Financial Analyst resume example

Financial Analyst resume example in FP&A: forecasts within 2% for a $420M business, $3.5M of margin from a lane model and a close cut from 8 days to 5.

Cover letter for this role

Jordan Pierce

Financial Analyst, FP&A | Forecasting, Budgeting and Variance Analysis

Charlotte, NC5 years of experience

Summary

FP&A analyst with 5 years in transportation and manufacturing. Owns the monthly forecast for a $420M freight business and builds the models leadership uses for pricing and capital decisions. Strong in Excel, SQL and Power BI, and clear when explaining variances to operators who do not live in spreadsheets. CFA Level II candidate.

Experience

Financial Analyst II, FP&AJan 2024 - Present

Carolina Freightways

  • Own the monthly revenue and operating expense forecast for a $420M business; full-year forecast has landed within 2% of actuals two years running.
  • Built a lane-level profitability model covering 1,800 shipping lanes, which led to repricing 140 unprofitable lanes and about $3.5M in added annual margin.
  • Cut the monthly reporting cycle from 8 business days to 5 by moving variance reports from Excel into Power BI with SQL feeds.
  • Prepare the CFO's monthly business review deck and present variances to 6 regional operations leaders.
  • Supported the business case for a $22M fleet replacement program approved by the board in 2025.
Financial AnalystJul 2021 - Dec 2023

Queen City Components

  • Managed the annual budget process for 3 manufacturing plants with $95M in combined operating costs.
  • Built a standard cost model that found $600K in underpriced parts across the top 200 SKUs.
  • Reconciled capital project spending monthly for 25 active projects.

Skills

  • Financial Modeling
  • Forecasting and Budgeting
  • Variance Analysis
  • Excel (advanced, including Power Query)
  • SQL
  • Power BI
  • Oracle NetSuite
  • Profitability Analysis
  • Capital Budgeting (NPV, IRR)
  • Executive Presentations

Certifications

  • CFA Level II Candidate (Level I passed, 2024)

Education

BS in Finance, University of North Carolina at Charlotte, 2021

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What hiring managers check first

Scale of the numbers you own

Revenue or cost base, number of entities or plants: this tells a hiring manager what level you are ready for.

Forecast accuracy

A forecast that lands close to actuals builds trust with leadership. Give the percentage if you track it.

Analysis that changed a decision

Repricing, cost cuts or approved investments show that your models are used.

Technical depth

Advanced Excel is assumed. SQL and a BI tool increasingly separate strong candidates.

Keywords the applicant tracking system matches

  • Financial Analyst
  • FP&A
  • Financial Modeling
  • Forecasting
  • Budgeting
  • Variance Analysis
  • Excel
  • SQL
  • Power BI
  • Profitability Analysis
  • Month-End Reporting
  • CFA

Use the ones that are true of you, in the words the posting uses.

Mistakes to avoid

  1. Listing reports you produced

    'Prepared monthly reports' does not show value. Say what the report revealed or what decision followed.

  2. Hiding the business context

    Freight, SaaS and manufacturing finance differ. Name your industry so recruiters see the fit.

  3. Overstating a CFA status

    State the exact level passed and your next exam. Recruiters check.

Questions

Is the CFA worth it for FP&A roles?
It helps but is not required. Many FP&A leaders value it; others care more about modeling skill and business sense. An MBA or CPA are other common paths.
How long should a financial analyst resume be?
One page for under 7 years of experience. Keep it tight and numbers-driven.
Should I include my modeling tools?
Yes. List Excel skills specifically and any planning systems, such as NetSuite, Anaplan or Adaptive, that match the posting.

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