James Richardson

Senior Financial Analyst

james.richardson@email.com
+1 (555) 123-4567
linkedin.com/in/jamesrichardson

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.

Skills

Financial Modelling DCF Valuation Forecasting Budgeting Variance Analysis M&A Due Diligence Regulatory Compliance SOX Compliance Excel (Advanced) Power BI SAP SQL Python (pandas) IFRS/GAAP Board Reporting Stakeholder Management

Experience

Senior Financial Analyst

— Westfield Corporation, San Francisco, CA
Mar 2021 – Present

Financial Analyst

— Deloitte, Austin, TX
Jul 2018 – Feb 2021

Graduate Analyst

— Commonwealth Bank, New York, NY
Jan 2017 – Jun 2018

Education

Master of Applied Finance

— UC Berkeley
2019 – 2020

Bachelor of Commerce (Accounting & Finance)

— MIT
2013 – 2016

Certifications

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