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Finance junior building practical FP&A and valuation experience

I turn messy books into clear forecasts and valuations, gained through project work and an Attronica externship.

Work samples

Projects focus on financial cleanup, forecasting, and private company valuation, using FP&A methods applied to real business documents and sale preparations.

  • 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 turn messy books into clear forecasts and valuations, gained through project work and an Attronica externship.

I am a finance junior at Saint Xavier University working toward a Bachelor’s degree. I have classroom experience and project-based finance work, including an Attronica externship focused on FP&A, clean financials, forecasting, and private company valuation for a family-owned IT firm preparing to sell.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Experience

Life Insurance Agent

Harborstone Financial · December 2025 – Present

Life Insurance Agent

Family First Life · May 2025 – December 2025

Certified Nursing Assistant

Northwestern Medicine Palos Hospital · 2022 – 2024

Education

Saint Xavier University

Bachelor of Business Administration, Finance. · Class of Present

Moraine Valley Community College

Class of 2025

Oak Lawn Community High School

High School Diploma. · Class of 2022

Skills

Financial statement cleanupForecast modelingPrivate company valuationFP&A fundamentalsFinancial analysis

✅ 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 produced adjusted historical financial statements, a multi-year driver-based forecast model, and valuation schedules including DCF and comparable multiples for a 40-year-old family-owned IT firm. Tasks included reconciling accounts and correcting statement itemization, building projection templates with operational drivers, and assembling valuation outputs for executive review.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I reconciled and adjusted historical statements, built a driver-based projection model across multiple years, and compiled valuation schedules including discounted cash flow and comparable analyses for executive review.

Project breakdown

View all work