$100,000

CFA Financial Analyst #033026

St. Louis, MO

Finance

5 years

3/30/2026


Profile

Corporate Financial Analyst with experience in the Health Care industry. I have been working on transitioning my career into the investment industry by passing the first two CFA exams and working towards an MBA with a focus in Mergers & Acquisitions. I was promoted from a Senior Analyst to a Lead Analyst on my team due to my strong leadership skills and detail oriented approach. I achieved this within two years and have 4 years of experience as a financial analyst.

Career Highlight 1: Earned a promotion within the first two years of working on my current team. I took on many leadership opportunities as a Subject Matter Expert (SME) within my team and helped train many new analysts to be awarded this opportunity. I also validated the work of my peers as part of my team’s quality review process.

Career Highlight 2: Offered the opportunity to be a finance tutor in my MBA program. I hold a 4.0 GPA and was recognized as a top finance student in my class to be selected for this opportunity.

Career Highlight 3: Lead my team in metrics spanning over multiple quarters. Metrics included rework percentage for accuracy, turnaround time, and quality review mitigating errors that would lead to mistakes costing my company $2M or more in revenue.

Why Hire This Candidate (In Their Own Words): I am a driven analyst who is always looking for opportunities to learn new skills and grow. I seek ways to improve processes and work to push everyone around me to do their best.

Strengths: Analyzing large datasets, being a team leader, & problem solving.

Hobbies & Personal Interests: I have been working on my golf game over the past few months. I also enjoy going to the gym and cheering on the St. Louis Cardinals.

Credentials: Passed CFA Level II exam

Industry Experience: Healthcare, Wholesale & Distribution

Company Fit: Large

Software Experience: Utilized a complex billing system to write rules using SQL to determine claims as eligible for pharmaceutical rebates.

Open To: Hybrid, In-office, Remote

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