Summary
CFA Charterholder and corporate finance professional with 8+ years evaluating capital allocation, M&A due diligence, and financial forecasting for $200M+ revenue divisions. Expert in building dynamic three-statement models and presenting key variance metrics to C-suite executives.
Experience
- Constructed comprehensive financial models and sensitivity analyses that guided a $62M strategic acquisition.
- Spearheaded annual operating budget planning across 4 business units totaling $115M in operational expenditure.
- Automated monthly executive variance reporting with SQL and Power BI, saving 22 analyst hours per billing cycle.
- Performed DCF valuations, precedent transaction benchmarking, and liquidity stress tests for 18 Fortune 500 clients.
- Collaborated with senior audit partners on complex revenue recognition audits and SEC compliance reviews.
Projects
Open-source weekly digest tool that condenses newsletters into 5-minute briefs.
- Grew to 12k GitHub stars and 8k active weekly users within 10 months.
- Designed the full product experience; improved activation rate to 61% via guided onboarding.
Education
Skills
Financial Modeling · DCF & LBO Valuation · FP&A Reporting · Capital Budgeting · Power BI & Tableau · Advanced Excel / VBA · SQL & BigQuery · SEC Regulatory Compliance
Certifications
Languages
English (Native) · Spanish (Professional)
Ledger Resume Template
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|---|---|
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| Consigliato Per | Tech, Aziendale, Finanza & Marketing |
| Formato File | PDF Vettoriale (Download dopo modifica) |
| Licenza | 100% Gratuito (Uso Personale & Commerciale) |
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Marcus Vance, CFA — Senior Financial Analyst
Profilo Professionale: CFA Charterholder and corporate finance professional with 8+ years evaluating capital allocation, M&A due diligence, and financial forecasting for $200M+ revenue divisions. Expert in building dynamic three-statement models and presenting key variance metrics to C-suite executives.
Esperienza Lavorativa
Senior Financial Analyst at Citadel Commercial Partners (May 2021 – Present)
- Constructed comprehensive financial models and sensitivity analyses that guided a $62M strategic acquisition.
- Spearheaded annual operating budget planning across 4 business units totaling $115M in operational expenditure.
- Automated monthly executive variance reporting with SQL and Power BI, saving 22 analyst hours per billing cycle.
Financial Advisory Analyst at Deloitte & Touche LLP (Jul 2017 – Apr 2021)
- Performed DCF valuations, precedent transaction benchmarking, and liquidity stress tests for 18 Fortune 500 clients.
- Collaborated with senior audit partners on complex revenue recognition audits and SEC compliance reviews.
Summary
CFA Charterholder and corporate finance professional with 8+ years evaluating capital allocation, M&A due diligence, and financial forecasting for $200M+ revenue divisions. Expert in building dynamic three-statement models and presenting key variance metrics to C-suite executives.
Experience
- Constructed comprehensive financial models and sensitivity analyses that guided a $62M strategic acquisition.
- Spearheaded annual operating budget planning across 4 business units totaling $115M in operational expenditure.
- Automated monthly executive variance reporting with SQL and Power BI, saving 22 analyst hours per billing cycle.
- Performed DCF valuations, precedent transaction benchmarking, and liquidity stress tests for 18 Fortune 500 clients.
- Collaborated with senior audit partners on complex revenue recognition audits and SEC compliance reviews.
Projects
Open-source weekly digest tool that condenses newsletters into 5-minute briefs.
- Grew to 12k GitHub stars and 8k active weekly users within 10 months.
- Designed the full product experience; improved activation rate to 61% via guided onboarding.
Education
Skills
Financial Modeling · DCF & LBO Valuation · FP&A Reporting · Capital Budgeting · Power BI & Tableau · Advanced Excel / VBA · SQL & BigQuery · SEC Regulatory Compliance
Certifications
Languages
English (Native) · Spanish (Professional)