Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Helen He

Irvine,CA

Summary

Proactive financial analyst intern specializing in investment research and strategic planning. Experienced in utilizing Microsoft Excel for data analysis and reporting, contributing to effective financial forecasting and team collaboration.

Overview

2
2
Languages

Work History

Financial Analyst Intern

EastAlliance Partners
New York, NY
06.2024 - 09.2024
  • Developed financial models to forecast revenue and expenses for various projects.
  • Conducted market research to evaluate industry trends and competitor performance.
  • Collaborated with team members to prepare comprehensive financial reports and presentations.
  • Utilized Excel for data analysis, enhancing reporting efficiency and accuracy.
  • Investigated properties onsite to determine value of investment.

Education

Bachelor of Arts - Statistics And Data Science

University of California, Santa Barbara
Santa Barbara, CA
07.2026

Skills

  • Financial modeling
  • Investment research
  • Microsoft Excel
  • Cash flow management
  • Strategic planning
  • Credit analysis

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Financial Analyst Intern

EastAlliance Partners
06.2024 - 09.2024

Bachelor of Arts - Statistics And Data Science

University of California, Santa Barbara
Helen He