Professional Summary
Detail-oriented financial analyst with 4 years of experience in investment banking and corporate finance. Skilled in building complex financial models, conducting due diligence on $50M–$500M transactions, and delivering data-driven recommendations to senior stakeholders. CFA Level II candidate with a strong foundation in quantitative analysis, capital markets, and portfolio management.
Professional Experience
Financial Analyst
Jul 2020 – Present
Lakefront Capital Partners · Chicago, IL
- Build LBO, DCF, and comparable company models supporting $50M–$500M M&A transactions across industrials and healthcare sectors.
- Prepare confidential information memoranda (CIM) and management presentations for 15+ live client engagements annually.
- Conduct industry research and competitive analysis for 20+ target company evaluations per year.
- Streamlined monthly financial close process by redesigning Excel reporting suite, reducing close cycle by 3 business days.
Junior Financial Analyst
Jan 2020 – Jun 2020
Midwest Advisory Group · Chicago, IL
- Supported senior analysts on 4 closed transactions totaling $220M in aggregate deal value.
- Maintained and updated financial models with weekly investment assumption revisions and sensitivity tables.
Finance Intern
May – Aug 2019
Global Trust Bank · Chicago, IL
- Assisted with credit risk analysis for commercial loan portfolio exceeding $500M across 80+ accounts.
- Created Excel dashboards tracking weekly portfolio performance metrics; presented findings to 3 senior managers.