Michael Valencia

Experience

• 

  Plum Creek Landscape & Lawn

  Apr 2015 - Aug 2019

  Owner/Operator

  As the owner/operator of this small sole proprietorship that specialized in grass cutting, mulch, leaf cleanups and much more, I had various tasks including:-Advertising/Marketing-All invoices, estimates, expenses, and all other accounting-Purchased new equipment/expanded the business-Managed Customer Relations-Operated the business (lawn mowing, mulching, irrigation, tree work, fall clean ups...)

• 

  GAC Services

  May 2019 - Aug 2019

  Warehouse Assistant

  - Assisted with all tasks in the warehouse including:- Taking apart/ breaking down old AC units- Delivering parts countywide to AC installers- Putting parts/ equipment in designated spots for future jobs- Inventory

• 

  CTIA The Wireless Association

  May 2021 - Aug 2021

  Accounting & Finance Intern

  • Assisted with monthly reconciliation of electronic invoice processing• Prepared accounts receivable analysis reconciling subsidiary ledger to GO• Assisted in preparation of Financial Statements with PivotTables• Performed various financial analysis worksheets using vlookups, if statements, & and statements

• 

  Equitable

  Jun 2021 - Dec 2021

  Financial Planning Intern

  • Gained experience in seeing the entire client on-boarding process as well as product recommendations.• Assisted the growth of the team by finding prospective clients as well as team members.• Coordinated with back office as well as other financial institutions to assist with client on-boarding.• Developed financial plans for current and prospective clients.• Analyzed various portfolio holdings.

• 

  Enterprise Holdings

  Jan 2022 - Apr 2022

  Management Intern
• 

  Zurich North America

  Jun 2022 - now

  Underwriter in the Surety line of business at Zurich. Responsible for analyzing proprietary business financials and operations to determine whether or not the credit risk is within Zurich's risk appetite.

  • Account Executive

    Jun 2023 - now

  • Underwriting Trainee

    Jun 2022 - Jun 2023