Financial Analyst · FP&A · Equities & Options · Crypto · Tokenization · AI
Financial analyst specializing in FP&A: forecasting, budgeting, and variance analysis. Active in equities and options trading, with a strong interest in crypto, asset tokenization, and AI-driven financial tools. I build open source Python tools for finance work that has to tie out: OpenVariance for variance analysis and forecasting, and Form4Clean for SEC insider trading data.
| Area | What that looks like |
|---|---|
| FP&A | Budgeting, rolling forecasts, budget-vs-actual variance analysis, driver-based models |
| Equities & options | Fundamental and technical research, options pricing and Greeks, volatility, strategy backtesting |
| Crypto | Market structure, on-chain data, exchange APIs, DeFi mechanics |
| Tokenization | Tokenized stocks, bonds, stablecoins, and real-world assets (RWAs) |
| AI | LLM agents and MCP tools for financial analysis, forecasting, and research automation |
| Project | What it does |
|---|---|
| OpenVariance | Open source FP&A variance analysis. Explains why the numbers moved with driver bridges that reconcile to the cent, builds linked three-statement forecasts, pulls public-company data from SEC EDGAR, writes formula-driven Excel, and runs as an MCP server so AI agents can use it. Python. |
| Form4Clean | Clean, research-ready SEC Form 4 insider trading data. Downloads filings from EDGAR, classifies every transaction code, reconciles amendments without double-counting, runs 39 data quality checks, and gives point-in-time views with no look-ahead bias. Library, CLI, exports and a local dashboard. Python. |
| panther-tokenization-onboarding | Educational portfolio simulator for tokenized assets. Mean-variance allocation, a glide path with correlated stock and bond returns, and live checks of which issuer and chain can fill each order at its real size. TypeScript. |
| Panther Terminal | Market intelligence platform for tokenized securities and real-world assets. |
All of the open source projects run locally, use only free public data, and keep money math exact.
- Building OpenVariance and Form4Clean
- Contributing fixes to the Python finance and crypto libraries I use, including yfinance, FinancePy, ffn, bt and solana-py
- Researching tokenized securities and RWA market structure
Open to conversations about FP&A, markets, and on-chain finance. Say hi at contact@wavebyrd.com.