Baltimore, MD, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Fp&a Manager, Financial Analyst
Occupation: Business and Finance
Degree: Bachelor's Degree
Career Level: Entry Level
Languages: English, Chichewa, Spanish
Highlights:While working at H&R Block, I had the opportunity to assist a wide range of clients in preparing and filing their tax returns. One standout moment was helping a first-time filer navigate both federal and state returns, ensuring they claimed all eligible credits and deductions. The client left feeling relieved and more financially informed, which reminded me how impactful accurate, empathetic tax assistance can be. This experience not only deepened my understanding of tax laws and preparation techniques but also strengthened my communication skills and confidence in handling sensitive financial information.
Skills:vlookup, quickbooks, excel, pivot tables, macros, solver, what if analysis, tax preparation, taxes, investments, investing, h&r block, work center, youtube, social media
Goal:To build a successful career in finance where I can apply my analytical skills, financial knowledge, and leadership experience to help organizations make strategic decisions, grow their assets, and operate efficiently. I aim to gain hands-on experience in areas like investment analysis, corporate finance, or financial planning, with long-term goals of earning certifications like the CFA or CPA and advancing into leadership or advisory roles.
Membership:Student member of NABA (National Association of Black Accountants) Aug 2023 – May 2024 Investment Club & FALP (Finance & Accounting Leaders & Professionals) Aug 2022 - May 2024 African Student Union (Vice President. Treasurer, Social Media Manager) Oct 2021 - May 2024
Honor:Wingate Presidential Scholarship (merit-based, 4-year) Bulldog Pride Scholarship (merit-based, 4-year) Certificate of Appreciation for service and support to FALP and Investment Club.
Tax Preparer 10/2024 - 04/2025
H&R Block, Gwynn Oak, Maryland United States
Industry: Tax Preparation/Financial Services
Assisted clients in preparing and filing accurate tax returns, ensuring compliance with federal and state tax regulations.
Completed comprehensive tax training courses, including Income Tax Course for Maryland and Core Concepts, to develop expertise in tax laws, tax forms and preparation techniques.
Utilized Work Center software to input and verify data, ensuring accuracy and efficiency in processing returns.
Stayed updated on changes in tax laws and regulations to provide accurate and up-to-date assistance.
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Sales Associate 05/2022 - 07/2022
TruGreen, Gaithersburg, Maryland United States
Industry: Lawn Care and Landscaping
Called customers for updates on the health of their lawns and offered extra services as needed.
Went to customers’ homes to check their foliage, shrubs, bushes, flowers, etc. to make sure the plants were healthy and completed summary reports for the customers.
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