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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.
JPMorgan Chase
Deloitte
Morgan Stanley
University of Pennsylvania (Wharton)
GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.
CFA Institute
Passed CFA Level I (2022). Level II candidate (June 2026).
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
CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep
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.
JPMorgan Chase
Deloitte
Morgan Stanley
University of Pennsylvania (Wharton)
GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.
CFA Institute
Passed CFA Level I (2022). Level II candidate (June 2026).
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
CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep
A financial analyst resume demonstrating financial modeling and FP&A expertise.
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Use This TemplateFinance Summer Analyst
2019-06 — 2019-08
Morgan Stanley
University of Pennsylvania (Wharton)
Bachelor of Science in Finance & Accounting · 2016-09 — 2020-05
GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.
CFA Institute
Professional Certification in CFA Level II Candidate · 2022-06 —
Passed CFA Level I (2022). Level II candidate (June 2026).
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
An IB analyst resume showcasing deal experience and valuation skills.
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