Aspiring Finance Professional

Sardson Jean-Baptiste portrait
Extern logoCurrently an Extern @Extern

I'm a dedicated Accounting student ready to dive into the world of finance and investment. Let's connect!

Work samples

Discover my work in value investing and financial modeling, showcasing my skills and growth in finance.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logoYinan Zhao · Apr 2026✅ Verified by Extern

    Yinan Value Investing & Financial Modeling Externship

    Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

    Top performerExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis
  • DoSomething Communications Strategy
    DoSomething Communications Strategy
    DoSomething · Aug 2026

    DoSomething Communications Strategy

    Throughout this project, I conducted a content audit for the platform DoSomething, evaluated the different target audiences DoSomething aims for, pinpointed the highest friction with each audience, and finally implemented AI to design and refine a desired content journey for the platform.

    Critical ThinkingCommunicationCollaborationCross-functional LeadershipTime Management

About me

I'm a dedicated Accounting student ready to dive into the world of finance and investment. Let's connect!

I'm Sardson Jean-Baptiste, an accounting student on the path to earning my CPA license. My work sits at the intersection of technical rigor and clear communication — whether that's conducting an audit simulation for PwC, EY, or KPMG, preparing individual tax returns through VITA, or translating a content strategy audit into actionable recommendations during my PwC externship. I'm Sardson Jean-Baptiste, an accounting student pursuing my CPA license, with hands-on experience across audit, tax, and advisory work through externships and simulations with PwC, EY, and KPMG. From conducting risk ass

Externships

Excel & AI Financial-Modeling Sprint

Extern

Experience

Volunteer Tax Preparer

Volunteer Income Tax Assistance (VITA) · February 2026 – April 2026

Financial Analysis Extern

Extern · January 2026 – April 2026

Program Associate

Prolific Consulting Services · February 2025 – March 2026

HR Analyst

Champion Elevator · July 2025 – August 2025

Education

CUNY York College

Bachelor of Science, Accounting · Class of 2027

Skills

AccountingFinancial ModelingExcelValue InvestingAI in Finance

✅ Verified by Extern

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

ExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis

Overview

The work analyzed SiTime Corporation through sector screening, 10-K review, competitive mapping, financial modeling, and valuation exercises, and produced a structured investment memo and model workbooks. The work was awarded Top Performer by Yinan Zhao.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced a full equity-research package for SiTime Corporation, including a segmented competitor table, a multi-sheet financial model with 3–5 year forecasts, DCF and comps valuation scenarios, and a structured investment memo with working files.

Top performer

Project breakdown

Back to work

DoSomething Communications Strategy

Throughout this project, I conducted a content audit for the platform DoSomething, evaluated the different target audiences DoSomething aims for, pinpointed the highest friction with each audience, and finally implemented AI to design and refine a desired content journey for the platform.

Critical ThinkingCommunicationCollaborationCross-functional LeadershipTime Management

Overview

Throughout this project, I conducted a content audit for the platform DoSomething, evaluated the different target audiences DoSomething aims for, pinpointed the highest friction with each audience, and finally implemented AI to design and refine a desired content journey for the platform.

DoSomething Communications Strategy

What I've accomplished

I was able to create a presentation detailing the highest friction point for member audience for DoSomething and share solutions that DoSomething to implement.

✅ 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 project built a three-statement financial model for a public company, created driver-led forecasts, and ran a discounted cash flow valuation. Work included assembling source filings, structuring forecast drivers, and producing valuation outputs and presentation materials using Excel and GPT-assisted workflows.

Excel & AI Financial-Modeling Sprint

What I've accomplished

I focused on sourcing the company filing and establishing the model foundation, then translated those inputs into a driver-based three-statement model and a standalone DCF valuation with presentation-ready outputs.

Project breakdown