Entry Level Financial Planning

Vincent Ocasio

**** ***** ** ********, ** *****

*******.********@********.*** 917-***-****

SUMMARY

Secure a position in the area of Finance

EDUCATION

HOUGHTON UNIVERSITY HOUGHTON, NY

• Bachelors of Science in Business Administration: Dec 2024

• Minor: Finance

RELEVANT COURSEWORK

General Principles of Financial Planning

Principles of Micro & Macroeconomics

Business Communication

Financial Accounting and Managerial Accounting

Corporate Finance

NCSF Certified Personal Training

Principles of Sport, Recreation, and Wellness

Professional Development

Program Planning and Evaluation

EXPERIENCE

WAGNER BOOKKEEPING BUFFALO, NY

Nov 2023-Apr 2024 Internship: Online Bookkeeper

• Manage client transactions with Intuit

• Contact local businesses via phone and email to offer bookkeeping services

• Research publicsquare.com for potential clients

• Organize clientele information in excel

HOUGHTON UNIVERSITY HOUGHTON, NY

Oct 2021-May 2023 Custodial Staff

• Responsible for cleaning men’s dorm facilities

• Clean bathrooms, sinks, and toilets; mop floors; dust stairwells and ceilings; vacuum hallways and dorm kitchens

• Ensure all facilities are fully stocked with toiletries KEW FOREST CAMP FOREST HILLS, NY

Summer 2016- 2019 Camp Counselor

• Responsible for engaging programs and safety for children ages 6 to 7

• Collaborate with other counselors for recreational events

• Provide educational assistance to children with math and writing assignments

• Play sports such as dodgeball, freeze tag, basketball, soccer, and martial arts SKILLS

• Proficient with Microsoft Word, PowerPoint, and Excel

• Familiar with QuickBooks

• Proficient with Intuit

• Team player

• Problem solver

• Love working with people

• Fast learner

• NCSF Certified Personal Trainer

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