Finance & Accounting • Finance Approved

Financial Analyst & Corporate Finance
Resume Template (ATS-Ready)

Clean, conservative ATS resume template for Corporate Financial Analysts, Investment Bankers, and Accountants with DCF modeling and variance analysis highlights.

Customize in Free Builder
Zero paywalls • Vector PDF export
Salary Range
$80,000 – $140,000 / yr
ATS Match Score
95% Scannability
File Format
Vector PDF + JSON
Marcus Vance
Senior Financial Analyst
marcus.vance.cfa@gmail.com • Chicago, IL (Open to Hybrid/Remote) • linkedin.com/in/marcusvance-finance
Summary

Analytical and detail-oriented Senior Financial Analyst with 5+ years supporting Fortune 500 executive leadership. Proven track record in FP&A, three-statement financial modeling, and identifying $4.2M in annual operational expenditure efficiencies.

Work Experience
Senior Financial Analyst (FP&A) @ Sterling Capital Holdings 2022 – Present
• Built and maintained rolling 3-statement financial models and annual operating budget for a $140M commercial business unit. • Identified $4.2M in non-essential procurement variances through deep-dive monthly P&L audits. • Designed executive Tableau dashboards presenting EBITDA sensitivity, cash runway forecasts, and capital allocation recommendations.
Corporate Financial Analyst @ Midwest Bancorp 2019 – 2022
• Conducted discounted cash flow (DCF) and comparable company analysis for 8 mid-market acquisition proposals totaling $85M. • Automated routine month-end reconciliation using Excel VBA and SQL scripts, saving 22 analyst hours per close cycle.
Key Competencies
Financial Modeling (DCF, 3-Statement) FP&A & Budget Forecasting Variance & Sensitivity Analysis Advanced Microsoft Excel (VBA, Macros) SQL & Database Querying Tableau & Power BI SAP ERP & NetSuite GAAP Compliance

ATS Guidelines for Financial Analyst & Corporate Finance

Proven recommendations to pass automated Applicant Tracking Systems

  • 1

    Financial ATS filters screen heavily for software proficiencies: Advanced Excel (VBA, Power Query), SQL, Tableau, NetSuite, and SAP.

  • 2

    Explicitly cite budgets, capital allocations, and dollar amounts managed (e.g., "$120M annual operating budget").

  • 3

    Detail key methodologies: Discounted Cash Flow (DCF), LBO, scenario forecasting, and quarterly variance reporting.

High-Impact Action Verbs to Include

Modeled Forecasted Audited Synthesized Consolidated Identified

Pre-loaded ATS Keywords

These keywords are automatically injected into your resume editor so you can tailor your profile in seconds:

Financial Modeling (DCF, 3-Statement) FP&A & Budget Forecasting Variance & Sensitivity Analysis Advanced Microsoft Excel (VBA, Macros) SQL & Database Querying Tableau & Power BI SAP ERP & NetSuite GAAP Compliance

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