Junior Financial Analyst
[email protected] · (617) 555-0163 · Boston
Professional Summary
Finance graduate with a summer analyst internship at a regional bank and a capstone valuation project selected for the department showcase. Build three-statement models and variance reports in Excel, query transaction data in SQL, and present findings to non-finance audiences. Seeking a junior analyst role in corporate finance or FP&A.
Work Experience
Summer Analyst, Harbor Regional Bank Jun 2025 – Aug 2025
- Built the monthly variance report for a $40M commercial loan portfolio, cutting preparation from two days to four hours.
- Flagged $14,000 in duplicate vendor payments during an invoice reconciliation project.
- Presented a branch profitability analysis to the regional VP.
Peer Tutor, State University Finance Department Sep 2024 – May 2026
- Tutored 25 students per semester; pass rate for tutored students rose from 78 to 91 percent over two years.
Server, The Grove Restaurant 2022 – 2024
- Managed 20+ tables per shift, trained six new servers and handled nightly cash reconciliation.
Education
State University May 2026
Skills
Excel (three-statement modeling, Power Query) · SQL · Financial statement analysis · Variance analysis · PowerPoint · Tableau (basic)
Certifications
Bloomberg Market Concepts, Bloomberg
