Summary
Overview
Work history
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Susie Burns

Reading,United Kingdom

Summary

Driven individual with keen analytical mindset and solid foundation in finance and economics, coupled with strong skills in data analysis. Demonstrates exceptional communication abilities and problem-solving skills, making complex financial concepts accessible and actionable. Passionate about world economics, sustainable finance and compliance and governance procedures. Ready to contribute meaningfully to a graduate role, striving to learn and be a useful asset to the company.

Overview

3
3
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work history

Bed and Breakfast Supervisor

Lake Side House
Keswick, Cumbria
05.2022 - Current
  • Established rapport with regular customers to foster loyalty.
  • Trained new staff members, ensuring consistent quality of service.
  • Managed bookings, cancellations, and enquiries to optimise room occupancy rate.
  • Updated online platforms regularly to attract potential customers effectively.
  • Monitored competitor activities and adjusted pricing strategies accordingly to remain competitive.
  • Kept track of inventory levels, ensuring availability of all necessary items at all times.
  • Handled financial transactions accurately, maintaining trust in the establishment's operations.

Financial Advisor Intern

NWB Consultants Ltd
Workington, Cumbria
06.2025 - 07.2025
  • Utilised advanced forecasting models to predict market behaviour.
  • Performed regular audits of client accounts ensuring accuracy and transparency.
  • Developed tailored financial solutions to meet individual needs.
  • Maintained up-to-date knowledge of market trends for better predictions.
  • Supported clients in setting clear financial goals with plans to achieve them.
  • Checked investment viability to limit client risk.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Researched financial products thoroughly to provide thorough, reliable client guidance.
  • Completed RLAM webinars related to investment cycle
  • Completed webinar on asset diversification and portfolio building
  • Attended compliance clinic

Group Business Services Intern

Sellafield Ltd
Whitehaven, Cumbria
06.2022 - 06.2022
  • Provided valuable support for successful company events and meetings.
  • Increased team productivity by taking diligent meeting minutes.
  • Improved team communication by organising regular team meetings and discussions.
  • Coordinated effectively with diverse teams for successful project execution.
  • Assisted senior staff in data analysis tasks to inform strategic decisions.
  • Developed comprehensive reports detailing payroll expenditures.
  • Maintained confidentiality throughout the recruitment process, ensuring trust and integrity were upheld at all times.
  • Managed correspondence, keeping all parties up-to-date on project developments.

Education

Bachelor of Science - Economics

University of Reading
Reading
09.2023 - 06.2026

A-Levels - Maths, Economics, Physics

Cockermouth School
Cockermouth
09.2021 - 07.2023

GCSEs - Varied qualifications

Cockermouth School
Cockermouth
09.2016 - 07.2021

Skills

  • Financial transaction handling
  • Inventory control
  • Pricing strategy adjustment
  • Risk assessment
  • Data analysis
  • Investment analysis
  • Customer relationship management
  • Excel proficiency
  • STATA proficiency
  • Teamwork
  • Patience and Understanding
  • Strategic planning

Certification

Working towards Investment Management Certificate (IMC) Unit 1


Herbert Smith Freehills - Financial Services Regulation Job Simulation


Full driving license since 2022

Affiliations

  • Competed at International level horse riding in eventing
  • Play regularly for Caversham women's football team
  • Attended Reading University Investment Society

References

References available upon request.

Timeline

Financial Advisor Intern

NWB Consultants Ltd
06.2025 - 07.2025

Bachelor of Science - Economics

University of Reading
09.2023 - 06.2026

Group Business Services Intern

Sellafield Ltd
06.2022 - 06.2022

Bed and Breakfast Supervisor

Lake Side House
05.2022 - Current

A-Levels - Maths, Economics, Physics

Cockermouth School
09.2021 - 07.2023

GCSEs - Varied qualifications

Cockermouth School
09.2016 - 07.2021

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Susie Burns