Financial Analyst Resume
Browse this Financial Analyst resume in all 9 of our ATS-optimized templates. The CV content is written for a real Financial Analyst role — swap the template, adjust colours and fonts, then hit Use This Template to make it yours.
Classic Linear — Financial Analyst Resume
Traditional single-column layout with clean typography
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Skills
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Skills
Modern Split — Financial Analyst Resume
Contemporary split layout with bold typography
James Whitfield
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Professional Summary
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Contact
Skills
James Whitfield
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Professional Summary
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Contact
Skills
Minimalist — Financial Analyst Resume
Clean and minimal design focusing on content
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Skills
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Skills
Executive — Financial Analyst Resume
Professional layout ideal for senior positions
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Achievements
Skills
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Achievements
Skills
Creative — Financial Analyst Resume
Dynamic layout perfect for creative professionals
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05Compact — Financial Analyst Resume
Space-efficient design without compromising readability
James Whitfield
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Education
BS in Finance
2014-09 - 2018-05Certifications
CFA
2021Achievements
Deal of the Year Model
2023Summary
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Contact
Skills
James Whitfield
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Education
BS in Finance
2014-09 - 2018-05Certifications
CFA
2021Achievements
Deal of the Year Model
2023Summary
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Contact
Skills
Timeline — Financial Analyst Resume
Chronological focus with visual timeline elements
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Achievements
Deal of the Year Model
2023Certifications
Certifications
CFA
2021Education
Education
BS in Finance
2014-09 - 2018-05Skills
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Experience
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Achievements
Deal of the Year Model
2023Certifications
Certifications
CFA
2021Education
Education
BS in Finance
2014-09 - 2018-05Skills
Skills Focused — Financial Analyst Resume
Highlights technical and professional competencies
James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.
Achievements
Deal of the Year Model
2023Certifications
CFA
2021Education
BS in Finance
2014-09 - 2018-05James Whitfield
CFA charterholder and Financial Analyst with 6 years in FP&A. Builds complex financial models that drive strategic decisions for $500M+ businesses.
Skills
Experience
Senior Financial Analyst at Beacon Capital Partners
2021-04 - PresentBuilt 3-statement LBO and DCF models for private equity transactions. Prepared monthly variance reports and supported board-level presentations.
Financial Analyst at Fidelity Investments
2018-07 - 2021-03Conducted sector equity research and developed earnings models for consumer discretionary coverage universe.