Data Entry Financial Analysis

Joshua Garcia

Motivated and detail-oriented Finance graduate with experience in data entry, financial analysis, and accounting, including proficiency in Excel and Power BI for data visualization. Skilled in managing insurance quoting systems and processing policies. Seeking a full-time role with a financial analysis or accounting focus on leverage expertise in delivering actionable insights and improving organizational decision-making.

Education

University of Bridgeport

Bachelor of Science in Finance

Graduation: May 2024 GPA: 3.92

Relevant Coursework: Financial Analysis Investment Principles Accounting Principles Managerial/Cost Accounting

Associate of Science in Business Administration

Experience

Waste Harmonics Keter August 2025 – September 2025

Customer Service Representative (Contract)

Schedule permanent temporary hauling services for customers.

Coordinate schedules with vendors.

Institute of Applied Human Dynamics April 2025 – July 2025

Staff Accountant (Full-Time)

Performed monthly bank reconciliations and general ledger account analysis.

Prepared and posted journal entries into accounting software.

Supported monthly financial close processes and year-end audits.

Robert Half — LAX.com January 2025 – March 2025

Collections Specialist (Contract)

Managed accounts receivable for educational institutions and sports clubs.

Utilized NetSuite and Excel to track and reconcile payments.

Communicated with Accounts Payable departments to ensure timely remittance.

Town of Wilton January 2025 – 2025

Tax Collector (Internship)

Processed tax payments using the Quality Data Service application.

Responded to inquiries regarding real estate and motor vehicle taxes.

Organized confidential payment records for accuracy and retrieval.

Norseland, Inc. January 2025

Accounts Payable (Contract)

Registered invoices into the AS/400 database with consistency and accuracy.

Reconciled bank statements and general ledgers to maintain precise financial records.

Double Eagle Insurance Agency of CT July 2023 – December 2024

Insurance Intern

Processed insurance rates using PL Rating for home, auto, and umbrella policies.

Managed communications with carriers and insureds regarding policy updates and inquiries.

Utilized Excel for payroll, commission calculations, and client tracking.

University of Bridgeport September 2024 – December 2024

Work Study – Student Financial Services Assistant

Communicated account status updates to students and parents.

Assisted with inquiries about scholarships, billing issues, and financial aid.

Country Club of Fairfield May 2021 – November 2022

Food Server

Delivered exceptional customer service to club members in a high-volume environment.

Assisted with point-of-sale system operations and team-oriented service tasks.

Volunteer Experience

Downtown Evening Soup Kitchen March 2024 – June 2024

Desk Volunteer Coordinator

Prepared meals for community distribution at various locations.

Organized donations and stockrooms while assembling meal kits for individuals in need.

Professional Memberships

Member, University of Bridgeport Accounting Club (2023 – 2024)

Key Skills

Financial Analysis & Reporting

Microsoft Office Suite (Excel, PowerPoint, Word)

General Ledger Management

Power BI for Data Visualization

NetSuite, AS/400, and PL Rating

Insurance Policy Processing & Quoting Systems

Communication & Interpersonal Skills

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