Maria Ortiz Email & Phone Number
Who is Maria Ortiz? Overview
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Maria Ortiz is listed as Dealer Credit Intern at Truist, a with 27245 employees, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Maria Ortiz.
Maria Ortiz previously worked as Finance & Strategy Analyst at Exceltis Consulting and Head of Executive Office at Investment Club At Usf. Maria Ortiz holds Bachelor Of Science - Bs, Finance (Concentration In Corporate Finance), Minors In Accounting & Economics, 4.0 from University Of South Florida.
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About Maria Ortiz
I am a Junior currently pursuing a Bachelor's degree in Finance with a concentration in Corporate Finance, double minoring in Accounting and Economics, at the University of South Florida. I have extensive experience in Corporate Finance and Project Management, cultivated in a professional internship setting with high impact and excellent results. In college, I am involved with the Investment Club at USF, where I currently serve in the Executive Board as the Head of Executive Office, a position that enhances my technical, project management, and leadership skills. Additionally, I have consistently demonstrated strong academic performance, maintaining a 4.0 GPA and earning recognition for my dedication to learning and achievement, such as the Dean's List for all my semesters at USF. Finally, I have set strong foundations as a student leader, working as an Orientation Leader with the Office of Orientation, Composition I PASS Leader and Statistics Tutor at the Academic Success Center, and Peer Advisor Leader (PAL) with the Office of New Student Connections at USF, serving 500+ students and engaging with several faculty members. I am eager to apply classroom knowledge to real-world challenges and contribute to a dynamic finance team. Actively seeking opportunities to gain hands-on experience and further develop skills in Corporate Finance.
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Maria Ortiz work experience
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Finance & Strategy Analyst
Current• Support financial decision-making process by analyzing trends, variances, and performance metrics to offer insights that drive strategic actions.• Develop and refine detailed financial models for company’s cost structures, financial and tax planning, and project profitability.• Direct financial and accounting leadership towards optimal tax and financial practices to optimize resources and profits. • Evaluate and assess efficiency and profitability of ongoing and proposed projects, utilizing analytical tools to guide strategic financial decisions and provide recommendations.• Assist in revision and analysis of financial plans, budgets, and forecasts to ensure alignment with corporate goals and objectives.• Contribute to day-to-day financial operations, including corporate financial initiatives and policies, as well as data entry, report generation, and process improvements.
Head Of Executive Office
Current• Lead team with 5 sub-teams and 9 members, providing workshop opportunities to support their professional development.• Cultivate corporate connections and partnerships with industry firms by doing outreach with 80+ firms and coordinating meetings and collaborations with the club such as recruitment events, speaker series, and equity chats.• Create dynamic and scalable Excel tracker, connected with consolidated database, to keep close records of club’s professional relationships, member placement, and Alumni, resulting in increased professional, internal, and Alumni engagement.• Nurture relationships with IC Alumni for potential Alumni Panels and workshops, and with IC divisions to foster collaboration.• Lead Executive Board meetings, structure meeting agenda, and manage club’s documentation and organizational system.• Execute and supervise all administrative, management and operational functions and tasks for the USF’ largest club.• Direct Executive Office’s divisional member recruitment cycle, evaluating 12+ applicants and conducting 9+ interviews.• Work closely with the President and Vice-President in long-term strategic projects and initiatives for the benefit of the club.• Structure and manage events for largest student organization at USF, with 1400+ members and 70+ divisional members.
Director Of Strategy & Logistics
• Maintain logistical aspects of events and projects, including resource allocation, timelines, and coordination.• Develop long-term goals while assessing opportunities and risk.• Initiate and manage collaboration for long-term strategic projects.• Lead and supervise the content of a team.
Professional Development Analyst
• Create outreach strategies to attract new members to the USF Student Investment Club• Maintain and build relationships with internal members to the club• Host on-site campaign events for club development
Pass Leader
• Design and conduct two 50-minute PASS study sessions and workshops per week along with tutoring for students.• Construct weekly session plans and prepare materials to facilitate PASS sessions (handouts and other study aids).• Collaborate with instructor during the PASS supported class and maintain attendance records for each PASS session.
Peer Advisor Leader (Pal)
• Conduct individual outreach with hundreds of students via call, text, and/or email throughout the academic year.• Utilize active listening and critical thinking to interpret student needs and connect them to proper resources.• Implements a student success coaching model to determine attainment goals for the student and connect to resources.• Develop and sustain relationships with USF students as they transition into and through USF by attending networking programs throughout the academic year.• Provide administrative support, effectively organizing information to document of student conversations. • Assist New Student Connections during all NSC signature programs (Week of Welcome, Family Weekend)• Support recruitment efforts and team training.
Statistics Tutor
• Conducted individual tutoring sessions for students in three different Statistics classes.• Monitored and tracked student progress, adapting tutoring techniques to ensure effective learning outcomes.• Cultivated strong communication skills by tailoring explanations to students with diverse learning styles.• Demonstrated reliability and punctuality in meeting all tutoring commitments.
Corporate Finance & Project Management Senior Intern
• Administer investment readiness assessment for UPTC and Each & Every Abaca and create interactive dashboard.• Benchmark companies utilizing matching algorithm on scale from Level 1 (founding team and idea) to Level 9 (market-leading company) and guide UPTC leadership in assessment process, considering sector, region, and more characteristics.• Directed leadership to appropriate stages of funding and assistance based on their overall investment & funding readiness level.•Spe arheaded all of financial (investment readiness & funding), sales (forecasting & valuating), grant applications, budgeting, and operational tasks for UPTC’s CAP project, resulting in completed financial analysis, cost structure, and business plan.• Evaluate category-specific levels to identify achieved milestones and focus areas before the next fundraising round.• Provide strategic guidance & insights, completing milestones to enhance effectiveness of Abaca's investment readiness program• Lead HR tasks, keeping close track and recording interns’ completion of weekly tasks and forms, and sending reminders.
Orientation Leader
• Lead and guide student groups, both Transfer and First Year, in their transition process into college.• Assist students and families as their first contact with the University and all its resources and offices.• Collaborate with a team to ensure success of Orientation sessions.• Manage conflicts and frustration from students, families, and guests as students start their life in college.• Deliver speeches on stage intended to energize the audience while providing meaningful information about the University• Provide answers and resources to any person at Orientation sessions, along with the accompanying follow-up process.• Prepare Orientation Sessions for Transfer and First Year students starting their college career through intensive training.
Colleagues at Truist
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Kevin Rodriguez
Colleague at TruistKissimmee, Florida, United States
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Alex Leithiser
Colleague at TruistCharlotte, North Carolina, United States
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Daniel Cox
Colleague at TruistHickory, North Carolina, United States
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Kristin Lineberry
Colleague at TruistHenrico, Virginia, United States
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Joe C.
Colleague at TruistCumming, Georgia, United States
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Heather Floyd
Colleague at TruistLumberton, North Carolina, United States
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Jacquettia Johnson
Colleague at TruistFayetteville, North Carolina Metropolitan Area, United States
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Bj Davidson
Colleague at TruistBloomington Springs, Tennessee, United States
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Woodruff Polk
Colleague at TruistAtlanta, Georgia, United States
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Jon Bridgeforth
Colleague at TruistAtlanta, Georgia, United States
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Maria Ortiz education
Frequently asked questions about Maria Ortiz
Quick answers generated from the profile data available on this page.
What company does Maria Ortiz work for?
Maria Ortiz works for Truist.
What is Maria Ortiz's role at Truist?
Maria Ortiz is listed as Dealer Credit Intern at Truist.
Where is Maria Ortiz based?
Maria Ortiz is based in Tampa, Florida, United States while working with Truist.
What companies has Maria Ortiz worked for?
Maria Ortiz has worked for Truist, Exceltis Consulting, Investment Club At Usf, University Of South Florida, and Up In The Chair℠, Inc.
Who are Maria Ortiz's colleagues at Truist?
Maria Ortiz's colleagues at Truist include Kevin Rodriguez, Alex Leithiser, Daniel Cox, Kristin Lineberry, and Joe C..
How can I contact Maria Ortiz?
You can use AeroLeads to view verified contact signals for Maria Ortiz at Truist, including work email, phone, and LinkedIn data when available.
What schools did Maria Ortiz attend?
Maria Ortiz holds Bachelor Of Science - Bs, Finance (Concentration In Corporate Finance), Minors In Accounting & Economics, 4.0 from University Of South Florida.
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