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Financial Analyst Intern with 1+ years in Retail Operations & Financial Management
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Assessing your cultural and operational fit
Highly motivated Finance student with 1.7 years of experience in high-volume retail operations, cash handling, and financial management. Possesses strong analytical and communication skills, demonstrated through leadership roles, equity research, and budgeting. Proven ability to reconcile transactions, optimize fund allocation, and lead teams effectively. Seeking to leverage a strong academic background and practical experience in a dynamic finance role.
San Diego State University
Bachelor's Degree · Finance
August 1, 2022 – June 30, 2026
Erewhon
Shift Lead
November 1, 2023 – August 1, 2024
Los Angeles, California, United States
Que Padre, Caruso Inc.
Server
August 1, 2022 – October 1, 2023
Los Angeles, California, United States
Treasurer, Sigma Phi Epsilon
June 1, 2025 – October 1, 2025
Managed budgeting and financial planning processes, overseeing allocation of funds across events and operational initiatives. Monitored and reconciled member dues, ensuring accurate tracking and timely deposits into designated accounts. Built and maintained financial models and tracking systems in Excel to improve transparency and reporting efficiency. Analyzed cash flow trends and spending patterns to optimize fund allocation while maintaining financial stability.
Member, Finance & Investment Society
October 1, 2024 – Present
Conducted detailed equity research and built stock pitches by analyzing financial statements, KPIs, and industry trends to form investment theses. Developed valuation models including DCF, comparable company analysis, and precedent transactions to assess intrinsic value and downside risk. Leveraged Excel to organize large datasets, track company performance metrics, and support investment analysis. Collaborated in team-based projects to construct investment memos and present findings, strengthening financial storytelling and communication skills.
Head Cellist, Los Angeles Youth Orchestra
August 1, 2021 – June 1, 2024
Selected as Head Cellist, leading the cello section and coordinating with conductors to ensure cohesion, timing, and musical execution. Directed section rehearsals and mentored junior musicians, improving overall performance quality and consistency. Balanced intensive rehearsal schedules with academic commitments, reinforcing strong time management and accountability.
Cultural Fit Analysis
The candidate presents a well-rounded profile, combining a strong academic focus in Finance with significant leadership and extracurricular involvement. Their participation in the Finance & Investment Society directly aligns with the target role, showcasing genuine interest and initiative. Leadership roles in diverse settings (orchestra, fraternity, retail) indicate adaptability, responsibility, and a proactive approach. The breadth of interests suggests a curious and engaged individual who could contribute positively to team dynamics and company culture.
Soft Skills & Operational Fit
The candidate exhibits strong leadership capabilities from roles as Head Cellist, Shift Lead, and Treasurer. They demonstrate excellent teamwork and collaboration skills through group projects and orchestral participation. Communication skills are evident in presenting investment findings and coordinating teams. Operational fit is supported by experience in high-volume cash handling, reconciliation, and process supervision, indicating attention to detail, accuracy, and efficiency in fast-paced environments. Strong time management and accountability are also evident.