CV / English / Financial Modeler

Contact Information

  • Address: 156 Finance Avenue, Moneyville, Capital City, 12345
  • Phone: +1 (555) 123-4567
  • Email: [email protected]
  • LinkedIn:

Professional Summary

A highly analytical and detail-oriented financial modeler with over 6 years of experience in developing complex financial models to support strategic decision-making in large organizations. Expert in leveraging financial theories to solve real-world business problems, skilled in data analysis, and proficient in multiple financial modeling software. Proven track record of increasing efficiency and profitability through innovative financial solutions.

Core Competencies

  • Financial Modeling & Valuation
  • Business Analysis & Strategy
  • Risk Management
  • Data Analysis & Interpretation
  • Budget Planning & Forecasting
  • Stakeholder Management

Technologies & Certifications

  • Expert in: Excel, VBA, SQL, Python
  • Proficient with: Power BI, Tableau
  • Certifications: Certified Financial Modeler (CFM), Chartered Financial Analyst (CFA) Level II Candidate

Professional Experience

Lead Financial Modeler - Global Investments Inc., New York, NY

March 2018 - Present - Developed and maintained complex financial models for evaluating investment opportunities and risks, resulting in a 20% growth in profitable investments. - Led a team of financial modelers in creating budget forecasts and financial planning models used for strategic decision-making across the company.

Financial Analyst - Capital Markets Ltd., San Francisco, CA

June 2015 - February 2018 - Conducted in-depth financial analysis and reporting to support M&A activities. - Created financial models that improved the efficiency of capital allocation by 15%.

Education & Training

  • MSc in Financial Modeling, University of Economics, New York, NY, 2015
  • BSc in Finance, Capital City College, Capital City, 2013

Workshops & Seminars: - Advanced Financial Model Building Workshop, 2019 - Risk Management Strategies Seminar, 2017


Alexis Jordan Director of Finance, Global Investments Inc. Email: [email protected] Phone: +1 (555) 987-6543

Jamie Lee Senior Financial Analyst, Capital Markets Ltd. Email: [email protected] Phone: +1 (555) 654-3210