Ambitious Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data and driving business decisions.. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors with highly developed interpersonal skills and proven performance in team-based environments.
Overview
1
1
year of professional experience
Work History
Finance Analyst
Secure Digital Markets Inc
10.2022 - 04.2023
Assisted in developing trading algorithms and strategies
Contributed to and created investor presentations and reports
Assisted in preparing financial reports, including balance sheets, income statements, and cash flow statements
Collaborated on and developed automatic data ingestion and settlements system to improve operational efficiency and enhance security measures in the middle office
Revamped middle office processes by implementing automated ledgers and reports, and created company-wide documentation for streamlined operations
Assisted in various administrative tasks, such as record-keeping and data entry
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Researched and calculated impact of operational changes to budget, financial data and financial systems.
Junior Data Analyst
Altrio
05.2022 - 09.2022
Analyzed, interpreted and extracted data from Offering Memorandums, utilizing Excel, and Google Sheets to clean, streamline and import relevant data
Assisted the Customer Success team in data migration for onboarding new clients while maintaining 24-hour SLAs and increased daily tasks
Curated reports and processes for multiple projects and teams, for clients, internal use and new employees (data migration, client/internal dashboards and ETL)
Managed process re-engineering project to improve and consolidate end-to-end service delivery
Restructured communication flow among departments and devised new operational processes that led to a 35% increase in productivity
Completed data cleaning and data validation of existing spreadsheets to promote robust data management platform, resulting in accurate data analysis and entry.
Security Officer/ Site Supervisor at G4S Secure Solutions / Western Digital / Ladera Ranch / Rancho MMCSecurity Officer/ Site Supervisor at G4S Secure Solutions / Western Digital / Ladera Ranch / Rancho MMC