Jessica James-De La Rosa

Business Portfolio

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Contact Information

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Table of Contents

Statement of Authenticity………………… 4 References……………………………

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Personal Mission Statement………………..

5 Awards & Accomplishments………………

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Elevator Speech…………………………....

6 Volunteer History…………………………

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Education…………………………………

7-15 Professional Affiliations…………………...

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Resume……………………………………

16 Career Path………………………………..

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Professional Development & Training…….

17 Work Samples……………………………..

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Referral Letters……………………………

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Statement of Authenticity

January 30, 2016 I attest that unless specifically noted otherwise, the

material contained in this portfolio, including certificates, diploma, transcripts, and work sample documents is my original work and are used solely to support and illustrate acquired knowledge, skills, training, abilities, and experience.

Jessica James-De La RosaTable of Contents

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Personal Mission StatementI am at my best when I am passionate. It is important to be kind, loving, honest, considerate, and encouraging. I always strive to be the best version of myself and I choose to improve my weaknesses.I will enjoy my work by finding employment where I can provide successful outcomes through hard-work, determination, and knowledge, while becoming a part of a team that allows me to expand, explore new ideas, and help others so they may also feel like they can conquer anything.I find enjoyment in my personal life through providing endless amounts of love to my children and family. I love to be creative, imaginative, and to take in life as much as I can.I will find opportunities to use my natural talents and gifts such as always wanting to learn, help others, being resourceful, finding new possibilities, and a quick learner. I can do anything I set my mind to. I will not allow jealousy, discouragement, or limitations to stand in my way. It is my journey to reach my true potential, for my family and myself. There is always a solution to a problem and each problem is different. It is the way you get to the right solution that shows what kind of person you are. Table of Contents

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Elevator Speech

Hello. My name is Jessica James-De La Rosa and I am about to graduate from DeVry University with a Bachelor of Science degree in Finance. I have always loved math and complex equations, especially how one little variance between two sets of data can result in a huge difference between them and once I realized I could apply it to money, I knew what I wanted to do as a career. I want to find a position as a financial analyst where I can utilize my skills of analyzing financial information to forecast business and industry conditions in order to help a company achieve its goals.

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Education• DeVry Plan of Study• DeVry Course Descriptions• DeVry Academic History

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DeVry Plan of Study

Credits Required for each area in Program

• General Education: 20 credits• Additional General Education:

21credits• Business, Management, and

Technology: 22 credits• Additional Business,

Management, and Technology: 7 credits

• Electives: 24 credits• Concentration in Finance: 28

credits

A Bachelor of Science Technical Management with a Concentration in FinanceTotal Amount of Credits Required:

122

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DeVry Course Descriptions

CARD 405 – Career Development

Career planning strategies and resources are explored to prepare students for a successful job search and to maximize potential for advancement and long-term professional growth. Students perform self-assessment and goal-setting activities, and apply research and evaluation skills to execute job search and career advancement strategies. Each student assembles a professional portfolio highlighting achievements, goals and concrete plans. This course must be taken at DeVry. Students who receive credit for this course may not also receive credit for CARD415. Prerequisite: Successful completion of 89 semester-credit hours

LAS 432 – Tech, Society, and Culture

In this capstone course, the relationship between society and technology is investigated through reading, reflection, research and reports. The course identifies conditions that have promoted technological development and assesses the social, political, environmental, cultural and economic effects of current technology. Issues of control and ethical considerations in the use of technology are primary. Discussion and oral and written reports draw together students' prior learning in specialty and general education courses. This course must be taken at DeVry. Prerequisites: Successful completion of 89 semester-credit hours and of all general education requirements except courses with the prefix CARD

General Education Requirements

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DeVry Course Descriptions

continued

PSYC 307 – Motivation and Leadership

This course focuses on human motivation and leadership skills required to effectively manage groups and individuals. Topics include basic motivation principles, leadership styles, workplace stress and conflict, and the dynamics of group interaction. Developing and carrying out a plan for academic and career success is emphasized. Students who receive credit for this course may not also receive credit for PSYC305. Prerequisite: Successful completion of 60 semester-credit hours

Additional General Education&

Business, Management, and Technology

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BIS 155 – Data Analysis w/ Spreadsheet w/ Lab

This course focuses on analyzing business situations using current spreadsheet software. Using data derived from real-world business situations, students learn to use appropriate spreadsheet software features to organize, analyze and present data, as well as to make business decisions. Through personal database technology such as Access, the course also introduces basic database concepts. Prerequisite: COMP-100 / 4-3

BUSN 115 – Intro to Business & Technology

This course introduces business and the environments in which businesses operate. Students examine the roles of major functional areas of business and interrelationships among them. Organizational theories and techniques are examined, and economic, cultural, political and technological factors affecting business organizations are evaluated. / 3-3

COMP 100 - Computer Apps for Business w/ Lab

This course introduces basic concepts and principles underlying personal productivity tools widely used in business such as word processors, spreadsheets, email and web browsers. Students also learn basic computer terminology and concepts. Hands-on exercises provide experience in using PCs and current personal productivity tools. / 3-2

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DeVry Course Descriptions

continued

MGMT 303 - Principles of Management

This course examines fundamental management theories and traditional managerial responsibilities in formal and informal organizational structures. Planning, organizing, directing, controlling and staffing are explored. Prerequisite: BUSN-115 / 3-3

MGMT 404 - Project Management

This course enhances students' ability to function in a project leadership role. While exploring the project life cycle, they gain experience in budget and timeline management. Project management software is used to design project schedules using methods such as bar charts, program evaluation review technique (PERT) and critical path method (CPM) to produce project plans to apply to the solution of case studies. Prerequisites: Successful completion of 56 semester-credit hours, and MATH221 or MATH233

MGMT 410 - Human Resource Management

Students in this course explore contemporary concepts and techniques essential to managing corporate human resources. Topics include resource planning, staffing and rewards, as well as developing and maintaining positions and people. Prerequisite: BUSN-115 / 4-4

BUSN 460 – Senior Project

Working in teams, students apply knowledge and skills, including competencies in problem-solving, critical thinking, research, teamwork, and oral and written communication, to real-world problems in a client-based environment. Assignments are based on competencies developed in students' prior coursework. This course must be taken at DeVry. Students who receive credit for this course may not also receive credit for BUSN462 and BUSN463. Prerequisite: Successful completion of 89 semester-credit hours

Business, Management, and Technology continued

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DeVry Course Descriptions

continued

ACCT 212 - Financial Accounting

This course focuses on ways in which financial statements reflect business operations and emphasizes use of financial statements in the decision-making process. The course encompasses all business forms and various sectors such as merchandising, manufacturing and services. Students make extensive use of spreadsheet applications to analyze accounting records and financial statements. Prerequisites: COMP-100 and MATH-114 / 4-4

BUSN 379 - Finance

This course introduces corporate financial structure and covers basic capital budgeting techniques, including discounted cash flow analysis. Funds sources and financial resource allocation are analyzed. Spreadsheet software packages are used to analyze data and solve case-based problems. Prerequisite: ACCT-212 / 3-3

Additional Business, Management, and Technology

&Electives

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ACCT 301 – Essentials of Accounting This course is intended for students in technology-intensive programs, where understanding basic principles of finance and managerial accounting is essential to successful contribution to organizational achievement. Students are introduced to the accounting system, financial statements, and essential elements of cost and managerial accounting within the context of management decision-making. Capital investment analysis and other budgeting methods are studied in relation to goal attainment and organizational success. The effect of activities in the functional areas of business on organizations' financial viability is emphasized. Prerequisite: BUSN-115 / 4-4

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DeVry Course Descriptions

continued

ACCT 304 - Intermediate Accounting I

This course expands on topics covered in ACCT-212 and presents them within a conceptual framework determined by generally accepted accounting principles. Financial accounting functions and theory, and recognition and measurement of assets, are covered. Prerequisite: ACCT-212 / 4-4

BUSN 278 - Budgeting and Forecasting

In this course students design and implement a departmental budget encompassing the various processes that account for resource expenditures. Students develop a long-range budget forecast and then assess its impact on departmental planning. Prerequisite: ACCT-212 / 4-4

FIN 382 - Financial Statement Analysis

This course covers financial statement analysis and interpretation. Topics include techniques used to analyze and interpret financial statements in order to understand and evaluate a firm's financial strength, income potential, working capital requirements and debt-paying ability. Prerequisite: BUSN-379 / 4-4

ACCT 429 - Federal Income Taxation

This course examines basic concepts of federal income taxation of individuals and businesses, including sole proprietorships, S corporations and limited partnerships. Topics include income inclusions and exclusions, property transactions, capital gains and losses, and tax credits. Students develop basic tax planning skills, and use tax planning and preparation software packages. Prerequisite: ACCT-212 / 4-4

Concentration in Finance

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DeVry Course Descriptions

continued

FIN 351 – Investment Fundamentals & Securities Analysis

This course introduces security analysis and valuation, focusing on how to make investment decisions. Topics include the nature of securities, mechanics and costs of trading, the way in which securities markets operate, the relationship between risk and return, equity securities, fixed income securities, portfolio diversification and concepts of valuation. Prerequisite: BUSN-379 / 4-4

FIN 364 - Money and Banking

This course introduces the global financial system, focusing on the role of financial services companies in money and capital markets. Topics include the nature of money and credit, U.S. banking systems, central bank policies and controls, funds acquisitions, investments and credit extension. Prerequisite: BUSN-379 / 4-4

BUSN 412 - Business Policy

This course integrates functional disciplines within the curriculum, and introduces the nature of strategic management as well as how business policy is created. Topics include organizational vision and mission, industry and competitive analysis, sustainable competitive advantage, strategy formulation and implementation, and strategic leadership. Through case analyses and a simulation exercise, students develop strategic plans and engage in strategic management. Prerequisite: Successful completion of 80 semester-credit hours

Concentration in Finance continued

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DeVry Academic History

Subject & Course:

Title: Grade:

Fall 2013    

BUSN 115 Intro to Business and Technology A

COMP 100 Computer Apps for Business w/ Lab A

ACCT 212 Financial Accounting A

Spring 2014    

BIS 155 Data Analysis w/ Spreadsheet w/ Lab A

PSYC 307 Motivation and Leadership A

MGMT 303 Principles of Management A

Fall 2014    

BUSN 412 Business Policy A

ACCT 301 Essentials of Accounting A

MGMT 404 Project Management A

Spring 2015    

BUSN 278 Budgeting and Forecasting A

ACCT 304 Intermediate Accounting I A

MGMT 410 Human Resources B

Summer 2015    

BUSN 379 Finance A

ACCT 429 Federal Income Taxation A

FIN 382 Financial Statement Analysis B

Fall 2015    

BUSN 460 Senior Project B

LAS 432 Tech, Society, and Culture A

FIN 364 Money and Banking A

Spring 2016    

CARD 405 Career Development Currently Enrolled

FIN 351 Investment Fundaments & Securities Analysis Currently Enrolled

Unofficial Transcript

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Resume

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Professional Development & Training

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Reference Section• Referral Letters• References

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Referral Letter #1

Gary Tuerack – Chief Visionary of the National Society of Leadership and Success

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Referral Letter #2

Wednesday, February 10, 2016

To The Hiring Manager,

Ms. Jessica James-De La Rosa joined VA WorldWide as a Virtual Assistant specializing in Accounting and Financial assistance. As part of our organization, she has been an invaluable asset and was responsible for handling accounting activities for multiple clients, some of them quite complex in nature.

While Jess worked with us, she was in the process of completing her finance degree for which she prepared without letting her work being affected. We realized her potential for quality accounting procedures when she carried out self-directed auditing activities and financial organization assistance. We received nothing but rave comments regarding her exceptional work.

Passionate about accounting figures along with a great ability to handle even the most complex of calculations, Jess is in a league of her own. She is always willing to take on new challenges and responsibilities.

If you have any questions regarding Jess and her time with VA WorldWide, please feel free to contact me at 832-315-0833

Thank you.

Regards,

JP Watson

Owner of VA WorldWide

JP Watson – Owner of VA WorldWide

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ReferencesName Position PhoneTony Hayter General Manager of

Sales(303) 250-1779

Chris Hall Comptroller (720) 879-4946Laurie Comegys Owner (303) 956-3631JP Watson Owner (832) 315-0833Ally Clinton Inspector (832) 858-6896

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Awards and Accomplishments

• Dean’s List• Fall 2013, 2014, & 2015• Spring 2014 & 2015• Summer 2015

• National Society of Leadership and Success Honors Society

• Joined 05/10/2015

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Volunteer History

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Professional Affiliations

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Career Path• My one-year career goal is… to find a job that fits my experience

level and allows me to enhance further my education and expertise.• My two-year career goal is . . . to advance to a position that is more

tailored to what I want to do, since I will have more real-world work experience. I would also like to start working towards my master’s degree in Finance and Accounting.

• My five-year career goal is . . . to have obtained my Master’s Degree and use it, along with my work experience, to continue to maximize my career potential with a well-established company.

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Work Samples• FIN 364 – Money and Banking: Course Project Economic Research Paper• BUSN 460 – Senior Project: Final Report (My contributions are

designated)• FIN 351 – Investment Fundamentals & Securities Analysis:

Industry/Corporate Analysis: Fundamental and Technical Research

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