Financial Analyst

951-***-**** **************@*****.*** Riverside, CA 92505

SUMMARY OF SKILLS

Account Research and Analysis

Word/Excel/Outlook/PowerPoint

Financial Planning

Tableau

Financial Forecast Modelling

Financial Statements/ Contracts Analysis

PROFESSIONAL EXPERIENCE

La Sierra University – Student Financial Services (August 2018 – Present) Financial Service Receptionist Riverside, CA

• Report market research directly to head managers for financial projects as needed. Provided the base groundwork for a university wide “Financial Literacy Project.”

• Manage daily operations to provide optimal patient, employee and office experience. Simplify advisor’s processes by creating 4-5 Year Excel financial plans.

• Analyze student financial accounts and process necessary paperwork. Optimize student academic plans to decrease their tuition costs by an average of $13,000 and improve tuition collections.

• Coordinate across Accounting, Marketing, and Records department to process funds and expedite collections.

• Organize high volume (50+) emails, (150+) paperwork and phone calls daily within a small team. La Sierra University – Dining Commons (January 2017 – August 2018) Cook Riverside, CA

• Managed meal stations under Head Chefs. Decreased monthly inventory costs by 4% having measured morning food usage.

• Organize food stock and keep a clean station.

Icicle Seafood, Inc. – Student Financial Services (July 2016 – September 2016) Deckhand Bristol Bay, AK

• Assisted Head Captains in their management of a commercial fishing boat along the rivers of Alaska. Received recommendations for the summer of 2015 and 2016 based on performance.

- Efficiently operated ship machinery to increase fishing speed and sales by 9%.

- Planned with Head Captains on daily routes, activities and records. EDUCATION

La Sierra University

(B.S.) Business Management & Finance

Magna Cum Laude Graduate - National Academic Honors Society

Zapara School of Business Investment Club

Provided 100+ hours of community service (Redlands Church, County of Riverside, School Tutoring, etc.)

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