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James Whitmore

Financial Analyst

james.whitmore@example.com · +1 555 0218 · Boston, United States · linkedin.com/in/example-profile

Summary

Five years in corporate finance across manufacturing and services. Build the models behind capital decisions and run the quarterly forecast cycle. Took forecast accuracy from ±14% to ±5% by rebuilding how the pipeline feeds the model.

Work Experience

Financial Analyst

June 2021 – Present

Manufacturing group · Boston

  • Rebuilt the quarterly forecast model; accuracy improved from ±14% to ±5%.
  • Ran the valuation work on two acquisition targets, one of which completed at $180m.
  • Automated the monthly reporting pack, cutting preparation from four days to one.

Junior Financial Analyst

August 2019 – May 2021

Professional services firm · Providence

  • Produced monthly variance analysis across six business units.
  • Supported the annual budget process for a $90m cost base.
  • Built a rolling cash flow model that became the standard treasury tool.

Finance Intern

June 2018 – July 2019

Investment management firm · Boston

  • Supported portfolio reporting and reconciliation for a mid-sized fund.
  • Automated three recurring reports in Excel and VBA.
  • Assisted with the quarterly investor reporting cycle.

Education

Boston University

September 2014 – May 2018

BSc, Finance · 3.6

CFA Institute

January 2020 – June 2021

CFA Level II, Investment Analysis

Projects

Forecast Model Rebuild

Rebuilt the quarterly forecast around pipeline-weighted inputs rather than prior-year extrapolation. Accuracy moved from ±14% to ±5%.

Acquisition Valuation

Led the valuation and diligence support on two targets; one completed at $180m with the model used through to closing.

Skills

Financial modelling · Valuation · Forecasting · Variance analysis · Excel (advanced) · Power BI · SAP · Bloomberg Terminal · Explaining numbers to operators · Working to close deadlines · Commercial judgement

Certifications

  • CFA Level II CandidateCFA Institute · 2023-08
  • Financial Modelling and Valuation AnalystCFI · 2021-11

Languages

  • English · Native
  • Spanish · Intermediate
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Minimal Split

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Who it suits

  • mid level, senior roles
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Layout
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ATS compatibility
Very good
Photo
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Although the page divides into several areas, the sections are built with flex rather than tables and the text layer stays linear, so common parsers take the information in the right order.

There is no photo area; the header stays pure text, so parsers read the name and contact lines without breaking them apart.

Two columns, supporting detail in its own column. Experience and education run on the left, skills and languages in a separate right-hand column. Unlike panelled layouts both columns sit on white, so the information is grouped while the page stays colourless.

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Layout

How the Minimal Split template is built

Knowing how information sits on the page before you pick a template directly affects how your application gets read.

Two balanced columns

Experience and education run on the left, skills and languages in a separate right-hand column. Unlike panelled layouts both columns sit on white, so the information is grouped while the page stays colourless.

Typography

Body and headings share one sans-serif family, reading equally cleanly on screen and in print.

Section headings

A fine rule sits under each section heading, making the boundaries clear without using colour.

Use of colour

Contains a filled colour area. Because identity gathers there, the page separates at a glance.

Density

Line spacing is balanced — the middle ground between readability and fit for most applications.

How skills are presented

Skills are listed on one line separated by dots. It is the safest form for keyword matching.

When not to choose this template

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Roles we recommend the Minimal Split template for

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Frequently asked questions

About the Minimal Split template

Is the Minimal Split template ATS-friendly?

ATS compatibility for this template is rated “very good”. Although the page divides into several areas, the sections are built with flex rather than tables and the text layer stays linear, so common parsers take the information in the right order.

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Will the PDF match this preview?

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