Merit America
Extern Externship via Extern·🟡 Open to consulting
Graduate accounting student building financial modeling skills
Master's student in accounting, training in Excel and AI financial modeling through an externship.
Work samples
Projects from an Excel & AI financial-modeling externship, showcasing spreadsheet models, scenario analysis, and AI-assisted workflows I completed during the sprint.
SQL Capstone Project Merit America
Capstone Project
About me
Master's student in accounting, training in Excel and AI financial modeling through an externship.
I graduated with a degree in Accounting, achieving a 4.0 GPA and completing 180 Quarter Credits. I have a strong foundation in financial accounting, audit compliance, and data analytics. As a QuickBooks Certified Bookkeeper, I gained hands-on experience in creating AI-driven financial models and running corporate accounting simulations. My skills include SQL and financial forecasting, and I'm currently pursuing an MBA in Analytics. I am looking to begin my career in an entry-level Staff Accounta
Externships
Excel & AI Financial-Modeling Sprint
In progress
Experience
Culinary Assistant
SRM Management Group LLC · April 2025 – May 2026
Shift Supervisor
Flynn Restaurant Group · Feb 2023 – April 2024
Sales & Account Representative
Charter Communications LLC · June 2022 – March 2023
Education
Capella University
Master of Business Administration (MBA) – Concentration in Analytics · Class of 2026
Capella University
Bachelor of Science in Accounting, Minor in Business Administration · Class of 2026
Skills
QuickBooks Desktop/OnlineAdvanced MS Excel (Pivot Tables, VLOOKUP, XLOOKUP, Data ModeSQLTableauR/PythonAI Financial Modeling ToolsGeneral LedgerAnalysisFinancial Statement PreparationBank & Cash ReconciliationsInternal ControlsMonth-End Closing SupportAudit ReadinessTax ComplianceVariance Analysis
Back to work
Merit America
SQL
Back to work
Merit America
Capstone Project
Back to work
Merit America
Excel Project
✅ Verified by Extern · ⏱️ In progress
Excel & AI Financial-Modeling Sprint
Build a three-statement model, forecast with drivers, run a DCF, and pitch a company like a pro. In this 3-week sprint, GPT helps you work faster—so you can walk away with real valuation skills and a polished investor deck.
Overview
The externship guided construction of a three-statement financial model and driver-based forecasts, followed by a discounted cash flow valuation and an investor-style pitch. The work combined spreadsheet modeling with AI-assisted workflows to assemble model inputs, projections, and valuation outputs.
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What I've accomplished
I produced a three-statement model and driver-based forecast for AppFolio, extracted inputs from its 10-K, and produced a DCF valuation plus investor-style presentation materials.
Project breakdown
I read AppFolio’s 10-K, summarized its business segments, product tiers, and value-added services, listed key risks and management changes, and reported revenue and margin trends (growth, cash flow, and declining GAAP/non-GAAP margins).
Google Docs
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