Strategic Finance Analyst

• Aug 2021 - Present

Associate

• Feb 2019 - Jul 2021

-Generated $47M in profit by building a P&L model of residential mortgage sales, optimizing gain on sale through a strategic sale portfolio selection, and providing ad-hoc analyses directly to the CFO.-Redesigned the bank’s residential mortgage loss model which improved the predictive power by 19% and implemented a backtesting methodology using statistical methods for quarterly CECL model validation and stress testing.

Senior Financial Analyst

• Feb 2017 - Feb 2019

-Developed, tested, and improved a proprietary mortgage portfolio analyzer app, notably reducing the loss model backtesting time from 1 business day to 45 minutes by automating the data visualization dashboard.-Performed quarterly analysis on a mortgage portfolio, including discounted cash flow, assumptions sensitivity analysis, and credit risk analysis, and prepared asset valuation presentation for senior management.

Financial Analyst

• Jun 2016 - Aug 2016

-Identified and valued acquisition targets and performed due diligence of multimillion-dollar M&As and built financial models to forecast potential synergy. -Developed an internal company model of a subsidiary worth $40MM to assess future financials and operational oversight. -Identified and valued acquisition targets and performed due diligence of multimillion-dollar M&As and built financial models to forecast potential synergy. -Developed an internal company model of a subsidiary worth $40MM to assess future financials and operational oversight.

Summer Research Intern

• Jul 2015 - Sep 2015

Part of Colin F. Camerer's (Robert Kirby Professor of Behavioral Finance and Economics at Caltech) research lab. -Enhanced the accessibility of Bayesian Rapid Optimal Adaptive Design (BROAD) method to study behavioral economic models by creating a platform-independent GUI -Compared expected value, constant relative risk aversion, and prospect theory and their parameterizations to study risky choices Part of Colin F. Camerer's (Robert Kirby Professor of Behavioral Finance and Economics at Caltech) research lab. -Enhanced the accessibility of Bayesian Rapid Optimal Adaptive Design (BROAD) method to study behavioral economic models by creating a platform-independent GUI -Compared expected value, constant relative risk aversion, and prospect theory and their parameterizations to study risky choices

Research Fellow

• Sep 2009 - Jun 2011

Modeled and performed statistical analysis of the path and kinetic energy of gas particles during black hole mergers to deduce that gas acceleration is due to relativistic effects. Modeled and performed statistical analysis of the path and kinetic energy of gas particles during black hole mergers to deduce that gas acceleration is due to relativistic effects.