Skip to main content
Bernice Wong

Bernice Wong

CFO

Talent
Washington D.C.Member since October 29, 2026
Excelcomps modelsratio analysisCapital IQBloombergrevenue projectionscash flow analysisbreak-even models
·

Hire this person

Send a job offer directly to this candidate

Excelcomps modelsratio analysisCapital IQBloomberg

About

Sophomore studying finance at Fordham University’s Gabelli School of Business. Interested in asset management, including checking monthly performance against the annual plan, reviewing income, expenses, and cash flows, and modeling deals. Experienced in valuation and cash flow analysis for public companies.

Experience

CFO - Gabelli Ground Floor Business Challenge

Managed a simulated $100,000 seed capital budget.

  • Built revenue projections, cash flow analysis, and break-even models in Excel.
  • Helped write a 15-page business plan.
  • Gave a 10-minute investor pitch.

Member - Investment Banking Club

Received technical training in DCF and comps models.

Member - Smart Woman Securities

Co-developed a Buy pitch on Coca-Cola using ratio analysis, which the board adopted.

TMT Research Analyst - Fordham’s Investment Society

Used Capital IQ and Bloomberg to analyze financial data. The board adopted my Salesforce pitch.

Education

Finance - Fordham University’s Gabelli School of Business

Skills

CFO

Reviews

Related