Crypto Markets-Focused Financial Analyst with SQL/Python Expertise

SAM PERPER

Boca Raton, FL ***.********@*****.*** 561-***-****

WORK EXPERIENCE

Chewy, Plantation, FL May 2025 – Present

Financial Analyst, Healthcare

• Report directly to the VP of PracticeHub, delivering custom financial analysis and strategic intelligence that shapes compensation design, incremental sales targeting, outreach strategy, and budget planning for a 30-person sales organization

• Build executive-ready financial narratives from authorization portal and pharmacy data, directly influencing strategic decisions tied to 25%+ of company-wide net sales

• Architect SQL and Power Query models powering OPEX analysis, churn reduction, and automated reporting workflows, measurably compressing reporting cycles across the team

• Partner with 4 managers to surface KPIs and performance metrics in weekly business reviews with 15+ cross-functional stakeholders across the Health vertical

INTERNSHIPS

JM Family, Boca Raton, FL June – August 2024

Investment Analyst

• Authored 20+ institutional investment review reports spanning private equity, venture capital, real estate, and credit, distilling sector-level signals for a multi-billion-dollar single-family office

• Constructed and presented a fixed income market analysis recommending strategic modifications to JM's $400M mandate in response to the evolving rate environment; findings directly informed PM-level portfolio decisions

• Co-developed an active investment thesis with the direct investment team targeting a minority stake in a middle-market specialty food manufacturer, integrating operational and financial due diligence Macquarie Group, Jacksonville, FL June – August 2023 Asset Management Analyst

• Prepared consolidated financial statements for a portfolio of U.S. infrastructure and energy companies within the Financial Management Group

• Resolved multi-year reconciliation discrepancies across portfolio books, restoring investor-grade financial transparency ahead of reporting deadlines

Lucra Games (FinTech), Gainesville, FL January – June 2023 Brand Ambassador

• Drove 1,250+ new user acquisitions through targeted campaigns, ranking #1 nationally among 100+ brand ambassadors

• Led a six-person team to scale marketing reach and partnered directly with the CEO and product team to surface platform improvements ahead of Lucra's B2B pivot and Series B raise EDUCATION

Owen Graduate School of Management, Vanderbilt University 2024 – 2025 Master of Science in Finance, Financial Mathematics GPA: 3.85, top 20% honors University of Florida 2020 – 2024

Bachelor of Business Administration, Finance; Minor: Real Estate GPA: 3.70, cum laude ADDITIONAL

Projects & Technical Work: Solo-developing a gamified retail investing mobile app with an AI-curated market catalyst feed (React Native, FastAPI, Firebase), currently in beta testing; Python applied to financial modeling, automated reporting, and API integrations Organizations: Chewy Chess Club (Founder) Owen SGA Student Senator Zeta Beta Tau Treasurer ($400K budget) The Founders Fund – UF

Skills: Microsoft Suite (Excel, PowerPoint, Outlook/VBA), SQL, Power Query, Python, Bloomberg, React Native, FastAPI, Firebase FINRA SIE Certified

Interests: Top 10,000 globally-ranked speed chess player on chess.com Fine dining Comedy enthusiast 7+ years of active investing; 40% CAGR and 6-figure total profits for family and self

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