Finance & Analytics Professional Seeking Analyst Roles

Sophia De Oliveira

425-***-**** *****************@*****.*** Seattle, WA

EDUCATION

Bachelor of Arts in Business Administration, Double Major in Finance & Business Analytics Seattle University, Seattle, WA

Graduation Date: August 2025

Associate of Arts in Business Administration

Bellevue College, Bellevue, WA

PROFESSIONAL EXPERIENCE

Queen Anne Cleaning Services Office Manager Seattle, WA September 2025 – November 2025

· Negotiated and structured service contracts with a property management client for a 7-building residential portfolio, aligning pricing, scope, and labor assumptions to meet budget targets

· Built and maintained Excel trackers for labor hours and payroll summaries; analyzed labor and cost drivers to support budgeting, forecasting, and margin monitoring

· Maintained and reconciled financial records in QuickBooks; prepared Excel-based reports to support accurate monthly reporting and internal controls

Equity Research Analyst Seattle University Redhawk Fund January 2024 – June 2025

· Conducted fundamental research on public companies in the S&P Fossil Fuel Index for a student-run endowment managing $1.5M+ in assets

· Built Excel valuation models including DCF and comparable multiples with sensitivity analysis on WACC, terminal growth, and key operating drivers to estimate intrinsic value and downside/upside

· Presented investment recommendations to the board with a valuation model and supporting pitch deck Student Government Events Representative Bellevue College August 2022 – June 2023

· Managed Student and Activities funds of over $8M+ by allocating to student organizations and 4 college improvement projects

· Strengthened communication skills by making biweekly reports at the Board of Trustees meetings and President’s Cabinet regarding the funds allocated and student government projects to ensure transparency

· Led students' organizations through administrative processes to put 20 events per quarter attended by over 100 students LEADERSHIP & ACTIVITIES

Financial Planning & Analyst Credit Union Initiative Seattle University September 2024 – January 2025

· Collaborated with a team of six to develop a winning business plan and governance model for the Seattle University Credit Union Initiative; secured 1st place and a $20,000 award for the proposal

· Helped build financial models such as the Credit Builder Loans Model, Revenue Projection, and Income Statement for the credit union's chartering process

Data Analyst Applied Analytics Club Seattle University August 2024 – June 2025

· Developed interactive dashboards using Tableau and R to analyze and visualize datasets with over 30,000 records, simulating predictive analytics similar to talent funnel forecasting in recruiting

· Collaborated with team members to present data-driven case studies, translating technical analyses into actionable insights for non-technical audiences

Director Of Professionalism Alpha Kappa Psi February 2024 – February 2025

· Led professional development initiatives by organizing 3 case study nights, and interview practices as well as overseeing the 7-week pledging process professional expectations

· Collaborated with industry professionals to create an Excel sheet with their contacts that allows the members to schedule mock interviews

Technical Skills: Microsoft Office RStudio Tableau SQL Python HTML CMS Terminal Four Machine Learning QuickBooks

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