Alex Morgan

Education

Bachelor of Science in Finance

University of Southern California · 2010–2014

Master of Business Administration, Finance & Investments

Northwestern University – Kellogg School of Management · 2015–2017

Certificate in Financial Modeling and Valuation

Harvard Extension School · 2018

Executive Program in Strategic Leadership

Columbia Business School · 2020

Skills

Certifications

Achievements

Languages

Professional Summary

Financial Analyst with 8+ years of experience in investment analysis, financial modeling, and risk assessment.

Professional Experience

Senior Financial Analyst · Goldman Sachs

New York · Jan 2024 – Present

Developed financial models to evaluate investment opportunities, increasing portfolio returns by 15%.
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Conducted market and risk analyses to support M&A transactions exceeding $500M.
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Collaborated with executive teams to optimize budgeting and forecasting accuracy by 20%.
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Financial Analyst · J.P. Morgan Chase

New York · Aug 2022 – Dec 2024

Prepared detailed reports and financial forecasts to guide strategic planning initiatives.
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Performed variance analysis and provided recommendations that reduced costs by $2M annually.
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Collaborated with audit and compliance teams to ensure financial reporting accuracy.
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Junior Financial Analyst · Freelance Consulting

Remote · Jun 2020 – Jul 2022

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

References

Laura Bennett

Vice President, Finance, Goldman Sachs · [email protected] (+1 234 567 8901)

David Cooper

Senior Director, J.P. Morgan Chase · [email protected] (+1 234 567 8901)

Laura Bennett

Vice President, Finance, Goldman Sachs · [email protected] (+1 234 567 8901)