Senior Financial Analyst · Goldman Sachs
New York · Jan 2024 – Present
- Developed financial models to evaluate investment opportunities, increasing portfolio returns by 15%.
- Conducted market and risk analyses to support M&A transactions exceeding $500M.
- Collaborated with executive teams to optimize budgeting and forecasting accuracy by 20%.
Financial Analyst · J.P. Morgan Chase
New York · Aug 2022 – Dec 2024
- Prepared detailed reports and financial forecasts to guide strategic planning initiatives.
- Performed variance analysis and provided recommendations that reduced costs by $2M annually.
- Collaborated with audit and compliance teams to ensure financial reporting accuracy.
Junior Financial Analyst · Freelance Consulting
Remote · Jun 2020 – Jul 2022
- Assisted small businesses with financial planning and investment analysis.
- Created cash flow models and reports that improved financial decision-making for startups.
- Equity Valuation Model — built a DCF model that improved accuracy of investment decisions by 20%.
- Risk Assessment Framework — developed a model that reduced investment risk exposure by 12%.
- Financial Dashboard — created an interactive reporting system tracking KPIs for executive decision-making.
- Capital Budgeting Tool — designed a model optimizing allocation of $10M+ in annual capital expenditures.
- Saved $2M+ through financial analysis improvements.
- Led $50M+ acquisition valuation.
- Cut reporting time by 30% via faster month-end close.
Laura Bennett
Vice President, Finance, Goldman Sachs · laura.bennett@website.com (+1 234 567 8901)
David Cooper
Senior Director, J.P. Morgan Chase · david.cooper@website.com (+1 234 567 8901)
Laura Bennett
Vice President, Finance, Goldman Sachs · laura.bennett@website.com (+1 234 567 8901)
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