Jacqueline Ellis
Lake Forest,CA
Summary
Motivated Finance graduate with hands‑on experience in financial planning, budgeting, cash handling, and client service. Passed the California Life & Health Insurance Exam and gained exposure to financial advising. Seeking full‑time finance roles where I can apply analytical skills and strong communication to support business and financial operations while continuing to grow and strengthen my professional skill set.
Overview
8
8
years of professional experience
Work History
Receptionist
Bell Tower Barber Shop
01.2018 - Current
- Coordinated daily inventory checks, ensuring all supplies were stocked and readily available for staff use.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments and communicated with clients.
- Performed cash counts and reconciled end‑of‑day balances.
- Managed monthly budgeting, tracked expenses, and ensured alignment with business financial goals.
- Conducted monthly inventory and maintained optimal supply levels to reduce shortages and over‑ordering.
- Compiled month‑over‑month financial statements to monitor business stability and identify trends.
College Financial Representative Intern
Northwestern Mutual
09.2024 - 12.2024
- Passed the California Life & Health Insurance Licensing Exam, demonstrating understanding of insurance, risk management, and regulatory concepts.
- Shadowed senior financial advisors during client meetings to observe how financial plans are developed and tailored to client goals.
- Gained exposure to financial planning, investment basics, insurance products, and client interactions.
Education
Bachelor of Arts - Business Administration, Finance
California State University, Fullerton
Fullerton, CA05-2026
Skills
- Strong proficiency in business communication
- Knowledge in various software: PowerPoint, Microsoft Word, Excel, Google Docs
- Proficient organization skills
- Time management and proficient punctuality
- Customer service satisfaction
- Financial reporting and budget tracking
HONORS AND AWARDS
2022 Deans List awarded by Saddleback College
Timeline
College Financial Representative Intern
Northwestern Mutual
09.2024 - 12.2024
Receptionist
Bell Tower Barber Shop
01.2018 - Current
Bachelor of Arts - Business Administration, Finance
California State University, Fullerton