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Financial planning and valuation extern

I completed the Attronica externship in Financial Planning & Analysis and Private Company Valuation.

Work samples

Projects and examples from the Attronica Financial Planning & Analysis and Private Company Valuation externship, showing FP&A models and valuation work I completed.

  • Attronica Financial Planning & Analysis and Private Company Valuation Externship
    Attronica Financial Planning & Analysis and Private Company Valuation Externship
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    Attronica · ✅ Verified by Extern · ⏱️ In progress

    Attronica Financial Planning & Analysis and Private Company Valuation Externship

    A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

    Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

About me

I completed the Attronica externship in Financial Planning & Analysis and Private Company Valuation.

I am Aubrianne Roettgen. I completed the Attronica Financial Planning & Analysis and Private Company Valuation externship, where I worked on financial planning, analysis, and private company valuation tasks.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Experience

Greeter / Event Manager

Winning Ways · September 2024 – May 2025

Customer Care Representative

Diamond Valley Honda · February 2024 – April 2024

BDC Service Representative

Gosch Auto Group · September 2021 – December 2021

Education

Western Governors University

Bachelor of Science (B.S.) in Business Administration — In Progress · Class of 2028

Mount San Jacinto College

Associate of Science (A.S.) in Business Administration · Class of 2026

Hemet High School

High School Diploma · Class of 2012

Skills

Financial planningFinancial analysisPrivate company valuationFP&A modeling

✅ Verified by Extern · ⏱️ In progress

Attronica Financial Planning & Analysis and Private Company Valuation Externship

A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

Overview

The work cleaned and organized historical financial statements, reconstructed missing entries, and standardized accounting classifications for a 40-year-old, family-owned IT firm. It built a forecast model projecting revenue and expense drivers, and produced a valuation using the reconstructed financials and forecast.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I worked through the externship tasks to produce cleaned financials, a forecast model, and a valuation-ready deliverable for a family-owned IT firm preparing for sale.

Project breakdown

View all work