Highlights:

Skills:Finance, Investment, Financial modeling, Financial Analysis, Financial Planning, FP&A, Banking, Asset Management, Accounting, Forecasting, Financial Analyst, Budget, Portfolio, Private Equity, Venture Capital, Data analysis, KPI, variance analysis, M&A, Valuation

Valuation Intern 10/2022 - 12/2022
Keller Williams Commercial, San Jose, CA United States
• Prepared Profit and Loss and Balance Sheet statements and provided analysis in a clear and concise manner • Designed and worked on complex valuation and forecasting financial models which increased efficiency • Conducted market research and trends impacting the company being analyzed
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FP&A Analyst Intern 06/2022 - 08/2022
Netgear, San Jose, CA United States
• Forecasted weekly, monthly, and quarterly revenue and expense while meeting target level of 95% accuracy • Monitored and tracked performance indicators, highlighting trends and analyzing causes of unexpected variances • Analyzed current and past trends in key performance indicators including all areas of revenue, gross profit margins, profitability using advanced excel modeling for Sales and Marketing department
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Student Assistant 10/2021 - 12/2022
Provost Office, Santa Clara University, Santa Clara , CA United States
• Prepared annual faculty housing budget report to aid University budget forecast planning • Interacted and communicated effectively with faculty, students, and staff
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Junior Accountant 06/2020 - 05/2021
HOPE Worldwide, San Diego, CA United States
• Consolidated financial reports, reconciled balance sheet accounts, and performed bank reconciliation to resolve discrepancies, and accelerated month-end closings by 30% • Collaborated with Controller for year-end financial audits to ensure completeness of financial records
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Co-Op - Accounts Payable Clerk 06/2019 - 03/2020
Titan Title Services, Fort Wayne, IN United States
• Entered invoices in Quickbooks to charge expenses to correct accounts, amounts, and cost centers with high accuracy • Maintained relationship with vendors and resolved disputes.
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Purdue University 08/2018 - 05/2020
Fort Wayne, IN, United States
Degree: Bachelor's Degree
Major:Finance
Honors Program

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