• Performed P&L analysis (revenue, volume, standard cost, and margin) and forecast financial outlook (quarterly, annual and long term) within the client SSD business unit ($1B yearly).• Analyzed future product investment profitability, utilized DCF projection model for ROI analyses on client SSD product investment.• Prepared and reviewed monthly/quarterly/annual forecasts of operating expenses, headcount and capital spend for Enterprise Storage R&D organization. Conducted variance reporting of performance against plan/forecast, highlighted issues and recommended course correction.• Led engagement with Facility and Procurement to make recommendation on the company’s real estate plan. Built models of cash flow and P&L analyses for five investment opportunities and identified the optimal.

• Followed approximately 20 publicly traded companies ranging from $40 million to $6 billion in market capitalization in the retail and consumer products industry.• Created 20 companies’ financial business models, including income statement, balance sheet, cash flow statement, and pro forma adjustment to forecast earnings and calculate equity value per share. • Wrote research reports and notes on companies for distribution to institutional clients and ROTH sales.• Provided investment recommendations based on valuation and risk assessment of individual companies.