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Financial Analyst Resume Example

CFA Level II candidate with deep expertise in financial modeling and M&A due diligence.

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  • ATS-friendly structure and section order
  • Strong action verbs, no filler phrases
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Sarah Mitchell

sarah.mitchell@email.com·(212) 555-0163·New York, NY·linkedin.com/in/sarahmitchell

Summary

Financial analyst with 4 years in investment banking and corporate finance. Built 50+ DCF and LBO models, supported $2.8B in M&A transactions, and automated reporting workflows that saved 15 hours/week.

Experience

Financial Analyst · Goldman Sachs
Jul 2021Present
  • Built DCF and LBO models for 12 M&A transactions totaling $2.8B in deal value.
  • Automated weekly P&L reporting using Python + Excel VBA, saving the team 15 hours/week.
  • Prepared board-ready presentations for quarterly earnings — cited by CFO in 3 investor calls.
Junior Analyst · J.P. Morgan
Jun 2019Jun 2021
  • Conducted due diligence on 8 acquisition targets in healthcare and consumer sectors.
  • Maintained financial models with 98% accuracy across 4 active deal processes.

Education

University of Pennsylvania · B.S. Finance, Wharton
2015 — 2019

Skills

Financial Modeling · DCF · LBO · M&A · Excel VBA · Python · Bloomberg Terminal · PowerPoint · SQL

Key Achievements

CFA Level II

Passed CFA Level II, June 2023.