Fund Manager Tax Consultant
Resume:
CYRUS VARUGHESE
**** ***** ******, ****** ****, NY – 516-***-****
Experienced, driven finance professional with a demonstrated history of working in the Market Research, Credit Union and Tax industry. Skilled in Microsoft Excel, Bloomberg Terminal, SQL Server and Leadership. Strong educated individual with a Bachelor's degree focused in Finance from Adelphi University. EDUCATION
Adelphi University, Robert B. Willumstad School of Business Bachelor's Degree in Finance
Anticipated Graduation: May 2022
Related coursework: Managerial Finance, International Finance, Data Analysis, Derivative Capital and Money Market, Business Policy and Strategy, Financial Asset Valuation, Management of Productions/Operations WORK/INTERNSHIP EXPERIENCE
Richner Communications Garden City, NY
Accounting Intern November 2021 – Present
• Record invoices, check accounts payable reports for discrepancies in price and items and billed customers for products and/or services.
RAS Consulting Services LLC New York, NY
Accounting Intern August 2021 - March 2022
• Performed month-end activities such as monthly reports, reconciliations and Schedule C reports with the help of Microsoft Excel and QuickBooks.
• Provided end-of-year reporting including balance sheets, cash flow and income statements for several businesses under RAS Consulting and assisted as needed for tax preparation. Ready Refresh Hempstead, NY
Marketing Research Intern June 2021 - July 2021
• Performed market analysis and conducted research on the latest trends, evaluated competitor marketing and digital content.
• Presented new ideas, products and services to help clients minimize loss and maximize profits, kept track of it using Excel. Bethpage Federal Credit Union Hempstead, NY
Tax Consultant February 2020 - April 2020
• Acquired tax certification required by the IRS to participate in the VITA program and analyzed tax documents to prepare federal and state individual income tax returns.
• Advised low-income taxpayers on the completion of their respective tax returns using TaxSlayer. LEADERSHIP EXPERIENCE
Adelphi University Garden City, NY
Student Investment Fund Manager June 2021 – December 2021
• Led a group of 5 and organized presentations ina high-tech trading room equipped with Bloomberg Terminal; produced research on capital markets including macro, sector and stock analysis. St. Vincent DePaul Malankara Catholic Church Elmont, NY Assistant Treasurer January 2019 - December 2021
• Created budgets and dashboards using Excel for every financial year and evaluated opportunities to reduce financial risk.
• Reconciled bank statements with ledger and prepared monthly financial reports for the board members and recommended financial strategies to clear debt.
SKILLS
Technical: TaxSlayer, Microsoft Excel, QuickBooks, Bloomberg Terminal, SQL Additional: Strong communicator, Adaptive, Quick learner, Public speaking Related Knowledge: Financial Market, Financial Statement and Tax.
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