An ambitious team-orientated student interested in a financial career that combines skills, interests and studies in finance and technology.
October 2016 — Present
September 2015 — June 2016
• Relevant Modules: Mathematics (91%), Economics (93%)
September 2019 — Present
• Design, setup and maintenance of Salesforce standard objects, custom objects and junction objects, while also structuring user roles, processes and workflow rules
• Created and updated reports and dashboards to track pipeline/stages for management visibility, while integrating existing salesforce campaigns with email/online marketing suites such as constant contact
June 2019 — August 2019
• Assessed Clients’ IT environments and IT-related business processes that support the financial statements to determine the extent to which reliance can be placed on the internal control environment
• Prepared a draft report and built presentation decks for a Client, following assessment of their cybersecurity maturity, based on EY’s Cyber Program Management framework
• Facilitated delivery of workshops for EYs Smart Futures Foundation; a paid work experience programme aimed at high school students looking to build transferable and employability skills
• Successfully automated multiple processes for preparing daily & monthly performance reporting saving 25hours per week on average
• Production of monthly key management KPIs, reporting to Senior Management and Directors
• Analysis and reporting on securitisations (a crucial funding source, worth over £1.5 billion)
• Worked alongside Marketing Operations to ensure monthly bonus payments to dealers in excess of two million pounds are correctly calculated, checked and processed for payment in a timely manner
• Represented the finance at the RCI reporting Group, liaising with IS to rectify reporting defects
July 2017
Selected to attend a presentation given by Deutsche Bank professionals across several divisions such as Corporate Finance, Research, Trading, Structuring, Electronic Trading, Sales, and Quantitative Research
December 2017 — Present
October 2016 — June 2017
• Liaised with staff members to provide support to 532 students, facilitating the smooth running of department
• Participated in the ‘Academic Representative Development Scheme’ and was awarded a Gold standard Certificate at the end of the academic year, in recognition of my efforts to go above and beyond the basic requirements of being a student representative
October 2016 — Present
Issued in Nov 2018
The Alteryx Designer Core product certification exam is intended to test aptitude around the ‘core’ toolset in Alteryx (Data analytics and blending software).
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Issued on 12 Aug 2017
Completed this self-paced e-learning course to familiarise myself with the industry standard service through four heavily interconnected modules consisting of – Economics, Currencies, Fixed Income and Equities – woven together from Bloomberg data, news, analytics and television.
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Issued on 21 Jun 2017
Acquired a fundamental understanding of Excel 2016. Can create, edit and maintain a workbook with multiple sheets, using graphic elements to represent data visually including professional-looking budgets, financial statements, performance charts, and data-entry logs.
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December 2016 — March 2017
Worked collaboratively with individuals from different backgrounds to come up with ideas and ways to fundraise for a chosen charity. Designed flyers and applied various marketing strategies to raise awareness. Organised and supervised a football match and fundraising activities which further developed team-working skills.
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