Portfolio
Quantitative financial systems, BI dashboards, and AI-integrated analytics tools.
9 projects· Financial Modeling
AWS · Advertising · Retail · WACC · Intrinsic Value Per Share
Built a full discounted cash flow model for Amazon.com, projecting free cash flows across its three business segments (AWS, Advertising, Retail), calibrating WACC from first principles, and computing an implied intrinsic value per share.
Leveraged Finance · Capital Structure · Deal Structuring
Models the full debt/equity capitalization for a leveraged buyout, breaking down every financing source (senior secured, mezzanine, sponsor equity) and every use of capital (purchase price, deal fees, refinancing).
Comparable Comps · DCF · Dilution Analysis · Cap Table
Applies comparable company trading multiples and discounted cash flow analysis to establish an IPO offer price range, with dilution analysis, use-of-proceeds schedule, and post-money capitalization table.
Strategic / SBO / IPO Scenarios · IRR & MOIC · Return Heatmap
Models three exit scenarios — strategic sale, secondary buyout, and IPO — computing sponsor IRR, MOIC, and cash-on-cash returns at multiple exit years and exit multiples to optimize the hold-period decision.
Altman Z-Score · Multi-Factor · Systematic Buy/Sell Signals
Applies Altman Z-Score and multi-factor standardization to rank S&P constituents by financial health and momentum, generating systematic buy/sell signals for quantitative portfolio construction.
IV Smile · Term Structure · 3D Volatility Surface · 2021 Data
Constructs the implied volatility smile and term structure surface from 2021 equity options market data, visualizing how IV varies across strikes and maturities — a core tool for options traders and derivatives desks.
3-Statement Analysis · Ratio Analysis · Trading Comps Valuation
Analyzes BMC Software's historical three-statement financials, computes key profitability, leverage, and efficiency ratios across multiple years, and applies comparable company multiples to derive an intrinsic valuation range.
MPEEM · Relief-from-Royalty · M&A Accounting · Goodwill
Applies ASC 805 purchase price allocation methodology to value intangible assets (customer relationships, IP, brand) in an M&A context using MPEEM and Relief-from-Royalty, reconciling to goodwill.
Pharma Brands Inc. — Special Dividend Recapitalization
Full LBO transaction model with a special dividend recap scenario for a pharmaceutical brands company. Models debt covenant compliance across leverage, coverage, and cash flow tests through the hold period.