Lake Forest, Illinois, United States
I am currently a senior undergraduate student at the Neeley School of Business at Texas Christian University. I am majoring in Business Information Systems with a certification in Financial Technology and expect to graduate in December 2025.
• Researched publicly traded companies using Yahoo Finance, SEC filings, and market news to evaluate financial performance and industry positioning. • Built and updated valuation spreadsheets in Excel, including ratio comparisons and forecast scenarios. • Monitored earnings releases, analyst reports, and news articles to identify potential investment opportunities. • Prepared concise research summaries and stock analysis reports to support investment recommendations.
• Calculated profit margins and cost structures for product lines in Excel to support pricing analysis. • Performed inventory counts and reconciliations, ensuring accurate reporting and stock management. • Assisted expense tracking and revenue categorization to support financial reporting. • Utilized Square POS system to support front-line operations and ensure reliable financial tracking.