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, CA12.2024
A.S. - Business Administration
Merced Community College
Merced, CA05.2023
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
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