Finance Intern Resume Example

Manage a $50,000 portfolio allocation by conducting fundamental analysis on 15+ equity positions across technology and healthcare sectorsDeveloped DCF and comparable company analysis models in Excel, resulting in 3 successful stock pitches to investment committeeCollaborate with 8-member team to present quarterly portfolio performance reports, achieving 12.3% YTD return vs. S&P 500 benchmarkMonitor macroeconomic trends and industry developments to identify investment opportunities and risk factors

Assisted in preparing financial plans for 20+ clients with combined assets of $15M, analyzing cash flow, retirement goals, and investment strategiesCreated data visualizations and client reports using Excel and Tableau, reducing report preparation time by 30%Conducted research on mutual funds, ETFs, and bonds to support portfolio rebalancing recommendationsMaintained client database and updated CRM system with 98% accuracy, ensuring compliance with regulatory requirements

Processed 100+ daily transactions and reconciled cash registers with 99.5% accuracyAssisted with monthly financial close procedures including journal entries, account reconciliations, and variance analysisGenerated weekly sales reports and identified inventory trends, contributing to 15% reduction in overstock itemsSupported accounts payable functions by verifying invoices and maintaining vendor records