Kai Nakamura

Junior Financial Analyst

Chicago, IL, United States

Professional Summary

Detail-oriented Junior Financial Analyst with internship and early-career experience in equity research, financial modeling, and variance analysis. Comfortable building three-statement models, tracking KPIs in Excel/Google Sheets, and briefing managers on weekly performance. Seeking a full-time analyst role on a corporate FP&A or buy-side research team in Chicago.

Employment History

Junior Financial Analyst

Lakeshore Capital Advisors · Chicago, IL

Jun, 2025 · Present

• Built and maintained monthly KPI dashboards for 12 mid-market portfolio companies, cutting report prep time from ~6 hours to under 2 hours. • Supported DCF and comps models for two bolt-on acquisition screens; flagged working-capital risks that adjusted offer ranges by ~4%. • Partnered with controllers to reconcile actuals vs. forecast; reduced open variance items by 35% over two quarters. • Prepared weekly market briefs for partners covering sector multiples, rates, and peer news.

Finance Intern

Midwest Equity Partners · Chicago, IL

May, 2024 · Aug, 2024

• Assisted associates on CIM reviews and customer concentration analysis for three SaaS pipeline deals. • Cleaned and mapped historical P&L data into standardized templates used across the deal team. • Drafted first-pass industry overviews and competitor landscapes for healthcare IT and industrial distribution.

Student Investment Club Analyst

University of Illinois Chicago · Chicago, IL

Sep, 2022 · May, 2025

• Led pitch coverage on two consumer discretionary names; club paper portfolio returned +11% in the 2024 academic year. • Mentored four new members on Excel modeling basics and Bloomberg terminal workflows.

Education

B.S. Finance

University of Illinois Chicago · Chicago, IL

May, 2025

GPA: 3.6/4.0; Dean’s List (4 semesters); CFA Level I candidate

Skills

Excel (advanced)

Google Sheets

financial modeling

DCF

variance analysis

PowerPoint

comps

Bloomberg

SQL

Tableau

FP&A

equity research