La Jolla, CA  ·  UC San Diego

Fadi
Batshon

Business Economics  ·  Finance  ·  Technology, Innovation & Supply Chain

Where economic thinking meets applied analytics.

View My Work Learn More Download CV
3.92 GPA
8 Projects
La Jolla California

01 — About

Analytical
by nature.
Strategic
by design.

I'm a Business Economics student at UC San Diego's Rady School of Management (GPA: 3.92), with minors in Finance and Technology, Innovation & Supply Chain. I've always been fascinated by how data and economics intersect — how a number on a spreadsheet isn't just a figure, it's a signal about human behavior, market dynamics, and organizational decisions.

To me, business analytics is where economic thinking gets applied in real time. What excites me most is the combination of analytical rigor and strategic thinking. I'm drawn to problems where the answer isn't obvious — where you have to dig through data, challenge assumptions, and structure your thinking carefully.

I'm actively pursuing opportunities in management consulting and business analytics.

Institution UC San Diego · Rady School of Management
Focus Management Consulting & Business Analytics
Location La Jolla, California

02 — Projects

Selected Work

A curated portfolio of quantitative and analytical projects.

01

Systematic Trading & Performance Analytics Engine

Architected a trading framework integrating live market data with MA crossovers, RSI, and volatility models across 5 stocks — automating multi-asset backtesting with 70% predictive accuracy across 10,000+ data points per run.

Python Apps Script ETL Pipeline
02

Multi-Sector Equity Portfolio & Analytics Model

Built a 14-stock, 7-sector portfolio using variance-covariance matrices and mean-variance optimization, benchmarking against the S&P 500. Applied CAPM, Jensen's Alpha, and Sharpe ratio — generating 1.8% alpha and 18% efficiency gains.

Excel CAPM Portfolio Optimization
03

Multi-Horizon Equity Forecasting & ML Engine

Developed a Random Forest and Ridge regression engine in Python, engineering 22 features across price, volatility, and macro indicators — achieving 72–85% high-conviction directional accuracy with real-time Google Sheets delivery.

Python Random Forest Google Sheets
04

Corporate Valuation & Investment Screening Engine

Engineered a DCF, WACC, and Monte Carlo valuation platform across 1,000+ iterations. Designed a screening framework across 12+ companies and 6 sectors using IRR hurdles and scenario matrices to generate structured buy/pass recommendations.

Excel DCF / WACC Monte Carlo
05

Liquidity Forecasting

Streamlined liquidity-forecasting engine supporting treasury operations through automated cash-flow modeling and stress-scenario analysis. Projects 30-day baseline and stressed liquidity.

Excel Treasury Modeling
06

Investor Sentiment

Sentiment-driven market intelligence engine mapping news flow to short-term price behavior. Aggregates headlines, scores sentiment, and aligns with next-day returns and market buckets.

NLP Python Excel
07

Real Estate Valuation

Dynamic Excel framework evaluating property investments through automated rent-roll forecasts, debt waterfalls, and scenario testing. Calculates NOI, DSCR, IRR, and NPV.

Excel Real Estate Finance
08

ROI Project

Excel-based investment evaluation engine analyzing project returns through automated cash-flow modeling and multi-scenario testing. Computes NPV, IRR, ROI, and MIRR with sensitivity heatmaps.

Excel Capital Budgeting

03 — Resume

Background

Download CV

Experience

Finance & Treasury Intern

Commercial Bank

Nov 2025 – Jan 2026

  • Automated daily liquidity and balance-sheet reporting to the Central Bank using Excel macros, saving ~2 hours of manual prep per day with zero compliance gaps across all submissions.
  • Built and optimized a peer benchmarking model comparing financials across 12+ regional banks, with profitability reports and budget projections reviewed directly by the CEO and CFO.
  • Executed live treasury trades and managed Central Bank reserve requirements across 15+ accounts and $350M in balances, maintaining zero regulatory breaches under high-volume conditions.

Strategy & Finance Analyst

Birch Aquarium

Feb 2025 – Nov 2025

  • Designed a driver-based cost allocation model from scratch covering $800K+ in program spend, surfacing margin sensitivities that directly led to pricing adjustments across several program packages.
  • Overhauled an invoice-to-GL attribution framework across 200+ invoices, uncovering ~$15K in duplicate, miscoded, and unnecessary charges fed directly into leadership's cost strategy.
  • Standardized reporting across 100+ programs, translating cost run-rates into unit economics that drove the director's decisions on program cuts, repricings, and budget reallocation.

Business Analytics Intern

FleekHub Consultancy

Jun 2024 – Sep 2024

  • Collaborated with engineers to integrate 250K+ rows of financial and sales records into SQL-driven pipelines, enabling real-time dashboards that informed leadership's product placement and inventory decisions.
  • Conducted KPI and variance analysis across revenue, cost, and customer segments for 5+ client companies using Excel, SQL, and Python, shaping client pricing, budgeting, and operational recommendations.

Investment Banking Intern

Bank Al Etihad

Jul 2023 – Aug 2023

  • Independently built DCF, trading comparables, and precedent transaction models across M&A, equity, and debt mandates — with 2 models advancing into live deal execution.
  • Analyzed financial statements for 15+ SME and mid-market clients using Excel and Bloomberg, supporting credit recommendations with direct client meeting exposure.
  • Normalized EBITDA and net debt across 40+ public comparables, producing clean valuation multiples incorporated into client pitch materials and DCF cross-checks.

Education

B.S. Business Economics

UC San Diego · Rady School of Management

2022 – 2027

GPA: 3.92 · Dean's List · U.S. Citizen

Minor in Finance

Minor in Technology, Innovation & Supply Chain

Skills

Tools
Python Excel (Advanced) SQL Bloomberg Google Apps Script Stata R
Finance & Modeling
Financial Modeling DCF / WACC Portfolio Optimization Cash Flow Forecasting Variance Analysis Monte Carlo
Data & Analytics
Machine Learning Predictive Modeling Feature Engineering Regression Analysis KPI Modeling Data Visualization

04 — Contact

Let's Connect

Open to consulting, analytics, and finance opportunities.

Email fbatshon@ucsd.edu → LinkedIn linkedin.com/in/fbatshon →