Senior Financial Analyst Candidate #031325
St. Louis, MO
Corp Dev / M&A, Finance
6 years
3/13/2025
Profile
As a Equity Research Associate, I have experience in conducting independent research on companies from various industries which involve a detailed and analytical viewpoint. Furthermore, I have the knowledge of creating and updating financial models, including business valuations and pro-forma statements.
Career Highlight 1: Took charge of an initiation and the creation of a financial model of a company in the financial services industry, successfully completing the report before the scheduled deadline.
Career Highlight 2: Informed senior management of an error in the loan amount in a loan application form and successfully contacted the appropriate parties to fix the error in time.
Why Hire This Candidate (In Their Own Words): I believe my time as an Equity Research Associate has allowed me to develop my relationship making skills while adding onto my analysis abilities. In addition, my detailed-orientated gives us confidence that numbers and equations are correct on forms.
Strengths: Detailed-orientated, analytical mindset, good communicator in both writing and speaking, can work independently or in groups, positive attitude, and can finish projects in a timely manner.
Hobbies & Personal Interests: Playing the guitar, baseball including its analytics, Magic the Gathering.
Education: Bachelor’s in Finance
Credentials: FINRA Series 86, 87
Industry Experience: Banking, Capital Markets
Company Fit: Small to medium
Management Experience: Zero at the moment, however I helped assist in training a newer credit analyst at my position at American Bank of Freedom.
Software Experience: Quickbooks
Open To: Hybrid, In-office, Remote
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