LUKE SCHINDLER
EDUCATION
University of Southern California, Marshall School of Business, Leventhal School of Accounting
Los Angeles, California
May 2025
Bachelor of Science in Finance and Accounting
GPA 3.37
WORK EXPERIENCE
William Blair
Private Wealth Management Intern
Los Angeles, California
September 2024-April 2025
- Performed investment research supporting Walsh, Amar and Associates advisory team portfolio decisions
- Evaluated market conditions and securities using FactSet and equity reports to deliver data-driven recommendations
- Analyzed economic and sector-specific trends for weekly strategic planning meetings and client engagements, and wrote detailed analyses of mutual funds, interval funds, direct indexes, and private credit
Grant Thornton
Audit Intern
Fort Lauderdale, Florida
June 2024-August 2024
- Completed quarterly filings for three publicly traded service companies, including balance sheet and income statement consolidations, gross margin analyses, and derivative roll forwards
- Prepared analyst expectation memos and management representation letters, and performed test of controls narratives and walkthroughs
Kempinski Hotels
Purchasing Intern
Tel Aviv, Israel
May 2023 - July 2023
- Produced pricing records for all hotel inventory in Priority ERP system
- Conferred in purchasing negotiations, contributing to cost-effective supplier agreements
CKH Group
Project Analyst
Athens, Greece
May 2022-August 2022
- Streamlined statutory reporting processes by developing SAP workflow for Fortune 500 client
- Applied sales and use tax compliance initiatives achieving 100% state registration fulfillment
- Maintained oversight and schedule of tax obligations to mitigate risk of financial penalties
Tax Analyst Intern (Gap year)
November 2020 - August 2021
- Optimized accounts payable process in SAP ERP system achieving procedural consistency across global offices
- Developed and distributed weekly financial visibility reports
- Compiled and analyzed tax data facilitating accurate state and federal tax projections over 3 quarters
PayScape
Product Marketing Specialist
Atlanta, Georgia
May 2019-July 2019
- Drafted digital marketing campaigns to boost credit card transaction services sales
- Presented weekly B2B lead generation reports on customer engagement levels
CERTIFICATIONS AND EXAMS
Securities Industry Essentials - September 2025
LEADERSHIP AND ACTIVITIES
AI Teaching Research Fellowship
Co-Creator
Los Angeles, California
May 2023-May 2025
- Researched student-teacher AI interactions with PHD mentor utilizing Google Scholar and Business Professional Communication Quarterly
- Gathered over 50 interviews from business students
Undergraduate Teaching Assistant
Applied Business Statistics
Los Angeles, California
January 2024-May 2025
- Supported over 100 students with Microsoft Excel and PowerPoint inquiries
- Assisted in daily data entry, office hours, tutoring sessions, proctoring, and grading exams
TRIO Upward Bound
Volunteer
Los Angeles, California
January 2024-May 2025
- Educated underprivileged high school students about professional development and financial services careers
Athletics: Most Positive Athlete Award, Boys Golf, North Atlanta and Statewide Georgia
Interests: Andrew Huberman, The Compound and Friends, All-In Podcast, Robert Greene, Audible, 1980s-2000s bands, 90s trip-hop, basketball