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Financial Analyst — Mid-Level Example
Financial Analyst — Charlotte, NC
Rachel Kim
Financial Analyst
Professional Summary
Financial analyst with 4 years of experience in corporate FP&A, financial modeling, and variance analysis. Built forecasting models that improved budget accuracy by 15% and automated monthly reporting processes saving 20+ hours per month. CFA Level II candidate with advanced Excel and SQL proficiency.
Professional Experience
Senior Financial Analyst
Bank of America — Corporate FP&A — Charlotte, NC
- -Build and maintain 3-statement financial models supporting a $2B revenue business unit, providing monthly variance analysis to CFO and division heads
- -Developed a rolling 12-month forecasting model that improved quarterly budget accuracy from 85% to 97%, adopted as the standard across 4 FP&A teams
- -Automated 8 recurring monthly reports using VBA macros and Power Query, reducing manual effort by 20 hours per month and eliminating data entry errors
- -Led annual budgeting process for 12 cost centers ($400M combined), coordinating inputs from 25+ budget owners and presenting consolidations to senior leadership
Financial Analyst
Truist Financial — Charlotte, NC
- -Prepared monthly financial reports and KPI dashboards for a $500M consumer lending portfolio, tracking NIM, charge-offs, and provision coverage ratios
- -Conducted scenario analysis for interest rate changes, modeling P&L impact across 5 rate scenarios to support ALCO decision-making
- -Supported M&A due diligence on 2 fintech acquisitions, building valuation models (DCF, comps) and identifying $3M in cost synergies
Education
B.S. Finance, Minor in Data Analytics
University of North Carolina at Charlotte
3.7/4.0 — Beta Gamma Sigma Honor Society
Skills
Financial Modeling (DCF, LBO, Comps) · Excel (Advanced: VBA, Power Query, Pivot Tables) · SQL (Oracle, SQL Server) · Power BI · SAP / Oracle ERP · Variance Analysis · Budgeting & Forecasting · Scenario Analysis · Bloomberg Terminal · Financial Reporting (GAAP)
Certifications
- -CFA Level II Candidate
- -Bloomberg Market Concepts (BMC)
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