Tools

Research & Data

Bloomberg Terminal

Capital IQ

FactSet

PitchBook

Analysis & Visualization

Advanced Excel

Tableau

Power BI

Accounting & ERP

SQL

Tally ERP

QuickBooks

Automation

Zapier

N8N

Work History

Loupe Ventures Group

Finance & Operations Analyst

Jun 2026

-

Present

Built the company’s first subscription pricing and revenue model, converting a per-seat structure to a per-account model with unit economics and a five-year ARR projection.

Structured the model with scenario and sensitivity analysis to compare pricing tiers, margins, and revenue outcomes across strategic decisions.

Reviewed the startup’s SBIR Phase I grant proposal, assessing budget justification and commercialization strategy before submission.

CUNY ISLG

Research Assistant, Fiscal Policy

Feb 2026

-

Jul 2026

Evaluated the fiscal health of all 50 U.S. states against a standardized rubric spanning budget process, reserve adequacy, unfunded pension and OPEB liabilities, debt management, and capital asset planning.

Extracted and analyzed data from ACFRs, state statutes, NASBO reports, and the CRR Public Plans Database, scoring each state’s structural budget balance and long-term liability exposure with evidence-backed justifications.

Identified a systematic pension amortization error affecting multiple state scores, traced the root cause, and wrote a correction memo the team adopted as standard methodology.

CUNY ISLG

Research Assistant, Fiscal Policy

Feb 2026

-

Jul 2026

Evaluated the fiscal health of all 50 U.S. states against a standardized rubric spanning budget process, reserve adequacy, unfunded pension and OPEB liabilities, debt management, and capital asset planning.

Extracted and analyzed data from ACFRs, state statutes, NASBO reports, and the CRR Public Plans Database, scoring each state’s structural budget balance and long-term liability exposure with evidence-backed justifications.

Identified a systematic pension amortization error affecting multiple state scores, traced the root cause, and wrote a correction memo the team adopted as standard methodology.

CUNY I-Corps Hub

Research Assistant, Startup Data

May 2025

-

Dec 2025

Built and validated a longitudinal dataset of 258 NSF I-Corps startup teams across 12 cohorts, hand-coding 73,552 data points for academic research analysis.

Built a performance dataset for 94 companies using Pitchbook, business directories, NSF grants, and SBIR/STTR records, reconciling VC deal and funding discrepancies across sources to ensure analytical reliability.

Achieved 98.7% inter-rater reliability double-coding a full cohort (5,184 data points) against the lead researcher, supporting the study’s published methodology.

CUNY I-Corps Hub

Research Assistant, Startup Data

May 2025

-

Dec 2025

Built and validated a longitudinal dataset of 258 NSF I-Corps startup teams across 12 cohorts, hand-coding 73,552 data points for academic research analysis.

Built a performance dataset for 94 companies using Pitchbook, business directories, NSF grants, and SBIR/STTR records, reconciling VC deal and funding discrepancies across sources to ensure analytical reliability.

Achieved 98.7% inter-rater reliability double-coding a full cohort (5,184 data points) against the lead researcher, supporting the study’s published methodology.

Baruch College

Financial Aid Peer Advisor

Jan 2025

-

Jun 2025

Advised students on Pell Grant and FAFSA eligibility, guiding them through documentation, deadlines, and award criteria across the academic year.

Reviewed award packages and clarified accepted vs. rejected aid, helping students plan tuition financing and reduce out-of-pocket costs.

Directed students to scholarship resources and appeal pathways, connecting individual circumstances to the right support options on campus.

Baruch College

Financial Aid Peer Advisor

Jan 2025

-

Jun 2025

Advised students on Pell Grant and FAFSA eligibility, guiding them through documentation, deadlines, and award criteria across the academic year.

Reviewed award packages and clarified accepted vs. rejected aid, helping students plan tuition financing and reduce out-of-pocket costs.

Directed students to scholarship resources and appeal pathways, connecting individual circumstances to the right support options on campus.

Avkar Marble & Granite

FP&A Analyst

Jan 2024

-

Jun 2024

Built Excel models to forecast cash flow, track operational expenditures against budget, and maintain 100% budget adherence across the fiscal cycle.

Prepared monthly financial reports to support budgeting and strategic decision-making for leadership review and quarterly planning.

Optimized a $15,000 logistics budget by identifying inefficiencies in the supply chain, improving cost control and yield across shipments.

Avkar Marble & Granite

FP&A Analyst

Jan 2024

-

Jun 2024

Built Excel models to forecast cash flow, track operational expenditures against budget, and maintain 100% budget adherence across the fiscal cycle.

Prepared monthly financial reports to support budgeting and strategic decision-making for leadership review and quarterly planning.

Optimized a $15,000 logistics budget by identifying inefficiencies in the supply chain, improving cost control and yield across shipments.

Ankit Khubchand & Co

Junior Accountant

Jul 2023

-

Dec 2023

Processed 650+ client tax returns with 100% compliance across payroll filings, tax KYC verification, and regulatory deadlines.

Managed accounts payable and performed bank reconciliations across 1,300+ client records in Tally ERP, ensuring accurate books and timely vendor payments.

Built Excel dashboards for disbursement tracking, expense forecasting, and audit-ready reporting to streamline monthly close cycles.

Ankit Khubchand & Co

Junior Accountant

Jul 2023

-

Dec 2023

Processed 650+ client tax returns with 100% compliance across payroll filings, tax KYC verification, and regulatory deadlines.

Managed accounts payable and performed bank reconciliations across 1,300+ client records in Tally ERP, ensuring accurate books and timely vendor payments.

Built Excel dashboards for disbursement tracking, expense forecasting, and audit-ready reporting to streamline monthly close cycles.