William Tanna

Finance & Information Systems · CFA Level I Candidate · Equity Analyst · Data Enthusiast. Combining financial expertise with data analytics to drive strategic insights.

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Finance & analytics, built end-to-end.

From foundational analysis to full-funnel rollout — I combine financial expertise with data-driven insights to deliver results that scale.

Financial Analysis & Modeling

DCF valuation, equity research, portfolio analysis, and forecasting. Building models that drive strategic decisions.

Data & AI Analytics

Machine learning, data mining, automation, and GPT/LLM systems. Delivering 56x cost savings and 18x faster execution.

Investment Analysis

Bloomberg Terminal, equity screening, portfolio management. Real-money experience with $150K student fund.

Strategic Collaboration

Partner to finance, analytics, and operations teams — aligning vision to execution with cross-functional leadership.

Featured Projects

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ESG Automation Platform

WITCH FOR FITCH — 56x cheaper, 18x faster. Chicago Tech Circle Winner.

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Pathfind Careers AI Workflow

Multi-agent GPT system — 98% faster résumé review, 90% accuracy.

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Lending Club Credit Risk

LightGBM model — 99.9% accuracy, $889M projected profit.

3.47

📚 Current GPA

$1.5M

📊 Portfolio Analysis

$150K

💼 Student Fund

20+

📈 Portfolios Analyzed

30+

👥 Team Members Led

🤖 Chat with me

Full chat experience — ask about experience, projects, or anything. Open full chat page →

Ask me anything

Experience, skills, projects, career goals — or any topic you'd like.