Nathan Rodriguez

Financial Analyst

Phone: (555) 234-5678
Address: Chicago, IL
Website: https://linkedin.com/in/nathanrodriguez
Email:
  • Financial Analyst with 3+ years analyzing operational KPIs and building financial models that identified $2.3M in cost savings
  • Expertise in variance analysis, budgeting, and creating executive dashboards using Power BI and Advanced Excel
  • Proven track record developing DCF models for $50M+ investment decisions with 94% forecast accuracy
  • CFA Level II Candidate with strong foundation in equity research and valuation methodologies

Work Experience

TechCorp Industries, Chicago, IL

Financial Analyst

June 2022 - Present
  • Developed automated financial reporting dashboard reducing monthly closing time by 3 days and improving accuracy by 25%
  • Identified $1.2M in budget variances through root cause analysis, leading to reallocation that improved ROI by 18%
  • Built bottom-up forecast model for $50M product line, achieving 94% accuracy compared to 78% historical average
  • Created Monte Carlo simulation for capital investment risk assessment, supporting $15M equipment purchase decision
  • Presented quarterly financial analysis to C-suite executives, influencing strategic planning for 3 business units

Midwest Manufacturing Corp, Milwaukee, WI

Junior Financial Analyst

August 2021 - May 2022
  • Analyzed monthly financial performance across 5 manufacturing facilities, identifying 15% unfavorable variance in operational costs
  • Implemented process improvements based on cost analysis that saved $400K annually
  • Developed VBA macros for automated variance reporting, reducing manual preparation time from 8 hours to 2 hours weekly
  • Supported annual budgeting process for $120M revenue division, collaborating with 12 department heads
  • Conducted sensitivity analysis on raw material costs, creating hedging recommendations that mitigated $300K in price risk

Great Lakes Investment Partners, Chicago, IL

Financial Analyst Intern

June 2021 - August 2021
  • Built comprehensive DCF model for mid-cap technology company, supporting $25M investment recommendation
  • Performed comparable company analysis across 15 SaaS companies, identifying undervalued investment opportunities
  • Created industry research reports analyzing competitive positioning and market trends for portfolio companies
  • Assisted in due diligence process for 3 potential acquisitions, conducting financial statement analysis and ratio comparisons

Education

University of Illinois at Chicago, Chicago, IL

Bachelor of Science in Finance, GPA: 3.8/4.0

Graduated: May 2021

Relevant Coursework: Financial Modeling, Investment Analysis, Corporate Finance, Derivatives & Risk Management, Financial Statement Analysis, Portfolio Management

Certifications

CFA Level II Candidate

CFA Institute

Exam scheduled for May 2024

Financial Modeling & Valuation Analyst (FMVA)

Corporate Finance Institute

Completed December 2023

Bloomberg Market Concepts Certification

Bloomberg

Distinction, Completed August 2021

Technical Skills

Financial Modeling: DCF, LBO, Comparable Company Analysis, Three-Statement Modeling, Sensitivity Analysis
Software & Tools: Advanced Excel (VBA, Macros, Power Query, Pivot Tables), Power BI, SQL, Python for Financial Analysis, Bloomberg Terminal, SAP, Oracle Hyperion
Analytical Skills: Variance Analysis, Forecasting & Budgeting, Scenario Planning, Statistical Analysis, Risk Assessment, Cost-Benefit Analysis, Monte Carlo Simulation

Honors

CFA Institute Research Challenge - Regional Finalist

CFA Institute

2021
Led 4-person team in equity research report on Microsoft; presented investment thesis to panel of portfolio managers

Dean's List - 6 consecutive semesters

University of Illinois at Chicago

2019-2021
Maintained 3.8+ GPA while serving as Finance Society Treasurer and managing $75K student investment fund

University Stock Pitch Competition - First Place

University of Illinois at Chicago

2020
Presented buy recommendation for Tesla using proprietary valuation model; competed against 45 teams

Publications

ESG Integration in Equity Valuation Models

University Finance Review

Spring 2021
Authored research paper analyzing impact of ESG factors on company valuations using regression analysis of 200+ public companies