Financial Engineering & AccountingWashington University in St. LouisView ExperienceGet in TouchFinancial Engineering & AccountingWashington University in St. LouisView ExperienceGet in TouchFinancial Engineering & AccountingWashington University in St. LouisView ExperienceGet in Touch
Novelty Hill CapitalWells FargoGuggenheim SecuritiesGeneral AtlanticCIFC Asset ManagementCIBCEdward JonesAllianceBernsteinSusquehanna International GroupLazardPIMCOAres ManagementBalyasny Asset ManagementFocus Financial PartnersAndersReinsurance Group of AmericaAlera GroupNorthborne PartnersKennedy Capital ManagementNISA Investment AdvisorsMUFGFederal Reserve Bank of St. LouisWorld Wide TechnologyNovelty Hill CapitalWells FargoGuggenheim SecuritiesGeneral AtlanticCIFC Asset ManagementCIBCEdward JonesAllianceBernsteinSusquehanna International GroupLazardPIMCOAres ManagementBalyasny Asset ManagementFocus Financial PartnersAndersReinsurance Group of AmericaAlera GroupNorthborne PartnersKennedy Capital ManagementNISA Investment AdvisorsMUFGFederal Reserve Bank of St. LouisWorld Wide TechnologyNovelty Hill CapitalWells FargoGuggenheim SecuritiesGeneral AtlanticCIFC Asset ManagementCIBCEdward JonesAllianceBernsteinSusquehanna International GroupLazardPIMCOAres ManagementBalyasny Asset ManagementFocus Financial PartnersAndersReinsurance Group of AmericaAlera GroupNorthborne PartnersKennedy Capital ManagementNISA Investment AdvisorsMUFGFederal Reserve Bank of St. LouisWorld Wide Technology

By The Numbers

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Internships
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Honor Societies
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Languages
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Technical Tools

Featured Work

Project Highlights

Credit Risk Spread Analysis

OLS Regression · SOFR Volatility · Health Insurance Sector

Centene FP&A Forecasting

$1B Capital Budgeting · MLR Optimization · PowerBI

Anders Forensic Audit Analytics

$10M Reconciliation · 1,000+ Transactions · GAAP/PCAOB

Pulsar Timing Data Analysis

2,000 Datasets · Statistical Modeling · 80% Recognition Rate

Tools & Languages

Programming

Python

Statistical modeling, data analysis, and quantitative research for credit risk and financial applications.

pandasNumPyscikit-learn

Programming

R

Statistical computing and data visualization for quantitative finance research.

ggplot2dplyrtidyverse

Programming

SQL

Database querying and management for financial data extraction and reporting.

JoinsAggregationSubqueries

Programming

VBA

Excel automation and macro development for financial modeling workflows.

MacrosUserFormsPivot Table Automation

Programming

LaTeX

Professional typesetting for academic papers and technical financial documentation.

Document ClassesBibTeXTikZ

Financial Tools

Excel

Advanced financial modeling, forecasting, and forensic data analytics.

Pivot TablesVLOOKUP/INDEX-MATCHSolver

Financial Tools

Bloomberg Terminal

Real-time financial data, analytics, and market intelligence platform.

BDH/BDP FunctionsFLDSCredit Risk

Analytics & BI

Microsoft Power BI

Business intelligence dashboards and data visualization for executive reporting.

DAXPower QueryCustom Visuals

Financial Tools

OneStream

Enterprise CPM platform for financial consolidation and forecasting.

Forecast ConsolidationVariance AnalysisMonth-end Close

Financial Tools

QuickBooks

Accounting software for bookkeeping and financial management.

General LedgerAccounts Payable/ReceivableReporting

Analytics & BI

ArcGIS

Geographic information system for spatial data analysis and visualization.

Spatial AnalysisMap LayersData Visualization

Financial Tools

Fieldguide

Audit management platform for streamlined engagement workflows.

Engagement ManagementWorkpaper AutomationReview Cycles

Programming

Python

Statistical modeling, data analysis, and quantitative research for credit risk and financial applications.

pandasNumPyscikit-learn

Programming

R

Statistical computing and data visualization for quantitative finance research.

ggplot2dplyrtidyverse

Programming

SQL

Database querying and management for financial data extraction and reporting.

JoinsAggregationSubqueries

Programming

VBA

Excel automation and macro development for financial modeling workflows.

MacrosUserFormsPivot Table Automation

Programming

LaTeX

Professional typesetting for academic papers and technical financial documentation.

Document ClassesBibTeXTikZ

Financial Tools

Excel

Advanced financial modeling, forecasting, and forensic data analytics.

Pivot TablesVLOOKUP/INDEX-MATCHSolver

Financial Tools

Bloomberg Terminal

Real-time financial data, analytics, and market intelligence platform.

BDH/BDP FunctionsFLDSCredit Risk

Analytics & BI

Microsoft Power BI

Business intelligence dashboards and data visualization for executive reporting.

DAXPower QueryCustom Visuals

Financial Tools

OneStream

Enterprise CPM platform for financial consolidation and forecasting.

Forecast ConsolidationVariance AnalysisMonth-end Close

Financial Tools

QuickBooks

Accounting software for bookkeeping and financial management.

General LedgerAccounts Payable/ReceivableReporting

Analytics & BI

ArcGIS

Geographic information system for spatial data analysis and visualization.

Spatial AnalysisMap LayersData Visualization

Financial Tools

Fieldguide

Audit management platform for streamlined engagement workflows.

Engagement ManagementWorkpaper AutomationReview Cycles
PythonRSQLVBALaTeXExcelBloomberg TerminalMicrosoft Power BIOneStreamQuickBooksArcGISFieldguidePythonRSQLVBALaTeXExcelBloomberg TerminalMicrosoft Power BIOneStreamQuickBooksArcGISFieldguide

Core Competencies

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Financial Analysis & FP&A

Forecasting models, capital budgeting, Medical Loss Ratio optimization, and variance analysis using Excel, OneStream, and PowerBI

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Audit & Assurance

Reconciliation of liquid assets across legal entities, forensic data analytics, GAAP/PCAOB compliance, and fraud risk identification

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Quantitative Research

OLS regression modeling for credit spread analysis, SOFR volatility attribution, and non-linear credit elasticity research

Career Path

research

2026 – Present

Credit Risk Research

Developed OLS regression models isolating drivers of credit spread widening; demonstrated SOFR volatility accounts for 55% of spread variance in Health Insurance

finance

2026

Incoming Summer Financial Analyst — MUFG

Summer 2026 analyst position in Phoenix, AZ at Mitsubishi UFJ Financial Group

education

2024 – 2027

Washington University in St. Louis

BS Financial Engineering, Minor in Accounting — Pi Mu Epsilon, Phi Beta Kappa

finance

Dec 2025 – Mar 2026

Audit & Assurance Intern — Anders CPA

Reconciled $10M in liquid assets across 5 legal entities; performed forensic analytics on 1,000+ transactions identifying 10+ risk-sensitive outliers

activity

Jan 2024 – May 2024

Communications Intern — City of Lancaster

Synthesized financial and operational data for 4 infrastructure projects; managed outreach campaigns reaching 20,000 residents

finance

May 2025 – Aug 2025

FP&A Intern — Centene Corporation

Built financial forecasting models for stop-loss provisions; facilitated $1B quarterly capital budgeting using PowerBI and OneStream

Available — Summer 2026

Seeking Finance Opportunities

Interested in investment banking, asset management, and corporate finance roles. Incoming MUFG Financial Analyst with experience in FP&A, audit, and credit risk research.

Financial Analyst·Investment Banking·Asset Management·Risk & Credit Analysis