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
- Performing investment research to support the Latitude34 advisory team in making portfolio decisions
- Evaluating market conditions and securities to deliver data-driven recommendations using FactSet and equity reports
- Contributing to weekly strategic planning meetings and client engagements by analyzing economic and sector-specific trends
- Writing detailed analyses of mutual funds, interval funds, direct indexes, and private credit
Grant Thornton
Audit Intern
Fort Lauderdale, Florida
June 2024-August 2024
- Participating in the quarterly filling of three publicly traded service companies
- Tying out balance sheet and income statement consolidations
- Preparing analyst expectation memos, management representation letters, gross margin analyses, and derivative roll forwards
- Performing test of controls narratives and test of controls walkthroughs
Kempinski Hotels
Purchasing Intern
Tel Aviv, Israel
May 2023 - July 2023
- Produced comprehensive pricing records for all hotel inventory in Priority ERP system, enhancing data accuracy and accessibility
- 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 an SAP workflow to better serve a Fortune 500 client
- Applied sales and use tax compliance initiatives for 100% fulfillment of state registrations and resolution of high-priority notices
- Mitigated risk of financial penalties by maintaining oversight and schedule of tax obligations and compliance
Tax Analyst Intern (Gap year)
November 2020 - August 2021
- Optimized accounts payable process in SAP ERP system to achieve procedural consistency across global offices
- Developed and distributed weekly financial visibility reports, enhancing controllers' understanding of statements and deadlines
- Compiled and analyzed tax data, facilitating accurate state and federal tax projections for clients over 3 quarters
PayScape
Product Marketing Specialist
Atlanta, Georgia
May 2019-July 2019
- Drafting digital marketing campaigns to boost sales of credit card transaction services through targeted website optimizations
- Presenting weekly B2B lead generation reports, providing valuable insights on customer engagement levels
CERTIFICATIONS AND EXAMS
Securities Industry Essentials - September 2025
LEADERSHIP AND ACTIVITES
AI Teaching Research Fellowship
Co-Creator
Los Angeles, California
May 2023-May 2025
- Researching student-teacher AI interactions with PHD mentor/graduate professor utilizing Goggle Scholar and Business Professional Communication Quarterly
- Gathering over 50 interviews from fellow business students
Undergraduate Teaching Assistant
Applied Business Statistics
Los Angeles, California
January 2024-May 2025
- Supporting over 100 students, ensuring individualized attention for all Microsoft Excel and PowerPoint inquires
- Assisting in daily data entry, office hours and review sessions tutoring, proctoring and grading exams
TRIO Upward Bound
Volunteer
Los Angeles, California
January 2024-May 2025
Educating underprivileged high school students about professional development and future careers in financial services
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