Accounting & Finance student Securitization Analyst

Deloitte & Touche

Securitization Intern

Audit & Assurance • Jersey City, NJ • Jun 2025 – Jul 2025

• Reviewed Agreed-Upon Procedures (AUP) for structured finance transactions.
• Built stratifications/replines in CAS; tied collateral to client records.
• Ran due diligence on loan pools and reconciled to offering docs.

PKF O'Connor Davies

Audit Intern

Financial Statement Audit • Newburgh, NY • Jan 2025 – May 2025

• Tested cash, expenses, assets, liabilities; built CCH workpapers.
• Imported trial balances, reconciled GL, assisted with AJE prep.
• Supported GAAP-compliant financial statement reviews.

Greystone Equity Fund

Accounting/Reporting Specialist

Student-Managed Investment Fund • Marist University • Sep 2024 – Dec 2024

• Contributed to fund operations with $350,000 AUM.
• Analyzed IT, Communications, and Industrials sectors using Bloomberg, Morningstar, and Value Line.
• Performed valuation, modeling, and reporting to support investment decisions.

RBT CPA's

Audit Intern

Financial Statement Audit • Newburgh, NY • Jun 2024 – Jul 2024

• Performed audit procedures, created workpapers, supported on-site.
• Gathered documentation via QuickBooks Online.
• Rolled forward audits, verified GL balances, reviewed JE support.

New York Tax Strategies Inc.

Tax Intern

Tax Services • Staatsburg, NY • Apr 2024 – Jun 2024

• Prepared tax returns using UltraTax CS.
• Built pivot-based dashboards for cost-cutting insights.
• Compared multi-year client metrics and returns.

Equitable Holdings Inc.

Finance Intern

Corporate Finance • New York, NY • Jun 2023 – Aug 2023

• Analyzed competitor financials with interns in month-long project.
• Presented findings to CFO and Treasury team.
• Supported strategic finance, reporting, and valuation efforts.

“Real Changes or Empty Promises”

CPA Journal • Jul/Aug 2025

• Explored how regulation and politics shape Fortune 500 DEI disclosures.
• Discussed implications of Executive Order 14173 on ESG reporting.
• Read article

GOOG Analyst Report

Greystone Equity Fund • Fall 2024

• Equity research pitch and full report on Alphabet Inc. (GOOG).
• Valuation analysis, DCF modeling, and peer benchmarking.
• View full report (PDF) | View slide deck

INTU Analyst Report

Greystone Equity Fund • Fall 2024

• Fundamental and relative valuation of Intuit (INTU).
• Covered business model, margins, and long-term thesis.
• View full report (PDF) | View slide deck

ODFL Analyst Report

Greystone Equity Fund • Fall 2024

• 10-page valuation and coverage report on Old Dominion Freight Line.
• Analyzed industry comps, freight cost efficiency, and ROI drivers.
• View full report (PDF) | View slide deck

Investment Analysis of Salesforce, Kroger, and The Gabelli Growth Fund

Investment Analysis • Spring 2024

• Valuation and thesis development for public equities and mutual funds.
• Used Bloomberg Terminal, Morningstar, and FactSet for comps and modeling.
• View full report (PDF)

Waterfall Model

Excel VBA • Structured Finance • Spring 2025

• Developed a dynamic waterfall cash flow model in Excel (VBA) to simulate RMBS/ABS tranche distributions.
• Modeled prepayment, default, and recovery scenarios for loan-level cash flows.
• Download model (.xlsm)

Alphabet Sustainability Report

Research Project • Spring 2025

• Evaluated Alphabet’s ESG disclosures and sustainability initiatives.
• Assessed risks and opportunities related to environmental metrics.
• View report (PDF)