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Atlanta, GA Street Address
(Street Address ) 749-7386 EMAIL AVAILABLE https://LINKEDIN LINK AVAILABLE EDUCATIONGeorgia State University, J. Mack Robinson College of Business, Atlanta, GA May Street Address Bachelor of Business Administration, Finance; Minor in Marketing Relevant Courses: Corporate Finance, Financial Modeling, Financial Data Analytics, Fundamentals of Valuation, Accounting I & II, Strategic Management, Marketing Research, Hedge Fund Analysis, Advertising, and Foundation to Fintech LEADERSHIP ACTIVITIESNABA (National Association of Black Accountants) January Street Address Present SMS Committee Empowering the next generation of business leaders by providing resources, mentorship, and networking opportunities. Facilitate membership growth, support chapter sustainability, and guide students through academic and professional transitions. Collaborated with peers to organize and execute successful networking events/career fairs, facilitating connections between students and industry professionals.COURSE PROJECTSFinancial Modeling Spring 2024 Employed custom Excel functions using Visual Basic for Applications (VBA) to streamline a $100,000 retirement plan resulting in 40 year plan to increase endowment by 25%. Engineered a sophisticated Multi-Stage Dividend Discount Model in Excel, evaluating stock intrinsic value; calculated PV of future dividends to inform strategic investment decisions and maximize returns for stakeholders. Analyzed client risk profiles and simulated various asset allocation scenarios from minimum variance of 5% to aggressive portfolios of 30% to anticipate potential outcomes within investment banking that coincides with wealth management. Financial Data Analysis and Loan Structuring California Choppers Analysis Fall 2023 Functioned as a Research Analyst to conduct in-depth examination of California Choppers and analyze industry trends to identify investment opportunities within capital markets resulting in a 15% return. Conducted comprehensive valuation analysis of five Technology Sector companies, examining liquidity, financial health, and resource sufficiency for market development, identifying undervaluation and its impact on performance expenditure. Utilized R-programming to manipulate, clean, and analyze financial data, including merging datasets, handling missing values, transforming formats, and performing advanced statistical analysis on stock returns, risk, and regression analysis. Fundamentals of Valuation Minimum Variance Portfolio Spring 2023 Served as a Solution Architect to evaluate and compare five stocks, employed analytical skills that include daily returns, risk management, and correlation to assess financial viability/build potential equity. Created a portfolio, optimizing performance and contributing a quantitative foundation for the decision-making process representing functionalities of an investment bank. Generated regression data between the S&P 500 and Tesla, with a 3% risk, demonstrating knowledge of risk assessment, portfolio diversification, forecasting, and proficiency in developing financial valuation models in volatile market conditions. EXPERIENCETopGolf
Financial Analyst Internship May 2020 August 2020 Collaborated with architects, engineers, and stakeholders to ensure timely achievement of project goals, fostering effective cross-functional teamwork resulting in project being finished two weeks in advance. Formulated an intricate Excel dashboard to monitor critical key performance indicators (KPIs) including client satisfaction metrics, service response durations, revenue per client, and expenditure. Assist in development of annual P&L budgets, quarterly forecasts, and long-range plans. Created presentations summarizing financial and business analysis which was articulated to team leaders demonstrating financial understanding.Hospitality Manager August 2017 February 2020 Achieved a significant career milestone in August 2019 by earning the esteemed title of Hospitality Manager, recognized as the youngest individual to hold the position, attributed to outstanding leadership, management, and customer service capabilities. Utilized Excel to measure client success by defining operational metrics for 5 departments and efficiently presenting results to executive team, providing actionable insights to improve overall operational performance and drive sales. Initiated implementation of a new training and coaching approach for business knowledge/culture resulting in a 30% increase in quality of work and employee retention.CERTIFICATIONS/SKILLSTechnical: Microsoft Office (Proficient in Excel, PowerPoint, Word, Outlook) Google Sheets, R-Program, and Adobe Photoshop Certificate: Googles Foundation of Cybersecurity (SQL & Python), LinkedIn Learning Excel, Bloomberg Market Concepts Soft skills: Sales, Customer Service, Detail Oriented, Communications, Problem-Solving, and Adaptability |