GPA: 3.78/4.00 | Coursework: statistics, accounting, data analysis, business communication

Retail Pricing Project

Compared pricing, margin, and competitor positioning across 30 SKUs and presented recommendation deck for a simulated category manager.

Campus Survey Analysis

Collected and cleaned 420 survey responses, summarized satisfaction drivers, and visualized trends for student leadership review.

Campus Department

Respond to student and faculty requests, schedule appointments, maintain records, and prepare weekly updates for department staff.

Improved shared tracker format so status, owner, and next step were visible without follow-up messages.

Trained 3 new student assistants on front-desk procedures, calendar updates, and documentation expectations.

Business Association

Coordinated speaker logistics, promotion, and registration for 6 career events averaging 75 attendees.

GPA: 3.86/4.00; Honors Program; selected coursework: Corporate Finance, Accounting, Valuation, Statistics

Finance Society Investment Fund Analyst; built weekly pitch memos covering public equities and industry catalysts

Middle-Market Advisory Firm

Built DCF, comparable company, and precedent transaction analyses for a sell-side healthcare services pitch, triangulating valuation range across 18 public comps and 12 precedent deals.

Drafted buyer universe of 90 strategic and sponsor targets by segment, acquisition history, and estimated check size, helping the team prioritize 24 outreach targets.

Reconciled revenue, EBITDA, working capital, and customer concentration schedules from a confidential information memorandum to identify diligence questions before management calls.

Formatted pitch-book pages, football-field output, and operating KPI tables under associate review, incorporating markups quickly while preserving source-link accuracy.

Student Investment Fund

Pitched a long equity recommendation after analyzing unit economics, same-store sales, margin bridge, and management guidance; recommendation was approved for a 4% portfolio position.

Created a quarterly earnings tracker comparing consensus estimates, reported results, and valuation movement across 14 consumer companies.

Led training session for 12 new analysts on comparable company selection, revenue build assumptions, and investment memo structure.

Search Fund Project

Screened 120 founder-owned software and services companies by revenue quality, customer concentration, churn, and owner succession risk.

Built three-statement operating model with downside case, debt capacity, and working-capital assumptions for a board-style investment memo.

Finance Society

Matched 36 underclass students with upperclass finance mentors and organized weekly technical prep covering accounting, valuation, and market discussion.

GPA: 3.74/4.00 | Relevant coursework: statistics, operations, marketing analytics, accounting

Market Expansion Analysis

Analyzed demographic, competitor, and pricing data for 12 potential markets and recommended 3 priority regions based on demand, margin, and launch feasibility.

Operations Dashboard Prototype

Built spreadsheet dashboard tracking volume, cycle time, and error categories for a simulated service team, identifying bottlenecks and proposed staffing changes.

Local Services Company

Updated customer records and service status reports for 1,200 accounts, improving manager visibility into overdue follow-ups.

Documented recurring intake errors and recommended form changes that reduced missing information in the pilot queue.

Campus Organization

Managed $18K annual budget, vendor payments, reimbursement tracking, and monthly reports for executive board review.

Negotiated vendor quote comparison for annual conference, reducing event cost by 11% while preserving attendance capacity.

Excel for Business Analytics | Continuing Education Provider | 2026