Financial Modeling M A

SAI ENJA

754-***-**** LinkedIn *********@*****.*** Tampa, FL

SKILLS & CERTIFICATIONS

Financial Skills & Tools: Excel (Financial Modeling & Valuation, Pivot Tables, VLOOKUPS, Macros/VBA), Financial Statement Analysis, Tableau, Power BI, Power Point (Pitch Books Creation, Investment Memorandums, Client Presentations), Bloomberg Terminal, FactSet, S&P Capital IQ, Thomson Reuters, Python (data analysis, automation), R (Statistical Analysis).

Certifications: Financial Modeling & Valuation Analyst (CFI), Financial and Valuation Modeling (Wall Street Prep), BMC, CRE Fundamentals, Certificate of Excellence in Accounting (USF). EDUCATION

University of South Florida Tampa, FL

Bachelor of Science in Finance (June 2024 – May 2027) GPA: 4.0 – Dean’s List Member, Scholars of Finance VP of Finance and Investment Club (High School) PROJECTS & RESEARCH

M&A Deal Analysis: Microsoft’s Acquisition of LinkedIn (Independent Research) (December 2024 – February 2025)

Conducted a comprehensive M&A analysis on Microsoft’s acquisition of LinkedIn, assessing strategic fit and valuation impact on both companies.

Developed DCF and precedent transaction models, estimating a 25% acquisition premium based on identified synergies and growth potential.

Analyzed accretion/dilution effects by integrating both firms’ financials in a merger model using Excel, evaluating post-merger shareholder value.

Compiled a 10-page investment memorandum, outlining deal structure, financial risks, and strategic rationale supporting the acquisition decision.

Self-Directed Financial Modeling & Valuation Project (August 2024 – December 2024)

Modeled the IPO process for 5 tech and consumer companies, applying DCF and Comps analysis to estimate pricing and identify a 10-15% potential upside based on market growth.

Analyzed intrinsic value for McDonald's and NVIDIA, using WACC and sensitivity analysis, identifying a 5-10% undervaluation for NVIDIA relative to market price.

Built financial models to project IPO pricing, forecasting a 5-8% increase in stock price within the first 6 months post-IPO.

Conducted cross-sector valuation analysis, uncovering up to 10% discrepancies between market prices and intrinsic values across tech, consumer, and healthcare sectors. RELEVANT WORK EXPERIENCE

Real Estate Private Equity Intern New York City, NY Project Destined (February 2025 – May 2025)

Developed 5+ financial models (DCF & LBO’s) to evaluate private equity investments, assessing valuation and capital structure through liquidity, leverage, EBITDA, FCF, and ROI using excel.

Optimized underwriting and due diligence, and financial analysis on property acquisitions, evaluating deal structures, cash flows, debt financing, and IRR/MOIC returns to support strategic acquisition and disposition decisions to ease and reduce time taking scenarios by nearly 30%.

Built and presented 5+ pitch decks and 3+ investment memos, contributing to the deal structuring process and providing strategic insights to enhance capital allocation and returns by 10%. Retail Real Estate Investments Bridge Program Charlotte, NC Asana Partners (February 2025 – April 2025)

Conducted in-depth financial analysis and asset valuation for 3+ retail properties, including a $100M+ fund portfolio, using DCF, cap rates, and Comps, uncovering discrepancies up to 15%.

Assisted in market research and due diligence on 5 retail assets, delivering a 20% improvement in performance forecasts by analyzing market trends, investment risks, and operational factors.

Collaborated with senior investment teams to optimize asset strategies, providing actionable insights that enhanced asset performance and risk-adjusted returns for high-value portfolios. Advanced Financial Modeling Bridge Program New York City, NY Project Destined (August 2024 – December 2024)

Initiated and applied three-statement models, DCF, Comps, and precedent transactions to evaluate investment opportunities and potential returns of companies valued at $500M+.

Executed sensitivity and scenario analyses on M&A, LBOs, and company valuations using Excel and industry-standard techniques to assess investment risks, capital structures, and capital markets to optimize deal financing.

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