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Financial Analyst résumé example

Financial Analyst résumé example — entry level, written for United States, set in the Harvard design
Financial Analyst résumé example, in the Harvard design

Two years of corporate FP&A written as forecast error removed, hours returned and dollars caught before close.

Written for United States, at entry level, in the finance field, shown in the Harvard design. Every name, employer, address and number below is invented.

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Devin Aguilar — Financial Analyst

Chicago, IL

Financial analyst two years into corporate FP&A, owning the monthly forecast for a

80M household care portfolio. Rebuilt that forecast as a driver-based model and took mean absolute error from 11% to 4% in three quarters.

Experience

Financial Analyst, Trelane Consumer Goods · July 2024 – present

FP&A for the household care portfolio,

80M of annual revenue across four plants.

  • Rebuilt the volume forecast as a driver-based model, cutting mean absolute forecast error on the household care line from 11% to 4% over three quarters.
  • Automated the monthly variance pack in Power Query, replacing 14 hours of manual consolidation with a 20-minute refresh.
  • Caught a $420k freight accrual error during the Q3 close by tying carrier invoices back to the shipment log, correcting the number before it reached the board pack.
  • Prepares the monthly spend review for four plant managers, tracking 62 cost centers against budget and flagging overruns in the first week.

Junior Financial Analyst, Brackenfield Savings Bank · June 2023 – June 2024

  • Built the branch profitability model for 28 locations, surfacing two branches whose deposit spread had gone negative and supporting a consolidation that saved $310k a year.
  • Produced the quarterly rate sensitivity analysis used by the asset-liability committee, taking its preparation from five days to one.
  • Corrected six years of cost center mapping in the general ledger, clearing 1,100 misclassified entries before the annual audit.

Projects

  • Cook County Budget Explorer — A public dashboard that breaks 12 years of county budget data into department, fund and per-resident views.

Education

  • B.S. Finance · University of Illinois Urbana-Champaign · August 2019 – May 2023

Skills

  • Analysis: Driver-based forecasting, Variance analysis, Three-statement modeling, Scenario planning, Working capital
  • Tools: Excel, Power Query, Power BI, SQL, NetSuite, Anaplan
  • Reporting: Month-end close support, Board packs, KPI dashboards, Budget cycle coordination

Certifications

  • Passed Level I of the CFA Program — CFA Institute
  • Bloomberg Market Concepts — Bloomberg
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