Luke Holt
Salt Lake City,UT
Summary
Finance professional specializing in investment analysis, forensic accounting, and corporate finance. Expertise in financial modeling and forecasting, consistently delivering insights that enhance business performance and investment results. Proven ability to thrive in high-pressure environments, recognized for contributions to leadership development through participation in the Goldman Sachs Analyst Leadership Cohort.
Overview
4
4
years of professional experience
Work History
Quantitative Investment Senior Analyst
Goldman Sachs
Salt Lake City, UT
03.2025 - Current
- Designed and implemented systematic equity models and machine learning strategies, improving portfolio risk-adjusted returns.
- Developed production-ready analytics and dashboards in Python, SQL, and Power BI to streamline execution and monitoring.
- Applied advanced statistical and optimization techniques to validate models, boosting forecast accuracy by 15%.
- Partnered with portfolio managers and traders in a fast-paced environment to deliver timely, data-driven investment insights.
- Participated in the Analyst Leadership Cohort, collaborating with peers to organize initiatives that strengthen analyst networking, engagement, and cross-team collaboration.
Forensic Accountant
CBIZ
Bakersfield, California
08.2023 - 03.2025
- Conducted forensic analyses on cases ranging from $10M to $20M, uncovering financial irregularities that directly influenced litigation outcomes.
- Built advanced models in Excel, Python, and SQL, reducing analysis time by 25%, and increasing reporting efficiency.
- Delivered financial insights on a $15M litigation case, strengthening the legal strategy, and contributing to a favorable settlement.
- Developed interactive dashboards, giving executives faster visibility into key metrics, and driving quicker decisions.
Sales Representative
Vivint
Nashville, Tennessee
11.2021 - 08.2022
- Ranked in the top 5% of over 500 sales reps at a Forbes Top 100 company by applying a consultative sales approach.
- Trained and mentored three new hires, leading to a 15% boost in team sales performance.
- Increased personal sales by 25% in three months through targeted lead analysis.
Education
Master of Business Administration (MBA) - Finance Emphasis
Southern Utah University
Cedar City, UT12-2025
Bachelor of Science - Finance
Brigham Young University-Idaho
Rexburg, ID12.2023
Skills
- Financial modeling
- ROI evaluation
- Proficient in Excel (PivotTables, Macros)
- Python (Pandas, NumPy)
- SQL
- Power BI
- Tableau
- Mentoring teams
- Improving performance metrics
- Developing effective training programs
- Forensic auditing
- Financial statement analysis
- Investment strategies
- Alternative investments
- Quantitative analysis
- Analyzing budgets
- Developing financial forecasts
- Conducting scenario analyses
- Strategic planning
- Company leadership
Timeline
Quantitative Investment Senior Analyst
Goldman Sachs
03.2025 - Current
Forensic Accountant
CBIZ
08.2023 - 03.2025
Sales Representative
Vivint
11.2021 - 08.2022
Master of Business Administration (MBA) - Finance Emphasis
Southern Utah University
Bachelor of Science - Finance
Brigham Young University-Idaho