A financial analyst drawn to the intersection of numbers and narratives — where valuation meets strategic decision-making. Experience spans M&A, capital allocation, equity research, and fund analysis.
Comfortable in Bloomberg, FactSet, CapIQ, Power BI, and advanced Excel, with a financial-modeling toolkit spanning DCF, trading comparables, precedent transactions, and synergy analysis. Master of Science in Finance from Brandeis International Business School.
— 02. Experience
Where the numbers got serious.
NewMarket Corporation
Apr 2025 — Present
Financial Analyst·Richmond, VA
Finance, M&A, and capital-allocation analysis for a specialty chemicals business. Strategic planning, integration, and executive reporting.
Financial ModelingM&ALong Range PlanningAdvanced Excel
Giv
Feb 2025 — Apr 2025
Financial Analyst Intern·Boston, MA
Nonprofit finance and operations — donor analytics, program budgeting, and automated reporting systems.
ExcelSQLKPI DashboardsProgram Budgeting
Traub Capital Management
May 2024 — Dec 2024
Investment Research Analyst Intern·Needham, MA
Investment research for a registered investment advisor — equity and fund analysis, Power BI client reporting.
BloombergFactSetMorningstarPower BI
Finology Ventures
Mar 2023 — Jun 2023
Financial Analyst·India
Consumer-finance strategy — financial modeling, market analysis, and investment advisory.
Financial ModelingRatio AnalysisIndustry Analysis
Sangam Investments
Aug 2022 — Mar 2023
Investment Analyst·India
Investment analysis and portfolio management — mutual funds, regulatory reporting, and client portfolios across retail and HNI.
Investment planning and transaction execution — mutual-fund portfolios, SIP projections, and KYC onboarding.
SIP PlanningKYCClient Onboarding
— 03. Featured Work
Case studies worth opening.
Academic M&A and market-research projects that sharpen the story told by the resume.
Sep 2024 – Nov 2024
Tempur Sealy — Mattress Firm M&A Analysis
Brandeis International Business School · M&A Valuation
Valued a $4 billion acquisition using DCF, trading comparables, and precedent transactions. Built a financial model analyzing revenue growth, debt financing structure, and potential $300M in synergies.
$4B
acquisition valued
$300M
synergy potential modeled
DCF + Comps + Precedent
valuation methodology
Oct 2024 – Dec 2024
Impact Investment Market Analysis
Brandeis International Business School · Market Research
Researched impact investment trends across private (PE, VC) and public markets (fixed income, ESG funds). Analyzed fund size distribution, SFDR classifications (Article 6, 8, 9), and risk-return profiles across the impact-investing universe.
Art. 6 / 8 / 9
SFDR classifications analyzed
PE · VC · ESG
frameworks across asset classes
— 04. Education
Classroom & coursework.
Brandeis International Business School
Aug 2023 — Dec 2024
Master of Science in Finance · Waltham, MA
Fixed IncomeCorporate FinancePrivate EquityFinancial ModelingOptions and DerivativesInvestments
