Robert Martinez
Financial Analyst
Chicago, ILrobert.martinez@email.com(555) 789-0123linkedin.com/in/robertmartinez
Professional Summary
Analytical financial professional with 6+ years of experience in financial analysis, forecasting, and strategic planning. Expert in financial modeling, data analysis, and risk assessment with a proven track record of supporting executive decision-making.
Skills
Financial Analysis, Financial Modeling, Excel, SQL, Python, Tableau, Power BI, Forecasting, Budgeting, Risk Analysis, Variance Analysis, Financial Reporting, GAAP, IFRS, ERP Systems
Professional Experience
Senior Financial Analyst
Financial Services Group · Chicago, IL
Aug 2020 - Present
- Developed financial models and forecasts supporting $50M+ annual budget planning process
- Analyzed financial performance and identified cost-saving opportunities, reducing expenses by $2M annually
- Prepared monthly and quarterly financial reports for executive leadership and board of directors
- Collaborated with cross-functional teams to analyze business performance and provide strategic recommendations
- Managed financial planning and analysis for 3 business units, supporting strategic decision-making
Financial Analyst
Corporate Finance Solutions · Chicago, IL
May 2018 - Jul 2020
- Performed financial analysis and variance analysis on monthly financial statements
- Built financial models in Excel to support business case development and investment decisions
- Assisted in annual budget preparation and quarterly forecasting processes
- Created dashboards and reports using Tableau to visualize financial performance metrics
Junior Financial Analyst
Accounting Services Inc. · Milwaukee, WI
Jun 2017 - Apr 2018
- Assisted in preparation of financial reports and analysis for management review
- Maintained financial databases and updated financial models
- Supported month-end and quarter-end closing processes
Education
University of Illinois at Chicago
Bachelor of Science, Finance
May 2017
Certifications
- Chartered Financial Analyst (CFA) Level I, CFA Institute (Jun 2019)
- Financial Modeling Certification, Corporate Finance Institute (Mar 2020)