Aso Kelechi

Kelechi's Financial Analyst Portfolio

Welcome to my portfolio of projects in financial modeling, valuation, data analysis, and corporate finance.

Kelechi

About Me

I am a passionate and results-driven financial analyst with a strong foundation in corporate finance, valuation, and data analytics. My work focuses on leveraging financial modeling and data-driven insights to help businesses make informed strategic decisions. I am highly proficient in Python for data analysis, and I use Excel and various visualization tools to build robust, dynamic models. My goal is to apply my analytical skills to real-world business challenges and contribute to impactful financial strategies.

This portfolio is a collection of my personal projects, showcasing my abilities in financial statement analysis, discounted cash flow (DCF) valuation, and other analytical tasks.

My Learning Journey

My Interest in Corporate Finance

My Interest in Corporate Finance

Why I am so Interested in Finance?

MotivationalPersonal Goals
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3-Statement Financial Model

3-Statement Financial Model

The foundational interconnected model of the Income Statement, Balance Sheet, and Cash Flow Statement.

FundamentalFinancial Modeling
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Course

Excel for Finance Crash Course

A foundational course on advanced Excel functions and shortcuts for financial professionals.

CourseExcel
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Financial Statement Analysis

Financial Statement Analysis

Studied the process of evaluating a company's financial health and performance by reviewing its financial statements.

Informed DecisionRisk management
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Pandas for Data Analysis

Pandas for Data Analysis

Learning about the Python package Pandas for cleaning, analyzing, and visualizing financial data.

SkillPython
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Regression Model

Regression Models in Analysis

My personal guide on using regression models for forecasting and predictive analysis in finance.

Machine LearningPython
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Understanding Financial Modeling and Valuation

Financial Modeling and Valuation

Financial Modeling and Valuation Terminologies

IntroductoryValuation
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Enterprise Value (EV) / EBITDA Multiple

Enterprise Value (EV) / EBITDA Multiple

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) as a key financial metric

ValuationPerformance Assessment
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WACC

Weighted Average Cost of Capital (WACC)

A critical discount rate used in financial models, especially for DCF analysis, to calculate a company's present value.

ValuationDCF Analysis
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DCF

Discounted Cash Flow

Implications of DCF in Analysis

ValuationDCF Analysis
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DCF

Understanding Bonds, Stocks and Equity/h3>

Understanding how these financial instruments work and how to use them to build a balanced portfolio

BondsStocks
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DCF

Mergers and Acquisitions

Consolidation of companies through financial transactions

Economy of ScaleM&A
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TV

Terminal Value Calculation

Perpetuity Growth Method VS Exit Multiple Method

ValuationDCF Analysis
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RV

Relative Valuation

Determining a company's value by comparing it to similar publicly traded companies

ValuationComparative Analysis
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RV

The Financial Planning Process

Step-by-step approach to managing a person's or family's finances to achieve their life goals

InvestmentPlanning
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RV

Public Finance: Governments VS Economy

The Impact of Government Policies on Public Finance

GovernmentEconomy
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RV

Soft Skills in Finance and Client Relations

The Role of Soft Skills in Professional Success

RelationshipsCommunication
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"An investment in knowledge pays the best interest."

— Benjamin Franklin

Featured Projects

Stock Analysis

Stock Analysis with Pandas

Once upon a time Spreadsheets were enough.

Moving AveragesVolatilityPercentile Rank
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HPR

Holding Period Return

A comprehensive model forecasting the income statement, balance sheet, and cash flow statement.

Financial ModelingExcel
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Balance Sheet

The Three Statement Model

Integration between the Cash Flow Statement, Income Statement and Balance sheet

Financial ModelingBalance Sheet
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DCF

Discounted Cash Flow (DCF) Valuation Modelling with Python

A valuation of a public company using a DCF model to determine its intrinsic value.

ValuationSensitivity AnalysisPython
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DCF

Discounted Cash Flow (DCF) Valuation Modelling on Spreadsheet

A valuation of a public company using a DCF model to determine its intrinsic value.

ValuationSensitivity AnalysisSpreadsheets
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M&A

Merger and Acquisition Documents

Researching target companies for a merger and presenting this information to managers and Clients' stakeholders.

ResearchPresentationDue Diligence
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yield

Yield Curve Analysis

Visualizing the yields of bonds with different maturities, typically for U.S. Treasury bonds.

Recession IndicatorEconomic SignalMarket Expectations
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M&A

Capital Asset Pricing Model (CAPM)

The objective of this project is to use a simple linear regression model to determine a stock's beta.

PythonLinear RegressionVolatility
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Project 3

S&P 500 Stock Analysis Dashboard

An interactive dashboard for analyzing the performance of companies in the S&P 500.

Data AnalysisTableau
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"Personal finance is only 20% head knowledge. It's 80% behavior."

— Dave Ramsey, American businessman and author

Relevant Work Experience

Certificate

CIPFA: Public Finance and Accountancy

Public finance

Government and its impact on finance

Certificate

Barclays: Finance

Data Analysis

Budgeting

Certificate

Investment Banking Job Simulation

Finding M&A Targets

Financial Analysis

Providing Investment Recommendation

Certificate

Data Analytics Virtual Internship

Data Insights

Insights Presentation

Creating Effective Visuals

Data Quality Assessment

Certificate

Jobberman Soft-Skills Training

Certificate

Careers in Personal Finance

Personal Finance Society

Certificate

Data Visualisation

Framing the Business Scenerio

Choosing the Right Visuals

Creating Effective Visuals

Communicating Insight and Analysis

Certificate

Visualisation with Tableau

Framing the Business Scenerio

Choosing the Right Visuals

Creating Effective Visuals

Communicating Insight and Analysis

Certificate

AWS Machine Learning Foundations

My Skills

Financial Modeling

DCF, LBO, M&A

Valuation

Comps, Precedents

Software

Excel, Python, SQL, Tableau

Data Analysis

Financial Statement Analysis