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Yyyyyy x. yyyyyy

Heritage Center, Xxxxxx, UT xxxxxx xxx-xxx-xxxx


Driven, focused, and knowledgeable finance student with several years of experience within high-stress environments with a keen ability to lead others and increase productivity. Knowledgeable in performing complex financial modeling, utilizing advanced Microsoft Excel functions, and overseeing portfolio valuations. A significant level of communication and interpersonal abilities in addition to a strong background in effectively managing high-level projects.


Key Achievements


         Project Management

         Financial Ratios

         Advanced Excel Functions

         Vendor Management

         Team Leadership

         Strategy Development

         Contract Negotiation

         Financial Modeling

         Process Improvement

         Capital Budgeting

         Complex Problem Solving

         Attention to Detail




Bachelor of Business, Finance

University of Xxxxxx, Xxxxxx, UT

Expected Graduation, August 2016


Member/GPAC Leader

Global Pathway Program-University of Xxxxxx, 2013-2014


Financial Experience


Financial Modeling

  Completed several financial modeling courses which include Advanced Financial Modeling and Advanced Excel for Financial Reporting Course

  Performed complex modeling using real-world scenarios, maintained a significant knowledge of both earning models and public/acquisition comps model

  Maintained a significant knowledge of Microsoft Excel advanced functions such as pivot table development, financial ratios, advanced functions, recording macros, and creating databases


Portfolio Valuation

  Utilized superior analytical abilities in order to successfully handle real-world portfolio valuation scenarios in addition to maintaining a strong knowledge of portfolio related regulations

  Completed various portfolio related coursework which included Introduction to Investments

  Performed complex securities and financial market analysis which required superior analytical and attention to detail abilities


Financial Analysis

  Attended and completed a Financial Management course which provided instruction related to the completion of basic financial analysis

  Experienced in managing working capital in addition to handling capital budgeting related functions which has required a superior level of attention to detail

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