Financial Analyst Resume Example

“Financial analyst with 5 years in corporate FP&A building financial models, forecasting, and providing data-driven recommendations to executive leadership. Expert in Excel, SQL, and BI tools with experience managing $500M+ revenue forecasting and variance analysis for public and private companies.”

• Built the integrated 3-statement financial model used for $500M revenue forecasting. Accuracy stays around 97% quarter over quarter
• Developed a rolling 13-week cash flow forecast that identified $15M in working capital optimization. Free cash flow improved 20%
• Led the annual budgeting process across 8 business units totaling $200M in opex. Coordinated with 30+ budget owners
• Created a scenario analysis framework for M&A evaluation. Modeled 5 acquisition targets and supported an $80M acquisition decision
• Automated monthly variance reporting with Power BI and SQL. Close-to-report time went from 10 days to 3
• Responsible for the monthly financial close package including variance commentary and explanations for leadership
• Worked with department heads to review budget vs. actuals and explain variances during monthly business reviews
• Built Excel models for headcount planning, revenue projections, and SaaS metrics (ARR, NRR, CAC payback)
• Prepared board materials quarterly including financial summaries, KPI dashboards, and forward-looking projections

Include these keywords in your resume to pass Applicant Tracking Systems.

• CFA Level II Candidate
• Financial Modeling & Valuation Analyst (FMVA)