Financial Work
🏆 Flagship Project
An institutional-grade screening tool that quantitatively evaluates 600+ US-listed companies using SEC EDGAR XBRL data. Runs 11 academic fraud and solvency models across 5 dimensions — producing a composite Health Score (0–100), a fraud risk rating, and an auto-generated analysis card per company. Built in Excel + Python with a fully automated pipeline that recalculates every ratio the moment a new 10-K is filed. No manual updates. Ever.
↓ Download the Excel (sample)Equity research, sector analysis, and company valuation work completed through Forage simulations at Fidelity International and Goldman Sachs.
Commercial lending, credit underwriting, and relationship banking practice across simulations at Wells Fargo, Citi, and Bank of America.
Market risk, credit risk, and internal audit workflows at Goldman Sachs — stress testing, VaR analysis, and control gap identification.
Simulated equity and fixed income trading at Citi and Bank of America — market commentary, trade execution, and client pitching.
M&A tax due diligence and transaction structuring through Ryan LLC's Transaction Tax Consulting simulation.
Bloomberg Essentials certified — equity and fixed income data, core terminal functions (DES, GP, YAS), and market data navigation.