James Richardson

Senior Financial Analyst

james.richardson@email.com +1 (416) 555-0123 linkedin.com/in/jamesrichardson

English (Native)French (Professional)

Professional Summary

Detail-oriented financial analyst with 6+ years of experience in financial modeling, 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.

Certifications & Licenses

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

Professional Experience

Senior Financial Analyst

Westfield Corporation — Toronto, ON

Mar 2021 – Present

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

Deloitte — Vancouver, BC

Jul 2018 – Feb 2021

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 modeling best practices

Graduate Analyst

Commonwealth Bank — Montreal, QC

Jan 2017 – Jun 2018

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 centers

Technical 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

University of Toronto

Bachelor of Commerce (Accounting & Finance)

2013 – 2016

UBC

Key Achievements

Delivered $15M+ in identified cost savings across two fiscal years
Built forecasting model adopted as standard template across APAC division
Promoted to Senior Analyst 6 months ahead of typical progression timeline