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Tram Truong portrait

Junior finance student at Florida International University

Pursuing a Bachelor’s in Finance, building foundational skills and preparing to enter the finance field.

Work samples

Portfolio of coursework, class projects, and personal finance exercises completed while pursuing my degree.

  • Sales Performance & Customer Analytics Dashboard
    Sales Performance & Customer Analytics Dashboard

    Sep 2026

    Sales Performance & Customer Analytics Dashboard

    Built an interactive Power BI dashboard to analyze revenue, sales volume, customer segments, geographic performance, and monthly trends for business performance reporting. Developed DAX measures and KPIs for total sales, YTD sales, year-over-year growth, quantity sold, and average sales per unit to

    Power BIPower QueryDAXData ModellingData Visualization
  • Strategic Business Analysis Project
    Strategic Business Analysis Project

    Conducted a comprehensive SWOT analysis of Meta to evaluate internal strengths and weaknesses alongside external opportunities and threats. Researched market trends, competitive positioning, and industry developments to support strategic recommendations. Collaborated with a team to present findings

About me

Pursuing a Bachelor’s in Finance, building foundational skills and preparing to enter the finance field.

I’m Tram Truong, a junior finance student at Florida International University working towards my Bachelor’s degree. While I have limited professional experience, I am eager to learn and begin my career in finance.

Externships

Excel & AI Financial-Modeling Sprint

In progress

Experience

Shift Lead

Tealicious · June 2023 – Present

Receptionist

Galaxy Nails Studio · February 2021 – February 2023

Education

Florida International University

BBA, Finance. · Class of 2028

Skills

Financial analysis (academic)ExcelFinancial modeling (classroom)Corporate finance conceptsInvestment basicsData interpretation
Back to work

Sales Performance & Customer Analytics Dashboard

Built an interactive Power BI dashboard to analyze revenue, sales volume, customer segments, geographic performance, and monthly trends for business performance reporting. Developed DAX measures and KPIs for total sales, YTD sales, year-over-year growth, quantity sold, and average sales per unit to

Power BIPower QueryDAXData ModellingData Visualization

Overview

Built an interactive Power BI dashboard to analyze revenue, sales volume, customer segments, geographic performance, and monthly trends for business performance reporting. Developed DAX measures and KPIs for total sales, YTD sales, year-over-year growth, quantity sold, and average sales per unit to track performance against defined metrics. Transformed and modelled sales and customer data using Po

Sales Performance & Customer Analytics Dashboard
View all work

Strategic Business Analysis Project

Conducted a comprehensive SWOT analysis of Meta to evaluate internal strengths and weaknesses alongside external opportunities and threats. Researched market trends, competitive positioning, and industry developments to support strategic recommendations. Collaborated with a team to present findings

View all work

✅ 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 fully integrated three-statement financial model with driver-based forecasting, then performed a discounted cash flow valuation and produced investor-facing outputs. The work used Excel and GPT-assisted workflows to accelerate modeling and documentation.

Excel & AI Financial-Modeling Sprint

What I've accomplished

I produced a one-page business snapshot of Elastic N.V. from its 10-K that summarized products, segments, strengths, weaknesses, major risks, and recent financial figures, and used that work as the foundation for a linked three-statement model and DCF valuation.

Project breakdown

I read Elastic N.V.'s 10-K and produced a one-page business snapshot that summarized its products and segments, listed key strengths and weaknesses, and highlighted major risks and recent financial figures from the filing.

Google Docs
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