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Data via Financial Modeling Prep
Professional profile · Finance

Shy Lee

Finance Analyst Investment Research FP&A Financial Automation

Finance candidate combining real accounting operations, investment research, financial modeling, and Python-based finance automation.

  • SDSU Finance
  • Aztec Investment Fund
  • CFA Society San Diego
  • U.S. Army Veteran
View selected work Download resume Contact LinkedIn

Finance capability grounded in accountable execution.

A concise view of education, current finance work, applied investment experience, and operating background.

Education
San Diego State University — Finance
Expected graduation
May 2027
Current finance experience
Executive & Finance Assistant
Applied investment experience
Aztec Investment Fund
Professional organization
CFA Society San Diego — Student Member
Additional background
U.S. Army Veteran
Location
San Diego, California
Evidence, not claims

How I analyze, model, research, and improve financial workflows.

Completed work links directly to evidence. Developing work is labeled before publication.

01 · Independent research platformPublished work

Luna1 Research

Equity Research & Investment Framework

Fundamental company and industry work connecting earnings, valuation, market structure, catalysts, risk, and portfolio research.

View research
02 · Financial modelingInteractive sample

Valuation Lab

DCF & Scenario Frameworks

An interactive discounted-cash-flow sample with transparent assumptions; additional revenue, sensitivity, and comparable-company models remain clearly labeled as planned.

Review model
03 · Applied investment experience2 work samples

Aztec Investment Fund

Student-Managed Investment Fund

Equity research, valuation, investment-thesis development, portfolio analysis, and investment decision-making within a student-managed fund. The samples below show company analysis from investment and operating perspectives.

Related analytical evidenceCOST Qualitative Investment MemoEquity valuation draft · July 28, 2026Casey’s Operations & Supply Chain AnalysisRelated company analysis · BA 360 executive summaryEducational work only. The COST memo is a dated draft and is not current market data or investment advice.
04 · FP&A case studyIn development

Planning & Performance

Forecasting, Variance & Cash Flow

A focused case study for budget-versus-actual analysis, variance drivers, cash-flow planning, and management commentary.

Supporting artifact forthcoming
05 · Capital intelligence platformWorking product

SETORA

AI Infrastructure & Capital Flows

A source-linked research system organizing AI infrastructure themes, capital events, company coverage, and second-order beneficiaries across compute, networking, power, and related verticals.

Explore SETORA
Additional proof of work

Global Finance

Educational models and dated company evidence demonstrate applied currency analysis, regional consolidation, and capital-allocation research.

Global Treasury Case →Global FP&A Case →Global Capital Flow Map →Global Finance Casebook →
Capability register

Every capability points to work—or states that it is developing.

Applied indicates direct use in professional, academic, or portfolio work. Developing indicates continued study or an unfinished evidence artifact.

01

Financial Modeling

Applied
  • DCF
  • Scenario analysis
  • Sensitivity analysis
Developing
  • Three-statement modeling
  • Revenue forecasting
  • Margin analysis
  • Cash-flow modeling
Review the Valuation Lab
02

FP&A / Strategic Finance

Applied
  • Financial reporting
  • Cash-flow planning
  • Management and board support
  • Business decision support
Developing
  • Budget vs actual
  • Variance analysis
  • KPI analysis
Review the Valuation Lab
03

Investment Research

Applied
  • Equity research
  • Financial-statement analysis
  • Earnings analysis
  • Valuation
  • Thesis development
  • Catalyst and risk analysis
  • Portfolio monitoring
Developing

Evidence available in published work.

Review published research
Proof-oriented project briefs

Data & Analytics projects

These are planned evidence artifacts for making the toolset visible through finance work, not unsupported proficiency claims.

01In development

Python Financial Data Pipeline

Python · SEC/company filings

Pull company financials, clean quarterly income-statement, balance-sheet, and cash-flow data, calculate margins, ROIC, FCF, and growth, then export a research-ready dataset.

02In development

SQL Research Database

SQL · Research data model

Store companies, quarterly fundamentals, valuation multiples, earnings revisions, sector tags, and thesis notes; query for signals such as accelerating revenue growth, margin expansion, and rising FCF.

03In development

Tableau Investment Dashboard

Tableau · Interactive dashboard

Build an interactive company view for revenue and EPS trends, margins, FCF, valuation, estimate revisions, and peer comparisons.

04In development

LLM Research Assistant

Retrieval · Cited research workflow

Retrieve evidence from 10-Ks, 10-Qs, earnings transcripts, and investor presentations to answer questions such as what changed in management’s capex outlook, with citations.

05In development

AI Infrastructure Coverage Lab

Integrated capstone · Research note

Build a 10–20 company coverage universe across data centers, networking, optics, semiconductors, power, and cooling; connect Python ingestion, SQL queries, Tableau views, and cited filing analysis to one published investment conclusion.

Relevant experience

Finance work supported by operating discipline.

Focused on the responsibilities and transferable context most relevant to financial analysis and decision support.

01
Financial operations

Coronado Historical Association

Executive & Finance Assistant
  • Support accrual accounting in QuickBooks Online, including journal entries, deposits, and transaction recordkeeping.
  • Perform bank and credit-card reconciliations and maintain supporting financial documentation.
  • Prepare monthly financial reporting and supporting materials for management and board review.
  • Track restricted and unrestricted funds and organize audit-ready records and controls.
02
Student-managed investment fund

Aztec Investment Fund

Applied Investment Experience
  • Apply equity research, valuation, and investment-thesis development.
  • Evaluate portfolio implications, risks, and investment decisions.
03
Mission-critical operations

LightEdge Solutions

Data Center Operations Technician
  • Analyze operational issues and coordinate work in uptime-sensitive environments.
  • Follow change controls, document incidents, and maintain audit-ready operating records.
  • Apply risk awareness across infrastructure, capacity, and service delivery.
04
Financial management & resource accountability

U.S. Army

Supply Specialist & Financial Management Technician
  • Coordinated aviation and ground logistics while supporting budgets, reconciliations, reporting, and accountable resource management.
  • Supported financial accountability for more than $10 million in operational expenditures through disciplined recordkeeping and compliance.
05
Reconciliation accounting

Wilgus Associates

Junior Reconciliation Accountant
  • Maintained ledger accounts, processed transactions, and performed bank reconciliations to support accurate financial records.
  • Investigated variances and supported month-end close through reconciliation documentation and reporting.
  • Implemented automated reconciliation processes that reduced reconciliation time by 50%.
Professional development

Investment participation and finance credentials.

An understated record of applied investment work, professional membership, completed credentials, and clearly labeled plans.

01

Aztec Investment Fund

Student-managed investment fund

Applied investment experience
02

CFA Society San Diego

Student Member

2026–Present
04

QuickBooks Online Level 1

Intuit

Completed
05

Microsoft Excel

Microsoft

Completed
06

CFA Level I

CFA Institute

Planned · August 2027
Why this profile is different

Finance + Operations + Technology

My experience sits at the intersection of financial operations, investment analysis, and technology.

I have worked directly with accounting records and financial reporting, developed investment research through Luna1 and applied investment work, and built tools aimed at making finance workflows more efficient.

The objective is straightforward: understand the numbers, identify what matters, and communicate the financial implications clearly.

Shared analytical foundation

Roles connected by the same finance disciplines.

Financial analysis, forecasting, valuation, decision support, and financial operations provide the common thread.

01

FP&A / Strategic Finance

Forecasting · Variance analysis · Cash flow · Decision support

02

Corporate Finance / Leadership Programs

Financial reporting · Planning · Operations · Management support

03

Equity Research / Asset Management

Research · Valuation · Earnings · Thesis and risk

04

Treasury

Cash visibility · Controls · Reconciliation · Risk awareness

05

Finance Transformation

Process analysis · Automation · Financial data · Controls