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Financial Analyst Microsoft Office

Fountain Valley, CA
October 07, 2018

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Greater Los Angeles (***) ***- ****


Effective Time Management

Financial reports: Cash Flow, Income Statement, Balance Sheet

Complex problem solving

Microsoft Office Suite expert


Self-motivated with ability to work under pressure

Work History

Financial Accountant 07/2016 to Current

Glitter Store – Westminster, CA

Helped month to month plan to better assist revenue stream

Assisted periodic budgets/models to project monthly cash requirements

Analyzed financial data to create charts/graphs in order to see company projection

Prepared monthly financial report for the owner and performed financial forecasting

Created comprehensive workbook in excel to improve the process of budgeting and forecasting, in result, I finished a day earlier

Bank Teller 01/2015 to 01/2016

Wells Fargo Bank – Fountain Valley, CA

Executed customer transactions, including deposits, withdrawals, money orders and checks

Collaborated with the compliance department to eliminate procedural errors and margin breaks

Assessed clients' financial situations to develop strategic financial planning solutions

Advised clients on mortgage, educational and personal loans

Financial Analyst Intern 07/2012 to 07/2014

Beirut Hotel – Cairo, Egypt

Maintained database by verifying information and recording new information when needed

Created periodic reports comparing budgeted costs to actual costs

Contacted customers to collect outstanding payments via negotiated installment methods

Analyzed and researched reporting issues to improve financial operations procedures


Bachelor of Science: Finance 2018

California State University of Fullerton - Fullerton, CA

Member of Finance Association Club

Graduated with 3.2 GPA

Coursework in Financial Management, Real Estate and Financial Institutions

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