Extern Externship via Extern
Extern Externship via ExternI'm an accounting student at CUNY Hunter College, building the skills, confidence, and technical skills for a successful career in public accounting and CPA license
I have engaged in projects like financial modeling, combining Excel and AI for real-world applications in finance.
Extern · ✅ Verified by Extern · ⏱️ In progress
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.
OptiPath Advising · Aug 2026
At OptiPath Advising, a healthcare consulting firm, I developed and executed an outreach strategy to attract new clients. I evaluated current messaging, identified target healthcare organizations, and created a streamlined messaging framework that effectively communicated OptiPath's value.
I'm an accounting student at CUNY Hunter College, building the skills, confidence, and technical skills for a successful career in public accounting and CPA license
I'm a first-generation Mexican American junior at Hunter College (CUNY), pursuing a B.S. in Accounting with an Economics minor and Business Studies certificate while working toward my CPA. Experienced in nonprofit data reconciliation, financial modeling, DCF valuations, real estate underwriting, and AI-assisted outreach. Selected for EY, McKinsey, RSM, BASTA, and BDO programs. Seeking accounting opportunities to learn, contribute, and grow.
Externships
Excel & AI Financial-Modeling Sprint
In progress
Experience
Development & Events Marketing Intern
St. Nicks Alliance · Jul 2026 - Aug 2026
Food Service Worker
Chopt Creative Salad Company · Jul 2026 - Aug 2026
Floor Staff
Regal Cinemas · Feb 2026 - Jun 2026
Retail Sales Associate
Burlington Stores, Inc · Jun 2025 - Dec 2025
Education
Hunter College CUNY
B.S. Accounting | Minor: Economics, Business Studies · Class of 2028
Skills
✅ Verified by Extern · ⏱️ In progress
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.
The externship produced a three-statement financial model and a DCF-style valuation for a publicly filed tech company. Work began with a one-page synthesis of the company's 10-K, then historical cash flows and balance-sheet ties were reconstructed and documented. Finally, a Driver tab translated assumptions into a linked three-year Income Statement, Balance Sheet, and Cash Flow.
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I delivered a model-ready one-page company snapshot, a reconciled cash-flow mapping that ties to the balance sheet, and a Driver tab powering a linked three-year forecast used in a DCF-style valuation.
As part of the project I analyzed WEX’s 10-K, identified its Mobility, Benefits, and Corporate Payments segments, listed revenue sources and key risks, mapped major competitors, and recorded strengths and red flags in a one-page business snapshot.
I compiled IS, BS, and CF figures from filings into a one-page historical snapshot for 2023–2025, cleaned and aligned units, and presented key line items (revenue, gross profit, net income, total assets/liabilities/equity, and major cash-flow lines).
The project used WEX Inc. historicals to build a Drivers tab, translate assumptions into a three-year Income Statement, Balance Sheet, and Cash Flow forecast, and link those forecasts so the model balanced. Deliverables included a linked Google Sheets workbook with the consolidated statements.
OptiPath Advising · Aug 2026
At OptiPath Advising, a healthcare consulting firm, I developed and executed an outreach strategy to attract new clients. I evaluated current messaging, identified target healthcare organizations, and created a streamlined messaging framework that effectively communicated OptiPath's value.
At OptiPath Advising, a healthcare consulting firm, I developed and executed an outreach strategy to attract new clients. I evaluated current messaging, identified target healthcare organizations, and created a streamlined messaging framework that effectively communicated OptiPath's value.
I built messaging around their care management platform, centered on four value drivers: higher quality scores, reduced readmissions, streamlined preventive care, and increased recurring provider revenue. Using AI tools, I crafted and sent a personalized outreach campaign to a consolidated FQHC target list, reaching 500+ emails at a 4% response rate.
