Private Equity, Financial Modeling, Valuation
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Jose is a Finance graduate from Santa Clara University with proven experience in valuation, financial modeling, and M&A. He worked in EY’s Strategy & Transactions practice, supporting valuation and financial modeling engagements for large-scale clients.
He most recently served as a Private Equity Associate at Dark Alpha Capital, sourcing deals, conducting market research, performing DCF/LBO analyses, and preparing investment materials for early-stage and lower-middle-market opportunities.
He is seeking a finance or investment role where he can contribute analytical rigor to valuation, deal execution, and financial strategy.
I have experience across private equity, valuation, and business development, where I’ve sourced companies, built financial models, and prepared investment materials to support deal evaluation. I’ve expanded outreach pipelines by identifying key commercial real estate owners and sponsors, and I’ve contributed to large valuation projects by modeling, refining reports, and auditing financials. Previously, I co‑founded an online bakeshop, managing finances, driving customer acquisition, and developing the top‑selling product line that boosted monthly sales by 60%.
I earned my Bachelor of Science in Commerce with a major in Finance from Santa Clara University, where I built a strong foundation in financial analysis, valuation, and modeling. My coursework and projects strengthened my quantitative skills, and I graduated with a 3.5 major GPA while staying involved in finance‑focused organizations that expanded my exposure to the industry.