Summary
Overview
Work History
Education
Skills
Timeline
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Ivan Martinez

Norwalk,CA

Summary

History of accomplishing challenging objectives under tight deadlines. Experienced with city policies and legal procedures. Decisive leader and conflict manager with a team-oriented style.

Overview

7
7
years of professional experience

Work History

Finance Intern

Trust Company of the West (TCW)
06.2025 - 08.2025
  • Conducted in-depth research on industries and companies to support investment and valuation decisions.
  • Assisted in creating and refining financial models, including discounted cash flow (DCF) and comparable company analysis.
  • Compiled data from Bloomberg and other financial databases to track market conditions, company metrics, and industry benchmarks.
  • Organized and managed large datasets, improving the accuracy and efficiency of research and reporting.
  • Gained exposure to corporate finance practices and developed practical skills in valuation, data analysis, and financial reporting.
  • Drafted reports on stock and bond health for periodic client communications.
  • Drafted financial reports to support comprehensive investigations.
  • Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
  • Prepared company tax returns and other financial filings.

Accounting & Bookkeeping Assistant

Stater Bros. Markets
01.2022 - Current
  • Perform bookkeeping and accounting support tasks, including reconciling daily cash drawers, preparing financial reports, and recording transactions.
  • Partner with store management to identify and correct transaction discrepancies, demonstrating knowledge of risk management and compliance.
  • Apply problem-solving and critical thinking in fast-paced situations, ensuring accurate records and smooth financial operations.
  • Balance customer-facing responsibilities with financial back-office work, showing adaptability and time management.
  • Validated and recorded invoices and resolved discrepancies with vendors.
  • Maintained inventory of office supplies and placed orders.
  • Generated financial reports and summaries for management review.
  • Reconciled bank statements and credit card accounts for accuracy and completeness.

Cashier

Stater Bros. Markets
01.2019 - Current
  • Processed hundreds of daily transactions while maintaining accuracy, accountability, and integrity in financial exchanges.
  • Trained and mentored new employees in register operations and cash-handling, demonstrating leadership and teamwork.
  • Supported store operations by assisting with closing procedures and transaction audits.
  • Strengthened interpersonal and communication skills by handling customer issues and resolving conflicts professionally.
  • Answered questions about store policies and addressed customer concerns.

Education

Bachelor of Science - Business Administration, Option in Finance

California State University, Los Angeles
Los Angeles, CA
05-2025

High School Diploma - undefined

John Glenn High School
Norwalk, CA
01.2020

Skills

  • Finance & Technical
  • Microsoft Excel (Advanced: pivot tables, VLOOKUP, financial modeling, dashboards)
  • Financial Analysis & Modeling (DCF, forecasting, ratio analysis)
  • Risk Management (exposure to risk assessment and mitigation strategies)
  • Bookkeeping and Accounting Fundamentals
  • Bloomberg Terminal & Financial Databases (internship training and application)
  • Professional & Soft Skills
  • - Strong communicator with the ability to explain financial concepts clearly to diverse audiences
  • - Critical thinker skilled in analyzing problems, interpreting data, and proposing solutions
  • - Relationship builder with proven ability to work in teams and develop trust with colleagues and clients
  • - Highly adaptable and resilient in balancing academic work, a finance internship, and a customer-facing role simultaneously
  • - Strong time management and prioritization skills, consistently meeting deadlines under pressure

Timeline

Finance Intern

Trust Company of the West (TCW)
06.2025 - 08.2025

Accounting & Bookkeeping Assistant

Stater Bros. Markets
01.2022 - Current

Cashier

Stater Bros. Markets
01.2019 - Current

High School Diploma - undefined

John Glenn High School

Bachelor of Science - Business Administration, Option in Finance

California State University, Los Angeles

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Ivan Martinez