[Your Full Name]
FINANCIAL ANALYST
Professional Summary
Detail-oriented Financial Analyst with 7+ years delivering data-driven insights across corporate finance, FP&A, and investment analysis. Proven ability to build complex financial models, support strategic planning, and present findings to C-suite stakeholders in high-pressure environments.
Experience
Senior Financial Analyst Feb 2021 – PresentGoldman Sachs — New York, NY
- Built 3-statement financial models supporting $500M+ M&A transactions across 4 industry verticals.
- Led monthly FP&A reporting cycle delivering variance analysis and forecasts to CFO and board.
- Reduced budgeting cycle time by 22% by automating Excel-based consolidation models with VBA macros.
- Partnered with business units to develop annual operating plans aligned to $1.2B revenue targets.
Financial Analyst Jun 2018 – Jan 2021JPMorgan Chase — New York, NY
- Performed DCF, comparable company, and precedent transaction analyses for investment banking deals.
- Monitored portfolio performance across 30+ equity positions, producing weekly risk exposure summaries.
- Streamlined monthly close process by redesigning reconciliation templates, saving 8 hours per cycle.
- Presented quarterly earnings analysis and scenario planning models to senior leadership teams.
Junior Financial Analyst Aug 2016 – May 2018Deloitte — Chicago, IL
- Supported advisory engagements with financial due diligence, benchmarking, and valuation analysis.
- Built cost and revenue models for 6 client engagements across retail and manufacturing sectors.
- Prepared board-ready presentation decks summarizing financial findings and strategic recommendations.
Finance Intern Jan 2015 – Jul 2016PwC — Boston, MA
- Assisted senior analysts with data gathering, financial statement analysis, and client reporting.
- Maintained Excel trackers for budget vs. actuals across 4 concurrent audit engagements.
Education
M.S. Finance — New York University (Stern) | 2016
B.S. Accounting — University of Illinois Urbana-Champaign | 2014
[Your Full Name]
FINANCIAL ANALYST
Contact
you@email.com(000) 000-0000City, Statelinkedin.com/in/yourprofile
Core Skills
Financial ModelingFP&A & BudgetingDCF & ValuationVariance AnalysisM&A Due DiligenceScenario PlanningExcel & VBASQL & TableauRisk AnalysisExecutive Reporting
Tools
Excel · PowerPointBloomberg · FactSetSAP · Oracle HyperionTableau · Power BI
Certifications
CFA Level II CandidateCPA — Illinois (2017)Bloomberg Market ConceptsExcel Expert (MOS)