Josh Simboli
Boise,ID
Overview
2
2
years of professional experience
1
1
Certification
Work History
Finance Intern
Silicon Valley Bank
09.2023 - 06.2024
- Created a currency valuation program that could help analysts make accurate predictions on current market trends.
Company Expansion Strategist
Arcadia
01.2023 - 01.2024
- Incorporated a Management Information System (MIS) to analyze market data, assess trends, and make strategic decisions on product expansion locations.
Financial Consultant
BigWebLabs
01.2023 - 12.2023
- Developed financial models and Pro Forma statements for clients, forecasting financial performance and supporting sustainable growth.
Financial Advisory Specialist
Ignition Digital Media Consulting
02.2022 - 01.2023
- Compiled and analyzed financial data to maintain internal financial health and inform strategic decision-making through risk assessments.
Finance Intern
J.R. Simplot Company
05.2022 - 08.2022
- Analyzed multi-million dollar financial transactions and prepared margin analysis reports to assess profitability and support proposals.
Education
Masters of Finance & Analytics - Finance
Santa Clara University, Leavey School of Business
Santa Clara, CA06.2024
Bachelor in Finance -
Santa Clara University, Leavey School of Business
Santa Clara, CA06.2023
Skills
- Python
- C
- R
- SQL
- JavaScript
- Anaconda
- Google Workspace
- Microsoft Teams
- Microsoft Excel
- MySQL
Certification
- Securities Industry Essentials (SIE) Certification
- Financial Industry Regulatory Authority (FINRA)
Community Outreach
- Third Street Community Center (Children's After-School Learning Program)
- Youth Sports Camp Counselor
- Graduate School Teacher's Assistant
Timeline
Finance Intern
Silicon Valley Bank
09.2023 - 06.2024
Company Expansion Strategist
Arcadia
01.2023 - 01.2024
Financial Consultant
BigWebLabs
01.2023 - 12.2023
Finance Intern
J.R. Simplot Company
05.2022 - 08.2022
Financial Advisory Specialist
Ignition Digital Media Consulting
02.2022 - 01.2023
Masters of Finance & Analytics - Finance
Santa Clara University, Leavey School of Business
Bachelor in Finance -
Santa Clara University, Leavey School of Business
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