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Robert Chen

[email protected](123) 456-7890linkedin.com/in/robertchen

WORK EXPERIENCE

Goldman Sachs

Jul 2020-Present

Senior Financial Analyst

New York, NY
  • Developed financial models and valuations for M&A transactions totaling $2B+ in enterprise value
  • Led due diligence process for 5 major acquisitions, identifying $50M in potential synergies
  • Created automated reporting dashboard reducing monthly close process by 40%

JPMorgan Chase

Jun 2018-Jun 2020

Financial Analyst

New York, NY
  • Performed financial analysis and forecasting for $500M portfolio of retail banking products
  • Improved accuracy of revenue forecasts by 25% through enhanced modeling techniques

FINANCIAL & TECHNICAL SKILLS

Skills

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  • Financial Analysis: Modeling, Valuation, Due Diligence, Risk Assessment
  • Tools: Excel, Bloomberg Terminal, FactSet, Capital IQ, Tableau
  • Technical: SQL, Python, VBA, Power BI

CERTIFICATIONS

Professional Certifications

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  • Chartered Financial Analyst (CFA) - Level III Candidate
  • Financial Risk Manager (FRM) Certification

EDUCATION

New York University

Sep 2014-May 2018

B.S. Finance

  • Minor in Mathematics; Investment Banking Club President; 3.9 GPA