Microsoft Office Financial

Carlos Franco

626-***-****, ************.****@*****.***

GOAL: I aspire to use my skills in financial analysis, modeling, and valuation to create a career within the financial industry.

EDUCATION

California State Polytechnic University: Pomona - College of Business Administration

Bachelor of Arts in Business Administration; Major in Finance

Major GPA: 3.8

Pomona, Ca

Expected Graduation June, 2018

WORK EXPERIENCE

Carmax Auto Superstore

Business Office Associate

Duarte, Ca

May 2016- Present

Verify and reconcile daily cash receipts and prepare daily bank deposits

Collaborate with others to deliver seamless transactions and outstanding service

Assist customers by answering calls, fulfilling requests and guiding them through paperwork processes

Act with integrity, honesty and knowledge that promotes the culture, values and mission of CarMax

Foresters Financial

Financial Advisor Intern

Monrovia, Ca

Jan 2018–May 2018

Gained wealth management skills and knowledge of different investment vehicles

Proposed recommendations for various financial needs and situations

Constructed and implemented financial models to illustrate financial solutions

Hanson Distributing

Logistics Personnel

Azusa, Ca

Aug 2013 – May 2016

Execute shipments and close orders made throughout the country

Organized work to ensure fast and efficient deliveries

Reviewed orders and worked against deadlines to fulfill on time

Dick’s Sporting Goods

Sales Associate

Pasadena, Ca

Feb 2013 – Sept 2013

Worked as a team member to meet daily/monthly sale quotas

Engaged customers in a professional, friendly, and efficient manner

Operated cash register and processed transactions

AFFILIATIONS

Student Managed Investment Fund at Cal Poly Pomona

Head of Economic Analysis

Leading the analysis and forecasting of regional economic conditions

Contributing in the construction and management of a fund of various securities

Real Estate Association at Cal Poly Pomona

Treasurer

Pomona, Ca

Feb 2018 - Present

Pomona, Ca

June 2017 - Present

Responsible for creating budgets, raising funds, and processing reimbursements

Maintained records of all transactions on behalf of the club

Finance Society at Cal Pol Pomona

Member

Pomona, Ca

Feb 2017 - Present

ADDITIONAL INFORMATION

General Skills:

Computer Skills:

Fluent in Spanish-Speak, read and write

Knowledge in accounts receivable, accounts payable, general ledgers and QuickBooks

Advanced in Microsoft: Excel, Access, Word and PowerPoint. Bloomberg Module Certified

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