Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Taylor Davis

San Diego,CA

Summary

Financial Analyst Intern looking to obtain a position in a thriving financial environment. Extensive experience in analysis reporting and progressive accounting. Results-oriented and driven to excel at every task. Data driven with experience in client facing environments.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst Intern

San Diego Gas & Electric Co
06.2023 - Current
  • Analyzed and monitored statistical data trends.
  • Developed financial models for projects and presentations.
  • Monitored organization's performance against competitors.
  • Participated in conference calls and meetings and interacted with key leaders.
  • Maintained database by verifying information and recording new information when needed.

Marketing Associate

Successful Retirement Solutions, LLC
12.2021 - 05.2023
  • Edited website content and database to keep information correct and up-to-date.
  • Developed marketing strategies and resolved problems to drive sales.
  • Planned and executed events and marketing programs to increase qualified leads.
  • Performed ongoing analysis to develop and advance future marketing strategies.
  • Worked closely with product development teams to create and maintain marketing materials for sales presentations and client meetings.

Education

Bachelor of General Studies - Economics And Industry

University of Arizona
Tucson, AZ
12.2023

Skills

  • Cost Analysis
  • Client Case Studies
  • Cash Flow Management
  • Workflow Processes
  • Industry Economics
  • Excel Formulas
  • Financial Planning
  • Effective Multitasking
  • Customer Interaction
  • Marketing Activities
  • Client Meetings
  • Securities Marketing

Certification

  • California Insurance License - Life & Health

Languages

English
Native or Bilingual
Spanish
Professional Working
French
Limited Working

Timeline

Financial Analyst Intern

San Diego Gas & Electric Co
06.2023 - Current

Marketing Associate

Successful Retirement Solutions, LLC
12.2021 - 05.2023

Bachelor of General Studies - Economics And Industry

University of Arizona

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Taylor Davis