Ana M.

Teaching Assistant @ California State University, Northridge

About

Finance recruiters see hundreds of profiles from graduates who studied financial planning. Few have actually done it. I have.I graduated in May 2026 from CSUN with a B.S. in Financial Planning, a 3.7 GPA, and a Finance Department Merit Scholarship. During my degree I independently built a financial model and investment strategy for the Wells Fargo Investor Pitch Competition, presented to industry judges, and placed 2nd Runner-Up. The summer before my senior year, I was selected as one of a small group of CSUN students for an intensive Advanced Financial Modeling Bootcamp. It wasn't a course anyone could sign for.Through a Stanford University research collaboration, I worked on AI-powered financial education tools. I tested them before release, analyzed data visualizations, and wrote structured feedback reports that informed what actually shipped. As a Teaching Assistant in CSUN's Finance department, I graded student assignments, provided written feedback, and supported faculty across a department of over 200+ students, all while finishing my own degree. I'm looking for entry-level roles in financial analysis, FP&A, wealth management, or fintech. If that's something you're hiring for, I'd love to connect.

Country

United States

City

Los Angeles

Industry

Financial Services

Skill

Project Management, Data Literacy, Tableau, Business Intelligence (BI), Business Analysis, KPI Reporting, AI in finance, Planning Budgeting & Forecasting, Instructure Canvas, Interpersonal Communication, Academic Research, Report Writing, Attention to Detail, Google Ads, Customer Relationship Management (CRM), Financial record , Social Media Management, Financial Analysis, Data Analysis, Financial Planning

Experience

Teaching Assistant

California State University, Northridge

2025-9 - 2026-6 · 10 mos

Los Angeles, CA

Department of Finance, Financial Planning, and Insurance. • Graded 2 to 3 assignments per week each with 75+ student submissions, delivering written feedback on up to 150 individual pieces of work weekly while maintaining accuracy throughout. • Served as a direct point of contact between students and faculty, resolving academic inquiries in a timely manner and keeping course operations running smoothly across a class of over 200 students. • Supported faculty with course documentation and academic recordkeeping, ensuring error-free records across a full academic year while managing a full course load simultaneously.

Research Assistant — Finance Research Collaboration

Stanford University

2025-9 - 2026-6 · 10 mos

• Evaluated 1 to 2 AI-powered financial education tools before public release by conducting structured usability testing, analyzing data visualizations, and writing detailed feedback reports that directly shaped what shipped. • Identified gaps in how AI tools communicated financial concepts to students, providing written recommendations that cleared a full approval process before any changes went live. • Supported financial data validation across research projects, ensuring the accuracy of analytical outputs used by senior researchers to make data-driven decisions.

E-Commerce & Operations Assistant

Ink & Leaf LLC

2021-5 - 2022-4 · 1 yr

• Built and launched the company's Shopify website from the ground up and managed all digital marketing across Google, Instagram, and Facebook, growing customer engagement by 20% through self-tracked campaign improvements. • Served as the primary point of contact for customer inquiries, resolving issues directly and maintaining accurate customer records and order documentation across the business. • Completed a digital marketing certification before starting the role and handled daily financial recordkeeping and transaction processing, keeping operations compliant and audit ready. • Streamlined inventory tracking and operational processes to improve organization and cost efficiency.