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ABOUT MEA high-achieving, dedicated, results driven individual with a passion for finance and economics. Currently an MBA Candidate at The University of Texas at Dallas.
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Current Projects:
"The most powerful leadership tool you have is your own personal example."
-john wooden
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Highlights
- B.S Finance and Economics - Magna Cum Lade
- Organized and directed a $17,000 crowdfunding project
- Recognized on the Dean's List for Fall, 2014, Spring 2014
- Accepted into the University of Texas at Dallas Fast-Track Graduate MBA Program
- Invited to the Cambridge Business and Economics Conference at the University of Cambridge in the UK to present academic research
- Invited to the International Conference for Business and Economics Conference at Harvard Medical School in Boston, MA to present academic research
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Resume
Philip K. Miller, CPAs, Dallas, Texas
Assistant to CPA – Intern
2014 – Present
My experience with a CPA firm has allowed me to better understand the finance world in a real-world setting beginning with the building blocks of accounting. As an intern, I was given a substantial amount of responsibility. Maintaining accounting files, preparing financial statements, and resolving taxation issues were a few of my key tasks. My “out of the box” thinking enabled me to handle problem resolutions with tact and appropriateness. As a result, my critical thinking ability has improved beyond solving financial matters.
The Goodman Law Firm, P.C., Rockwall Texas
Legal Assistant/File Clerk
2013 – 2014
Working with multiple attorneys has not only polished my time management and calendaring skills, but it has thoroughly prepared me in managing clients under the most stressful circumstances. Oftentimes I have had to single-handedly console clients after devastating situations. In most cases, our role evolved from serving as strictly legal counsel to becoming key figures in our clients’ lives. Effectively communicating with clients in a vulnerable position is not easy; however, it is critical in building strong client relationships.
Assistant to CPA – Intern
2014 – Present
My experience with a CPA firm has allowed me to better understand the finance world in a real-world setting beginning with the building blocks of accounting. As an intern, I was given a substantial amount of responsibility. Maintaining accounting files, preparing financial statements, and resolving taxation issues were a few of my key tasks. My “out of the box” thinking enabled me to handle problem resolutions with tact and appropriateness. As a result, my critical thinking ability has improved beyond solving financial matters.
The Goodman Law Firm, P.C., Rockwall Texas
Legal Assistant/File Clerk
2013 – 2014
Working with multiple attorneys has not only polished my time management and calendaring skills, but it has thoroughly prepared me in managing clients under the most stressful circumstances. Oftentimes I have had to single-handedly console clients after devastating situations. In most cases, our role evolved from serving as strictly legal counsel to becoming key figures in our clients’ lives. Effectively communicating with clients in a vulnerable position is not easy; however, it is critical in building strong client relationships.
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Skills & Knowledge
- Utilized computer software to be able to apply time value of money concepts to various valuation problems
- Utilized computer software to be able to analyze investments in real and financial assets using various methodologies
- Effectively used financial concepts and computer software (e.g., spreadsheets, etc.) to build basic financial models to solve financial problems
- Constructed personal financial statements and used ratios and other techniques to analyze financial statements
- Attained a critical understanding of the regulatory environment in which business occurs as a result of the interaction between the legal structure and economic realities
- Developed essential communication skills needed to make oral presentations, communicate interpersonally, work effectively in teams, and use technology professionally
Additional Information:
- Technical: Notary Public, MS Office, Prezi, Social Media Applications
"Sweat equity is the most valuable equity there is. Know your business and industry better than anyone else in the world. Love what you do or don't do it."
-Mark cuban
-Mark cuban
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Professional & Academic Portfolio
Feel free to right-click on the square icon to open up each document for a better view.
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Business Finance Exam:
Showed step-by-step on how to calculate:
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Business Finance Exam:
Showed step-by-step on how to calculate:
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Money & Banking Exam:
Demonstrated an understanding of the development, structure, and regulation of financial institutions and the role of these institutions in determining the money supply and level of economic activity. |
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Cost/Benefit Analysis - Excel Case:
Utilized MS Excel to calculate and analyze the cost/benefit of implementing a new technology system and made final decisions on whether the project is feasible by analyzing the net present value of the project depending on the discount rate incorporated. |
Capital Budgeting - Excel Case:
Utilized MS Excel to calculate the net present value for Project A and Project B and determined which project should be accepted and why. Also calculated:
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Acme, Inc. Case 1 - Excel Case:
Reviewed financial statements and completed the calculation of the cash flow from assets schedule, income statement, balance sheet, statement of cash flows, and lastly, explained how the CFFA relates to the GAAP Statement of Cash Flow |
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Capital Budgeting - Class Work:
Utilized MS Excel to evaluate a specific project given the stated assumptions and calculated:
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Capital Budgeting - Class Work:
Utilized MS Excel to evaluate a specific project given the stated assumptions and MACRS depreciation scale and calculated:
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Bond Valuations - Class Work:
Utilized MS Excel to calculate the highest price buyers would be willing to pay given the stated assumptions and calculated:
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Writing Sample Summary:
Reviewed and analyzed the article "Ronald Lee - “The Demographic Transition: Three Centuries of Fundamental Change” and thoroughly summarized the research questions posed, determined the research method used, and provided a brief summary of the entire article. |
Todd and Sarah Wilkinson Case - Personal Financial Planning Case - Team Lead:
As a team, we analyzed the Wilkinson's financial information and created their year-end net worth statement and annual cash flow statements. We also calculated financial ratios to identify strengths, weaknesses, and their top spending areas and thoroughly provided explanations regarding the purpose of each ratio and its target benchmark. We further analyzed and explained the Wilkinson's options for the refinancing of their home and reviewed their current insurance coverage policies for their auto, home, and life plan and determined their adequacy. Lastly, we prepared a debt elimination plan utilizing Power Pay, an online platform that generates debt elimination plans as a favor for our Client's mother. |
Business Communication Team Project - Team Lead:
We were required to address a social issue in which we chose a company to work for in addition to a non-profit organization we planned to work with. As employees of Toys R’Us, we chose to collaborate with New Friends New Life in addition to Six Flags Over Texas. For our charitable event, we planned to organize a 5K Run on Six Flags grounds. With the purchase of each 5K runner’s package, participants would receive a discounted park ticket. As the team lead, I distributed tasks to each of our group members to obtain as much accurate information as possible. My main goal was to keep the team motivated and on track throughout the project. The skills needed in being successful in our pursuits such as persuasion, creativity, and organization are all skills necessary to excel within businesses. Our group presentation was chosen as Best in Class because of the issue addressed, the magnitude of the event, our presentation skills, and the pertinent details of the event that were provided and clearly illustrated. |
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Interests & Hobbies
Maintaining a Healthy Lifestyle
Maintaining positive healthy habits are essential to your long-term success regardless of your personal goals. Especially as students, we need to ensure we are taking in the correct amount of nutrients to keep our mental focus strong and allow us to overcome those terrible all-nighters! Below is one of my favorite go-to websites that provides an ample amount of information that covers just about anything you can think of!
Nutrition & Diet TipsSport Junky
Growing up I was very active in sports and ran cross country and track. I have a deep love for basketball and have recently picked up on tennis. I am still quite a beginner, but I am quickly learning and enjoy the game very much! When I am not studying I enjoy keeping up with my favorite professional teams and attending their homes games when possible. To maintain up-to-date on all my favorite teams, I rely on my favorite sports website ESPN.
Follow My Favorite TeamsChiweenie Love
As a huge animal lover, my obsession with my puppy should come as no surprise. My one and only Izzy, is part Chihuahua and part Dachshund also known as a "Chiweenie." She is a 3 year old mix filled with a complete personality of her own not to mention a fetch-obsessed pup! As a proud Chiweenie mom, I am part of a Chiweenie community on social media. Surprisingly, it is more than just a gallery of our fur babies, but a family of fellow animal lovers where we frequently seek advice and rely on each other for support.
Chiweenie Lovers