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Senior Finance student focused on FP&A and valuation

University of Washington senior studying Finance with hands-on externship experience in FP&A and private company valuation.

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Work samples

Work samples focus on financial planning and analysis, and private company valuation from my Attronica externship and university coursework.

  • Microsoft Segment Financial Analysis & Reporting Automation - Power BI, Excel, SQL, Python, GenAI
    Microsoft Segment Financial Analysis & Reporting Automation - Power BI, Excel, SQL, Python, GenAI

    Built a 3-year segment P&L analysis (FY2023 60FY2025) across 3 reporting segments, identifying operating leverage as FY2025 operating income grew 17% YoY against 15% revenue growth; Performed variance analysis on Intelligent Cloud, where cost of revenue grew 36% vs. 21% revenue growth, pinpointing cloud infrastructure costs as the main source of margin pressure on profitability; Developed Power BI dashboards, SQL queries, and Python validation checks to track 10+ financial metrics, reconcile reported figures, and automate recurring reporting

    Power BIExcelSQLPythonGenAI

About me

University of Washington senior studying Finance with hands-on externship experience in FP&A and private company valuation.

I am Jester Shum, a senior Finance student at the University of Washington pursuing a bachelor’s degree. I have some practical experience and recently completed the Attronica Financial Planning & Analysis and Private Company Valuation externship.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

Attronica

Experience

Accounting Intern

City of Seattle · June 2025 - August 2025

Student Consultant

UW Foster School of Business · January 2025 - March 2025

Junior Equity Analyst

LALC Capital - 50+ analyst equity research platform · March 2026

Education

University of Washington, Michael G. Foster School of Business

B.A. in Business Administration, Finance and Information Systems | Minor: Informatics · Class of 2027

Skills

Financial planning and analysis (FP&A)Private company valuationFinancial modelingCorporate finance principlesExcel
Back to work

Microsoft Segment Financial Analysis & Reporting Automation - Power BI, Excel, SQL, Python, GenAI

Built a 3-year segment P&L analysis (FY2023 60FY2025) across 3 reporting segments, identifying operating leverage as FY2025 operating income grew 17% YoY against 15% revenue growth; Performed variance analysis on Intelligent Cloud, where cost of revenue grew 36% vs. 21% revenue growth, pinpointing cloud infrastructure costs as the main source of margin pressure on profitability; Developed Power BI dashboards, SQL queries, and Python validation checks to track 10+ financial metrics, reconcile reported figures, and automate recurring reporting

Power BIExcelSQLPythonGenAI
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Expedia Multi-Stay Hotel Booking Feature 6 Capital Investment & Scenario Modeling

Built a 3-year discounted cashflow (NPV) model from Expedia 10-K data showing a multi-stay feature lost $86M under a 50/50 discount split; recommended launch only if hotels fund over 2/3

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