Summary Experienced Financial Analyst with over two years of experience with a strong understanding in both Accounting and Finance. Skilled in financial analysis, developing financial models, and financial reporting. Specializes in private equity and equity management. * Advanced in Bloomberg * Account Management * Client Relations * Advanced in Bloomberg * Account Management * Client Relations * Understanding of US GAAP * Organized & detail oriented * Highly proficient in Excel * Understanding of US GAAP * Organized & detail oriented * Highly proficient in Excel * Financial reporting & analysis * Developing financial models * Forecast financial statements * Financial reporting & analysis * Developing financial models * Forecast financial statements Areas of Expertise Experience Carta - Palo Alto, CA 06/2016 - 11/2017 Financial Analyst * Develop financial models in Excel that is then leveraged into software, providing financial reports to thousands of companies throughout the eShares platform. Models developed include: Stock Based Compensation expenses, Deferred Tax Assets & Deferred Tax Liability models, capitalization tables, and commissions tables for sales representatives. * Engaged in over 150 client relations projects in regards to Stock Based Compensation. * Aid clients in general platform support including: questions on private equity management and structure, managing rounds of financings, reconciliations, and custom reporting. * Managed sales contract cycle including incoming and outgoing contracts. Created contracts, counter signed for approval, and processed payments and refunds. * Variance analysis on compensation expenses using forecasted assumptions, varying cohort sizes, and equity structure (s). Financial Navigator Managed Investment Fund - San José, CA 08/2015 - 05/2016 Financial Analyst - Consumer Discretionary, Energy, & Utilities Sector * Actively managed a portfolio with a team of four other analysts by leveraging the use of Bloomberg Terminals. The portfolio outperformed the S&P 500 on a number of occasions. * Pitched selected stock to the board and fellow analysts. Defended our positions to buy, sell, or hold the stock (s) in the portfolio, backing our claims with market research and data. * Assessed company's current standing by forecasting financial statements and analyzing the current economic and market factors in play. * Portfolio variance analysis based on different weightings and assumed levels of risk.

Highlights:

Companies I like:

GOOG, TSLA, AAPL

• Financial
• Variance Analysis
• Account Management
• Accounting
• Bloomberg
• Commissions
• Compensation
• Equity
• Financial Analysis
• Financial Industry