William Kelly
San Diego & Boston
Summary
Boston University student with experience in multiple industries through summer internships. Seeking a dynamic team to apply skills gained from prior experience towards achieving team goals.
Overview
4
4
years of professional experience
Work History
Financial Planning & Analysis Intern
Good Feet Worldwide
San Diego, CA
05.2024 - 08.2024
- Assisted in preparing financial statements, reports and forecasts for senior management review.
- Identified areas of cost savings and potential revenue increases.
- Conducted research on current economic trends and developments in the industry.
- Developed financial models to analyze investment opportunities.
- Performed budget analysis and prepared budgeting reports.
- Analyzed financial data to identify trends and variances from established goals.
- Compiled data into dashboards used to track performance metrics over time.
- Created detailed reports comparing actual results to planned objectives.
- Produced models for presentations and projects.
- Attended meetings and conference calls where key leaders were present.
Accounting Intern
davisREED Construction
San Diego, CA
07.2023 - 08.2023
- Worked closely with executive team members and learned the foundations of accounting within construction management
- Filed hundreds of miscellaneous direct cost invoices, ensuring accurate and timely processing
- Assisted in the documenting of lien waivers and preliminary notices
- Successfully extracted, sorted, and uploaded over 1,000 checks into Procore, streamlining subcontractor payments
- Created and managed opportunities in Salesforce, enhancing davisREED's lead management and tracking capabilities
- Developed strong verbal and written communication skills, enabling forging of successful relationships
- Demonstrated critical and strategic thinking developed from working on different tasks and projects
- Used Microsoft productivity software along with proprietary accounting software
Yearbook Editor-in-Chief
Santa Fe Christian Schools
Solana Beach, CA
05.2022 - 05.2023
- Coordinated, reviewed, and edited work of staff and other editors
- Led daily brief at the beginning of class to organize our staff's workflow.
- Organized yearbook layout, gathered photos and wrote content for pages using Adobe InDesign and Photoshop
- Coordinated and developed theme and design concepts for annual yearbook
- Conducted student interviews and assisted in photo shoot coordination and organization
- Photographed school events with professional photography equipment
- Reviewed and approved proofs submitted by publishing company
Internship
EVOTEK
San Diego, CA
06.2020 - 08.2020
- Attended and participated in meetings and brainstorming sessions with team members
- Assigned to project where I oversaw the development of a Sprinter van designed to host a professional podcast
- Created plans to propose solutions to problems related to efficiency, costs or profits within the project I was assigned to with Google Sheets
- Co-managed $80,000 budget
- Worked closely with vendors to coordinate project goal
- Shadowed staff and learned advanced work
- Co-presented final project details to CEO of EVOTEK for final approval
- Sat in on meetings, took detailed notes and brainstormed with team members on ways to solve problems
- Compiled, modeled and reported on data for staff members as directed
Education
Bachelor of Science - Business Administration & Environmental Sciences
Boston University
Boston, MA05.2027
Skills
- Advanced Proficiency in Adobe Suite
- Advanced Proficiency in Microsoft and Google Suite
- Profiency in Tableau
- Salesforce Certified
- Procore Certified
- POS system operations (Square and Clover)
- Relationship Building (both with coworkers and clients)
- Teamwork and Collaboration
- Customer Service
- Report Writing
Timeline
Financial Planning & Analysis Intern
Good Feet Worldwide
05.2024 - 08.2024
Accounting Intern
davisREED Construction
07.2023 - 08.2023
Yearbook Editor-in-Chief
Santa Fe Christian Schools
05.2022 - 05.2023
Internship
EVOTEK
06.2020 - 08.2020
Bachelor of Science - Business Administration & Environmental Sciences
Boston University
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