Avery Romain

• ●Built internal tools that take repetitive finance work off the team’s plate
• ●Automated AR reporting and the monthly rollover by extracting and structuring Sage 50 data into a scheduled Python job
• ●Worked with the finance team to understand the AR process and automate it from start to finish

• ●Built a 19-agent platform that researches investments and monitors a live portfolio
• ●Connected news, sentiment, quantitative, and fundamental research into one workflow
• ●Built a debate process that turns competing views into a documented buy, sell, or hold recommendation
• ●Designed monitoring that revisits a holding when its price, news, or thesis changes
• ●Added Slack alerts when new research changes a thesis, with the reason attached

• ●Built a pipeline that combines SEC filings, earnings reports, and market data
• ●Built valuation and diligence workflows for DCF, LBO, comps, and M&A
• ●Added live news and sentiment to the research process
• ●Built reproducible DCF, LBO, comps, and M&A models that can be reviewed instead of starting from a blank Excel file
• ●Cut modeling time from hours to minutes by running research in parallel and reusing fetched data

• ●Researched 50+ founder-owned firms under $10M in revenue and built acquisition pipelines through market mapping
• ●Supported due diligence on $25M+ deals by preparing models and investment materials used in partner evaluations
• ●Analyzed 30+ comparable transactions to benchmark valuation multiples and refine sourcing strategy
• ●Applied unit economics, cash flow durability, and multiple expansion analysis to screen 80+ acquisition targets

• ●Selected from under 5% of applicants for SoFi's competitive externship focused on fintech product innovation
• ●Researched TAM, market trends, and Gen Z financial behavior to guide product design for a gamified literacy tool
• ●Delivered a winning pitch to SoFi executives, earning 1st Place for strategic insight and execution

Transfer Portal + PFF Tool (Recruiting Data Tool)

• ●Built a tool that pulls together player data and makes it easier to search
• ●Designed filters for measurables, usage, and team fit
• ●Turned messy recruiting data into shortlists that staffs can actually use

Financial Stack (AI-Driven Financial Workflow Tool)

• ●Built a guided tool that helps people choose checking, savings, credit, and investing accounts
• ●Replaced a generic list of recommendations with questions and explanations tailored to each user
• ●Designed the experience to adjust as users share more about their goals and habits

• ●Mentored underserved students in coding, entrepreneurship, and digital skills to bridge the tech opportunity gap
• ●Led workshops on software development fundamentals and business pitch creation

• ●Compete at the NCAA level while managing 20+ hours/week of training and film study alongside a full course load

• ●Led founder alumni outreach for the Amherst Black Business Club, building a mentorship pipeline connecting students with Black alumni