72%

Rachel Chen

rachel.chen@email.com(212) 555-0143New York, NYlinkedin.com/in/rachelchen-finance

Summary

Senior Financial Analyst with 5 years of FP&A and advisory experience supporting $500M+ revenue organizations. Expert in integrated financial modeling, variance analysis, and strategic planning. Built forecasting frameworks that improved quarterly budget accuracy by 15%. Strong communicator who regularly presents financial insights to C-suite executives and board members.

Experience

Senior Financial Analyst, FP&A

JPMorgan Chase

2022-06 - Present

•• Build and maintain integrated 3-statement financial models (P&L, balance sheet, cash flow) for $2B consumer banking business unit
•• Lead monthly close process including variance analysis, management commentary, and executive presentations for 8 cost centers totaling $400M spend
•• Developed rolling 18-month forecast model improving quarterly budget accuracy from 85% to 97%, adopted as FP&A team standard
•• Present financial insights and strategic recommendations to CFO and C-suite in quarterly business reviews
•• Automated 15+ recurring reports using Power BI and VBA macros, saving finance team 30+ hours monthly and reducing error rates by 90%

Financial Advisory Analyst

Deloitte

2020-07 - 2022-05

•• Performed financial due diligence on 6 M&A transactions across technology and healthcare sectors totaling $1.2B in aggregate deal value
•• Built DCF, comparable company, and precedent transaction valuation models for client advisory engagements
•• Prepared quality of earnings reports and working capital analyses for buy-side private equity clients
•• Automated engagement reporting workflows using VBA, saving 20 hours per engagement cycle
•• Collaborated with cross-functional teams of 5-8 professionals across audit, tax, and legal disciplines on complex transactions

Finance Summer Analyst

Morgan Stanley

2019-06 - 2019-08

•• Supported equity research team covering technology sector with financial model updates and industry analysis
•• Built comp tables and financial summaries for 12 companies under coverage, used in published research notes
•• Presented investment thesis on cloud computing growth to senior analyst team, recommendation adopted in Q4 outlook report

Education

Bachelor of Science in Finance & Accounting

University of Pennsylvania (Wharton)

2016-09 - 2020-05

GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.

Professional Certification in CFA Level II Candidate

CFA Institute

2022-06

Passed CFA Level I (2022). Level II candidate (June 2026).

Skills

Financial Modeling (3-statement) • Excel / VBA • Power BI • SAP • Bloomberg Terminal • Variance Analysis • Rolling Forecasts • SQL • Tableau • Budget Management • M&A Due Diligence • Presentation Design

Certifications & Training

CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep

Rachel Chen

rachel.chen@email.com(212) 555-0143New York, NYlinkedin.com/in/rachelchen-finance

Summary

Experience

Senior Financial Analyst, FP&A

JPMorgan Chase

2022-06 - Present

•• Build and maintain integrated 3-statement financial models (P&L, balance sheet, cash flow) for $2B consumer banking business unit
•• Lead monthly close process including variance analysis, management commentary, and executive presentations for 8 cost centers totaling $400M spend
•• Developed rolling 18-month forecast model improving quarterly budget accuracy from 85% to 97%, adopted as FP&A team standard
•• Present financial insights and strategic recommendations to CFO and C-suite in quarterly business reviews
•• Automated 15+ recurring reports using Power BI and VBA macros, saving finance team 30+ hours monthly and reducing error rates by 90%

Financial Advisory Analyst

Deloitte

2020-07 - 2022-05

•• Performed financial due diligence on 6 M&A transactions across technology and healthcare sectors totaling $1.2B in aggregate deal value
•• Built DCF, comparable company, and precedent transaction valuation models for client advisory engagements
•• Prepared quality of earnings reports and working capital analyses for buy-side private equity clients
•• Automated engagement reporting workflows using VBA, saving 20 hours per engagement cycle
•• Collaborated with cross-functional teams of 5-8 professionals across audit, tax, and legal disciplines on complex transactions

Finance Summer Analyst

Morgan Stanley

2019-06 - 2019-08

•• Supported equity research team covering technology sector with financial model updates and industry analysis
•• Built comp tables and financial summaries for 12 companies under coverage, used in published research notes
•• Presented investment thesis on cloud computing growth to senior analyst team, recommendation adopted in Q4 outlook report

Education

Bachelor of Science in Finance & Accounting

University of Pennsylvania (Wharton)

2016-09 - 2020-05

GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.

Professional Certification in CFA Level II Candidate

CFA Institute

2022-06

Passed CFA Level I (2022). Level II candidate (June 2026).

Skills

Certifications & Training

CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep

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Rachel Chen

rachel.chen@email.com · (212) 555-0143 · New York, NY

linkedin.com/in/rachelchen-finance

Summary

Experience

Senior Financial Analyst, FP&A

2022-06 — Present

JPMorgan Chase

• Build and maintain integrated 3-statement financial models (P&L, balance sheet, cash flow) for $2B consumer banking business unit • Lead monthly close process including variance analysis, management commentary, and executive presentations for 8 cost centers totaling $400M spend • Developed rolling 18-month forecast model improving quarterly budget accuracy from 85% to 97%, adopted as FP&A team standard • Present financial insights and strategic recommendations to CFO and C-suite in quarterly business reviews • Automated 15+ recurring reports using Power BI and VBA macros, saving finance team 30+ hours monthly and reducing error rates by 90%

Financial Advisory Analyst

2020-07 — 2022-05

Deloitte

• Performed financial due diligence on 6 M&A transactions across technology and healthcare sectors totaling $1.2B in aggregate deal value • Built DCF, comparable company, and precedent transaction valuation models for client advisory engagements • Prepared quality of earnings reports and working capital analyses for buy-side private equity clients • Automated engagement reporting workflows using VBA, saving 20 hours per engagement cycle • Collaborated with cross-functional teams of 5-8 professionals across audit, tax, and legal disciplines on complex transactions

Financial Analyst Resume Example

FinanceClassic Template

A financial analyst resume demonstrating financial modeling and FP&A expertise.

Key Skills & Keywords

financial analystFP&Afinancial modelingforecastingExcel

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72%

Michael Park

Summary

Investment Banking Analyst at Goldman Sachs with experience in M&A advisory and capital markets across technology, media, and healthcare sectors. Executed $8B+ in total transaction value including buy-side and sell-side mandates. Expert in financial modeling (DCF, LBO, merger analysis), pitchbook preparation, and deal execution.

Experience

Leadership & Activities

Columbia Investment Banking Club — President (2023-2024) Columbia Economics Review — Senior Editor Volunteer Financial Literacy Instructor — Harlem Children's Zone (2021-2024)

Contact

michael.park@email.com

linkedin.com/in/michaelpark-ib

Skills

Financial Modeling (DCF, LBO, Merger)

Education

Bachelor of Arts, Economics & Mathematics (Double Major)

Columbia University

2020-09 - 2024-05

Magna Cum Laude. Phi Beta Kappa. Columbia Investment Banking Club President. Dean's List (all semesters).

Professional Training, Financial Modeling & Valuation

Wall Street Prep

2022-06 - 2022-08

LBO modeling, M&A modeling, and DCF valuation courses. Used in live deal execution.

Michael Park

Summary

Experience

Investment Banking Analyst — TMT Group

2024-07 - Present

Goldman Sachs

•Execute live M&A advisory and IPO transactions in Technology, Media & Telecom coverage group

•Built integrated financial models (DCF, LBO, accretion/dilution) for $3B+ sell-side advisory mandate in enterprise software

•Created 50+ pitchbook presentations for client development meetings and active deal processes with senior bankers

•Led financial due diligence workstreams on 2 cross-border acquisition transactions totaling $1.8B enterprise value

•Managed data room organization and buyer communication during competitive auction process with 12 potential acquirers

Investment Banking Summer Analyst — Restructuring

2023-06 - 2023-08

Lazard

•Supported restructuring advisory team on $1.5B Chapter 11 reorganization for national retail chain

•Built detailed operating model and 13-week cash flow forecast for debtor-in-possession financing negotiations

•Prepared creditor presentation materials and recovery waterfall analysis for bondholder committee meetings

•Received full-time return offer, awarded to top 20% of 40-person summer analyst class

Investment Banking Spring Intern

2023-01 - 2023-03

Evercore

•Supported healthcare M&A advisory team during 10-week part-time internship

•Built comparable company and precedent transaction analyses for 3 active engagements

•Prepared industry overview sections for pitchbooks covering digital health and medtech subsectors

Leadership & Activities

Columbia Investment Banking Club — President (2023-2024) Columbia Economics Review — Senior Editor Volunteer Financial Literacy Instructor — Harlem Children's Zone (2021-2024)

Rachel Chen

Summary

Experience

Senior Financial Analyst, FP&A

Financial Advisory Analyst

Finance Summer Analyst

Education

Bachelor of Science in Finance & Accounting

Professional Certification in CFA Level II Candidate

Skills

Certifications & Training

Financial Analyst Resume Example

Key Skills & Keywords

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More Finance Resume Examples

Education

Skills

Certifications & Training

Investment Banking Analyst

Senior Accountant

Company