Isaac Lefohn
Finance · Honors Scholar · Oregon State University
Pursuing a B.S. in Finance with a focus on investment banking and capital markets. Five years of operational and cash-handling experience, complemented by Python and Excel financial modeling for a quantitative edge.
About Me
Finance student and Honors Scholar at Oregon State University's College of Business, targeting investment banking and capital markets roles at boutique and regional firms. Academic training in financial accounting, economics, and quantitative methods is paired with more than five years of practical experience managing cash operations, inventory, and client relationships.
Python programming and Excel financial modeling round out a toolkit most finance peers don't carry. Prior engineering coursework makes structured problem-solving second nature, which shows up in how I build models and reconcile books with a bias toward accuracy.
At a Glance
What I Bring to the Table
Analytical Mindset
Quantitative foundation from calculus, statistics, and financial modeling coursework. Breaks complex problems into tractable components and traces the numbers back to business reality.
Technical Proficiency
Python for data analysis and automation, combined with Excel financial modeling. Comfortable moving between qualitative investment theses and the spreadsheets that support them.
Financial Acumen
Working knowledge of financial accounting, corporate finance, and macroeconomics. Building toward advanced valuation, capital structure, and securities analysis coursework in senior year.
Detail-Oriented
Five years of managing daily deposits, inventory counts, and client deliverables. Track record of accuracy and ownership in environments where mistakes hit the bottom line directly.
Clear Communicator
Trained in business writing and public speaking, practiced in client-facing roles across retail and services. Able to translate technical work into crisp narrative for a non-technical audience.
Quick Learner
Pivoted from engineering to finance while holding Honors Scholar standing. Ramps fast on new tools and domains, which matters in an internship compressed into ten weeks.
Featured Projects
Hands-on finance and technical work built outside the classroom. Full case studies on the Projects page.
DCF Valuation Model
Discounted cash flow model with WACC derivation, terminal value scenarios, and sensitivity tables.
PythonPortfolio Analysis Tool
Python-based stock screener with historical volatility, Sharpe ratio, and correlation analysis.
Industry ResearchPacific NW Regional Banks
Sector analysis of regional banking landscape covering deposit mix, NIM trends, and M&A dynamics.