Justine Hernandez

Santa Rosa, CA

Cell: 530-***-****

ad4ywg@r.postjobfree.com

Education

Sonoma State University

B.S. Statistics

GPA: 3.2

Graduated: May 2020

Additional coursework in Economics.

Yuba College

A.S. Mathematics

GPA: 2.9

Graduated: May 2018

Professional Experience

Avior Wealth Management

Client Associate

Santa Rosa, CA

Sept 2022 - Present

• Handle incoming client requests, transactions, distributions and withdrawals from investment accounts

• Manage and schedule annual required minimum distributions, ensure periodic plans and standing instructions are in place and compliant with SEC standards

• Develop and distribute quarterly performance reports to investment clients

• Handle account opening and all new client onboarding, ensuring correct data and beneficiary information

• Coordinate and manage all client appointments and employee calendars Avior Tax & Accounting

Accountant

Santa Rosa, CA

June 2021 - September 2022

• Assist operations manager in determining KPI’s using various analytical techniques

• Developed new reports to determine KPI’s to present to Operations Manager & CEO

• Perform monthly reconciliations of multiple accounts

• Process employees’ payroll by collecting payroll data and timesheets and verifying pay adjustments

• Accurately document AP and AR transaction details

• Manage and create invoices for tax and accounting clients

• Respond to client inquiries regarding invoices

Montgomery Taylor Wealth Management

Receptionist

Santa Rosa, California

January 2021-June 2021

• Answer phone and direct calls to appropriate professionals

• Coordinate and manage all client appointments and employee calendars

• Provide inventory reports to office manager

Dancing Tomato Café

Server

Yuba City, California

June 2016-January 2020

Justine Hernandez

Cell: 530-***-****

ad4ywg@r.postjobfree.com

Projects

Project Fit America

Technical Reporter/Consultant

Project Fit America is a program dedicated to encouraging lifelong healthy habits to children across America. Project Fit America provides schools with equipment and tools necessary to reach these goals. My role in the program was to take data, clean data, perform various statistical analyses, write technical reports, and present reports to my team as well as the client. Volunteer Work

Sonia Kovalesky Day

Guest Speaker

Sonia Kovalesky day is a yearly all-day activity founded by Dr. Omayra Ortega to create awareness of and promote the prominence of women in STEM. I spoke on issues of gender inequality in STEM, as well as gendered experiences in institutional settings and the workforce. M.A.T.H. Colloquium

Guest Speaker

The MATH Colloquium is a series of guest lectures put on by the Math Department at Sonoma State University. These talks are to provide insight, and information on specific specialties within the realm of mathematics. I spoke about my experience with statistics and data management. Skills

• Regression Analysis

• Quantitative & Qualitative analytical skills

• Quickbooks

• Salesforce

• SQL

• R/RStudio

• Microsoft Excel (Pivot Tables & Vlookup)

• SPSS

• SAS

• STATA

• Microsoft Office

• Excellent interpersonal communication skills

Justine Hernandez

Cell: 530-***-****

ad4ywg@r.postjobfree.com

Contact this candidate