Financial Analyst CV — page 1

James

Whitfield

Senior

Financial

Analyst

james

.

whitfield

@

email

.

com

+1 (212) 555-0187

New

York

,

NY

linkedin

.

com

/

in

/

jameswhitfield

C ONTAC T

james

.

whitfield

@

email

.

com

+1 (212) 555-0187

New

York

,

NY

linkedin

.

com

/

in

/

jameswhitfield

C OR E

S KIL L S

Financial

Modeling

DCF

LBO

M

&

A

3-

Statement

Sensitivity

Analysis

Data

&

Analytics

SQL

Python

Excel

VBA

Power

BI

Tableau

Accounting

&

Reporting

GAAP

IFRS

SEC

Filings

SOX

Consolidations

Tools

Bloomberg

Terminal

FactSet

QuickBooks

SAP

FICO

C ER T IFIC AT IONS

CFA

Charterholder

—

CFA

Institute

(2022)

FRM

—

GARP

(2021)

FMVA

—

Corporate

Finance

Institute

(2020)

Excel

Expert

—

Microsoft

Office

Specialist

(2019)

L ANGUAGES

English

Native

Spanish

Professional

working

Mandarin

Elementary

P R OFES S IONAL

S UMMAR Y

Senior

Financial

Analyst

with

7+

years

of

experience

in

investment

banking

,

corporate

finance

,

and

strategic

planning

.

Proven

track

record

of

building

multi

-

year

financial

models

,

leading

M

&

A

due

diligence

,

and

delivering

actionable

insights

that

drove

$

340

M

in

cost

optimization

and

22%

revenue

growth

across

portfolio

companies

.

CFA

charterholder

with

deep

expertise

in

GAAP

/

IFRS

reporting

,

valuation

,

and

cross

-

functional

leadership

.

EX P ER IENC E

Meridian

Capital

Partners

Jan

2022 –

Present

Senior

Financial

Analyst

—

Investment

Team

Bridgepoint

Advisors

Jun

2019 –

Dec

2021

Financial

Analyst

—

Corporate

Finance

Evergreen

Bank

Aug

2017 –

May

2019

Lead

financial

due

diligence

on

12+

transactions

valued

at

$

1.8

B

total

,

including

buy

-

side

and

sell

-

side

engagements

across

TMT

,

healthcare

,

and

consumer

sectors

.

—

Built

integrated

3-

statement

and

LBO

models

with

15-

year

projections

,

sensitivity

tables

,

and

scenario

analysis

supporting

8

successful

acquisitions

and

2

exits

(4.2×

average

MOIC

).

—

Developed

a

quarterly

portfolio

monitoring

dashboard

tracking

28

KPIs

across

18

portfolio

companies

,

enabling

early

identification

of

underperformers

and

reducing

average

response

time

by

40%.

—

Presented

investment

committee

memos

and

valuation

recommendations

to

the

partnership

board

,

achieving

a

92%

approval

rate

on

proposed

transactions

.

—

Prepared

weekly

and

monthly

consolidated

P

&

L

,

balance

sheet

,

and

cash

flow

reports

for

7

business

units

totaling

$

2.6

B

in

revenue

,

with

variance

analysis

and

commentary

delivered

to

the

CFO

.

—

Reduced

month

-

end

close

cycle

from

12

to

6

days

by

redesigning

the

reconciliation

process

and

implementing

automated

data

feeds

from

ERP

systems

.

—

Led

a

cross

-

functional

initiative

to

optimize

working

capital

,

resulting

in

a

$

37

M

reduction

in

DSO

and

$

14

M

in

freed

cash

flow

within

12

months

.

—

Partnered

with

the

FP

&

A

team

to

build

the

annual

budgeting

and

quarterly

forecasting

models

,

achieving

<3%

variance

between

forecast

and

actuals

across

FY

2020

and

FY

2021.

—

1 / 2

Financial Analyst CV — page 2

Analyst

—

Financial

Planning

&

Analysis

EDUC AT ION

NYU

Stern

School

of

Business

Master

of

Science

in

Finance

New

York

,

NY

— 2017 |

GPA

: 3.92

University

of

Michigan

,

Ross

School

of

Business

Bachelor

of

Business

Administration

,

Finance

&

Economics

Ann

Arbor

,

MI

— 2015 |

GPA

: 3.85 |

Magna

Cum

Laude

S EL EC T ED

P R OJEC T S

Automated

Covenant

Monitoring

System

Designed

and

deployed

a

Python

-

based

tool

that

scrapes

financial

statements

,

calculates

14

financial

covenants

,

and

alerts

the

credit

team

when

thresholds

approach

—

used

across

220+

loan

agreements

.

Python

·

SQL

·

pandas

·

Power

Automate

SaaS

Benchmarking

Model

Built

a

dynamic

unit

-

economics

model

for

the

investment

team

that

benchmarks

SaaS

targets

across

40+

metrics

(

CAC

,

LTV

,

gross

retention

,

net

dollar

retention

)

using

public

peer

data

and

proprietary

deal

data

.

Excel

·

VBA

·

Power

Query

·

Bloomberg

Developed

and

maintained

recurring

revenue

models

for

the

commercial

lending

division

,

supporting

$

4.2

B

in

loan

portfolio

analysis

and

risk

assessment

.

—

Automated

monthly

reporting

using

SQL

and

Excel

VBA

,

cutting

manual

data

processing

time

by

65%

and

eliminating

reconciliation

errors

.

—

Assisted

in

the

preparation

of

board

materials

and

quarterly

earnings

presentations

,

synthesizing

financial

data

and

strategic

commentary

for

executive

leadership

.

—

2 / 2

Financial Analyst CV

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