Applied Projects
Financial operations, infrastructure investment and equity research. Explore the analysis, inspect the assumptions and download the supporting work.
Professional Resume →Applied Finance Projects
Proof of capability: Lee Data Center demonstrates financing and cash-flow analysis; WD-40 demonstrates company and strategic research. Supporting financial-operations work remains below.
Lee Data Center — Site Investment Case
A 10 MW site investment case anchored to an actively advertised industrial parcel in Virginia. Acquisition basis, site feasibility, debt coverage and investment returns connect to a formula-driven workbook and committee memo.
Interactive model ready · Power BI project available; Desktop validation pendingNonprofit FP&A Dashboard
Transforming nonprofit financial data into budget, cash-flow, fund, and management insights.
SYNTHETIC DATAThree perspectives. A shared analytical discipline.
Financial operations, infrastructure operations and investment research—each presented through a clear challenge, analytical approach, findings and supporting evidence.
From reconciled records to management reporting
Connecting transaction accuracy, restricted-fund visibility and variance analysis in a nonprofit finance workflow.
Connecting operating discipline to infrastructure economics
Translating mission-critical operating experience into a structured assessment of capacity, power costs, funding and debt coverage.
Business quality versus the price paid: Costco
A case study of thesis construction, competitive analysis and valuation discipline using an existing dated qualitative investment memo.
Company and strategic research
WD-40 Company research workstream for the SDSU CFA Institute Research Challenge. Role and scope are owner-provided; completed valuation is not implied.
Explore WD-40 research →Educational portfolio work. Hypothetical model results are not employer results, investment recommendations or evidence of secured financing.