Southwest Airlines

- Support the Ground Ops, Cargo & Provisioning, Hospitality, Preparedness & Risk Management, and Ops Strategy & Design teams
- Conduct month end financial reporting, update monthly forecasts and flash, and construct our AOP
- Create ad hoc analysis for business leaders utilized in decision making
- Generate various models to streamline close and flash processes

FP&A Analyst

VMG Health

-Analyze historical financial and operations statistics needed for financial modeling
-Build various financial models based on the three valuation methodologies
-Generate fair market value, fair value, and other financial reports for a variety of healthcare clients
-Generate presentations for executives and C-suite individuals on contemplated transactions including: transaction structure, investment considerations, and deep dives on FMV analysis
-Aid in research and report generation in various topics throughout healthcare
-Publish quarterly reports on closely monitored publicly traded healthcare firms

Financial Analyst

Trailhead Pacific LLC

-Conducted fundamental research on industries and companies pertaining to Trailhead’s investments
-Helped with stock selections for the firms $80 million investments managed for high net-worth individuals
-Constructed quantitative models for stock valuations
-Assisted in trade settlement, portfolio review, and client presentation preparation

Analyst Intern

-Constructed stock valuation models using discounted cash flow and earning multiple methods
-Helped with other research tasks such as comparing companies in the semiconductor industry

Analyst Assistant

I am currently a FP&A Analyst supporting the Ground Operations+ department at Southwest Airlines. I work closely with our Ground Operations, Cargo & Provisioning, Hospitality, Operation Strategy & Design, and Preparedness & Risk Management teams.

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