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Accounting student sharpening finance and valuation skills

Accounting student who builds three-statement models and DCF valuations, and turns them into clear investment decks. Also experienced in leading teams and coordinating events.

Work samples

Portfolio highlights the Excel & AI financial-modeling sprint work: model building, driver-based forecasts, DCF valuation, and an investor-style pitch deck created over three weeks.

  • Excel & AI Financial-Modeling Sprint
    Extern logo

    Extern · Sep 2026 · ✅ Verified by Extern

    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.

  • Attronica Financial Planning & Analysis and Private Company Valuation Externship
    Attronica logo

    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

Accounting student who builds three-statement models and DCF valuations, and turns them into clear investment decks. Also experienced in leading teams and coordinating events.

I am university student studying accounting, building practical finance and modeling skills to make my resume competitive. I completed a three-week Excel & AI financial-modeling sprint where I built a three-statement model, forecasted with drivers, ran a DCF, and prepared an investor-style deck.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Experience

Rooted: Middle School Camp Director

Bramalea Baptist Church · May 2026 - Aug 2026

Events Coordinator/ Admin Assistant

Bramalea Baptist Church · May 2025 - Aug 2025

Sales Associate

Sales Rise Agency · Jan 2025 - Mar 2025

Social Media Ambassador

Think, Rise, Inspire (TRI) · Jul 2022 - Feb 2023

Education

Algoma University

BBA, Accounting (GPA: 3.3) · Class of 2028

Skills

Three-statement financial modelingDriver-based forecastingDCF valuationExcel (financial modeling)Investor-style pitch decksUsing AI to speed financial workflowsMicrosoft Excelsensitivity analysis

✅ Verified by Extern

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 work produced a reconciled three-statement financial model, driver-based forecasts supplemented by AI prompts, a discounted cash flow valuation, and an investor-style slide deck. Deliverables included a forecast model file, investor-ready slides, and a one-page business snapshot derived from Duolingo's Form 10-K.

Excel & AI Financial-Modeling Sprint

What I've accomplished

I produced a one-page business snapshot for Duolingo, built a driver-based forecast inside a reconciled three-statement model, ran a discounted cash flow valuation, and prepared investor-style slides plus the forecast model file.

Project breakdown

View all work

✅ 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 project organised and cleaned historical financial statements for a family-owned IT firm, built a defensible forecast using driver-based assumptions, and produced a private-company valuation. The work combined statement adjustments, forecasting, and valuation outputs suitable for review by company leadership.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I consolidated and prepared the firm's financial records, then translated those figures into a driver-based forecast and a valuation model; the numbered items below summarise the concrete steps I completed.

Project breakdown

View all work