United States
USC Marshall finance graduate with experience across private wealth, auditing, and global operations. I bring value through detailed financial analysis and research that identifies opportunities and translates complex data into actionable insights for strategic decision-making. I'm driven by learning, solving real problems, and building toward a purpose-driven career in finance and technology. Learn more at: lukeschindler.com
- Performed investment research supporting Walsh, Amar and Associates advisory team portfolio decisions - Evaluated market conditions and securities using FactSet and equity reports to deliver data-driven recommendations - Analyzed sector-specific trends and wrote detailed analyses of mutual funds, interval funds, direct indexes, and private credit - Published equity research and market analysis on lukeschindler.com, developing investment theses across multiple sectors
- Completed quarterly filings for publicly traded companies including balance sheet consolidations and derivative roll forwards - Prepared analyst expectation memos, management representation letters, and test of controls narratives
- Produced pricing records for hotel inventory in Priority ERP and contributed to purchasing negotiations
- Streamlined statutory reporting by developing SAP workflow for Fortune 500 client and achieved 100% state registration fulfillment - Developed standard operating procedures for global teams with non-English speaking members, improving cross-functional collaboration
- Optimized accounts payable in SAP achieving consistency across global operations - Developed and distributed weekly financial visibility reports and compiled tax data for state and federal projections