Financial reasoning
Connects revenue drivers, margins, cash flow, capital allocation, and valuation to the operating business.
Recruiter View · Why hire me?An analyst’s process.
Open to finance, investment research, and analyst opportunities
An analyst’s process.
An operator’s perspective.
I combine operational experience, accounting knowledge, and investment analysis to understand how businesses create long-term value.
Professional summary
Analysis grounded in accountable execution.
I translate complex operating and financial information into clear decisions, with a process shaped by military accountability, hands-on infrastructure work, and fundamental investment research.
My work connects financial statements to the business beneath them: revenue drivers, margin structure, capital allocation, industry constraints, valuation, and the evidence that would change a thesis.
Core capabilities include Financial statement analysis, Budgeting and forecasting, Account reconciliation, financial modeling, valuation, and investment-thesis development.
Experience that compounds into analytical judgment.
No role is overstated. Each stage contributed a distinct layer of operating, accounting, financial, or investment context.
- 01
Military
Built discipline, stewardship, and accountability for mission-critical resources.
- 02
Supply Chain
Learned how inventory, logistics, and operating constraints affect outcomes.
- 03
Financial Accountability
Supported expenditure tracking, reporting, and responsible use of resources.
- 04
Accounting
Developed reconciliation, transaction-processing, documentation, and control awareness.
- 05
Data Center Operations
Gained direct exposure to uptime, capacity, networking, infrastructure, and operational risk.
- 06
Finance
Connected operating evidence to financial statements, budgets, forecasts, and capital decisions.
- 07
Investment Research
Applied business, industry, valuation, and risk analysis to public companies.
- 08
Investment & Strategy
Brings the full progression together in structured research and decision-making.
Capabilities demonstrated through the work.
Accounting controls
Understands reconciliations, transaction support, documentation, exceptions, and audit-ready workflows.
Operational understanding
Evaluates infrastructure, capacity, execution risk, and bottlenecks through direct operating experience.
Investment process
Documents the thesis, disconfirming evidence, risk, exit criteria, and the facts that change conviction.
Continuous improvement
Uses decision reviews and development records to turn mistakes and implementation lessons into better rules.
One platform. Five forms of analytical evidence.
Luna1 is a professional research portfolio—not a startup or a commercial software claim.
01
Equity Research
Source-aware company and industry work that moves from a research question to a documented conclusion.
Review evidence →02Valuation Lab
Transparent valuation frameworks that make assumptions, scenarios, and the market’s implied expectations visible.
Review evidence →04Portfolio Lab
A decision record centered on thesis quality, valuation, risk, position role, and what changed after purchase.
Review evidence →05Analyst Journal
An ongoing notebook for company, industry, earnings, macro, process, and investment-learning observations.
Review evidence →06Development Log
A transparent record of what changed across Luna1, why it changed, and what the work demonstrated.
Review evidence →Professional experience
Coronado Historical Association
Executive & Finance Assistant- Support accrual-basis accounting activities in QuickBooks Online, including transaction recording, journal entries, accounts payable processing, and monthly bank and credit-card reconciliations.
- Prepare financial reports, supporting schedules, and board materials used for budgeting, cash-flow planning, and executive decision-making.
- Maintain audit-ready financial records, organize supporting documentation, and assist with tracking restricted and unrestricted funds in accordance with nonprofit accounting requirements.
LightEdge Solutions
Data Center Operations Technician / NOC Technician- Diagnose and resolve network outages, connectivity issues, latency, hardware failures, and security alerts across routers, switches, servers, and storage systems.
- Support cloud-storage and VMware virtualized environments by monitoring virtual machines, managing storage access, troubleshooting connectivity and performance issues, and documenting incidents through ticketing systems.
- Provision customer infrastructure, including server installations, rack-and-stack deployments, structured cabling, IP connectivity, storage access, and remote-hands support.
- Support firewall rule changes, port configurations, network access requests, and connectivity testing while following change-management and cybersecurity procedures.
United States Army
Supply Specialist & Financial Management Technician- Coordinated fuel supply operations supporting aviation and ground missions while managing accountable inventory, equipment, and mission-critical supplies.
- Assisted with tracking and reporting more than $10 million in operational expenditures supporting unit financial operations.
- Maintained financial records, processed transactions, supported reconciliations, and prepared reports for budgeting, cost monitoring, and compliance.
Wilgus Associates
Junior Reconciliation Accountant- Maintained ledger accounts, processed transactions, and performed bank reconciliations to ensure accuracy.
- Investigated discrepancies and supported month-end close through reconciliation documentation and reporting.
- Implemented automated reconciliation processes that reduced reconciliation time by 50%.
Education
Finance foundation
SDSUFowler College of Business
Bachelor of Science in Finance · Expected 2027
Miramar College
Associate of Science in Business Administration · 2024
Investment Organizations & Applied ExperienceAztec Investment Fund (AIF)
Student-managed investment fund focused on equity research, valuation, portfolio analysis, and investment decision-making.
CertificationsView certification roadmap →
Applied development
QuickBooks Online Level 1Completed
Bloomberg Market ConceptsCompleted · Certificate ↓
Microsoft ExcelCompleted
CFA Level IPlanned · August 2027
CFA Society San Diego Student Member2026–Present
“A thesis is not a story to defend. It is a hypothesis to update as evidence changes.”
Start with business change. Test it through earnings, competitive position, institutional recognition, valuation, technical structure, and explicit risk rules.