3. Table of Contents
Statement of Authenticity………………… 4 References………………………………... 21
Personal Mission Statement……………….. 5 Awards & Accomplishments……………… 22
Elevator Speech………………………….... 6 Volunteer History………………………… 23
Education………………………………… 7-15 Professional Affiliations…………………... 24
Resume…………………………………… 16 Career Path……………………………….. 25
Professional Development & Training……. 17 Work Samples…………………………….. 26
Referral Letters…………………………… 18-20
3
4. 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 Rosa
4Table of Contents
5. Personal Mission Statement
I 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.
5Table of Contents
6. 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.
6Table of Contents
7. Education
• DeVry Plan of Study
• DeVry Course Descriptions
• DeVry Academic History
7Table of Contents
8. 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
Finance
Total Amount of Credits Required: 122
8Table of Contents
9. 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
Table of Contents 9
10. 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
Table of Contents 10
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
11. 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
Table of Contents 11
12. 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
Table of Contents 12
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
13. 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
Table of Contents 13
14. 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
Table of Contents 14
15. 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
15Table of Contents
19. Referral Letter #1
Gary Tuerack – Chief Visionary of the
National Society of Leadership and Success
19Table of Contents
20. 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
20Table of Contents
21. References
Name Position Phone
Tony Hayter General Manager of Sales (303) 250-1779
Chris Hall Comptroller (720) 879-4946
Laurie Comegys Owner (303) 956-3631
JP Watson Owner (832) 315-0833
Ally Clinton Inspector (832) 858-6896
21Table of Contents
22. 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
22Table of Contents
25. 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.
25Table of Contents
26. 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
26Table of Contents
