Financial Analyst Resume Example

This resume is for a financial analyst with four years in corporate FP&A after starting in a bank's commercial credit program, now applying for senior analyst roles. Finance managers look for modeling depth, forecast accuracy, and decisions the analysis supported, so bullets lead with those and the CFA progress is stated precisely.

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Arjun Mehta

New York, NY · arjun.mehta@example.com · (646) 555-0124 · linkedin.com/in/arjunmehta-finance

Professional Experience

Northgate Media Group · Financial Analyst II, FP&A

2022 – Present

  • Own the budget and monthly forecast for the $420M digital subscriptions business; forecasts landed within 1.5% of actuals.
  • Built a subscriber cohort model supporting a legacy-plan price increase that added $9M a year, with churn below plan.
  • Prepare the monthly business review for the CFO and division presidents, covering variance to budget and key drivers.
  • Rebuilt headcount planning in Adaptive Planning, replacing 30 linked spreadsheets and cutting two weeks from the cycle.

Northgate Media Group · Financial Analyst

2020 – 2022

  • Evaluated 15 capital requests using NPV and payback; advised deferring a $6M data center project, later cancelled.
  • Automated the weekly sales flash report with SQL and Excel Power Query.

Hudson Valley Bank · Commercial Credit Analyst, Analyst Training Program

2019 – 2020

  • Spread financial statements and wrote credit memos for 40 middle-market loan requests from $2M to $25M.

Education

New York University, Stern School of Business · B.S. in Business, Finance and Economics

2019

Certifications

CFA Program: passed Level II (2024), Level III candidate (2025)

Skills

Financial modeling, budgeting and forecasting, variance analysis, DCF/NPV, advanced Excel, SQL, Adaptive Planning, NetSuite

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