Ana Rodriguez
I am an upcoming graduate with a strong foundation in Finance and Economics. Currently, I am expanding my technical skills through programming studies at LaSalle College.
About
I am an upcoming graduate with a strong foundation in Finance and Economics. Currently, I am expanding my technical skills through programming studies at LaSalle College. I am eager to apply both my analytical and technical abilities in a dynamic internship role where I can grow professionally and contribute effectively.
Throughout my academic and professional career, I have gained experience managing client accounts, developing automated financial reports, and supporting internal financial operations. My background includes both finance and IT, enabling me to approach challenges with a versatile and detail-oriented mindset.
- 3 years' experience
- Joined September 2025
Languages
- EnglishFluent
- Spanish; CastilianFluent
- FrenchIntermediate
- PortugueseIntermediate
Industry experience
- Financial Services
- Education
- Professional Services
- Software & Internet
Work experience
Reviewed and verified documentation for derivative operations such as IRS and Currency Swaps. Ensured accuracy of SWIFT payment messages and confirmations against internal records. Maintained organized digital records for transactions, emails, and investment tickets. Verified administrative payments and processed documentation. Supported internal controls through systematic filing for audit readiness.
Managed over 100 client accounts ensuring trust balance accuracy and payment compliance. Developed and automated monthly financial reports using Power BI, Excel, and QuickBooks. Maintained accurate records using legal software to support team collaboration and transparency. Communicated daily with clients to resolve concerns and collect outstanding balances. Provided revenue analysis for the Finance Department by identifying trends in internal reports and account metrics.
Education
Certifications and awards
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