Samik Saxena

Experience

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  Aztec Solar, Inc.

  Jun 2019 - Jul 2019

  Summer Intern
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  TechSource Inc.

  Jan 2021 - Jul 2022

  Account Manager
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  Mas Taco Bar

  Jun 2021 - Jun 2022

  Server
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  Berkeley Core Consulting Group

  Aug 2022 - Dec 2024

  Co-Founder, VP of Finance, VP of Projects

  -Co-Founded a community of 110+ student consultants across California, including undergraduates and graduate students.-Expanded the club to USC, Columbia University, UCSD and community colleges in the surrounding areas, establishing new chapters.-Sourced Clients for student client consulting projectsOverseeing projects in the following industries:- Supply Chain- Renewable energy - Wealth Management- Artificial Intelligence- Consumer Packaged Goods (CPG)

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  South Mountain Partners

  Jan 2023 - Sept 2023

  Private Equity Associate

  - Conducted comprehensive market research and industry analysis on niche industries through deep knowledge in market trends, growth rates, and cyclicality to identify potential acquisition targets- Performed preliminary due diligence and financial analysis on 10+ potential target companies while simultaneously developing industry theses for specific verticals

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  Zolidar

  Jun 2023 - Aug 2023

  Product Manager

  - Collaborated in cross functional teams to develop the Zolidar website, utilizing shared software to report UIUX design recommendations, product launch strategies, and product roadmap development- Enhanced a critical financial model used to assess equity, enterprise, asset, and liquidation values, resulting in improved accuracy and efficacy of financial analysis. - Designed a user-friendly Figma UI/UX design for seamless integration, enhancing user experience

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  Haas Finance Group

  Jul 2023 - May 2024

  Advisor, VP of Community Development

  - Co-founded UC Berkeley finance club, empowering future finance leaders; led a cross-functional team, promoting seamless event execution; established relationships with 30+ vendors, and organized two speaker series- Led social media and event marketing campaigns to boost engagement and financial literacy, increasing event attendance by 150% and producing 20+ innovative events annually

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  Cornerstone Advisors

  May 2024 - Aug 2024

  Consulting Intern

  - Conducted stress testing on growth rates and investment theses for a private equity firm's $150+ million acquisition of a fintech company; performed market research, created TAM, SAM, and SOM models, and analyzed financial data from over 100 reports provided by the target company- Developed a dynamic model analyzing the core systems of 9,000+ financial institutions across America, categorized by five asset ranges, and identified 2,000+ firms with ROA and efficiency ratios above the median; presented findings to 5 partners, the CEO, and senior management- Led Capstone Team to deliver a company-wide presentation on the future of business banking in treasury management, creating reports on 5+ trends for consultants to leverage for cross-selling and new logo acquisition Show less