San Francisco Bay Area
I am a student at the University of California, Santa Cruz, studying Business Management Economics with a concentration in Accounting and a minor in Technology Information Management. I have worked in accounting, finance, and leadership roles, gaining skills in financial strategy, the full accounting cycle, sales, and public speaking. Passionate about finance, consulting, accounting, and related fields, I am eager to apply and further develop my skills through new opportunities.
- Participating in investment banking training sessions, practicing technical and behavioral interview questions, and completing high-level Wall Street Prep courses to earn financial certifications - Conducting market research and company valuations to create presentations evaluating the consumer industry - Expanding industry knowledge by attending guest speaker events and visiting financial institutions such as Charles Schwab to gain exposure to real-world investment banking and financial practices - Organizing club meetings, coordinating with school officials, and securing room reservations to ensure seamless operations
- Maintained the extensive alumni network through consistent communication via email and text to foster ongoing relationships and support member development - Leveraged alumni connections to enhance professional development opportunities by hosting a rush event with over 70 attendees highlighting 3 alumni - Communicated to maintain updated contacts for a comprehensive job search database connecting members with alumni career opportunities
- Secured sponsorships from Poppi and Eboost through cold calling and managed sponsor communications to ensure brand compliance and partnership delivery - Integrated sponsor messaging into key events and social media content, boosting brand visibility and member engagement - Raised over $3000 towards fraternity funds - Conducted surveys and improved customer retention for fundraisers
- Supported full-cycle accounting processes, including AP/AR, AR aging, revenue tracking, and month-end close, preparing journal entries, reconciliations, and adjustments to improve reporting accuracy - Posted journal entries and payments in Sage ERP, identifying errors, and helping implement fixes to improve efficiency - Coordinated with the sales team to track receivables, streamlining communication between teams, and establishing a five-day invoice processing standard - Supported invoice processing, payment workflows, and ensured timely vendor payments using platforms such as Ramp and Coupa - Balanced a part-time onsite internship with a heavy course load
- Worked as a consultant on fundraising and revenue for the KSQD radio station