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Hi, I'm Sofia Chavez

I share my work, process, and skills here. Explore my projects and background.

Work samples

A collection of projects and case studies that show what I have built and the skills I use.

  • 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 share my work, process, and skills here. Explore my projects and background.

I'm Sofia Chavez. I present my work and background here for visitors to learn about my skills and projects.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Experience

Part-Time Manager

Claire’s Boutique, Tinley Park, IL · June 2024 - present

Consulting Project – Accounting Team

501c(3) Non-Profit Children’s Museum, Oak Lawn, IL · January 2025 – May 2025

Education

Northern Illinois University, DeKalb, IL

Bachelor of Science in Finance

Skills

CommunicationProject documentationResearch

✅ 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 organized and reviewed the company's historical financial statements, reconciled accounting records, and built a forecast model to support a private-company valuation. The project produced cleaned income, balance sheet, and cash flow templates and a forecast used as the valuation input.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I completed FP&A tasks across bookkeeping review, forecasting, and valuation preparation, producing reconciled statements and a forecast model ready for valuation work.

Project breakdown

View all work