

Final-year BSc (Hons) Accounting and Finance student at Cardiff Metropolitan University, with practical experience in financial planning, project coordination, and investment analysis. Demonstrates strong analytical ability, commercial awareness, and attention to detail through a summer placement with Total Building & Property Services Ltd and independent trading practice across forex and equities. Skilled in financial modelling, risk management, and data-driven decision-making, with a commitment to pursuing a graduate career in finance, investment, or business management.
Completed summer work experience supporting and shadowing a project manager in the financial planning and delivery of housing developments. Assisted with budget forecasting, cost allocation, and performance tracking while analysing project documentation and risk management strategies. Developed strong commercial awareness, financial reporting, and stakeholder communication skills within a fast-paced, multidisciplinary environment.
Developed and managed a personal investment portfolio across forex, equities, and alternative assets, applying both technical and fundamental analysis to identify market opportunities. Implemented disciplined risk management frameworks, including defined stop-loss limits and capital allocation strategies, to maintain consistent risk-adjusted returns. Enhanced financial modelling, data interpretation, and decision-making skills while monitoring macroeconomic indicators and market sentiment to inform trading strategies.
Financial analysis, data interpretation, and reporting
Budget forecasting and cost allocation
Risk management and portfolio construction
Proficient in Excel (PivotTables, VLOOKUP, financial modelling)
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Basic proficiency in trading platforms (eg MetaTrader 5, CMC Markets)
Financial research using sources such as Yahoo Finance and Fitch
Strong communication and teamwork developed through project coordination and customer-facing roles