Create Your Document

Easily edit, customize, and download your document online.

Alex Morgan

Financial Analyst

Contact

Add Remove

San Francisco, USA

+1 234 567 8901

alex.morgan@email.com

linkedin.com/in/alexmorgan

Education

Add Remove

Bachelor of Science in Finance

University of Southern California · 2010–2014

Add Remove

Master of Business Administration, Finance & Investments

Northwestern University – Kellogg School of Management · 2015–2017

Add Remove

Certificate in Financial Modeling and Valuation

Harvard Extension School · 2018

Add Remove

Executive Program in Strategic Leadership

Columbia Business School · 2020

Add Remove

Skills

Add Remove

Certifications

Add Remove

Achievements

  • Saved $2M+ through financial analysis improvements.
    • Add Remove
  • Led $50M+ acquisition valuation.
    • Add Remove
  • Cut reporting time by 30% via faster month-end close.
    • Add Remove

Languages

Add Remove

Professional Summary

Add Remove

Financial Analyst with 8+ years of experience in investment analysis, financial modeling, and risk assessment. Proven track record in delivering data-driven insights, optimizing portfolio performance, and supporting strategic decision-making for Fortune 500 companies and high-growth firms.

Add Remove

Professional Experience

Add Remove

Senior Financial Analyst · Goldman Sachs

New York · Jan 2024 – Present

  • Developed financial models to evaluate investment opportunities, increasing portfolio returns by 15%.
    • Add Remove
  • Conducted market and risk analyses to support M&A transactions exceeding $500M.
    • Add Remove
  • Collaborated with executive teams to optimize budgeting and forecasting accuracy by 20%.
    • Add Remove
Add Remove

Financial Analyst · J.P. Morgan Chase

New York · Aug 2022 – Dec 2024

  • Prepared detailed reports and financial forecasts to guide strategic planning initiatives.
    • Add Remove
  • Performed variance analysis and provided recommendations that reduced costs by $2M annually.
    • Add Remove
  • Collaborated with audit and compliance teams to ensure financial reporting accuracy.
    • Add Remove
Add Remove

Junior Financial Analyst · Freelance Consulting

Remote · Jun 2020 – Jul 2022

  • Assisted small businesses with financial planning and investment analysis.
    • Add Remove
  • Created cash flow models and reports that improved financial decision-making for startups.
    • Add Remove
Add Remove

Projects

Add Remove
  • Equity Valuation Model — built a DCF model that improved accuracy of investment decisions by 20%.
    • Add Remove
  • Risk Assessment Framework — developed a model that reduced investment risk exposure by 12%.
    • Add Remove
  • Financial Dashboard — created an interactive reporting system tracking KPIs for executive decision-making.
    • Add Remove
  • Capital Budgeting Tool — designed a model optimizing allocation of $10M+ in annual capital expenditures.
    • Add Remove

References

Add Remove

Laura Bennett

Vice President, Finance, Goldman Sachs · laura.bennett@website.com (+1 234 567 8901)

Add Remove

David Cooper

Senior Director, J.P. Morgan Chase · david.cooper@website.com (+1 234 567 8901)

Add Remove

Laura Bennett

Vice President, Finance, Goldman Sachs · laura.bennett@website.com (+1 234 567 8901)

Add Remove