Resume

Education

University of Southern California, Los Angeles, CA — Graduated May 2023

B.A. Economics, Minor in Business Finance

Relevant Coursework: Econometrics, Financial Analysis and Valuation, Economic Consulting and Applied Managerial Economics, Mathematical Methods for Economics

Work Experience

The Gersh Agency, Beverly Hills, CA (2023 - 2025)

Premier Hollywood talent and literary agency representing elite film, television, and media clients
Client Trust Accountant, Office of the CFO

• Managed multi-million-dollar trust accounts; optimized cash flow and liquidity under strict deadlines.
• Analyzed financials and variance reports to guide executive decisions in high-pressure conditions.
• Executed high-volume transactions with full legal, contractual, and tax compliance.
• Reconciled complex financial projects, including budgeting, forecasting, and financial reporting.
• Developed and maintained financial models, reports, and presentations for senior management and stakeholders.

Strategic View Advisors, Manhattan Beach, CA (Internship 2023)

Wealth Management Intern

• Built and maintained financial planning models for private wealth advisors.
• Utilized CRM software to aggregate and organize client data.
• Reconciled bank and general ledger accounts for clients.
• Assisted with audit fieldwork for both the investment operations department and wealth advisory team.

Projects

CrowdStrike DCF Valuation

Valued CrowdStrike Holdings using public filings, SaaS KPIs, and multi-scenario discounted cash flow modeling

• Built enterprise DCF integrating revenue segmentation, margin analysis, WACC, and multi-scenario modeling.
• Modeled multi-year forecasts projecting revenue, EBITDA, and FCF using driver-based assumptions.
• Conducted variance and sensitivity analysis to isolate valuation impact of key revenue drivers.

M&A Financial Modeling Project

Constructed a detailed M&A financial model analyzing a hypothetical acquisition of AMD by NVIDIA

• Built financial statement models for both firms to evaluate valuation multiples, transaction financing, and post-merger EPS accretion/dilution.
• Modeled multiple acquisition scenarios (stock vs. asset sale) and tax implications using Excel.
• Performed contribution analysis and sensitivity testing on deal structure, synergies, and purchase premiums.
• Presented strategic implications and valuation outcomes via supporting charts and visuals.

Crypto Trading & Analytics Platform (In Development)

• Developing Python trading engine with Coinbase API for multi-strategy backtesting, risk analytics, and AI/ML trade recommendations.
• Designing Flask dashboard to display live market data, wallet balances, and strategy performance KPIs in real time.
• Integrating PostgreSQL/Supabase backend for transaction logging, portfolio analytics, and user preference storage.

Circle Financial Planning & Valuation Case Study

Modeled financial and valuation scenarios for Circle Internet Financial, a leading global stablecoin issuer and fintech platform.

• Built full AOP including revenue model, expense forecast, and headcount plan using pre-IPO data.
• Created BAM analysis tracking ARR, CAC, LTV, churn, and cohort retention; performed scenario testing.
• Modeled tiered pricing structure with sensitivity analysis on adoption rates, transaction volume, and margins.
• Produced DCF, comps, and precedent transaction valuations with multi-scenario IRR and NPV outputs.

Technical Skills

Excel, SQL, Python, JavaScript, C++, Rust, Solidity