JOHN REED
Financial Advisor
Education
Bachelor of Science in Finance
New York University,
Stern School of Business
Relevant Coursework: Corporate Finance, Investment Analysis, Financial Accounting, Econometrics
Core Competencies
 Financial Modeling & Forecasting
 Budgeting & Variance Analysis
 Data Visualization
 P&L, Balance Sheet, Cash Flow
 Advanced ExcelÂ
 SQL & Database Querying
 ERP Systems (SAP, Oracle)
 Risk Assessment & KPI Tracking
 Business Intelligence Tools
Languages
English
Native
French
Professional (B2/C1)
Spanish
Intermediate (B1)
About Me
Detail-oriented and results-driven Financial Analyst with 5+ years of experience in financial planning, data analysis, and business forecasting. Proven ability to translate complex financial data into actionable insights that support strategic decision-making. Skilled in budgeting, variance analysis, financial modeling, and reporting. Adept at using advanced Excel, SQL, and financial software (e.g., SAP, Tableau) to improve forecasting accuracy and operational efficiency. Seeking to leverage analytical expertise in a dynamic organization to drive financial performance and growth
Experience
Senior Financial Analyst
Global Capital Partners,NY
Mar 20xx- Present
 Developed and maintained 12-month rolling financial forecasts, improving accuracy by 18% through enhanced modeling techniques.
 Led monthly close process, producing timely and accurate financial reports for senior leadership and stakeholders.
 Conducted variance analysis on $50M+ annual budget, identifying cost-saving opportunities that reduced operational expenses by 12%.
 Automated reporting workflows using Excel VBA and Power Query, reducing reporting time by 30%.
 Collaborated with cross-functional teams to align financial planning with strategic business goals.
Financial Analyst
Summit Financial Group, Jersey City
Mar 20xx- Present
 Prepared quarterly financial statements and performance dashboards for executive review.
 Analyzed revenue trends and customer profitability, providing insights that informed pricing strategy and product optimization.
 Assisted in annual budget preparation, coordinating inputs from 8 departments and ensuring alignment with corporate targets
 Utilized SQL to extract and analyze transactional data from enterprise databases, improving data integrity and reporting speed.
 Trained junior analysts on financial tools and best practices in forecasting and reporting.
Technical Skills
 Software: Excel (Advanced), PowerPoint, Word, Outlook
 Financial Tools: SAP ERP, Oracle Financials, QuickBooks
 Data & Analytics: SQL, Tableau, Power BI, Python (Pandas, NumPy), R
 Modeling: DCF, NPV, IRR, Scenario & Sensitivity Analysis
Certifications
 Chartered Financial Analyst (CFA) Level II Candidate (2024)
 Microsoft Certified: Data Analyst Associate (Power BI)
 Financial Modeling & Valuation Analyst (FMVA) – Corporate Finance Institute
Professional Affiliations
 Member: CFA Society New York
 Member: Association for Financial Professionals (AFP)
*References available upon request.