Education
Stony Brook University, Stony Brook, NY
Bachelor of Science in Business Management
Specialization in Finance
Finance Portfolio
Andres Duarte
Finance-focused Business Management student at Stony Brook University specializing in Finance, with experience across commercial banking, project financial analysis, and nonprofit accounting leadership.
Major: Business Management
Concentration: Finance
Stony Brook University
My career interests include investment analysis, corporate finance, commercial banking, financial planning, and risk management roles where disciplined analysis supports practical decisions.
I approach finance work by first understanding the decision, then organizing the numbers into clear evidence, and finally communicating insights in a way stakeholders can act on.
Resume
Finance Experience and Education
My resume highlights client-facing banking work, project financial analysis, accounting operations, Excel training, and bilingual professional communication.
Current Resume PDF
Download the full resume for education, experience, awards, certifications, volunteer leadership, and contact details.
Finance Preparation
Relevant finance and analytics preparation includes financial modeling, investment evaluation, Excel formulas and functions, data visualization, lookup tools, and managing/analyzing data.
Flagstar Bank
Client Consultant I | July 2024 - Present
Analyze client accounts and transactions, identify product opportunities, support account optimization, and recommend banking products including loans, mortgages, and deposit accounts.
MD5 Construction
Financial Analyst Assistant | June 2020 - July 2024
Conducted project financial analysis, profitability evaluations, variance analysis, financial reporting, and expense tracking to support construction project decisions.
MIRA USA
Director of Accounting, Long Island Branch | September 2022 - Present
Oversee financial management, reporting, and accounting operations while facilitating 100+ funding requests and collaborating with teams of 30+ members.
Finance Projects
Applied Analysis and Case Studies
These downloadable Excel projects demonstrate ratio modeling, merger valuation, scenario analysis, operations finance, formula-driven modeling, charting, and written recommendations.
Fast Food Stock Ratio Modeling Case
Objective: Compare major fast-food and restaurant companies using financial statement line items, stock metrics, and industry-average benchmarks.
Methodology and tools: Excel ratio modeling, industry comparison tables, company-specific worksheets, formula-driven outputs, and market/operating metric analysis.
Key findings: The workbook supports peer comparison across revenue, profitability, operating income, and market data, making it useful for investment analysis and stock screening discussions.
Download Excel model
Paramount Skydance / WBD Merger Model
Objective: Evaluate standalone and combined-company valuation outputs for Paramount Skydance, Warner Bros. Discovery, and the proposed merged entity.
Methodology and tools: Excel DCF valuation, deal-model logic, cost of equity assumptions, EPS analysis, EVA outputs, charts, and combined-company comparison.
Key findings: The model shows the combined entity producing the highest DCF value per share, with supporting tabs for valuation, inputs, deal modeling, and charts.
Download Excel model
Four Scenario Financial Model
Objective: Analyze how different operating assumptions affect valuation outcomes, including NPV and IRR across four cases.
Methodology and tools: Excel scenario analysis, operating assumptions, financial statement modeling, valuation outputs, and dashboard charts.
Key findings: Scenario 3 produces the strongest NPV and IRR in the workbook, showing how sensitivity-based modeling can support investment decision-making.
Download Excel model
Stock Management Profitability Case
Objective: Connect sales, orders, inventory, cost of goods, EBIT, and net profit outputs across operating scenarios.
Methodology and tools: Excel operations-finance model, dashboard summary, scenario tables, product-level worksheets, margin analysis, and charting.
Key findings: The project demonstrates how operating data can be translated into profitability metrics and scenario-level recommendations for business planning.
Download Excel modelProfessional Development
Certifications and Training
Completed LinkedIn Learning certifications document continuing development in financial modeling, investment evaluation, Excel analysis, and data visualization.
Financial Modeling Foundations
Issuing organization: LinkedIn Learning
Completion date: March 25, 2026
Skills gained: Financial modeling structure, forecast logic, assumptions, and analytical model presentation.
View certificate PDFInvestment Evaluation
Issuing organization: LinkedIn Learning / PMI Registered Education Provider
Completion date: April 15, 2026
Skills gained: Investment analysis concepts, evaluation criteria, and decision-focused financial reasoning.
View certificate PDFExcel: Managing and Analyzing Data
Issuing organization: LinkedIn Learning / PMI Registered Education Provider
Completion date: April 8, 2026
Skills gained: Data analysis, data management, spreadsheet organization, and Excel-based decision support.
View certificate PDFExcel: Introduction to Charts and Graphs
Issuing organization: LinkedIn Learning
Completion date: February 11, 2026
Skills gained: Data visualization, chart selection, and presentation of quantitative trends.
View certificate PDFExcel: VLOOKUP and XLOOKUP for Beginners
Issuing organization: LinkedIn Learning
Completion date: February 25, 2026
Skills gained: Lookup functions, data matching, and spreadsheet organization for financial datasets.
View certificate PDFExcel: Introduction to Formulas and Functions
Issuing organization: LinkedIn Learning
Completion date: February 25, 2026
Skills gained: Formula construction, spreadsheet logic, and efficient Excel analysis workflows.
View certificate PDFExcel: Advanced Formatting Techniques
Issuing organization: LinkedIn Learning
Completion date: February 18, 2026
Skills gained: Professional spreadsheet formatting, workbook readability, and presentation-ready financial exhibits.
View certificate PDFSkills and Competencies
Finance Readiness
Technical Skills
- Advanced Excel formulas, functions, VLOOKUP, XLOOKUP, charting, and data analysis
- Financial modeling, scenario analysis, NPV, IRR, and valuation outputs
- Variance reporting, expense tracking, financial documentation, and model presentation
- Data visualization and dashboard-style summary exhibits
Finance Knowledge
- Financial statement analysis and ratio interpretation
- DCF valuation, comparable valuation concepts, and investment evaluation
- Capital budgeting, profitability analysis, cost control, and capital allocation
- Commercial banking products, account optimization, and risk mitigation
Professional Competencies
- Financial communication and client relationship management
- Data interpretation, decision support, and analytical problem-solving
- Team collaboration across 30+ member groups and cross-functional coordination
- Project coordination and bilingual communication in English and Spanish
Contact