Open to opportunities

Guap Chris

@guapchris

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Aspiring finance professional with a focus on financial planning.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities in financial planning and allows me to leverage my skills in a collaborative environment.

My name is Christopher Rayon Romero, and I am an aspiring finance professional currently pursuing a Bachelor's in Business Finance with a concentration in Financial Planning at California State University, Sacramento. With a GPA of 3.2, I am committed to academic excellence and practical experience in the finance sector.

Throughout my journey, I have taken on leadership roles, such as serving as the Director of Membership & Social Media for the Financial Planning Association. My experience as an Accounting Assistant at Deanna Martins CPA has honed my skills in managing sensitive financial information and collaborating effectively in a team-oriented environment. Additionally, my entrepreneurial venture in e-commerce has equipped me with valuable insights into market analysis and financial management.

Experience

Work history, roles, and key accomplishments

Current

Tax Preparer

Current

VITA Sacramento

Jan 2025 - Present (5 months)

Assisted in preparing tax returns for low-to-moderate-income individuals, identifying eligible deductions and credits. Supported diverse clients with professionalism, ensuring compliance and a positive filing experience.

Tax Preparation Tax Compliance Deductions And Credits Communication

Accounting Assistant

Deanna Martins CPA

Jan 2025 - Apr 2025 (3 months)

Scanned and organized client tax documents using SurePrep, ensuring accuracy and confidentiality. Collaborated with staff to maintain smooth workflow in a deadline-driven environment.

SurePrep Confidentiality Workflow Management

Owner & Operations Manager

E-commerce Entrepreneur

Jan 2023 - Jan 2025 (2 years)

Achieved a 77% year-over-year sales increase through strategic purchasing and reselling of discounted items. Utilized market analysis and managed end-to-end financial processes, including budgeting and sales metric analysis.

Market Analysis Financial Management Budgeting Sales Metrics Inventory Management

Real Estate Intern

Project Destined

Jan 2023 - Apr 2023 (3 months)

Evaluated a live real estate deal involving multi-family asset development and prepared an investment memo for major real estate firms. Completed over 40 hours of training in real estate fundamentals, valuation, financing, and market research.

Investment Memos Valuation Financing Market Research Financial Modeling Presentation Skills

Education

Degrees, certifications, and relevant coursework

California State University, Sacramento

Bachelor’s in Business Finance, Business Finance; Concentration in Financial Planning

Grade: 3.2

Activities and societies: Organizations: Financial Planning Association (FPA) - Director of Membership & Social Media | FinServ Foundation Fellow | HSF Scholar

Studying the fundamentals of business finance. Concentrating on financial planning principles and practices. The curriculum covers areas such as investment analysis, corporate finance, and personal financial management.