Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Michael Cortez

Atwater

Summary

Reliable and motivated professional with a strong background in handling financial documents, customer service, and data accuracy. Holds a Bachelor’s degree in Management and Business Economics and an Associate’s degree in Business Administration. Gained hands-on experience through internships in tax preparation and financial analysis, developing attention to detail, confidentiality, and time management. Known for being dependable, quick to learn, and professional in client-facing roles. Seeking to bring strong organizational and interpersonal skills to a bank teller position in a fast-paced, customer-focused environment.

Overview

1
1
year of professional experience

Work History

Tax Intern

Kemper CPA Group
01.2025 - 04.2025
  • Prepared accurate individual and business tax returns, including W-2s, property taxes, and rental income
  • Organized, scanned, and uploaded tax documentation into internal systems for review and filing
  • Developed workpapers and reconciliations to support tax file accuracy and compliance

Private Equity Analyst Intern

Romero Capital
10.2024 - 01.2025
  • Conducted company research including financial performance, industry positioning, and SEC filings
  • Built integrated financial statement models and supporting schedules to analyze valuation scenarios
  • Performed discounted cash flow and comparable company analyses to support investment decisions
  • Created and presented PowerPoint pitch decks summarizing findings and investment recommendations
  • Virtual Internship

Course Reader for Introduction to Business and Finance

University of California, Merced
08.2024 - 12.2024
  • Evaluated and graded coursework for over 125+ students, ensuring accurate and timely feedback
  • Set up and broke down classroom equipment twice weekly to support in-person lectures
  • Assisted with exam-day logistics, academic integrity enforcement, and administrative needs

Education

B.S. - Management & Business Economics

University of California, Merced
Merced, CA
12.2024

A.S. - Business Administration

Merced Community College
Merced, CA
05.2023

Skills

  • Excel, Word, and Powerpoint
  • Type 45 wpm
  • Attention to detail
  • Data entry skills
  • Effective communication
  • Teamwork skills

Languages

English
Native or Bilingual

Timeline

Tax Intern

Kemper CPA Group
01.2025 - 04.2025

Private Equity Analyst Intern

Romero Capital
10.2024 - 01.2025

Course Reader for Introduction to Business and Finance

University of California, Merced
08.2024 - 12.2024

A.S. - Business Administration

Merced Community College

B.S. - Management & Business Economics

University of California, Merced
Michael Cortez