Theo Welch

S

Financial Analyst at Keystone Finance · FP&A · Excel, financial modelling

Keystone Finance
San Francisco, CA · PT (UTC-8)
1+ years experience
University of Washington
English
Messaging unavailable

Overview

Currently at Keystone Finance, where I work on FP&A. Ran diligence on 9 acquisitions. Closed the books in 4 days, down from 15. I mentor first-time managers when I can.

Good reasons to reach out
  • Questions about FP&A
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  • Courses and coaching offers
  • Unpaid work or spec projects
Skills
budgetingExcelforecastingfinancial modellingAnaplan

Experience

  1. Financial Analyst
    Oct 2025 - Present
    Keystone Finance · 1 yr · Full-time · San Francisco, CA
    • Ran diligence on 11 acquisitions.
    • Closed the books in 6 days, down from 10.

References

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Education

  1. University of Washington
    BS, Economics
    2020 - 2024

Details

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