ISAAC LEFSTEIN
San Diego
Summary
Graduating finance student with hands-on experience managing a $300,000 student-managed investment fund. Strong in financial modeling, forecasting, and variance analysis, supported by advanced Excel capabilities. Collaborative approach and detail-oriented mindset drive contributions to financial reporting and operational finance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Cougar Fund Analyst
California State University San Marcos
San Marcos
01.2025 - Current
- Conduct financial performance and variance analysis for $300,000 student-managed investment portfolio to inform investment strategies
- Develop Excel-based financial models to forecast revenue growth, assess risk exposure, and evaluate return scenarios for strategic decision-making
- Analyze sector trends and macroeconomic indicators to support allocation decisions
- Prepare and present structured financial reports and investment recommendations to faculty advisors, enhancing investment insights
Assistant Manager
Mama Cella’s
Rancho Bernardo
01.2018 - Current
- Managed high-volume operations, ensuring efficiency, accuracy, and effective cost control
- Trained and supervised staff to maintain consistent performance and optimize workflow
- Monitored inventory levels and analyzed usage trends to enhance expense management
Education
Bachelor of Science - Business Administration – Finance
California State University San Marcos
San Marcos, CA06-2026
Skills
- Financial Modeling
- Financial Forecasting
- Variance Analysis
- Financial Reporting
- Cash Flow Analysis
- Financial Analysis
- Valuation methods
- Advanced Excel skills
- FactSet
- PowerPoint
- Word
Certification
- Securities Industry Essentials (SIE), FINRA, 07/25
- Business Analytics with Excel: Elementary to Advanced, Johns Hopkins University, 2024
Financial Project Experience
Equity Valuation & Financial Forecasting – Welltower Inc., Built pro forma financial statements projecting revenue, operating income, and free cash flows, Developed Discounted Cash Flow (DCF) and Net Asset Value (NAV) valuation models in Excel, Conducted sensitivity analysis and assessed projected vs. historical financial performance, Compiled financial data into reporting schedules and delivered formal valuation presentation
Finance Experience
Cougar Fund Analyst, California State University San Marcos, Perform financial performance and variance analysis for a $300,000 student-managed investment portfolio, Build Excel-based financial models forecasting revenue growth, risk exposure, and return scenarios, Analyze sector trends and macroeconomic indicators to support allocation decisions, Prepare and present structured financial reports and investment recommendations to faculty advisors
Timeline
Cougar Fund Analyst
California State University San Marcos
01.2025 - Current
Assistant Manager
Mama Cella’s
01.2018 - Current
Bachelor of Science - Business Administration – Finance
California State University San Marcos