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Sample Resume for a Financial Analyst

Sample Resume for a Financial Analyst

Sample Resume for a Financial Analyst

Need to beef up or revamp your finance resume? Review this sample below to see how to make the most of your credentials.

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Peyton A. Garrett
5127 “Q” Street • Pittsburgh, Pennsylvania 15122
H 412.555.1595 • pagarret@myisp.net

Qualifications Summary 

Detail-oriented Senior Financial Analyst with background leveraging CPA credentials and hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting.

  • Provide robust modeling and reporting to facilitate executive-level decision making.
  • Strong analytical skills; support operations through analysis of key performance indicators and trends.
  • Consensus-driven communicator; liaise across various business units and promote organizational success.
  • Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software.
Core Competencies
  • Strategy Development
  • Risk Management
  • Corporate Finance
  • Performance Optimization
  • Effective Communication
  • Relationship Management
  • Concept Implementation
  • Financial Accounting
  • Documentation & Reporting

Professional Experience

Senior Financial Analyst - 6/2014-Present

Silas Industries Corporation, Pittsburgh, Pennsylvania

Review financial statements and analyze sales revenues, costs, expenses, and tax rates for all business units of leading process automation company. Develop detailed spreadsheets to identify trends and develop forecasts. Consolidate and analyze monthly results and budgets. Create and deliver presentations, providing recommendations on short- and long-range ROI.

  • Spearheaded due diligence for $5.2-billion joint venture, identifying key risk factors and forecasting investment viability.
  • Established new forecasting tracking and management reporting system to improve availability and accuracy of financial data, triggering 15% increase in accuracy.

Financial Analyst - 8/2009-5/2014

Morgan & Doakes, Inc, Oakmont, Pennsylvania

Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for large real estate investment firm. Compiled and reviewed complex data to assess multimillion-dollar accounts and business units. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. Performed ad-hoc analysis and reporting.

  • Integral in ensuring due diligence involving $12-million acquisition.
  • Improved operational efficiency of finance systems by 9% through implementation of streamlined data-management procedures.
  • Contributed to 12% growth trend by developing strategic recommendations for management regarding long-range planning.

Finance Intern - 4/2009-7/2009

Fischer & Sons, LLC, Pittsburgh, Pennsylvania

Assisted with financial analysis, forecasting, and risk assessment for a boutique investment firm. Supported and collaborated with Senior Financial Analyst in executing buy-sell process.

 

Educational Background 

Master of Science in Accounting – 2013 | University of Pittsburgh, Pittsburgh, Pennsylvania

Bachelor of Science in Economics & Finance – 2009 | Point Park University, Pittsburgh, Pennsylvania

Certified Public Accountant (CPA)


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