Skills & Tools

Capabilities

Finance & Analysis

Financial Modeling ●●●●● DCF / LBO ●●●●● Valuation ●●●●● 10-K Analysis ●●●●● EBITDA & Margin Analysis ●●●●● Capital Allocation ●●●●●

Analytics Platforms

Advanced Excel ●●●●● CapitalIQ ●●●●● Tableau ●●●●● Alteryx ●●●●● Visio ●●●●● JMP ●●●●●

Tax & Accounting

GoSystems Tax RS ●●●●● XCM Solutions ●●●●● GoFileRoom ●●●●● VPM Time Entry ●●●●● Entity / Individual Returns ●●●●● IRS Correspondence ●●●●●

Operations & Other

Due Diligence ●●●●● Contract Drafting ●●●●● Lightspeed POS ●●●●● Shopify ●●●●● Google Workspace ●●●●● Microsoft Office ●●●●●

Languages

English - Native ●●●●● Chinese - Working ●●●●● German - Elementary · 🔥 972-day Duolingo streak ●●●●●

Technology

AI-Assisted Coding ●●●●● HTML / CSS / JavaScript ●●●●● Claude (Anthropic) ●●●●● Prompt Engineering ●●●●● Obsidian 2nd Brain ●●●●●

Tools of the Trade

Professional & Academic Software

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

S&P Capital IQ

Thomson Reuters

Tableau

Alteryx

GoSystems Tax RS

XCM Solutions

GoFileRoom

VPM Time Entry

Google Workspace

JMP Statistical

Microsoft Visio

Shopify

Lightspeed POS

Claude (Anthropic)

USC Marshall & Leventhal '26 graduate · Searching for entry-level AI Finance, Financial Analyst, and Investment Analyst roles.