Financial Analyst Resume Example

Avery Mitchell
avery.mitchell@email.com | (212) 555-0647 | linkedin.com/in/averymitchell

SUMMARY
Financial Analyst with 4 years in FP&A and corporate finance. Built 3-statement models supporting $150M capital allocation decisions; improved forecast accuracy from ±18% to ±6%.

EXPERIENCE

Financial Analyst II — Meridian Capital, New York, NY | Sep 2021 – Present
• Built 3-statement LBO and DCF models for 5 portfolio companies; models used in $150M+ investment committee decisions
• Improved quarterly forecast accuracy from ±18% to ±6% by rebuilding driver-based revenue model
• Automated monthly close reporting in Excel/Python, reducing preparation time from 3 days to 4 hours
• Prepared board-ready variance analysis decks for CFO; presented to 10-person leadership team quarterly

Financial Analyst — ManufacturingCo, New Jersey | Jun 2019 – Aug 2021
• Managed $85M annual operating budget across 6 business units; tracked actuals vs. plan with weekly flash reports
• Identified $2.1M in overhead cost savings through zero-based budgeting exercise
• Created SQL queries against ERP data warehouse to automate 8 recurring reports

EDUCATION
B.S. Finance — NYU Stern School of Business | 2019
CFA Level II Candidate

SKILLS
Modeling: Excel (advanced — arrays, Power Query, VBA), Google Sheets | Analysis: SQL, Python (pandas) | BI: Tableau, Power BI | Financial: DCF, LBO, 3-statement modeling, scenario analysis | Systems: SAP, NetSuite, Workday Adaptive