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Professional Resume

With over 8 years of experience in the financial sector, I specialize in developing sophisticated financial models, conducting in-depth market analysis, and crafting strategic investment recommendations for corporate clients.

My approach combines traditional financial principles with innovative data-driven methodologies to deliver exceptional results and drive business growth.

Work Experience

8+ years in corporate finance

Education

MBA in Finance, CFA Level III

Certifications

FRM, Bloomberg Market Concepts

Professional Skills

Financial Modeling 0

Data Analysis 0

Investment Strategy 0

Risk Management 0

Valuation 0

Financial Reporting 0

Tech Stack

Professional Services

Financial Modeling

Comprehensive financial models tailored to your business needs. From DCF valuations to complex scenario planning and sensitivity analysis.

DCF & LBO Models
Scenario Analysis
Financial Forecasting

$150/hour

Market Analysis

Deep dive into market trends, competitor analysis, and industry benchmarking to position your business for optimal growth.

Competitive Analysis
Industry Benchmarking
Trend Forecasting

$110/hour

Investment Strategy

Strategic investment planning and portfolio optimization based on quantitative analysis and market intelligence.

Asset Allocation
Risk Assessment
Portfolio Optimization

$120/hour

Financial Reporting

Clear, accurate, and insightful financial reporting that presents complex data in an accessible format for stakeholders.

Executive Dashboards
KPI Monitoring
Stakeholder Reports

$110/hour

Valuation Services

Expert business and asset valuation using multiple methodologies to ensure accurate assessment of worth and potential.

Business Valuation
Asset Appraisal
Fair Value Assessment

$100/hour

Strategic Consulting

Tailored strategic guidance to drive business growth, optimize operations, and navigate complex market challenges.

Growth Strategy
Operational Optimization
Market Entry Planning

$120/hour

My Portfolio

HR Analytics Report for Workforce Planning

Tools: Excel, Power BI, SQL

Duration: 3 weeks

Measurable Impact: Reduced overtime cost by 19% and improved staffing allocation efficiency

Sales Performance Dashboard for Retail Chain

Tools: Power BI, SQL, Excel

Duration: 4 weeks

Measurable Impact: Improved forecasting accuracy by 32% and reduced reporting time by 60%

Customer Segmentation Model for E-Commerce Brand

Tools: Python, Pandas, Scikit-Learn, Tableau

Duration: 5 weeks

Measurable Impact: Boosted email campaign CTR by 48% through better-targeted segments

Financial KPI Dashboard for SaaS Company

Tools: Power BI, DAX, SQL Server

Duration: 6 weeks

Measurable Impact: Increased reporting efficiency and revealed $280K in cost-saving opportunities

Churn Prediction Analysis for Subscription App

Tools: Python, Scikit-Learn, Jupyter, SQL

Duration: 7 weeks

Measurable Impact: Reduced churn risk by 18% through predictive modeling insights

Operations Analytics Dashboard for Logistics Company

Tools: Tableau, SQL, Python

Duration: 5 weeks

Measurable Impact: Optimized delivery routes and reduced fuel consumption by 22%

Frequently Asked Questions

How long does a typical project take?

Most dashboard & modeling projects take 4–8 weeks. Full financial model builds or valuation projects typically take 6–12 weeks depending on complexity.

What tools do you use?

Power BI, Tableau, Excel (advanced), R, Python, Looker Studio, SQL, and financial modeling best practices in strict Excel or Google Sheets.

Do you sign NDAs?

Yes, 100%. I routinely sign NDAs and have experience working with sensitive financial and operational data.

Can you work with private or sensitive data?

Absolutely. I follow strict data security protocols and can work via secure file transfer, VPN, or client-hosted environments.

Do you provide ongoing support?

Yes — I offer monthly retainer packages for ongoing dashboard maintenance, model updates, and ad-hoc analysis.

Get In Touch

Contact Information

Feel free to reach out if you're interested in my services or would like to discuss a potential collaboration. I'm always open to new opportunities and challenges.

Phone

+1 (555) 123-4567

Email

john.anderson@example.com

Location

New York, NY, United States

Connect With Me

Send a Message

Full Name

Email Address

Subject

Message

4

Investment portfolios analyzed

12

Industries served

300

Dashboards created

94

Client satisfaction rate

Client Testimonials

Tony delivered an outstanding financial model that helped us secure $15M in funding. His attention to detail and strategic insight were exceptional.

— Sarah Chen, CEO at FinTech Startup

The dashboard Tony built reduced our monthly reporting time from 3 days to under 2 hours. Game changer for our team.

— Michael Roberts, CFO at Private Equity Firm

Working with Tony was a breeze. He understood our complex requirements and delivered beyond expectations.

— David Kim, VP Operations at Healthcare Tech