Experience

Laetro

• United States
• Internet Publishing
• 1 - 100 Employee

• Finance Intern

  • Sep 2022 - Apr 2023



Bentley Sustainable Investment Group

• United States
• Capital Markets
• 1 - 100 Employee

• Jr. Equity Analyst

  • Jan 2022 - Dec 2022

  Waltham, Massachusetts, United States -Constructed 3-statement model, DCF, comparable company analysis to determine fair valuation. Analyzed 10K filings and ESG Metrics -Worked with portfolio managers to pitch M&I sector equities to be added to University’s long-only equity fund valued over $600,000 USD -Review financial statements using ratio analysis & cash flows to create forecasts; stay up to date w/ current financial and macro news

• Investment Group Member

  • Aug 2020 - Dec 2021



Kappa Sigma Fraternity

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Treasurer

  • Dec 2021 - Dec 2022

  -Manage the collection, allocation, and record keeping of all chapter financial transactions with an annual budget of over $50,000 -Forecast cash flows and utilize financial statements to make projections for dues collection and budgeting accordingly -Give weekly presentations on finances, fundraising/community service & chapter development. Elected by a 60-person organization



Laetro

• United States
• Internet Publishing
• 1 - 100 Employee

• Business Analyst Intern

  • May 2022 - Jul 2022

  Silicon Valley -Developed fully automated & self-updating Revenue and Accounts Receivable dashboards for better data visualization & analysis -Performed data analysis to forge actionable insights; communicated findings through reporting, dashboards & slideshows. Resulted in 20% conversion rate of freelance contacts sign-ups, increased casting operations efficiency, created databases and mined Linkedin data -Eliminated need for a data entry employee by automating accounts receivable process, saving… Show more -Developed fully automated & self-updating Revenue and Accounts Receivable dashboards for better data visualization & analysis -Performed data analysis to forge actionable insights; communicated findings through reporting, dashboards & slideshows. Resulted in 20% conversion rate of freelance contacts sign-ups, increased casting operations efficiency, created databases and mined Linkedin data -Eliminated need for a data entry employee by automating accounts receivable process, saving company upwards of $30,000 -Created hyper-targeted lead lists of over 1k CEOs/CMOs of companies across various sectors. Used Boolean searches & mined contact info -Only intern at SaaS Startup Show less



Emzingo & EmzingoU

• United States
• Education Administration Programs
• 1 - 100 Employee

• Business Consultant Intern

  • Jan 2022 - Apr 2022

  -Optimized business model for Peruvian startup incubator Wichay UC during their transition from operating on government grants to operating independently -Leveraged their partnerships with universities to start generating new Cash Flows, developed a business plan to offer consulting services to their network of 30,000 professionals & gain equity in promising startups by narrowing focus to the 3 fastest growing sectors in Peru -Conducted market research, analyzed industry trends, comp… Show more -Optimized business model for Peruvian startup incubator Wichay UC during their transition from operating on government grants to operating independently -Leveraged their partnerships with universities to start generating new Cash Flows, developed a business plan to offer consulting services to their network of 30,000 professionals & gain equity in promising startups by narrowing focus to the 3 fastest growing sectors in Peru -Conducted market research, analyzed industry trends, comp. analysis, SWOT, PESTEL analysis, benchmark analysis, researched funding options/partners to present to CEO Show less



CCW & Associates Tax Accounting and Wealth Management

• Finance & Accounting Intern

  • Jan 2019 - Apr 2019

  Vancouver, Canada -Working directly under a Name Partner’s direct supervision, created spreadsheets, met with clients, assisted with budgeting creation and implementation & term sheets development. Gained exposure to wealth management & small business day to day operations -Developed support documents to audit client businesses income/expenses, and assisted with financial statement creation -Gained exposure to accounting, wealth management, tax accounting, negotiations, general ledger close through to… Show more -Working directly under a Name Partner’s direct supervision, created spreadsheets, met with clients, assisted with budgeting creation and implementation & term sheets development. Gained exposure to wealth management & small business day to day operations -Developed support documents to audit client businesses income/expenses, and assisted with financial statement creation -Gained exposure to accounting, wealth management, tax accounting, negotiations, general ledger close through to financial statement preparation, contract negotiations & small business day to day operations Show less



ARCC Programs (Adventures Cross Country)

• United States
• Travel Arrangements
• 1 - 100 Employee

• International Study Abroad Program

  • Sep 2018 - Dec 2018

  South America -Volunteered, did service work and explored local cultures in Costa Rica, Ecuador and Peru -Managed a $1,550 budget for 11 people for a one-week trip I completely planned in Ecuador -Taught English to children in rural schools in Ecuador and Peru, using lesson plans I developed