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Raphael Doelker

@raphaeldoelker

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Finance student with expertise in tax preparation and financial analysis.

United States

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What I'm looking for

I am seeking a role that fosters professional growth and allows me to apply my financial analysis skills in a collaborative environment.

As a dedicated finance student at Baruch College, I am passionate about financial analysis and investment strategies. My experience as a Tax Specialist at H&R Block has equipped me with the skills to prepare and review tax returns while maximizing client returns. I thrive on analyzing financial data to identify tax-saving strategies, which has led to a loyal client base.

In addition to my role at H&R Block, I have gained valuable experience as an Associate Banker at JP Morgan Chase, where I assisted clients with personalized banking solutions and built long-term relationships through exceptional service. My involvement in leadership programs, such as Wall Street Bound and the Baruch Private Equity Club, has further honed my financial modeling and investment analysis skills, preparing me for a successful career in finance.

Experience

Work history, roles, and key accomplishments

Current

Analyst Program Scholar & Treasurer

Current

Baruch Private Equity Club

Sep 2023 - Present (1 year 9 months)

Engaging in a program on private equity and investment banking fundamentals, managing the club's budget, and collaborating on workshops and networking events.

Private Equity Budget Management Financial Modeling Networking Event Planning

Current

Remote Scholar

Current

Wall Street Bound

Dec 2023 - Present (1 year 6 months)

Studying equity and debt markets, securities regulations, and valuation techniques to prepare for the SIE exam and CAIA certification. Developing financial modeling skills and expanding professional networks.

Financial Modeling SEC Regulations Networking Investment Analysis

Current

Tax Specialist

Current

H&R Block

Jan 2023 - Present (2 years 5 months)

Prepared and reviewed over 250 tax returns, ensuring compliance with financial regulations and maximizing client returns. Analyzed client financial data to identify tax-saving strategies and provided financial guidance on tax implications.

Tax Preparation Financial Analysis Compliance Tax Strategy

Current

Executive Board Member & Podcast Host

Current

Baruch CEO Club

Sep 2023 - Present (1 year 9 months)

Hosting and editing podcasts on entrepreneurial topics, organizing networking events, and collaborating on entrepreneurial pitch competitions.

Podcast Production Networking Team Collaboration

Associate Banker

JP Morgan Chase

Jan 2020 - Aug 2021 (1 year 7 months)

Assisted clients with account reviews and financial transactions while recommending personalized financial products. Built long-term relationships through personalized service and financial education.

Client Services Product Recommendations Relationship Management

Education

Degrees, certifications, and relevant coursework

Baruch College/CUNY

Bachelor of Business Administration, Finance

2022 - 2026

Grade: 3.6/4.0

Pursuing a Bachelor of Business Administration with a major in Finance and a minor in Economics. Achieved an overall GPA of 3.6/4.0.

UC San Diego Extended Studies

Certificate, Finance

2021 - 2023

Grade: 3.6/4.0

Completed a Certificate of Finance with a program GPA of 3.6/4.0.

San Diego Mesa College

Associate of Science, Accounting

2020 - 2023

Grade: 3.3/4.0

Earned an Associate of Science degree with a major in Accounting, achieving an overall GPA of 3.3/4.0 and being named to the Dean's List for 2022-2023.