Financial Planning Team Members

VIANO APENA

Alpharetta, GA 678-***-**** ******@*****.***

SUMMARY

Finance Major with a passion for leveraging my education and skills to support the financial success of the organization.

EDUCATION

Georgia State University, J. Mack Robinson College of Business, Atlanta, GA May 2024

Bachelor of Finance, Minor: Business

Skills

Proficient in Microsoft Excel, Word, PowerPoint, and Bloomberg certified.

Strong analytical skills.

Knowledge of financial statement analysis, financial planning, and investment strategies.

Excellent communication skills.

Experience creating financial models and presentations.

Experience training and mentoring team members.

Knowledge of financial regulations and compliance standards.

STUDENT CLUBS

Consulting Club at GSU

The Actuarial & Risk Management Association

GSU Finance Society

Active Member August 2022-2024

Active Member August 2021-2022

Active Member Jan 2022-2024

RELEVANT EXPERIENCE

TaxMecca, Dunwoody, GA Jan 2023–Aug 2023 Tax Intern

●Collaborated with cross-functional teams to gather financial data, organize documentation, and compile supporting schedules for tax filings and audits.

●Participated in training sessions and workshops to enhance knowledge of tax laws, accounting principles, and industry best practices.

●Conducted thorough tax research and analysis to support senior tax professionals in resolving complex tax issues and addressing client inquiries.

Tax Preparation Assistance Program, Alpharetta, GA Aug 2022-Dec 2023 Volunteer

●Provided tailored tax guidance to taxpayers, optimizing their deductions and credits to maximize returns.

●Leveraged tax preparation software adeptly to produce precise and compliant tax filings.

●Upheld strict confidentiality protocols while fostering clear communication, resulting in consistently positive client feedback.

●Conducted comprehensive tax consultations, ensuring clients understood their tax obligations and options for optimization.

●Actively participated in training sessions to stay abreast of changing tax laws and enhance expertise in tax preparation.

Microsoft Excel Collegiate Challenge Feb 2024-May 2024 Participant

●Demonstrated advanced Excel skills in a competitive collegiate environment.

●Collaborated with team members to solve complex Excel-based challenges.

●Presented innovative solutions to judges, showcasing proficiency and creativity in Excel usage.

●Demonstrated adaptability by quickly learning and applying new Excel functionalities to overcome unforeseen challenges during the competition.

●Analyzed complex data sets to identify trends and patterns, enabling informed decision-making within the team's solutions.

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