Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Websites
Timeline
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Aqui Thompson

Charlotte

Summary

Accomplished financial analyst skilled in budgeting, forecasting, and data visualization. Expertise in building financial models and developing Power BI dashboards to enhance decision-making and operational efficiency. Committed to driving strategic growth through collaborative problem-solving and innovative analytics.

Overview

7
7
years of professional experience

Work History

Sales Executive

The Nature Conservancy
New York
07.2025 - 12.2025
  • Identified and sourced new sales opportunities through prompt inbound lead follow-up.
  • Executed cold calling strategies to engage potential customers.
  • Established strong client relationships that improved customer satisfaction.
  • Collaborated with marketing team to develop promotional strategies that increased engagement.
  • Conducted market research to identify new sales opportunities and trends.

Finance & Accounting Coursework Projects

Winston-Salem State University
Winston-Salem
12.2021 - 12.2024
  • Built detailed financial models forecasting cash flows and ROI for simulated portfolios.
  • Conducted ratio analysis on company financial statements to evaluate liquidity and profitability.
  • Designed Power BI dashboards for budget variance and trend analysis.
  • Collaborated in budgeting simulations managing expenses and departmental revenue allocations.
  • Compiled and interpreted financial statements from coursework data to improve accuracy in budget forecasting and deepen analytical proficiency.
  • Compiled and reconciled financial data from multiple sources to produce accurate reports for reliable budgeting decisions and audit readiness.

Certified Personal Trainer

Workout Anytime Franchising Systems, LLC
Charlotte
02.2022 - 12.2023
  • Conducted assessments and developed customized workout and nutrition plans to enhance client progress tracking.
  • Motivated and coached clients toward achieving measurable performance and lifestyle goals, fostering accountability and commitment.
  • Monitored client progress and adapted workout plans to boost engagement, contributing to increased member retention and satisfaction.
  • Designed personalized fitness programs based on evidence-based training principles.

Team Leader / Infantryman

U.S. Army
Vilseck
05.2019 - 12.2021
  • Directed infantry squad operations to ensure mission readiness and tactical effectiveness under diverse combat conditions.
  • Enforced safety protocols during training exercises, ensuring compliance with military standards and reducing injuries.
  • Coordinated logistical support to ensure equipment availability and sustain operational continuity during field deployments.
  • Developed team communication strategies to enhance situational awareness and expedite response times during engagements.
  • Monitored personnel performance and provided targeted coaching to strengthen combat skills and boost unit cohesion.

Education

Bachelor of Science - Business Administration, Minor in Finance

Winston-Salem State University
WinstonSalem, NC
05-2025

Skills

  • Financial analysis
  • Data Analysis
  • Financial Modeling
  • Budgeting
  • Process Improvement
  • Microsoft Excel
  • VLOOKUPs
  • PivotTables
  • Power BI
  • Tableau
  • Microsoft Word
  • PowerPoint

Affiliations

  • National Association of Black Accountants (NABA)
  • FinServ: Financial Foundation Coaching
  • Chi Alpha, Winston-Salem State University
  • Finance Club, Winston-Salem State University
  • Financial Literacy Club
  • Entrepreneurship or Business Analytics Club
  • Brother 2 Brother Club
  • African American Business Club

Languages

  • Other
  • Spanish, Fluent
  • Other, B1 - Intermediate

Websites

Timeline

Sales Executive

The Nature Conservancy
07.2025 - 12.2025

Certified Personal Trainer

Workout Anytime Franchising Systems, LLC
02.2022 - 12.2023

Finance & Accounting Coursework Projects

Winston-Salem State University
12.2021 - 12.2024

Team Leader / Infantryman

U.S. Army
05.2019 - 12.2021

Bachelor of Science - Business Administration, Minor in Finance

Winston-Salem State University
Aqui Thompson