis
  • Advanced Excel proficiency including pivot tables, lookup functions, and data analysis
  • Data organization and process improvement
  • Benchmarking and market research
  • Strong attention to detail with financial data
  • Team collaboration and communication
  • Self motivated with strong initiative
  • Reliable with a strong work ethic

Accomplishments

    Chapter President, Alpha Phi Sorority, 2024.

  • Oversaw and supervised over 70 members
  • Organized philanthropy events, including a silent auction, to raise over $15,000 for Women's Heart Health
  • Held judicial boards and came up with outcomes for members who did not meet social, academic, or financial standards
  • Served as the spokesperson for the organization at events and meetings
  • Order of Omega, 2023-2025.

  • Honors society for those involved in greek life
  • Execute fraternity and sorority life events to keep members engaged
  • Accounting Club, 2024.

  • Engage in weekly meetings highlighting a guest speaker

Timeline

Business Programs Office Graduate Assistant

Ball State University
08.2025 - Current

Finance Intern

POS Remarketing Group
05.2022 - 08.2024

Masters of Business Administration -

Ball State University

Bachelor of Science - Finance

Ball State University
SOPHIA TESTA