adikcs@r.postjobfree.com

(***) *** - **** LINKEDIN.COM/IN/JSALERNO2014

JESSICA SALERNO

EXPERIENCE

FINANCIAL ADVISOR • INDEPENDENT CAPITAL MANAGEMENT • FEBRUARY 2020 – CURRENT Consult with clients to determine their financial needs and goals, then develop a comprehensive financial plan for them

Analyze, draft, edit, and deliver comprehensive financial solutions to clients Continuously network and build individual client base Promptly resolve client concerns and answer financial questions Offer detailed, research-based advice on strategies to meet clients’ needs Monitor markets and adjust client plans as needed

Meet directly with clients to review documents and discuss financial planning options Analyze investment opportunities and client needs; recommend appropriate strategies Educate and sell clients products including Life Insurance, Mutual Funds, 529 Plans, etc. Recognized companywide for outstanding performance in business brought to the company within first two months of seeing clients

Select appropriate products based on clients’ needs, product specifications, and applicable regulations

FINANCIAL ANALYST • PHYSICAL REHABILIATION NETWORK • JULY 2018 – FEBRUARY 2020 Assisted CFO in compiling two annual budget files for revenue of over $120 million and expenses nearing $80 million

Updated a rolling monthly forecast for company-wide revenue, expenses, and various operational metrics

Developed and implemented standardized weekly reports for analyzing trends Analyzed P&L and operational metrics varying from a daily to inception-to-date basis Designed templates and spreadsheets to facilitate data collection and accurate data representation Prepared Monthly Business Reports that rank 120+ entities based on various metrics Automated multiple accounting processes through the use of Excel macros and other Excel functions Enhanced previously used methods of calculating revenue and reduced calculation time from 2.5 days to 3 hours

Acted as primary liaison between all department heads in matters pertaining to monthly incentives, director bonuses, quarterly minority interest distributions, etc. EQUITY ANALYST INTERN • BOSTON PARTNERS • SUMMER 2017 Analyzed individual equity securities and companies for inclusion in company portfolios Performed analysis of company financial statements and prepared buy/sell estimates Collected, compiled, and analyzed industry data

Monitored individual securities on a daily basis

adikcs@r.postjobfree.com

(909) 214 - 4075 LINKEDIN.COM/IN/JSALERNO2014

ACCOUNTING TECHNICIAN • CSULA BUSINESS FINANCIAL SERVICES DEPARTMENT FEBRUARY 2016 – JULY 2018

Prepared and verified journal entries using Excel and post into PeopleSoft Financials Researched reconciling items and made necessary corrections or provided variance explanations Reviewed and processed daily cash receipts and reconciled deposits to monthly bank statements Reviewed and recorded monthly vendor/catering invoices and bank/credit card fees EDUCATION

CALIFORNIA STATE UNIVERSITY, LOS ANGELES

B.S. IN BUSINESS ADMINISTRATION, FINANCE • MAY 2018 Graduated Summa Cum Laude - 3.9 GPA

National Engaged Leader Award (NELA)

Organizations – The National Society of Leadership and Success, International Business Honor Society, International Honor Society of Phi Kappa Phi, and Golden Key Honor Society SKILLS/LICENSES

SECURITY/INSURANCE LICENSES

Series 6 (Investment Company and Variable Contracts Products Representative) • March 2020 Series 63 (Uniform Securities Agent State Law Exam) • May 2020 Life Insurance Representative: Life, Accident, Health • March 2020 Securities Industry Essentials (SIE) Exam • February 2020 CERTIFIED EXCEL TRAINING • 2018 – CURRENT

Level I – Basic Functions; Modifying, Formatting, Printing and Managing Workbooks Level II – Intermediate Functions, Conditional Formatting, Tables, Charts and PivotTables Level III – Advanced Functions, External Links, Automating Workbooks Level IV – Advanced Macros, Charts, PivotTables, Scenario Manager, Data Tools UCLA EXCEL EXTENSION • 2018

Intermediate Financial Modeling with Excel – Workbook Design Best Practices PERSONAL ABILITIES

Capable of easily retaining and conceptualizing new information Developing strong relationships with managers, investors, executives, etc. Proficient in automating and enhancing different processes through the use of Excel Quick to learn new software and become a subject matter expert Ex: NetX360, Salesforce, Dynamics, Solomon, PeopleSoft, Report Writer, Yellowfin, NetSuite, Raintree, NextGen, Excel, PowerPoint, Word