Stephanie Petersen
Milwaukee,WI
Summary
Proven Financial Analyst Intern at Baird Capital, adept in strategic planning and financial statement analysis. Excelled in synthesizing complex data to drive organizational improvements, exceeding performance goals. Skilled in Microsoft Excel and teamwork, I leveraged analytical prowess to enhance decision-making and financial forecasting, contributing to significant business advancements.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst Intern
Baird Capital
02.2024 - Current
- Contributed to the development of strategic financial plans, leading to improved long-term business performance.
- Provided ad-hoc analysis as needed for special projects or initiatives, contributing valuable insights that drove process improvements across the organization.
- Assisted senior financial analysts with complex financial modeling, resulting in more accurate predictions for company growth.
- Prepared clear and concise financial reports for management review, enabling better-informed decisionmaking.
Server
Dorsia Restaurant
06.2023 - Current
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Sales Associate
North Face
10.2019 - 01.2023
- Ensured compliance with all company procedures related to cash handling, refunds/returns processing.
- Promoted store loyalty program to customers, resulting in increased membership sign-ups and repeat business.
- Collaborated with team members to achieve sales targets and consistently exceeded performance goals.
- Assisted in training new cashiers, improving team performance and consistency in customer service.
Education
BBA - Accounting
University of Wisconsin - Milwaukee
Milwaukee, WI05.2025
Skills
Microsoft Excel
Strategic Planning
Financial statement analysis
Performance reporting
Cost Analysis
Accounting Principles
Financial Planning
Financial Reporting
Data Analysis
Certification
Excel Certification
Timeline
Financial Analyst Intern
Baird Capital
02.2024 - Current
Server
Dorsia Restaurant
06.2023 - Current
Sales Associate
North Face
10.2019 - 01.2023
BBA - Accounting
University of Wisconsin - Milwaukee
Excel Certification
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