Michi Sumimoto

Experience

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  The HomeMore Project

  Feb 2022 - Nov 2022

  Finance Intern

  - Create financial models and scenarios to provide fixed and variable cost projections over a 3-year period - Conducted detailed research on homeless demographics in San Francisco to determine funding and resources necessary to accommodate towards different groups- Collaborate directly with the director and Board of Directors to ensure proper funds are being distributed to each program - Research potential resources and expenses incurred for project proposals from the organization and presenting to Board members Show less

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  Burkenroad Reports

  Aug 2022 - Dec 2022

  Equity Research Analyst

  - Selected to participate in nationally recognized securities analysis program to research a small-cap company in the Gulf South- Responsible for conducting thorough industry and peer analysis research on Hibbett inc., an athletic-inspired fashion retail company that targets underserved markets primarily in the Southwest, Southeast, and Midwest regions. - Perform equity valuation as a 5-person team to publish a 30-page investment report to present to over 20,000 current and potential investors of Hibbett Inc. Show less

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  VMG Health

  Jun 2023 - Aug 2023

  Summer Financial Analyst

  - Performed valuation analyses using DCF models, comparable firms, and equity-basis models using Excel.- Assist in the preparation and presentation of pro forma development and FMV appraisals to upper management team.- Developed valuation database to research trending changes of outpatient surgery centers from 2018 to 2023 by analyzing over 200 past transactions.

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  Darwin Fenner Student Managed Fund

  Jan 2024 - May 2024

  Portfolio Manager

  - Selected amongst Finance majors to participate in a student-managed Investment Fund with over $500k in AUM, working with a mid-cap equity portfolio consisting of stocks from the S&P 400.- Conducted extensive research for the Information Technology (IT) and Communication Services Sector, analyzing and researching industry trends and numerous companies using sources such as 10K/10Q reports, Refinitiv, and Capital IQ.- Developed a comprehensive model on Excel using fundamental and relative valuation methods for stocks within the IT/Communication Services sector to provide buy, sell, and hold recommendations in our 30 page investment report. Show less

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  VMG Health

  Jul 2024 - now

  Financial Analyst