Theo Gerald Oreste
Greencastle,Pa
Summary
Highly motivated and results-oriented Financial Analyst with expertise in analyzing financial data, developing strategic recommendations, and managing contracts.
Skillset encompasses qualitative and quantitative analysis, forecasting, and financial reporting.
Proficient in utilizing a variety of financial software.
Strong communication and interpersonal skills that effectively enable, build and foster long-term relationships with stakeholders.
Overview
4
4
years of professional experience
7
7
years of post-secondary education
Work History
Ambassador
Pitt Business Admissions
Pittsburgh, Pennsylvania
09.2023 - Current
- Built relationships with key stakeholders, fostering collaboration and understanding between organization and community.
- Promoted good customer relations and premier customer satisfaction by demonstrating friendly demeanor and can-do attitude.
- Inspire groups of up to 200 different prospective students and families daily to join Pitt Business.
Tennis Camp Counselor
Fountain Head Country Club
Hagerstown, Maryland
08.2023 - Current
- Maintained accurate records of camper progress, communicating effectively with parents regarding performance and areas for improvement.
- Organized and managed a schedule to maintain a balance between teaching skills and recreational games and entertainment.
- Led and supervised a tennis camp for 20 children ranging from the age of 4 to 13 years old.
Finance Intern
Summit Technology Group
Mechanicsburg, Pennsylvania
05.2024 - 08.2024
- Managed incoming and outgoing invoices for STG Lenders and STG Summit, prepared daily and monthly variance reports, updated closing reconciliations, CSC invoices, and EIDL, and developed KPIs to evaluate company performance.
- Handled over $50,000 daily.
Lifeguard
One Life Fitness
Hagerstown, Maryland
05.2022 - 08.2022
- Responded to emergency situations in a timely, efficient manner.
- Attentively monitored swimmers to identify distress.
Team Crew Member
Burger King
Greencastle, Pennsylvania
01.2022 - 08.2022
- Accurately and efficiently processed customer payments, managed cash registers, minimizing discrepancies in daily financial reports.
- Trained new team members in company policies and procedures, ensuring smooth onboarding and integration into the existing crew.
- Enhanced customer satisfaction by delivering friendly, efficient service, particularly during peak periods, while maintaining a clean and organized work environment with regular sanitization.
Paid Rotational Program Intern Department and Teller
1st Ed Credit Union
Greencastle, Pennsylvania
05.2021 - 08.2021
- Successfully rotated between two branches, providing direct assistance to members with wide range of financial transactions, including loans, deposits, and withdrawals.
- Proficient in cash handling exceeding $5000 daily, demonstrated strong customer service skills and effectively utilized bank management systems while collaborating with cross-functional teams.
Financial Planner Assistant
Equitable
Brooklyn, NY
07.2021 - 07.2021
- Gained firsthand experience in financial planning practices by observing real-world operations, analyzing client bank statements and portfolios, and actively participating in client phone calls and advisory discussions.
- Spoke and worked with over 6 clients per day.
Education
BBA - Finance
University of Pittsburgh
Pittsburgh, PA 08.2022 - 04.2026
Certificate Program - Leadership and Ethics
University of Pittsburgh
Pittsburgh, PA 08.2022 - 04.2026
Skills
- Computer Skills: Microsoft office, and Adobe Photoshop, Quickbooks, Excel
- Data analysis, Variance analysis
- Accounting principles, Strategic financial planning
- Flexible team player and communication
- Languages: Fluent in English, French, Creole, and worked up to Spanish 3 in high school
- Organizing and leading large-scale events while taking care of hundreds of people
Timeline
Finance Intern
Summit Technology Group
05.2024 - 08.2024
Ambassador
Pitt Business Admissions
09.2023 - Current
Tennis Camp Counselor
Fountain Head Country Club
08.2023 - Current
BBA - Finance
University of Pittsburgh
08.2022 - 04.2026
Certificate Program - Leadership and Ethics
University of Pittsburgh
08.2022 - 04.2026
Lifeguard
One Life Fitness
05.2022 - 08.2022
Team Crew Member
Burger King
01.2022 - 08.2022
Financial Planner Assistant
Equitable
07.2021 - 07.2021
Paid Rotational Program Intern Department and Teller
1st Ed Credit Union
05.2021 - 08.2021
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