Open to opportunities

Olivia Egan

@oliviaegan

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Finance graduate with strong analytical skills and leadership experience.

United States

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What I'm looking for

I am looking for a role that fosters teamwork and offers growth opportunities in finance.

I am a finance graduate from Providence College with a strong academic background and practical experience in financial analysis and operations. My education has equipped me with a solid understanding of financial principles, complemented by my hands-on experience as a Client Finance Analyst at MERGE, where I managed campaign budgets and translated complex financial data into actionable insights for non-finance teams.

Throughout my internships at Morgan Stanley and Marion Equity Partners, I honed my skills in investment operations and financial modeling, demonstrating my ability to adapt and thrive in dynamic environments. I am passionate about teamwork and leadership, actively participating in mentoring roles and clubs at my university, which has further developed my interpersonal skills. I am eager to leverage my diverse experiences and analytical abilities in a challenging finance role.

Experience

Work history, roles, and key accomplishments

Client Finance Analyst

MERGE

Aug 2024 - May 2025 (9 months)

Partnered with internal client service, project management, and media teams to manage campaign budgets, pacing, invoicing, and revenue tracking. Led monthly revenue meetings and weekly QVA check-ins, translating complex financial data and historical trends into clear insights for non-finance teams.

Budget Management Financial Forecasting Revenue Recognition Microsoft Excel Advantage+Webvantage Aqua

Investment Operations Intern

Morgan Stanley/Parametric

Jun 2023 - Aug 2023 (2 months)

Learned from and participated with team members performing the efficient affirmation and settlement of market transactions, collaborating with brokers and custodian banks to resolve trade settlement issues. Conducted cash and position reconciliations across SMA business lines, ensuring financial accuracy and compliance.

Trade Settlement Position Reconciliation APL

Intern

Marion Equity Partners

Jun 2022 - Aug 2022 (2 months)

Learned and assisted with financial modeling, data analysis, and database management. Reviewed potential investment industries and examined their competitive landscapes.

Financial Modeling Data Analysis Database Management Client Relations

Cashier

Amano Pizza + Gelato

Jun 2021 - Aug 2021 (2 months)

Operated cash register and completed daily recovery tasks to keep areas clean for maximum productivity and a high-level customer service experience. Learned fundamental business skills such as accounting, inventory management, and customer satisfaction.

Customer Service Inventory Management Sales

Retail Sales Associate

Michael Hayes Newport

Jun 2018 - Aug 2018 (2 months)

Greeted customers and offered assistance in finding requested items, helping boost customer satisfaction and retention. Assisted with store maintenance and organization of inventory.

Customer Service Retail Sales Maintenance

Education

Degrees, certifications, and relevant coursework

Providence College, School of Business

Bachelor's Degree in Finance, Finance

2020 - 2024

Grade: 3.3

Activities and societies: Member of Women in Business Club and Entrepreneurial Society. Served as a Social and Academic Mentor.

Completed a Bachelor's Degree in Finance with a GPA of 3.3. Relevant coursework included Financial and Managerial Accounting, Financial Markets and Institutions, Managerial Finance, Calculus, Statistics, Micro & Macro Economics, Organizational Behavior, Principles of Marketing, Investments, and Commercial Credit Risk Analysis.