Portfolio Optimization
Finance Intern
- Supported organizational account management duties under direct supervision.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
- Analyzed financial statements to identify trends and provide valuable insights for decision-making.
- Prepared comprehensive forecasting reports for senior leadership as necessary.
- Improved accuracy of financial reports by meticulously reconciling account discrepancies.
- Prepared and posted financial journal entries using technically relevant software.