Actively Seeking Financial Analyst Experience
Resume:
Jonathan Kawaguchi
Professional Experience
Real Estate Intern Oct 2015 – Dec 2015
Coldwell Banker Preview International
Fulfilled expense reports by reconciling 2014 - 2015 invoices through QuickBooks
Developed a process for categorizing past & future client communication via email
Utilized MLS database to further the business by researching competitors and future home prospects
Organized real estate documents such as purchase agreements, closing statements, deeds and leases Seasonal Client Associate Mar 2015 – Oct 2015
Merrill Lynch
Focused on enhancing client relationships by resolving inquiries regarding their accounts
Created a systematic spreadsheet through Microsoft Excel to organize prospecting workflow
Updated clients every quarter on current market positions via telephone and mailed packages
Executed multiple call campaigns to identify new business leads and increase company revenue
Made 100 calls daily to business prospects & worked with bankers + loan officers from other offices to close deals.
Accounts Payable Assistant Nov 2013 – May 2014
San Diego State University, Associated Students
Reconciled over vendor statements and filing for the Accounting department’s annual auditing
Approved financial requests for over 300 SDSU organization and helped budget their accounts
Eased AP supervisor’s workload by entering & distributing 100+ invoices in weekly payroll processing Publishing Associate Jun 2013 – Feb 2014
Montezuma Publishing
Implemented a check and review system to ensure flawless course readers
Increased business development initiatives with SDSU’s 7 college departments
Utilized Adobe Reader to construct course readers to over 20 universities in California Education
San Diego State University, San Diego, CA Graduation: Aug 2016
Bachelor of Science in Business Administration, Finance National Taiwan University, Taipei, Taiwan Feb 2016 – Jun 2016
College of Management, GPA: 3.0
Other Experience
Activity Manager Jul 2016 – Aug 2016
Inter-Studioviaggi
Orchestrate a 3-week English development & recreation program for Italian exchange students
Guide 150 foreign exchange students around tourist destinations in San Francisco and Los Angeles
Liaising with Centre Director, Teacher Manager, and University Staff to ensure clear communication at all times
Activity Leader Jul 2013 – Aug 2014
Inter-Studioviaggi
Coordinated a 2-week English development & recreation program for Italian and Russian students
Guided groups up to 60 foreign exchange students around popular destinations in San Diego and Florida
Encouraged the involvement of students in activities and events while leading by example Vice-President of Internal Affairs Jan 2014 – Jun 2014 Alpha Kappa Psi, Mu Sigma
Effectively allocated a $5,000 budget to six events that had over 50 attendees each
Restructured events to reduce their overall expenses which decreased the organization’s total debt
Promoted professionalism by hosting workshops & networking events with local San Diego companies Consultant, Business Group Lead Aug 2013 – Dec 2013 Square Peg
Formulated a SWOT analysis for the CEO of SquarePeg on the company’s potential expansion
Utilized social media, including LinkedIn and Twitter, to expand SquarePeg’s networking opportunities
Led consultancy project by delegating research analysis and presentation duties to a team of 30 individuals San Jose, CA
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www.linkedin.com/in/jonathankawaguchi
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