- Team Sports
- Skiing
- Backpacking and Hiking
- Adventure Travel
- Volunteer Work
Lily O’Brien
Denver
Summary
Finance graduate (BSBA, University of Colorado Boulder) with hands-on experience in tax operations and process improvement. Proven ability to design and implement systems that streamline workflows and ensure compliance. Highly adaptable, with a background spanning customer service, operations, and international work experiences that foster resilience and strong communication skills. Currently preparing for the SIE exam and eager to contribute analytical and client-focused expertise to a career in finance.
Overview
3
3
years of professional experience
Work History
Waitress
Nora's Fish Creek Inn
07.2025 - 10.2025
- Provided exceptional customer service by anticipating guest needs and ensuring satisfaction.
- Collaborated with kitchen staff to ensure timely and accurate food delivery.
- Maintained cleanliness and organization of dining area, enhancing guest experiences.
- Processed orders efficiently using POS systems, improving transaction speed.
Remote Tax Associate
Gary Winston CPA
12.2024 - 04.2025
- Prepared and reviewed individual tax returns while working across time zones.
- Communicated with clients via email and video to clarify documentation needs.
- Utilized tax software and Excel for data input and reconciliation.
- Conducted thorough tax research to resolve client inquiries and optimize tax strategies.
Guest Services, Cashier
Target
11.2023 - 05.2024
- Delivered top-tier customer service and resolved guest inquiries efficiently.
- Managed cash transactions and promoted key products in a high-traffic retail setting.
- Processed customer transactions efficiently using POS systems to ensure accurate billing.
- Assisted customers with inquiries and resolved issues, enhancing overall guest satisfaction.
Lift Operator
Jackson Hole Mountain Resort
12.2023 - 04.2024
- Supported safe lift operations and built guest rapport in high-traffic conditions.
- Operated lift machinery to transport guests safely across varied terrain.
- Conducted routine safety checks and maintenance on lift equipment.
- Trained new operators on safety protocols and operational procedures.
Financial Sales Intern
Transamerica
05.2022 - 08.2022
- Shadowed internal and external wholesalers to understand financial product sales cycles.
- Built communication and CRM skills (Salesforce) supporting outreach and licensing preparation.
- Assisted in developing sales presentations to effectively communicate product benefits.
- Conducted market research to identify customer needs and preferences.
Education
Bachelor of Science - Finance
University of Colorado Boulder
Boulder, CO01.2023
Skills
- Customer relationship management
- Tax compliance
- Strong work ethic
- Microsoft Excel proficiency
- Attention to detail
- Financial analysis
Interests
Timeline
Waitress
Nora's Fish Creek Inn
07.2025 - 10.2025
Remote Tax Associate
Gary Winston CPA
12.2024 - 04.2025
Lift Operator
Jackson Hole Mountain Resort
12.2023 - 04.2024
Guest Services, Cashier
Target
11.2023 - 05.2024
Financial Sales Intern
Transamerica
05.2022 - 08.2022
Bachelor of Science - Finance
University of Colorado Boulder