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Accounting junior sharpening finance and valuation skills

I build three-statement models, run DCFs, and use Excel plus AI tools to speed forecasting and investor decks.

Work samples

Portfolio highlights the Excel & AI financial-modeling sprint work: model building, driver-based forecasts, DCF valuation, and an investor-style pitch deck created over three weeks.

  • Excel & AI Financial-Modeling Sprint
    Excel & AI Financial-Modeling Sprint
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    Extern · ✅ 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.

About me

I build three-statement models, run DCFs, and use Excel plus AI tools to speed forecasting and investor decks.

I am a junior studying accounting, building practical finance and modeling skills to make my resume competitive. I completed a three-week Excel & AI financial-modeling sprint where I built a three-statement model, forecasted with drivers, ran a DCF, and prepared an investor-style deck.

Externships

Excel & AI Financial-Modeling Sprint

Extern

Experience

Sales Associate

Sales Rise Agency · Jan 2025 - Mar 2025

Rooted: Middle School Camp Director

Bramalea Baptist Church · May 2026 6 Aug 2026

Events Coordinator/ Admin Assistant

Bramalea Baptist Church · May 2025 6 Aug 2025

Social Media Ambassador

Think, Rise, Inspire (TRI) · July 2022 6 Mar 2023

Education

Ontario Tech University

BBA, Accounting (GPA: 3.3) · Class of 2027

Skills

Three-statement financial modelingDriver-based forecastingDCF valuationExcel (financial modeling)Investor-style pitch decksUsing AI to speed financial workflows

✅ 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 work produced a reconciled three-statement financial model, driver-based forecasts supplemented by AI prompts, a discounted cash flow valuation, and an investor-style slide deck. Deliverables included a forecast model file, investor-ready slides, and a one-page business snapshot derived from Duolingo's Form 10-K.

Excel & AI Financial-Modeling Sprint

What I've accomplished

I produced a one-page business snapshot for Duolingo, built a driver-based forecast inside a reconciled three-statement model, ran a discounted cash flow valuation, and prepared investor-style slides plus the forecast model file.

Project breakdown

I selected Duolingo for analysis, downloaded its Form 10-K, and produced a one-page business snapshot summarizing its product, revenue model, cost structure, and key risks. The snapshot noted low cost structure, organic growth drivers, and founder-related key-person risk.

View all work