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Professional Summary

Financial Analyst and CFA Level II candidate with 4 years of experience in FP&A, budgeting, and financial modeling. Identified $800K in annual cost savings through detailed variance analysis and operational benchmarking.


Work Experience

Financial AnalystMeridian Capital Advisors

May 2020 – Present
  • Built dynamic 3-statement financial models for M&A due diligence on deals ranging from $10M–$100M
  • Prepared monthly management reports and board decks highlighting KPIs and variances vs. budget
  • Automated revenue forecasting process in Excel/VBA, reducing manual effort by 15 hours/month
  • Partnered with department heads to develop FY24 operating budget totaling $45M

Junior Financial AnalystNortheast Accounting Firm

Jul 2018 – Apr 2020
  • Assisted in quarterly close processes and account reconciliations
  • Created ad-hoc profitability analyses for client engagements

Certifications & Licenses

Certifications: CFA Level II Candidate, Bloomberg Market Concepts