Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Gaylewalker2

New York, NY

Summary

Results-driven finance professional with 7+ years of experience in financial analysis, budgeting, forecasting, and investment strategy. Proven ability to interpret complex data, streamline processes, and drive financial performance. Adept at collaborating with cross-functional teams and presenting actionable insights to senior leadership.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

ABC Corporation
New York
06.2020 - Current
  • Lead monthly financial reporting, including variance and trend analysis for $100M+ in annual revenue.
  • Built dynamic financial models to support strategic planning and investment decisions.
  • Collaborated with department heads to develop and manage annual budgets, reducing costs by 8%.
  • Created dashboard reports in Power BI, improving reporting efficiency by 30%.

Financial Analyst

XYZ Investments
Boston
07.2016 - 05.2020
  • Conducted in-depth analysis of quarterly results and presented insights to senior finance leadership.
  • Managed forecasting process for five business units totaling $60M in revenue.
  • Assisted in due diligence for M&A projects, contributing to a successful $25M acquisition.
  • Streamlined Excel-based reporting tools, cutting manual data processing time by 40%.

Education

Bachelor of Science - Finance

University of Massachusetts
Amherst, MA
01.2016

Skills

  • Financial Planning & Analysis (FP&A)
  • Budgeting & Forecasting
  • Financial Modeling
  • Variance Analysis
  • Investment Strategy
  • Risk Management
  • ERP Systems (SAP, Oracle)
  • Advanced Excel & Power BI
  • Excel (VLOOKUP, PivotTables, Macros)
  • Power BI

Certification

  • Chartered Financial Analyst (CFA) Level II Candidate
  • Certified Financial Modeling & Valuation Analyst (FMVA) – CFI

Timeline

Senior Financial Analyst

ABC Corporation
06.2020 - Current

Financial Analyst

XYZ Investments
07.2016 - 05.2020

Bachelor of Science - Finance

University of Massachusetts

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