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Financial Analyst Intern

Location:
San Juan, Puerto Rico
Posted:
May 10, 2021

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Resume:

Joshua Duenas admao7@r.postjobfree.com

305-***-****

Education:

Florida State University, Tallahassee, Florida 2015 - 2019

Bachelor of Science in Finance, GPA: 3.036

Christopher Columbus High School 2012 – 2015

Skills and Abilities:

Strong communication skills, including bilingual in Spanish language

Proficient in all aspects of Microsoft Office; database software, e.g., Moody’s Analytics and Synergy, including all social media platforms, Zoom, Skype

Adept at creating Pivot Tables and VLOOKUP in Excel to interpret data

Strong time management skills with the ability to prioritize deadlines

Proficient with QuickBooks,

Work Experience:

Inktel Contact Center Solutions, Doral FL – Junior Accountant Aug 2020 - Present

Audit, research and investigate billing matters and analyze revenue trends

Manage collections of accounts receivables, which includes contacting clients, tracking DSOs, communicating with other departments, and timely follow-ups as needed

Create invoices, billing. Creating accounts receivable aging reports

Creating budgeted sales forecasts

Reconcile and maintain assigned balance sheet accounts monthly, prepare journal entries, and assist with closing cycles

BAC Florida Bank, Coral Gables, FL - Commercial Real Estate Summer Internship 2019

Assisted in the underwriting of commercial real estate loans.

Partook in RMA’s commercial real estate lending course with provided exposure to credit procedures and the management of risk factors.

Assisted and shadowed domestic credit officers dealing with commercial and industrial loans addressed during risk committee meetings.

Familiarized myself with Synergy in its applications to review and evaluate highly sensitive documents.

Florida State University, Tallahassee, FL - Housing Night Staff 2019

Oversaw front desk operations and assistance of residents

Performed administrative tasks, including management of paperwork

BAC Florida Bank, Coral Gables, FL - Credit Analyst Summer Internship 2018

Learned and utilized financial tools to determine profitability, liquidity, and solvency ratios for

underwriting commercial and industrial loans.

Translated financial statements from Spanish into English

Analyzed business and industry risk to determine creditworthiness of loans

Applied qualitative and quantitative risk analysis methods to determine the solvency and profitability of corporate entities

Parties by Pat, Inc., Miami, FL - Summer Intern 2017

Maintained website and updated photos and listing of each individual venue

Monitored daily website operations

Researched new Web development tools and procedures

BAC Florida Bank – Coral Gables, FL - Summer Intern 2016

Helped create templates for reports, such as loan portfolio composition

Analyzed current events, e.g., Brexit, and its role in the housing and banking markets

Created pivot tables and used VLOOKUP functions to analyze market risk exposures

Memberships and Certifications:

Risk Management Association (“RMA”) member

Currently applying for enrollment for Chartered Financial Analyst (“CFA”) Certification

Activities and Clubs:

FSU Consulting Group 2017-Present

FSU Cryptocurrency Club 2017-Present

FSU Economics Club 2015-Present

ServScript Community Service 2015-Present

FSU Poker Club 2015-Present

Future Business Leaders of America 2012 - 2015

Key Club Community Service Member 2011 - 2015

Service:

Volunteer at Grove Outreach 2015 - Present

Volunteer at Kiwanis of Little Havana Summer Camp 2014

Volunteer at Christopher Columbus Basketball Cam: 2012 and 2013

St. Hugh Catholic Church CCD Teacher’s Assistant 2011 - 2014



Contact this candidate