Finance Portfolio — New York
Business Management student at Stony Brook University specializing in Finance — with hands-on experience across commercial banking, project financial analysis, and nonprofit accounting leadership.
Client-facing banking, project financial analysis, accounting operations, and bilingual professional communication — each role sharpened a different edge of the same discipline.
Education, experience, awards, certifications, volunteer leadership, and contact details in one document.
Analyze client accounts and transactions, identify product opportunities, support account optimization, and recommend banking products including loans, mortgages, and deposit accounts.
Oversee financial management, reporting, and accounting operations while facilitating 100+ funding requests and collaborating with teams of 30+ members.
Conducted project financial analysis, profitability evaluations, variance analysis, financial reporting, and expense tracking to support construction project decisions.
Stony Brook University — Stony Brook, NY
B.S. in Business Management, Specialization in Finance
Financial modeling, investment evaluation, Excel formulas and functions, data visualization, lookup tools, and managing & analyzing data.
Every project below is a downloadable Excel workbook — ratio modeling, merger valuation, scenario analysis, operations finance, and written recommendations. Click any preview to download the model.
Objective: Evaluate standalone and combined-company valuation outputs for Paramount Skydance, Warner Bros. Discovery, and the proposed merged entity.
Methodology: Excel DCF valuation, deal-model logic, cost of equity assumptions, EPS analysis, EVA outputs, charts, and combined-company comparison.
Key finding: The combined entity produces the highest DCF value per share, supported by dedicated tabs for valuation, inputs, deal modeling, and charts.
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Objective: Estimate intrinsic value using projected free cash flows discounted at a weighted average cost of capital.
Methodology: Excel DCF framework, revenue and cost projections, WACC calculation, terminal value estimation, and sensitivity analysis.
Key finding: A structured, assumption-driven valuation output that supports comparing intrinsic value against market price.
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Objective: Compare major fast-food and restaurant companies using financial statement line items, stock metrics, and industry-average benchmarks.
Methodology: Excel ratio modeling, industry comparison tables, company-specific worksheets, formula-driven outputs, and market/operating metric analysis.
Key finding: Peer comparison across revenue, profitability, operating income, and market data — useful for investment analysis and stock screening.
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Objective: Analyze how different operating assumptions affect valuation outcomes, including NPV and IRR across four cases.
Methodology: Excel scenario analysis, operating assumptions, financial statement modeling, valuation outputs, and dashboard charts.
Key finding: Scenario 3 produces the strongest NPV and IRR, showing how sensitivity-based modeling supports investment decision-making.
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Objective: Evaluate capital investment decisions using NPV, IRR, and payback period analysis to rank competing project opportunities.
Methodology: Excel capital budgeting framework, cash flow modeling, discount rate inputs, and comparative project rankings.
Key finding: Multiple decision criteria converge on the highest-value investment option, demonstrating structured capital allocation analysis.
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Objective: Analyze income statement, balance sheet, and cash flow line items to assess performance, liquidity, and financial health.
Methodology: Excel financial statement model, ratio analysis, trend analysis, horizontal and vertical comparisons, and written interpretations.
Key finding: Surfaces key performance drivers and flags areas of strength or concern to support equity research and credit analysis.
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Objective: Connect sales, orders, inventory, cost of goods, EBIT, and net profit outputs across operating scenarios.
Methodology: Excel operations-finance model, dashboard summary, scenario tables, product-level worksheets, margin analysis, and charting.
Key finding: Operating data translated into profitability metrics and scenario-level recommendations for business planning.
Download Excel modelCompleted LinkedIn Learning certifications documenting continuing development in financial modeling, investment evaluation, Excel analysis, and data visualization. Click any row to view the certificate.
Technical depth in Excel and modeling, grounded finance knowledge, and the professional competencies to communicate it all clearly.