Finance student graduating June 2027 with FP&A experience supporting forecasting, budgeting, variance analysis, and executive reporting for a $1.5B global manufacturer. Skilled in Oracle, Longview, Power BI, and advanced Excel.
Overview
1
1
Certification
8
8
years of post-secondary education
1
1
year of professional experience
Work History
Financial Planning & Analysis Intern
Life Fitness/Hammer Strength
Chicago, US
05.2026 - 08.2026
Supported forecasting, budgeting, and month-end close for a $1.5B global business, delivering executive reporting throughout monthly planning cycles.
Performed variance analysis across 20+ international markets, identifying key revenue drivers and supporting strategic business decisions.
Developed executive dashboards and financial reports for CFO and senior leadership, analyzing global sales and Symbio product portfolio to support data-driven decision-making.
Built standardized international reporting templates using Excel, Longview, Oracle, Smart View, OBIEE, and Power BI, streamlining report preparation and enhancing consistency across reports.
Automated global Accounts Receivable reporting and approval workflows with Claude, improving visibility across international business units and expediting processing time.
Financial Planning & Analysis Intern
YMCA of Metropolitan Chicago
Chicago, US
05.2025 - 09.2025
Oversaw third-party billing processes for Action for Children and DCFS childcare programs, ensuring timely and accurate invoicing.
Reconciled payments and maintained financial records to ensure billing accuracy.
Developed Excel tracking models to monitor pending, processed, and overdue payments.
Designed Power BI dashboards that enhanced financial reporting visibility for management, facilitating informed decision-making.
Managed third-party billing processes for Action for Children and DCFS childcare programs.
Increased billing transparency by identifying duplicate records and streamlining reporting processes, reducing discrepancies.
Education
Bachelor of Science (B.S.) - Finance
DePaul University
Chicago, IL, US
08.2023 - 06.2027
High School Diploma -
University Laboratory High School
Champaign, IL
08.2019 - 05.2023
Skills
Financial Planning & Analysis
Forecasting
Budgeting
Variance Analysis
Financial Modeling
KPI Reporting
Power BI
Accounts Receivable
Certification
Excel for Finance Professionals, Training The Street
Python for Data Analysis Certificate, DataCamp
Microsoft Certified: Power BI Data Analyst Associate, PL-300
Awards
Driehaus Cup Business Competition - First Place, Led market research and financial analysis for GripSlip, an innovative footwear traction solution. Presented recommendations to executive judges, earning first place among competing student teams. Collaborated on financial modeling, pricing strategy, and market opportunity analysis.
Global Finance Study Abroad, Hong Kong & Shenzhen, China, International Finance Program, Winter 2025-2026