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Skills

  • Business Modeling
  • Financial Analysis
  • Financial Planning
  • Investment Research
  • Microsoft Excel
  • Writing

Services

  • Expert financial planning & analysis

    $85/hr Starting at $25 Ongoing

    Dedicated Resource

    I am a NYU Stern educated finance/equities professional with 10+ years of analytical, finance, and research experience. My experience working as a sell-side equities analyst with Wall street banks and...

    Business ModelingFinancial AnalysisFinancial PlanningInvestment ResearchMicrosoft Excel

About

NYU Stern MBA/Expert financial planning, analysis, & modeling

I am a NYU Stern educated finance/equities professional with 10+ years of analytical, finance, and research experience. My experience working as a sell-side equities analyst with Wall street banks and serving top global fund house clients has trained me well in understanding and analyzing various business drivers, building financial projections and preparation of financial statements for business (BS, PL, Cash flow), financial modeling of all kinds (DCF, NPV, Cash flow forecasts, etc), and communicating investing thesis through written reports and presentations.

I am an extremely detail oriented and fast worker. I am an expert in Microsoft Excel and financial modeling combined with broad industry experience. I know what investors look for when reviewing an investment.

I specialize in:
- Financial modeling/projections
- Valuations
- Financial analysis
- Pitch Decks
- Investment research
- Economic and industry analysis
- Competitor Analysis
- Report write-up

I would love to hear more about you and your company. I am available for a chat. Look forward to talking with you.