Elena
Marchetti
Financial
Analyst
C O N T A C T
New
York
,
NY
elena
.
marchetti
@
gmail
.
com
+1 (212) 555-0148
/
in
/
elena
-
marchetti
C O R E
S KI L L S
Financial
Modeling
DCF
&
LBO
Valuation
Forecasting
&
Budgeting
Variance
Analysis
SQL
Power
BI
Excel
&
VBA
Risk
Analysis
Equity
Research
C ER T I FI C AT I O N S
CFA
Program
—
Level
II
Candidate
CFA
Institute
Financial
Modeling
&
Valuation
Analyst
(
FMVA
)
Corporate
Finance
Institute
Hi
,
I
'
m
Elena
.
Financial
analyst
with
6+
years
of
experience
across
investment
management
and
corporate
finance
.
I
build
the
models
,
forecasts
,
and
dashboards
that
turn
raw
numbers
into
clear
decisions
—
whether
it
'
s
a
$
40
M
acquisition
assessment
or
a
monthly
board
pack
.
I
spent
four
years
in
Chicago
working
alongside
portfolio
managers
and
FP
&
A
teams
before
moving
to
New
York
.
My
approach
is
simple
:
understand
the
business
first
,
then
let
the
data
follow
.
I
'
m
a
CFA
Level
II
candidate
and
hold
an
MBA
in
finance
from
NYU
Stern
.
$
240
M
P O R TFO LIO
UN DER
AN ALYS IS
98%
FO R ECAS T
ACCUR ACY
12+
IN VES TMEN T
MO DELS
DELIVER ED
10
→
4
DAYS
O F
MO N TH
-
EN D
CLO S E
P R O F E S S IO N AL
E XP E R IE N C E
Senior
Financial
Analyst
Meridian
Capital
Partners
·
Private
Equity
2021 —
Present
Lead
quarterly
forecasting
and
annual
budgeting
for
a
$
240
M
investment
portfolio
.
Built
DCF
and
LBO
models
that
supported
12+
acquisition
and
exit
decisions
.
Reduced
the
month
-
end
reporting
cycle
from
10
days
to
4
by
automating
data
pipelines
in
Excel
and
Power
BI
.
Financial
Analyst
Northgate
Advisors
·
Financial
Consulting
2019 — 2021
Analyzed
operating
budgets
across
8
business
units
and
delivered
monthly
variance
reporting
to
the
CFO
.
Developed
a
Power
BI
revenue
dashboard
now
used
weekly
by
the
executive
team
.
Streamlined
client
reporting
,
cutting
preparation
time
by
35%
while
expanding
coverage
.
Junior
Analyst
Brightline
Asset
Management
·
Wealth
Advisory
2018 — 2019
Prepared
portfolio
performance
reviews
and
client
materials
for
a
$
90
M
AUM
advisory
practice
.
Maintained
valuation
models
for
a
40-
name
equity
coverage
list
.
E DUC AT IO N
MBA
,
Finance
NYU
Stern
School
of
Business
2018
B
.
Sc
.
Economics
University
of
Michigan
,
Ann
Arbor
2015
1 / 2
One
-
page
profile
·
Full
résumé
and
references
available
upon
request
·
Updated
January
2026
2 / 2
