James Richardson

james.richardson@email.com +55 11 98765-4321 linkedin.com/in/jamesrichardson

DOB: 15/03/1990 Nationality: Brasileiro(a) Status: Solteiro(a)

Summary

Detail-oriented financial analyst with 6+ years of experience in financial modelling, forecasting, and strategic analysis for ASX-listed companies. Track record of delivering insights that drove $15M+ in cost savings. CFA charterholder with expertise in valuation, budgeting, and regulatory compliance.

Experience

Senior Financial Analyst

Mar 2021 – Present

Westfield Corporation, São Paulo, Brazil

Lead financial planning and analysis for $2.4B property portfolio across APAC
Built 3-year forecasting model reducing budget variance from 12% to 3%
Identified $8.5M in operational cost savings through variance analysis
Present quarterly financial reviews to C-suite and board of directors
Manage SOX compliance reporting across 4 business units

Financial Analyst

Jul 2018 – Feb 2021

Deloitte, Rio de Janeiro, Brazil

Conducted due diligence for M&A transactions valued at $50M–$500M
Built DCF and comparable company valuation models for 20+ engagements
Prepared financial reports and presentations for client executive teams
Trained and supervised 3 junior analysts on modelling best practices

Graduate Analyst

Jan 2017 – Jun 2018

Commonwealth Bank, Belo Horizonte, Brazil

Supported monthly management reporting for retail banking division ($12B revenue)
Automated recurring Excel reports saving 15 hours/month of manual work
Assisted in annual budgeting process across 6 cost centres

Skills

Analysis: Financial Modelling, DCF Valuation, Forecasting, Budgeting, Variance Analysis

Compliance: SOX, IFRS/GAAP, Regulatory Reporting, Audit Support

Tools: Excel (Advanced), Power BI, SAP, SQL, Python (pandas)

Soft Skills: Board Reporting, Stakeholder Management, Team Supervision

Education

Master of Applied Finance

2019 – 2020

Universidade de São Paulo (USP)

Bachelor of Commerce (Accounting & Finance)

2013 – 2016

Unicamp

Certifications

CFA Charterholder (2022)
CPA Australia (2020)
Advanced Excel & Financial Modelling — Wall Street Prep (2019)