Senior Financial Analyst

• Sep 2021 - Present

Accountant & Analyst

• Aug 2020 - Sep 2021

e-Mobility and Demand Response

Accountant

• Aug 2018 - Aug 2020

e-Mobility

Analyst Intern

• Apr 2018 - May 2018

- Leveraged MorningStar and other platforms to perform equity research and due diligence on assigned market coverage ($3.5 to $4 billion in revenue) for weekly management pitches - Analyzed and simulated portfolio allocation to optimize ROI and mitigate risks - Leveraged MorningStar and other platforms to perform equity research and due diligence on assigned market coverage ($3.5 to $4 billion in revenue) for weekly management pitches - Analyzed and simulated portfolio allocation to optimize ROI and mitigate risks

M&A Research Intern

• Jan 2018 - May 2018

- Collaborated with a team of 4 people to research on a list of 140 companies provided by Aemetis and collect financial information from multiple sources - Screened and evaluated potential M&A micro-cap target companies in the Ethanol industry using metrics including revenue growth rate, capital expenditure rate, and EBITDA margin. - Generated and recommended a portfolio of 20 prospective companies based on the current and projected operational performance - Collaborated with a team of 4 people to research on a list of 140 companies provided by Aemetis and collect financial information from multiple sources - Screened and evaluated potential M&A micro-cap target companies in the Ethanol industry using metrics including revenue growth rate, capital expenditure rate, and EBITDA margin. - Generated and recommended a portfolio of 20 prospective companies based on the current and projected operational performance

Teaching Assistant

• Sep 2017 - May 2018

- Assisted in the prescreening process and interview process for the Gary J. Sbona Honors Program - Assisted with assignments and grading in exams and helped on developing course plans - Assisted in the prescreening process and interview process for the Gary J. Sbona Honors Program - Assisted with assignments and grading in exams and helped on developing course plans

Financial Modeling Intern

• Sep 2017 - Dec 2017

- Cooperated with a group of 4 people to research for potential solutions and alternatives with regards to Vonzos’s request - Produced a list of key performance indicators and constructed an Excel model to evaluate the financial health of portfolio companies - Pitched the final deliverables to board members and managing partners of the firm in a start-up style - Cooperated with a group of 4 people to research for potential solutions and alternatives with regards to Vonzos’s request - Produced a list of key performance indicators and constructed an Excel model to evaluate the financial health of portfolio companies - Pitched the final deliverables to board members and managing partners of the firm in a start-up style

Junior Financial Analyst (Energy Sector)

• Mar 2017 - Dec 2017

- Conducted stock pitches to board members for a portfolio of $100,000 - Monitored asset allocations in the portfolio and evaluated fund performance relative to S&P 500 - Performed analysis on oil and gas industry and led presentation on recent industry trend and projections to the board members - Leveraged Bloomberg terminal and built financial models (Compatibles, DDM, DCF) to perform portfolio optimization. - Conducted stock pitches to board members for a portfolio of $100,000 - Monitored asset allocations in the portfolio and evaluated fund performance relative to S&P 500 - Performed analysis on oil and gas industry and led presentation on recent industry trend and projections to the board members - Leveraged Bloomberg terminal and built financial models (Compatibles, DDM, DCF) to perform portfolio optimization.

Intern Lead

• Jun 2016 - Mar 2017

- Author of the Small Business Digital Accelerator Website - Responsible for constructing, promoting and executing the Small Business Digital Accelerator Program (the Program) - Organized and coordinated meetings with prospective small business owners to promote the Program - Assisted small business in the marketing campaign and leveraged Wix and Weebly to build websites for four small companies - Coordinated with the City of San Jose, business owners, managers, and fellow interns to facilitate multiple events for the Program - Drafted meeting memorandums and communicated with the senior management team on a weekly basis Show less

Teaching Assistant

• Apr 2016 - Jun 2016

- Prepare and research for teaching materials Keep data for attendance, quiz scores and others - Connect instructor and students - Prepare and research for teaching materials Keep data for attendance, quiz scores and others - Connect instructor and students