Open to opportunities

Elizabeth Adriana

@elizabethadriana

Finance student at Mercy University with financial services experience at The Milliare Group and hands-on tax preparation experience through the VITA Tax Program.

United States

Message

What I'm looking for

I’m looking to gain experience in accounting, financial services, or business operations, apply what I’ve learned, and contribute positively to a professional team.

At The Milliare Group, I communicate with clients about their financial needs and goals, organize their information, and follow up with prospective and existing clients. I also hold an Accident, Life and Health Insurance License and am Vita Certified.

Through the VITA Tax Program at Mercy University, I gained practical experience with tax preparation and financial documentation. I’m pursuing a B.S. in Administration-Finance with a minor in Psychology, and I’m interested in building a career in accounting, financial services, and business operations.

Experience

Work history, roles, and key accomplishments

Owner/Operator

Purple House Cleaning

Created service policies, pricing structures, and client documentation, communicated directly with customers to provide personalized services, and tracked business expenses, income, and customer payments.

Business Operations Customer Service Financial Tracking Pricing Strategy

Financial Services Professional

The Milliare Group

Communicated with clients to understand financial needs and goals, collected and organized client information, and developed client relationships while following up with prospective and existing clients.

Communication Skills Client Relations Financial Planning Organization

Team Member

Panera Bread

Worked efficiently in a fast-paced environment while balancing multiple responsibilities and maintaining attention to detail, collaborating with team members to complete daily tasks and provide a positive customer experience.

Teamwork Customer Service Time Management Attention To Detail

VITA Tax Program Participant

Mercy University

Developed practical experience with tax preparation and financial documentation, applying basic tax concepts and financial knowledge to individual tax situations.

Tax Preparation Financial Documentation Taxation Basics