Valuation and LBO modeling

Chartered Financial Analyst (CFA)

Microsoft Generative AI for Data Analysis

SQL for Data Science

•	Evaluated fund manager performance and performed calculations on client assets of over $500M in life insurance. Tracked portfolio weights and correlation and benchmarked against liabilities. •	Performed capital budgeting such as NPV, IRR, or equivalent annual expenditure analysis for capital expenses within executive retirement plans. •	Involved in presentations to corporate clients, including Medtronic, Ecolab, and Arris; banks, including Northern Trust and Wells Fargo; and all major life insurance companies. •	Reduced clients' taxes when funding executive compensation plans through deep knowledge of 409A nonqualified and ERISA plans, analyzing proxy statements and annual reports. •	Saved clients ~$10M by creating financial models with 30-year projections for consolidated financial statements, trusts, and intercorporate investments to determine the appropriate use of cash and inform investment strategy. •	Recommended a successful tactical asset allocation strategy for a corporate cl

Senior Investment Analyst

- Ka'ena Corporation until 5/2024 • Partnered with Product, Marketing, and Finance teams to define pricing, retention, and customer-growth strategies that increased company value 5X to a $1.35B sale to T-Mobile. • Led cross-functional initiatives to establish KPIs, design competitive usage and pricing dashboards, and launch data pipelines that informed product and customer strategy across the MVNO portfolio. • Modeled customer lifetime value (CLV) and churn using SQL, Python, and Kaplan-Meier survival analysis to forecast subscriber behavior, optimize plan design, and improve CLV by ≈ $8 per subscriber across 800 K subs. • Conducted market intelligence and valuation analyses to identify and assess acquisition targets, avoiding potential losses of $2 to $50 M through rigorous diligence. • Reduced customer-care costs by ≈ $5 M while maintaining service quality through pricing and process optimization. • Automated recurring reports and survivorship analyses with advanced SQL/Python workfl

Senior Finance and Strategy Analyst (Product & Growth Strategy)

Analyst Intern

•	Analyzed the financial reports and performed due diligence on potential investments for private equity in the manufacturing sector. •	Assisted clients in making business operation decisions by forecasting product line earnings.

Consulting Analyst

• Created interactive dashboard applications and dynamic Excel/VBA models using Access and SQL to track KPIs, forecast demand, and optimize decision-making. • Translated business needs into technical requirements, aligning product functionality with client growth and profitability objectives.

Product Strategist & Founder

Analyst

•	Supported forecasting and budgeting, identifying trends and explaining variances. •	Conducted due diligence on potential strategic acquisitions. Prepared for the sale of the company through thorough financial analysis. •	Helped propel the company's sales growth to 6% in the last few fiscal years despite negative industry growth by evaluating dealer and product line sales and identifying key performance indicators and insights using SQL queries and Excel/VBA. •	Contributed to a 2% increase in gross margin by conducting analyses of dealer and wholesale gross margins across product lines to establish sales opportunity matrices and evaluate proposed sales promotion impact.

Senior Business Financial Analyst

•	Designed and launched the AI Valuation Assistant, www.aivaluationassistant.com, an AI-powered workflow tool that delivers AI powered UFCF DCF and comps modeling by ingesting SEC filings, normalizing financials, and automating sensitivity analysis. The platform enables users to adjust inputs and download the modeling into Excel. •	Designed and deployed AI driven workflows leveraging large language models (LLMs), LangChain, Python, SQL and n8n to automate core analyst tasks from peer benchmarking to transcript/filings review and valuation modeling. •	Applied prompt engineering, model configuration, and Retrieval Augmented Generation to improve accuracy and usability of AI outputs, reducing manual effort in document review and financial benchmarking. •	Published a product demo showcasing the AI Valuation Assistant: YouTube Walkthrough.

Product Lead & Founder

Financial AI Product Builder | Builder of AI Valuation Assistant and Automation Products | AI Powered Valuation and Inve

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