Financial Analyst Business Intelligence

SKILLS:

Data analysis, economic modeling, GIS, Python

Stata, Tableau, Oracle Database, SharePoint, PeopleSoft

Microsoft Office, Adobe Photoshop & Lightroom, Excel

Market research, competitive pricing analysis

Project management, team leadership, customer relationship management

EDUCATION:

UC Davis B.A. in Economics August 2020 - September 2024 GPA: 3.1

Granite Bay High School International Baccalaureate Diploma September 2017 - June 2018

DESIGNATIONS:

CFA Institute Chartered Financial Analyst (CFA) Candidate Expected August 2025

Financial analysis, valuation, and corporate finance (IFRS & GAAP)

Investment management: equities, fixed income, derivatives, and risk analysis

Portfolio optimization, economic modeling, and Python for financial analysis

Ethical and professional standards in finance

PROFESSIONAL EXPERIENCE:

Music Studio Owner & Educator Seattle, WA - Sacramento, CA Sept. 2015 - Nov. 2024

Instructed 40 students in full classrooms and privately, ages 5 to 24

Developed and marketed unique lesson plans, driving a 95% student retention rate. Survey analysis

revealed a 90% correlation between lesson plan and retention

Identified cost-saving opportunities, reducing overhead without compromising service quality

Managed student billing, invoicing, and payment collection while ensuring timely cash flow

Marketing Project CAM Center Roseville, CA Mar. 2024 - Jun. 2024

Analyzed Placer County financial demographics and applied insights to marketing strategies

Compiled research and analysis of a project regarding the target audience in Placer county

Collaborated with the U.C. Davis Music chair, Laurie San Martin and Professor Juan Diego Diaz

Showcased detailed presentation displaying general microeconomic analysis and modeling to U.C.

Davis Music board and CAM Center managing directors

Campaign Analyst Sean Flynn for Congress Rancho Cucamonga, CA Aug. 2018 - Nov. 2018

Conducted voter outreach- canvassing over 30 neighborhoods

Communicated data-driven insights to team members, enhancing strategic decision-making

Analyzed voter data to identify key demographics and optimize outreach strategies, improving

campaign efficiency by 10%

Finance Intern Port of Seattle Seattle, WA Jul. 2017 - Sept. 2017

Spearheaded the development of a new asset mapping concept for the Aviation and Maritime

divisions, utilizing GIS mapping software integrated with Microsoft Excel for enhanced data

visualization and asset management

Managed over 1000 Assets, extracted over 400 Queries, and reviewed 400 invoices

Collaborated with cross-functional teams to optimize asset tracking processes, resulting in more

efficient resource allocation and reporting

EXTRACURRICULARS:

UC Davis Economics Club Treasurer 2020-2021

Managed the club’s annual budget, overseeing funds for guest speaker events, competitions, and

networking initiatives

Processed membership dues, tracked sponsorship funds, and ensured accurate financial reporting

Collaborated with university administration to secure funding and allocate resources efficiently

Implemented an improved bookkeeping system using Excel and QuickBooks to streamline

financial tracking and expense reports

Assisted in preparing financial statements and budget proposals for executive board meetings

UC Davis Symphony Orchestra Bookkeeper 2021-2023

Managed the orchestra’s annual budget, overseeing funds for instrument maintenance, concert

production, and guest artist fees

Processed membership dues, tracked ticket sales revenue, and ensured accurate financial

reporting

Worked closely with university administration to secure grants and sponsorships for

performances

Implemented an improved bookkeeping system using Excel and QuickBooks to streamline

financial tracking and expense reports

Contact this candidate