Branden K. Soo

USC Marshall & Leventhal '26 Graduate  ·  AI Specialist, FP&A at VXI Global Solutions

Branden K. Soo

USC Marshall & Leventhal  '26  ·  B.S. Accounting & Finance (Joint)  ·  3.6 Cumulative GPA

Joint-degree graduate from USC Marshall & Leventhal, now the first AI Specialist in FP&A at VXI Global Solutions. Backed by AI Research, Sports Law, Founding CFO, Business Finance Consulting, High-Net-Worth Tax, and Inventory Management & Internal Audit experience, plus financial modeling coursework and hands-on deal exposure.

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Profile

About Me

I'm the first AI Specialist hired into any corporate function at VXI Global Solutions, and a Spring 2026 graduate of USC's Marshall School of Business and Leventhal School of Accounting with a joint degree in Accounting and Finance. My focus is the intersection of finance and AI: understanding how finance work actually gets done, then changing it with tools that hold up to an auditor's review.

Now: Applied AI in FP&A. VXI is a Bain Capital portfolio company and one of the largest independent operators in the BPO space, with roughly 40,000 employees worldwide. I'm embedded on the Global Finance and Accounting team, report to one of three VPs of Finance, and own both the strategy and the hands-on build, with no existing AI function to inherit. Day to day, I partner with directors across departments to map workflows and decide where AI genuinely helps. I've completed a contract intelligence project and am currently working across pricing, billing, invoicing, cash applications, and capacity planning.

None of that would make sense without what came before. Before VXI, I built experience across five fields, each one adding a piece of how I approach finance and AI:

AI Training & Evaluation: This is where I learned how AI actually reasons about finance. At AfterQuery (YC W25), an AI research lab, I was recruited by the founding team onto one of its first projects, then trained frontier AI models on financial analysis, accounting, and professional documents alongside CFAs and CPAs. I authored the 10-K analysis and finance tasks used to benchmark how leading models reason, and earned a spot on AfterQuery's top repeat-expert list.

Sports Law: This is where I learned to find what others miss. As a legal intern at ATHLAW LLP, I supported partners representing retired NFL players in disability and retirement benefit litigation against the NFL, running open-source intelligence audits and due diligence, including a multi-month risk audit of a Hall of Fame client.

Founding CFO: This is where I learned to own the numbers. At WCHype, a California wholesale and resale business, I laid the financial groundwork from day one, forming the LLC and opening accounts and credit lines, then built the finance and accounting function as revenue grew from $10K to over $2M a year. I secured $1M+ in credit facilities through staged financing, audited tax returns prepared by outside firms, and trained the bookkeeping team.

Retail Finance & Operations: This is where I learned how a business really runs on the ground. At Sole and Laces, a multi-location California sneaker and streetwear chain, I started as inventory manager, sourcing $300K+ and managing $3M+ in inventory, and led the move from Shopify to Lightspeed POS. I then moved into financial and legal strategy, recovering $200K+ from defaulted vendors, planning over $1M in spending for tax efficiency and ROI, and drafting the agreements behind new store openings.

High-Net-Worth Tax: This is where I learned precision under pressure. At Seiler LLP (now Baker Tilly US), I processed returns across every entity type for Silicon Valley high-net-worth clients and family offices, drafted engagement letters from firm templates, and proofread returns and IRS correspondence. I worked 40 to 100 hours a week through tax season while carrying a full college course load, and was one of only 2 of 12 seasonal hires kept on.

Put together, that's the toolkit I bring to VXI: how AI reasons, how to find what's missing, how to own the numbers, how operations actually work, and how to get every detail right. Along the way, I used AI to teach myself software development and systems design, and what I care about most is where AI stops being a demo and starts changing how a business runs.

1+ Mo
Applied AI in FP&A (VXI)
2.5+ Yrs
Startup / Founder Finance
18 Mo
Tax & Accounting
10 Mo
AI Financial Research
5 Mo
Legal Due Diligence

Real-World Practice

Work Experience

VXI Global Solutions Los Angeles, CA
AI Specialist, FP&A
Jul 2026 – Present  ·  Full-Time
  • First AI specialist hired into any corporate function at VXI, a Bain Capital portfolio company and one of the largest independent operators in the BPO space (~40,000 employees globally).
  • Domain is FP&A: embedded on the Global Finance and Accounting team, reporting to one of three VPs of Finance.
  • Reviews processes across corporate finance and corporate accounting to identify where automation and AI augmentation can support the function, owning both strategy and hands-on implementation with no existing AI function to inherit.
  • Works primarily in Claude, alongside ChatGPT and Codex, Gemini Enterprise, and Copilot, inside the Workday and Excel workflows the finance and accounting teams run on.
  • Partners with directors across departments to map workflows, secure access, and coordinate with their teams.
  • Completed a contract intelligence project; currently working on projects across pricing, billing, invoicing, cash applications, and capacity planning.
AfterQuery (YC W25) San Francisco, CA
Finance & Accounting Expert
Dec 2025 – Jun 2026  ·  Contract
  • Authored finance and accounting training data used to train state-of-the-art AI models, spanning financial analysis, financial accounting, structured research, skill assessment, and creative-writing tracks.
  • Prompted AfterQuery's own agent to produce reference outputs across document formats (PDF, DOCX, PPTX), showing the models what a given human prompt is supposed to generate.
  • Graded frontier-model outputs against expert standards alongside CFAs, CPAs, and career finance professionals, and earned a spot on AfterQuery's top-repeat-expert list with priority access to new projects.
Financial Analyst
Apr 2025 – Jun 2025  ·  Contract
  • Selected by the founding team as roughly 1 of 30 contributors from top finance programs (Wharton, Harvard, Princeton, NYU Stern, Stanford, UNC) to help build AfterQuery's original finance AI model.
  • Analyzed 10-Ks and financial statements, extracting EBITDA, revenue breakdowns, margin trends, and ratios, and built complex queries that tested how well the model reasoned through real company performance and accounting.
ATHLAW LLP West Hollywood, CA
Legal Intern
Aug 2025 – Dec 2025  ·  Internship
  • Provided legal support and due diligence for partners representing retired NFL players in complex disability and retirement benefit litigation against the NFL.
  • Conducted exhaustive open-source intelligence audits on clients, documenting every public social post and a decade of press coverage, to surface and neutralize anything opposing counsel could use; compiled structured risk briefs for partner review.
  • Completed a multi-month audit of a Hall of Fame NFL client, distilling a large volume of public information into a single structured risk document.
WCHype LLC SF / Santa Monica, CA
Chief Financial Officer
Dec 2023 – May 2025  ·  Hybrid
  • Managed full-scope company finances, scaling revenue from $10K to over $2M annually while partnering with the owner to establish the LLC, create company accounts, and secure $1M+ in credit facilities through staged financing to fund growth and build reserves.
  • Oversaw and planned the allocation of over $2M in annual revenue to support the owner's long-term growth strategy.
  • Reviewed and audited company tax returns prepared by outside firms to ensure accuracy, prevent IRS exposure, and maximize deductions.
  • Constructed and periodically audited detailed Excel-based inventory spreadsheets to provide accurate, real-time projections of company assets.
  • Structured the company to pursue litigation against vendors and counterparties with high accrued accounts receivables; recovered ~$50K through legal proceedings.
  • Budgeted and internally audited all company expenses to minimize spending and maximize profitability.
  • Trained and oversaw 2 bookkeepers and internal inventory auditors on the company's systems and processes.
Financial Strategy Consultant
Oct 2022 – Dec 2023  ·  Contract
  • Managed company books and created monthly Excel-based journal entries to maintain accurate financial records.
  • Managed company inventory and allocated budgets across different product categories.
  • Worked with the owner to form the company LLC, establish bank accounts, and secure initial credit lines.
Sole and Laces California (6 locations)
Financial & Legal Strategy Consultant
Jul 2022 – May 2025  ·  Contract
  • Recovered $200K+ in accrued accounts receivable across 4–5 distressed vendors, several of whom had failed to deliver or defaulted on goods owed.
  • Conducted multi-source due diligence (online research, vendor-staff outreach, cross-referencing active lawsuits, contacting other customers) to trace each root cause, then negotiated under litigation threat to recover across every vendor.
  • Reviewed and audited tax returns prepared by outside firm to ensure maximization of business write-offs and accuracy of the tax firm's work.
  • Strategically planned over $1M in business expenses and purchases to maximize tax write-offs and ROI.
  • Independently drafted partnership contracts and operating agreements for new location openings and vendor relationships - without attorney involvement.
  • Worked with owners overnight to prepare the Santa Monica location for Grand Opening.
Inventory Manager & Senior Sales Associate
Apr 2022 – Jul 2022  ·  Part-time
  • Secured over $300K in inventory through wholesale distribution partners and resellers; managed over $3M in total goods and inventory across locations.
  • Worked with owners to prepare and open the Daly City location under a time-critical deadline with a 20-hour workday.
  • Led the full transition of the inventory management system from Shopify POS to Lightspeed POS; organized and input all inventory.
  • Created and led an internal audit system to improve accuracy and accountability of the inventory management system.
  • Trained employees to use Lightspeed POS and organize inventory.
  • Developed customer-facing sales techniques through direct client interaction and high-volume floor experience.
Seiler LLP (now Baker Tilly US) Redwood City, CA
Tax Administrative Assistant
Jul 2022 – Dec 2023  ·  Full-time Contract via Robert Half (40–100 hrs/week)
  • One of only 2 of 12 new hires retained past the season, and the team's highest-performing processor (10 returns on a slow day, 20–35 during deadline weeks).
  • Processed tax returns across all entity types for ultra-high-net-worth individuals and Silicon Valley family offices: Individual (1040), Gift Tax (709), Partnership (1065), C-Corp (1120), S-Corp (1120S), Foundations (990), Trusts & Estates (1041), and Estate Tax (706).
  • Trusted with the most complex returns on the floor: mixed-state individual and S-corp filings requiring multi-jurisdiction e-file plus paper handling, with the experience to spot and pull special forms from raw data.
  • Full-time contract via Robert Half, 40–100 hours/week; assembled and processed 1,000+ returns over the tenure, including multiple 20+ hour days during peak deadlines.
  • Drafted engagement letters from firm templates and proofread others' letters, returns, and IRS correspondence; communicated directly with ultra-high-net-worth clients on behalf of Partners and Tax Managers when they were unavailable.
  • Managed client communications and filings including Form 1099s, TIC statements, certified correspondence, return acceptance packages, specialized forms, K-1 packages, and bound client copies via GoSystems Tax RS.
  • Trained and checked new hires aged 24–48 as the youngest member of the team (at 18–19), on tax assembly, processing, and firm systems, while carrying a full college course load through peak season.

Academic Foundation

Education

University of Southern California  ·  Marshall & Leventhal Schools
Bachelor of Science in Accounting & Finance - Joint Degree 3.6 Cumulative University GPA 3.45 Major / USC GPA
Los Angeles, CA  ·  Graduated May 2026  ·  CPA exam eligible
Relevant Coursework
Finance & Valuation: Financial Analysis & Valuation · Financial Statement Analysis · Intro to VC & PE · Business Finance · Business Analytics
Accounting: Audit with Data Analytics · Accounting Information Systems · External Financial Reporting
Other: Strategic Management · Business Law · Legal Writing · Micro & Macro Economics · Operations Management
View all classes →
De Anza College
Associate's Degree, Business Administration & Management 3.93 GPA Dean's List · Fall 2022, Winter & Spring 2023
Cupertino, CA  ·  Jun 2022 – Aug 2023
View all classes →
Arizona State University  ·  W. P. Carey School of Business
Business Law - Undergraduate Freshman 3.88 GPA Dean's List · Fall 2021 & Spring 2022
Tempe, AZ  ·  Aug 2021 – May 2022
View all classes →

Coursework in Action

Selected Academic Projects

DCF · Individual
Moderna (mRNA) Discounted Cash Flow
Built a full DCF model for Moderna, projecting free cash flows, WACC, and terminal value; stress-testing assumptions across bull, base, and bear scenarios.
View Files →
LBO · Group
Buffalo Wild Wings Leveraged Buyout
Constructed an LBO model analyzing a private equity acquisition of Buffalo Wild Wings, including debt structuring, returns analysis, and exit multiple sensitivity.
View Files →
Valuation · Group
Peloton Equity Valuation
Performed a multi-method equity valuation of Peloton using DCF and comparable company analysis, evaluating growth assumptions and competitive positioning.
View Files →
M&A Analysis · Group
LVMH Acquisition Analysis
Analyzed LVMH's M&A strategy and a target acquisition, assessing synergies, deal structure, accretion/dilution, and strategic rationale.
View Files →
Comparative Analysis · Group
Alibaba vs. JD.com Deep Dive
Conducted a side-by-side financial and strategic comparison of China's two largest e-commerce platforms, covering revenue mix, margins, growth, and valuation.
View Files →
Audit · Group
Cheesecake Factory 10-K Audit Analysis
Performed a detailed audit planning and risk assessment exercise on Cheesecake Factory's 2024 annual report, including financial ratio analysis and materiality determinations.
View Files →
Accounting Systems · Alteryx · Tableau · Individual
Fairview Inc. - Alteryx ETL & Tableau Audit Analytics
Two-part Analytics Mindset case: built a three-part Alteryx ETL workflow unifying transaction data across Indianapolis, Kansas City, and St. Louis (Pt. 1), then designed Tableau audit visualizations on the Fairview travel expense dataset to surface anomaly patterns (Pt. 2).
View Files →
ESG Audit · Group
Keeping Warm - Alteryx ESG Carbon Emissions Audit
Team presentation on auditing ESG carbon emissions data for Keeping Warm - framing the business relevance of ESG, the auditor's role in testing Scope 1–3 estimates, and walking through the emissions, combustion factor, GWP, and unit conversion datasets that would seed an Alteryx audit workflow.
View Files →
Equity Valuation · Group
Micron Technology - Financial Statement Analysis & Valuation
Multi-exercise group engagement analyzing Micron Technology's 10-K, building competitive benchmarks against AMAT, INTC, and WDC, and producing a final equity valuation deck for class presentation.
View Files →

Capabilities

Skills & Tools

Finance & Analysis
Financial Modeling DCF / LBO Valuation 10-K Analysis EBITDA & Margin Analysis Capital Allocation
Analytics Platforms
Advanced Excel CapitalIQ Tableau Alteryx Apache Superset Visio JMP
Tax & Accounting
GoSystems Tax RS XCM Solutions GoFileRoom VPM Time Entry Entity / Individual Returns IRS Correspondence
Operations & Other
Due Diligence Contract Drafting Lightspeed POS Shopify Google Workspace Microsoft Office Workday Jira
Languages
English - Native Chinese - Working German - Elementary · 🔥 972-day Duolingo streak
Technology
AI-Assisted Coding HTML / CSS / JavaScript Claude (Anthropic) ChatGPT & Codex Gemini Enterprise Microsoft Copilot Prompt Engineering Obsidian 2nd Brain

Involvement

Organizations & Activities

Trojan Investing Society
USC Marshall  ·  Member
USC's premier undergraduate finance club, preparing students for careers in investment banking and private equity through bootcamps, networking events, and investment research programs.
USC Real Estate Finance Association
USC Marshall  ·  Member
Marshall's largest real estate organization, teaching members commercial real estate finance through guest speaker panels, firm visits, and an annual New York Trek.
USC Corporate Law & Financial Regulation Assoc.
USC Marshall  ·  Member
A student-led organization bridging business, finance, and law through networking events, alumni speaker sessions, and professional development for students interested in corporate law and financial regulation.
BBandCo - Timepiece Investing & Trading
Managing Partner & Co-Founder  ·  2020 – Present
Built a platform to foster a community around watches while buying, selling, and trading under a brand name. Co-founded with my best friend, we share our collection and list watches for sale. To date we've done six figures in sales across 10–15 watches.
HoodieSPLY
Owner  ·  Wholesale Clothing Distribution  ·  2021 – 2024
Founded this clothing wholesale distribution brand focused on B2B sales, supplying bulk and individual quantities of brands including Essentials, Spyder, Drew, and others. Leveraging connections through Sole and Laces and WCHype, scaled business sales to mid six figures in revenue before liquidating roughly $50K in inventory to focus on school at USC.
Buddhist Wisdom Lecture Hall
Volunteer Kitchen Staff  ·  11 Years
A Buddhist temple and community center dedicated to sharing wisdom, mindfulness, and service. Volunteer in the temple and kitchen since I was very young - it is part of my childhood and the center of part of my family.

Currently Live

Live Projects

Built with Claude - running and in use right now. Mix of shipped client work and personal AI tooling. More cards on the AI projects page.

Client Site Live

America Copy and Printing Co.

Designed and shipped a complete marketing site for a family owned Daly City print shop, replacing a dated presence with a static, dependency free site that ships from any CDN. Eight hand rolled pages, no framework, no build step. The interactive layer is a canvas based in browser Design Studio so customers can lay out a postcard or business card right on the site, with multi tool drawing, full undo and redo, a layer panel, alignment helpers, and toggleable bleed and safe zone overlays for print accuracy. On submission the canvas exports to a real PNG that attaches to the quote form as a true file. Plus an instant quote calculator driven by a structured pricebook, a global search modal indexing content across pages, and seven multipart form paths handling artwork uploads up to 10 MB.

HTML/CSSVanilla JSCanvas APICloudflare PagesClaude
View full demo & details →
Sole and Laces online store homepage
Client Site Live

Sole & Laces Online Store

Designed and built the full e-commerce site for a five-store California sneaker, streetwear, and luxury resale business, replacing a basic hosted storefront with a 2,400-product Shopify store in five weeks. Python catalog migration (2,400+ listings, 4,900 size variants), seventeen theme iterations with custom Liquid and JavaScript sections, 30+ smart collections with filters and photos-first sorting, plus payments, tax, shipping, policies, and SEO configured for launch.

ShopifyLiquidJavaScriptPythonGraphQL APIClaude
View full details →
Personal AI Operating System Live

Jarvis OS

A custom voice-driven multi-agent desktop app built from scratch - eleven specialist agents, each with their own voice, persona, and full workspace (Finance, Health, Career, Build, Counsel, Ventures, Research, Brand, Security). Powered by Claude Max + ElevenLabs, anchored to my Obsidian second brain, runs locally on my Mac. Personal use only, never distributed.

ElectronmacOSFastAPIClaude MaxElevenLabsObsidian
View full demo & details →

Outside the Office

Interests

Tennis
🎾
Tennis
Golf
⛳
Golf
Skiing
⛷️
Skiing
Soccer
⚽
Soccer
Bass Fishing
🎣
Bass Fishing
Travelling
✈️
Travelling
Watch Collecting
⌚
Watch Collecting
Building Reef Aquariums
🐠
Building Reef Aquariums
Espresso
☕
Espresso
Golden Retrievers
🐕
Golden Retrievers
Water Sports
🎿
Water Sports
Brazilian Jiu-Jitsu
🥋
Brazilian Jiu-Jitsu · USC Club
ATVs
🏔️
ATVs
College Puppy
🐶
College Puppy (Not Mine)
Formula 1
🏍️
Formula 1
Giants Games
⚾
Giants Games
49er Games
🏈
49er Games
Golf Tournaments
🏌️
Golf Tournaments
Cooking
🍳
Cooking
Travel Hacking
💳
Travel Hacking

Let's Connect

USC Marshall & Leventhal '26 graduate  ·  Currently: AI Specialist, FP&A at VXI Global Solutions.

soobranden@gmail.com linkedin.com/in/brandensoo San Francisco Bay Area, CA
Arizona State University  ·  W. P. Carey School of Business
Aug 2021 – May 2022  ·  3.88 GPA  ·  Dean's List Fall 2021 & Spring 2022
Fall Semester 2021
  • ALA 102 Landscapes and Sustainability
  • CIS 105 Computer Appls & Info Technology
  • ENG 101 First-Year Composition
  • MAT 210 Brief Calculus
  • SOC 101 Introductory Sociology
  • WPC 101 Student Success in Business
Spring Semester 2022
  • COM 100 Intro to Human Communication
  • ECN 211 Macroeconomic Principles
  • ENG 102 First-Year Composition
  • MAT 211 Math for Business Analysis
  • WPC 148 Intro to Career Development
  • WPC 150 Business and Society
University of Southern California  ·  Marshall & Leventhal Schools
Jan 2024 – May 2026  ·  3.6 Cumulative University GPA  ·  3.45 Major / USC GPA
Spring Semester 2024
  • AMST 301 America, the Frontier, and the New West
  • BUAD 304 Organizational Behavior and Leadership
  • BUAD 305 Abridged Core Concepts of Accounting
  • BUAD 306 Business Finance
  • ECON 351 Microeconomics for Business
Fall Semester 2024
  • BUAD 302 Communication Strategy in Business
  • BUAD 307 Marketing Fundamentals
  • BUAD 310 Applied Business Statistics
  • FBE 421 Financial Analysis and Valuation
  • PSYC 100 Introduction to Psychology
Spring Semester 2025
  • ASTR 100 The Universe
  • BUAD 311 Operations Management
  • ECON 352 Macroeconomics for Business
  • FBE 423 Intro to Venture Capital and Private Equity
  • WRIT 340 Advanced Writing
Fall Semester 2025
  • ACCT 370 External Financial Reporting Issues
  • AMST 200 Intro to American Studies and Ethnicity
  • BUAD 425 Introduction to Business Analytics
  • BUAD 497 Strategic Management
  • FBE 458 Law of Forming, Financing & Managing Businesses
Spring Semester 2026
  • ACCT 371 Introduction to Accounting Systems
  • ACCT 416 Financial Statement Analysis
  • ACCT 456 Auditing with Data Analytics
  • PHED 144 Pickleball
  • PHED 155A Golf
  • PHIL 166 Current Moral and Social Issues
De Anza College
Jun 2022 – Aug 2023  ·  3.93 GPA  ·  Dean's List Fall 2022, Winter 2023 & Spring 2023
Summer Quarter 2022
  • ACCT D001A Financial Accounting I
  • BUS D060 International Business Management
  • MET D010 Weather and Climate Processes
Fall Quarter 2022
  • BUS D018 Business Law I
  • BUS D090 Principles of Marketing
  • BUS D096 Principles of Management
  • COMM D001 Public Speaking
Winter Quarter 2023
  • BUS D056 Human Relations in the Workplace
  • ECON D002 Principles of Microeconomics
  • F/TV D002A History of Cinema 1895–1950
  • HUMI D001 Creative Minds
  • PSYC D001 General Psychology
Spring Quarter 2023
  • ACCT D001B Financial Accounting II
  • ARTS D001A Intro to Visual Arts
  • ASAM D001 Asian American Experience
  • MATH D010 Introductory Statistics
Summer Quarter 2023
  • ACCT D001C Managerial Accounting