Financial Analyst Candidate #2

St. Louis, MO


5 years



Staff level financial analyst with 4 years of hands-on experience at midsize companies. Operations analysis, financial analysis, as well as corporate consolidations and executive reporting packages experience. Strong with Power BI and Excel. Great attitude and a passion for supporting his team with thoughtful insights into finance and operations.

Strengths: (1) Problem solving by analysis, (2) financial literacy, (3) business acumen, (4) technology and systems (Power BI and Excel)

Career Highlight 1: As a staff level analyst, was recruited by former boss to join his company as the lead financial analysis and reporting manager.

Career Highlight 2: Breadth of knowledge with multiple industries as well as the perspective of employee and business owner.

Career Highlight 3: Created visually interactive dashboards using Power BI for a multi-billion-dollar PE owned retailer.

Education: BS Finance, MBA

Credentials: Pursuing CPA license

Industry Experience: Retail, Wholesale & Distribution

Company Fit: Midsize, private equity owned.

Management Experience: None

Systems Experience: Power BI, Excel

Open To: Hybrid, In-office, Remote

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