| Professional Summary |
| Senior Financial Analyst with 9 years of experience in investment banking, corporate finance, and financial modeling. CFA charterholder with deep expertise in M&A due diligence, LBO modeling, and capital markets transactions. Proven record of supporting transactions exceeding $4B in aggregate value at top-tier financial institutions. |
| Professional Experience |
| Senior Financial Analyst |
Jul 2019 – Present |
| Goldman Sachs · New York, NY |
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Supported 12 M&A transactions with aggregate deal value of $4.2B |
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Built LBO, DCF, and merger consequence models for sell-side and buy-side mandates |
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Prepared and delivered 40+ management presentations, CIMs, and board materials |
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Mentored 2 junior analysts on financial modeling best practices |
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Recognized as Top Analyst in 2021 and 2022 year-end performance reviews |
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| Financial Analyst |
Aug 2016 – Jun 2019 |
| J.P. Morgan Chase · New York, NY |
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Rotated across Investment Banking, Commercial Banking, and Corporate Finance divisions |
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Modeled 3-statement financials and valuation analyses for 20+ client engagements |
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Managed quarterly earnings call preparation materials for CFO and IR teams |
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Completed JP Morgan analyst training program in top 10% of class |
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| Investment Banking Analyst |
Jun 2014 – Jul 2016 |
| Barclays Capital · New York, NY |
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Supported M&A and ECM transactions in the Healthcare & Life Sciences group |
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Conducted sector research and peer benchmarking for pitchbook preparation |
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Processed and reviewed data room materials for $800M acquisition |
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| Education |
| Master of Business Administration in Finance |
2014 |
| The Wharton School, University of Pennsylvania · CGPA: 3.88 |
| Joseph Wharton Fellow · Finance Club President |
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| Bachelor of Science in Economics & Mathematics |
2012 |
| Duke University · CGPA: 3.92 |
| Magna Cum Laude · Phi Beta Kappa · Economics Departmental Award |
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| Licenses & Certifications |
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Chartered Financial Analyst (CFA)
· CFA Institute (2018)
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Financial Modeling & Valuation Analyst (FMVA)
· CFI (2019)
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Series 79 — Investment Banking Representative
· FINRA (2016)
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Series 63 — Uniform Securities Agent
· FINRA (2016)
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Core Competencies
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Financial Modeling (LBO, DCF, M&A) |
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Microsoft Excel (Expert) |
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PowerPoint Presentations |
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Languages
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