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Financial Analyst Customer Service

Mountain View, CA
March 27, 2019

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*** **** ** *** ** Mountain View, Ca 94043


● Personal/Professional Strengths - project management, financial modeling, data analysis, budgeting

● Personal/Professional Soft Skills - leader, team player, creative, innovative, strategic thinker, public speaking

● Technical - Microsoft Office Suite, Excel (VBA), Word, PowerPoint, R, Python, STATA, Bloomberg, Photoshop, SQL,


● Professional Experience Goal - Develop financial analyst skills, implement and develop modern financial analysis with automation and Machine Learning/AI

● Overall Career Goal - Obtain my CFA credentials, develop a private equity fund, consult for automated financial analysis processes for small businesses & non-profits, create algorithmic trading models

● Professional Strength Application - Highly detailed, proficient with microsoft excel, knowledgeable in computing languages such as R and Python


AllyO Sunnyvale, CA

Business Development Associate, Product Specialist June 2017-November 2018

● B2B SaaS sales to various sized companies including Fortune 500 companies, earned total of $70,000 in sales by annual contract value in <6 months from joining

● Assisted with the development of business strategies, helping take the company from seed to series A round of fundraising by Bain Capital Ventures, Gradient Ventures (Google’s AI fund), and Randstad Innovation Fund

● Designed, created, and deployed production-quality software program for clients, and managed relationship with clients to identify areas for growth by developing and implementing new features Mertor Investment Management New York, NY

financial analyst intern July 2016-Jan 2017

●Research Brooklyn real estate market, additional research of potential real estate markets for property acquisition outside of New York City

●Create financial models in excel for public comparables analysis, profit and loss schedules and discounted cash flows analysis to evaluate profitability of real estate properties

●Due Diligence of properties by ensuring accuracy of memorandums and other documentation

●Preliminary investing and investigation of technological startups in developing markets Food Bank of New York City Tax Preparation New York, NY Assistant Site Manager Jan 2016-April 2016, Jan 2017-April 2017

● Prepare 1040, 1040x, IT-201 and IT-201x tax documents for over 75 clients a week

● Provide excellent Customer service and client relations skills, to maintain longstanding client relations.

● Use of accounting skills to prepare taxes for low income individuals, and small businesses MCBL RE FUND I, LLC New York, NY

Co-Founder Feb 2015-Present

● Co-found passive private equity fund with an associate at Columbia University

● Research of real estate and businesses to be acquired by the private equity firm

● Create, edit and draft memorandums for potential investors, use of valuation techniques including public comparables analysis and sources and uses to quantify financial information on memorandums

● Sourced financing through debt capital markets and through fundraising efforts Seattle Central Community College Associated Student Council Seattle, WA Executive of Finance Jun 2012-Jun 2013

●Budgeted $1.6 Million for student services and activities departments on campus, successfully funded all departments despite 6.26% revenue shortfall

●Recruited and managed a committee of 9 student, staff and faculty members to allocate student services budget

●Voting member of the board of directors for the Seattle Central Community College scholarship foundation, foundation raised $425,000 annually for student scholarships EDUCATION


Bachelors of Arts, Economics Received: December 2016

● Awards: 2nd place award in the Columbia Investment Banking Division Case Study Competition, School of General Studies Service Award

● Extracurriculars: V.P. of Finance for General Studies Student Council, active member in: Columbia’s Men’s Ice Hockey Club, Columbia Investment Banking Division, Columbia ECON society and Columbia Hiking Club SEATTLE CENTRAL COMMUNITY COLLEGE Seattle, WA

Associate of Arts, Business Administration Received: June 2013

● Honors: Dean’s list 2012, voted most distinguished officer for Phi Theta Kappa honor society, nominated for international award for most distinguished officer of Phi Theta Kappa Honor Society

● Leadership: Executive of finance for S.C.C.C Associated Student Council, communications coordinator of Phi Theta Kappa- Alpha Chi Zeta chapter, chairman of the S.C.C.C sustainability committee, member of S.C.C.C chapter of toastmasters

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