Financial Analyst ProgramWells Fargo Capital FinancePortfolio Management, Asset Based Lending

•Tutor fellow business students in Financial Management, Econometrics, and Intermediate Accounting II through the University Center for Academic Excellence department.•Certified College Reading and Learning Association (CRLA) Advanced Tutor.

• Conduct preliminary analytics to obtain an understanding of the business and its environment by analyzing financial statements and performance compared to prior years.• Conduct testing including cash disbursement, cash receipt, payroll, subsequent disbursement, and subsequent receipt testing.• Conduct substantive procedures for Cash, Investments, Accounts Receivable/Payable, Fixed Assets, Other Assets, Revenue, and Expense accounts to detect material misstatements.• Examine… Show more • Conduct preliminary analytics to obtain an understanding of the business and its environment by analyzing financial statements and performance compared to prior years.• Conduct testing including cash disbursement, cash receipt, payroll, subsequent disbursement, and subsequent receipt testing.• Conduct substantive procedures for Cash, Investments, Accounts Receivable/Payable, Fixed Assets, Other Assets, Revenue, and Expense accounts to detect material misstatements.• Examine material journal entries and other adjustments made at fiscal year end.• Utilized programs including CCH Engagement, Practice CS, FileCabinet CS. Show less

•Guided customers in finding products, shared product knowledge, and engaged in project discussions to help customers meet their goals. •Counterbalance forklift and Ballymore certified.

•Answer home buyers’ questions during open houses and engage in meaningful conversations to help Allen Tate Real Estate understand their buyers’ wants and needs in a home.•Assess, compile, and share information about the buyer with the agency to help them make a solid realtor match for a quality home buying experience.•Take detailed notes of items home buyers view as both positive and negative to share with the builders.