Profile Summary
Strategic Thinker.
Data-Driven Executor.
Dynamic MBA graduate with a dual specialization in Marketing and Finance. I bring a unique, bi-focal perspective to corporate challenges: combining an intuitive understanding of consumer behavior with rigorous quantitative analysis.
Proven ability to analyze market trends, optimize financial models, and drive strategic growth initiatives. Passionate about leveraging data-driven insights to align brand objectives with financial realities to solve complex business challenges.
Core Expertise
Dual Specialization
Marketing Strategy
Translating consumer insights into actionable brand strategies that drive engagement and market share acquisition.
- Brand Management
- Digital & Performance Marketing
- Market Research & Segmentation
- Consumer Behavior Analysis
Financial Analysis
Building robust models to evaluate investments, optimize capital allocation, and mitigate risk.
- Corporate Finance
- Financial Modeling (DCF, LBO)
- Investment & Variance Analysis
- Risk Management Strategy
Professional Journey
Internships & Experience
Corporate Finance Intern
Summer 2025Global Financial Solutions Inc. | New York, NY
- Developed comprehensive DCF valuation models for 3 potential mid-market acquisition targets.
- Assisted in preparing monthly variance analysis reports for executive leadership, identifying 5% cost-saving opportunities.
- Collaborated with the FP&A team to automate budgeting templates using advanced Excel and VBA.
Marketing Strategy Intern
Summer 2024Apex Marketing Group | Chicago, IL
- Conducted competitive market research for a new FMCG product launch, mapping 15+ competitor strategies.
- Analyzed digital campaign performance metrics (ROI, CAC, LTV) utilizing Google Analytics and Tableau.
- Presented actionable insights to the VP of Marketing that led to a 12% increase in Q3 campaign engagement.
Academic & Applied
Key Projects
Market Entry Strategy for FinTech Startup
Formulated a comprehensive Go-To-Market strategy for a peer-to-peer lending startup. Included TAM/SAM/SOM analysis, pricing models, and an integrated digital marketing launch plan.
M&A Financial Valuation Model
Constructed a detailed three-statement financial model to evaluate a hypothetical merger between two mid-cap consumer goods companies. Analyzed synergies, accretion/dilution, and debt scheduling.
Certifications
CFA Level 1 Candidate
CFA Institute €¢ Expected Dec 2026
Google Analytics Individual Qualification
Google €¢ Issued Jan 2025
Inbound Marketing Certification
HubSpot Academy €¢ Issued Aug 2024
Technical Toolkit
Data & Analytics
Finance & Strategy Platforms
Next Steps
Let's Connect
Looking for a strategic thinker to join your team? I am currently exploring full-time opportunities.
Available on Request
linkedin.com/in/alexcarter-mba
Location
New York, NY (Open to Relocate)