Financial Modeling Resume Sample

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Torey Hettinger
165 Adolf Pine,  New York, NY
+1 (555) 865 1820

Work Experience

Financial Modeling Manager
03/2018 - PRESENT
San Francisco, CA
  • Facilitate the assignment of varied economic analyses to staff, provide professional oversight of work, and facilitate dissemination of research within company or for outside publication. Review model using established quantitative methods. Run against data provided by business unit or extracted from appropriate database
  • Manage use of existing quantitative model or new model to project performance of hybrid financial instruments such as derivatives. Oversee model application to empirical data from such assets and refine as needed
  • Define requirements for new functionality, provide prototype code and test results to assist Common Analytics Platform (CAP) in implementing new and refining existing valuation methods
  • Research and recommend the usage of financial tool kit functions (curve building, derivatives schedule generation and consult with other modelers, financial engineers and management staff regarding the use of these tools. Represent the unit as an expert or resource to cross-functional project or coordinating teams
  • Extensive economic modeling experience and a strong proficiency in Microsoft Excel, including moderate/ advanced formula composition skills (i.e., extensive “if’ statements and “look-up” formulas)
  • Partner with the lines of business, corporate functions, and financial planning to enhance understanding of model risks relating to Corporate Risk models and ensure transparency of models used in their respective areas
  • Provide support to large-scale projects as required and appropriate, including but not limited to CCAR modeling, PPNR modeling, asset & liability modelling, credit loss modeling, and capital planning
  • Proven professional experience in the development of financial models or structures
  • Highly developed modeling skills
Financial Modeling
11/2010 - 10/2017
Chicago, IL
  • Present complex financial information to a variety of stakeholders
  • Assist the Senior Manager to ensure all models developed meet the Model Risk Corporate Standard, including defining the scope of the model, modeling requirements and the standards
  • Exposure to an “industrial strength” Programming Language: While C++ is our language of choice, experience with writing performant code is what we’re really after
  • Experience managing business and financial models
  • Hands on finance or business programs management experience
  • Budget and regulatory (CCAR) models for deposit growth, fee revenue, or other business drivers
  • Resolves escalated scope, timeline, or resourcing issues and shapes team’s
  • Maintains a diverse network of resources to execute engagements on time and
Financial Modeling Group Core Modeling
10/2005 - 07/2010
Chicago, IL
  • Doing empirical research and calibrating statistical models of market, credit and liquidity risk across asset classes at portfolio level or of mortgages, consumer loans, structure products and alternative investments at security level
  • Back testing, documentation and validation of empirical models
  • Writing papers for publication, presenting original research at industry conferences, and speaking with institutional clients about relevant research
  • Communicate with internal and external clients on model factors, forecasts, performance, strength and weakness, and risk/valuation implications
  • PhD in Economics, Finance, Statistics or closely related quantitative disciplines
  • Demonstrated ability to conduct high quality empirical research and work with large data
  • Strong background in financial econometrics and empirical finance
  • Exposure to PERL, Python, C++, or SQL
  • Working with other Modeling Analysts and Product experts to adapt and test models and other tools based on defined requirements and test plans


Strayer University - Manassas Campus
1999 - 2004
Bachelor's Degree in Business

Professional Skills

  • Demonstrated analytical skills with a strong preference for providing financial analysis support in a consulting environment
  • Strong communication skills, with the proven ability to coherently express complex concepts, both orally and in writing
  • Strong analytical skills and an understanding of the principles of financial modeling, including discounted cash flow analysis
  • Excellent problem solving and analytical skills with ability to analyze complex information and draw relevant conclusions
  • Financial analysis skills including the ability to model and interpret Income Statement, Balance Sheet and Cash Flow
  • Exceptional communication skills regarding complex issues, across all levels and mediums
  • Comfortable managing multiple priorities simultaneously and quickly adapt to change in focus or priorities

How to write Financial Modeling Resume

Financial Modeling role is responsible for modeling, financial, finance, security, credit, litigation, accounting, analysis, reporting, design.
To write great resume for financial modeling job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Modeling Resume

The section contact information is important in your financial modeling resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Modeling Resume

The section work experience is an essential part of your financial modeling resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial modeling responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial modeling position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Modeling resume experience can include:

  • Strong financial modeling experience (3+ years)
  • Models awareness of how to adapt individual working styles to lead effectively a multi-cultural team
  • Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent
  • Applies Excel skills and modeling principles to design, build, and review models
  • Work and communicate effectively across levels and functions within the organization
  • Helping senior leaders make informed decisions on the strategic priorities by providing financial analysis, including developing business case

Education on a Financial Modeling Resume

Make sure to make education a priority on your financial modeling resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial modeling experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Modeling Resume

When listing skills on your financial modeling resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical financial modeling skills:

  • Actively focuses on developing effective communication and relationship-building skills
  • Good written, verbal and presentation skills with the ability to communicate complex ideas to non-technical colleagues
  • Strong communication skills with the ability to communicate technical issues clearly and concisely
  • Strong leadership skills and the ability to multi-task to meet mandated delivery timelines
  • Excellent communication skills with ability to present findings to top management
  • Provides a compelling point of view to reach the appropriate outcome and effectively converting opposition into mutual understanding

List of Typical Experience For a Financial Modeling Resume


Experience For Financial Modeling Analyst Resume

  • Strong communication & presentation skills with the ability to convey complex and technical information to a non-technical audience
  • Summarizing and reporting test results
  • Implementing new tools and supporting the implementation of new systems to satisfy the requirements under IFRS 17, including modeling tools, MS Excel tools, data related changes, databases, and others
  • Executing model change processes which comply with SLF standards and modeling practices
  • Rigorously manages engagement financials to ensure proper invoicing, staff
  • Articulate findings and think outside the box for solutions
  • Build out a proto-type single platform solution for IFRS and Solvency II with Korea team and help their implementation of IFRS and Solvency from the methodology, analysis and model design

Experience For Financial Modeling Manager Resume

  • Support other model build initiatives driven by changes in internal and external capital frameworks or change in accounting frameworks
  • Research the PBR requirements, provide a gap analysis and layout an efficient implementation plan for the PII PICA reinsurance block, working together with domestic BUs and CAD
  • Ensure cost model functionality provides the capability to capture and use all relevant inputs and correctly calculates metrics for all defined financial hurdles
  • Knowledge of products offered by life insurance companies, their risk characteristics, and Canadian valuation methodologies would be an asset
  • Experience (for Ph.Ds.) and 5+ years’ experience (for Masters) in complex model development in risk management, capital and/or asset liability management
  • Or more experience in financial consulting (Financial Advisory/ Corporate Finance) or Investment Banking/Merchant Banking, with at least 3 years’ experience delivering models to third party clients in a professional services firm

Experience For Manager, Financial Modeling & Analytics Resume

  • Qualified accountant with one of the major international accountancy bodies
  • Technical proficiency in VBA an advantage
  • Fluent in English with the ability to write and present in English
  • Bilingual (Arabic & English) an advantage
  • Or more experience in financial consulting (Financial Advisory/ Corporate Finance) or Investment Banking/Merchant Banking, with at least 5 years’ experience delivering models to third party clients in a professional services firm
  • Proficient in use of MS Office suite especially Excel (intermediate level required), Access and PowerPoint. Knowledge of Tableau desired
  • Curious and always strive towards continuous improvement

Experience For Financial Modeling Specialist Resume

  • Work closely with the business to understand business areas of risks in contract approvals and acquisitions
  • Create various financial models to evaluate business developments and support action plans
  • Complete analysis upon request to provide insight to business units for process improvements
  • Post-secondary education in Math, Statistics, Computer Science, Business Administration or a related field
  • Knowledge of insurance products and terminology and the general concepts of insurance would be an asset

Experience For VP-financial Modeling Group Resume

  • Detail-oriented and a problem-solver
  • Willingness to make an effort to learn concepts
  • Willingness to make the effort to learn concepts
  • Knowledge of distributed compute such as Apache Spark or Tensorflow

List of Typical Skills For a Financial Modeling Resume


Skills For Financial Modeling Analyst Resume

  • Experience in development in one of C++, Java or C#. A good grasp of algorithms. Openness to work in C++, which is the language used in the team
  • Engaging with customers to understand priorities and proactively provide insight where appropriate
  • 1 – 3 years’ experience in financial consulting (Financial Advisory/ Corporate Finance) or Investment Banking/Merchant Banking
  • Experience analyzing and presenting data to inform Executive-level decision-making
  • Solid understanding of financial and managerial accounting
  • Actively contributes to building the talent pipeline; creates a talent experience that attracts, develops and retains top talent and high performing teams

Skills For Financial Modeling Manager Resume

  • Demonstrable experience of working with spreadsheets and producing financial projections
  • Proven history of business development and developing and maintaining client relationships
  • Experience with, or knowledge of, modeling, spreadsheet and/or database software, including Moody’s AXIS software, would be an asset
  • Consulting experience preferably within either the finance and/or accounting industries
  • Experience working in mergers & acquisition group or investment banking background

Skills For Manager, Financial Modeling & Analytics Resume

  • Experience building financial models and utilizing complex functions
  • A high level of drive, energy and personal commitment to success, with a proven track record of delivering by own initiative
  • Experience in successfully influencing stakeholders
  • Understands expectations and demonstrates personal accountability for keeping performance on track
  • Entry level knowledge of modeling, spreadsheet, and/or database programs, with a strong desire to learn new systems and technologies
  • Professional experience in at least two of the following: Java, Scala, C++, JavaScript, Python, R, SQL, Julia or similar
  • Demonstrated ability to manage and develop people and plan complete engagements along with ensuring deliverables meet work plan specifications and deadlines
  • The ability to produce and maintain project plans and prioritise your own workload

Skills For Financial Modeling Specialist Resume

  • Demonstrates exceptional judgment and helps teams to maintain perspectives, even when presented with a difficult situation
  • Translates broader strategy into a compelling team vision and goals; aligns the team and sets priorities to achieve objectives
  • Establishes a strong leadership brand and inspires followership through passion, integrity, and appreciation of others
  • Experience in complex model development in risk management, capital and/or asset liability management
  • Oil & Gas industry experience desired
  • Technical experience
  • Developing strategy, writing, communicating, facilitating and presenting cogently; to and/or for all levels of internal and external audiences
  • Dealing with complexity, ambiguity and able to adapt to a steep learning curve
  • Understanding of finance concepts, including concepts related to time value of money

Skills For VP-financial Modeling Group Resume

  • Utilising the models to drive sustainable benefits in a number of business decisions
  • Reporting out business outcomes from strategic investments
  • Analyzing the progress of strategic investments and provide recommendations for course corrections (when necessary)
  • Pursuing a postgraduate financial designation, preferably with one of the major accountancy bodies
  • Serves as an example for integrity and ethical decision-making in the management of building relationships and developing team members; and,
  • Knowledge of Machine Learning, Cognitive Computing, Simulation, and/or other emerging analytical trends

Skills For Financial Modeling Group Core Modeling Resume

  • Repetitive manual movements are frequently required (e.g. data entry, using a computer mouse, using a calculator, etc)
  • An analytical, enquiring mind with a logical approach to problem solving
  • A focus on completing tasks on time, while partnering with other team members
  • Financial modeling using NPV, IRR, etc
  • Perform complex modeling for pricing and margin approvals for contract reviews
  • Broad knowledge of an electronic manufacturing [EMS] environment processes and services
  • Stays current on emerging technologies, standards and applications within
  • Builds own understanding of our purpose and values; explores opportunities for impact

Skills For Financial Modeling Group Resume

  • Advises clients on complex business situations to better enable decision making
  • Proactive in quality assurance and ensuring deliverables meet the highest standards
  • Monthly business unit cost activity reviews using data and quantitative analysis
  • Review profit and product pricing trends in customer allocations
  • Knowledge of financial reporting concepts and/or IFRS17 and IFRS 9 would be an asset
  • Builds and maintains a diverse network across the Firm and leverages to

Skills For Valuation Financial Modeling Director Resume

  • Effectively applies project management skills to maximize the effectiveness of the project, managing and prioritizing issues based on materiality and risk. Ability to manage large engagement teams, project portfolios and client accounts
  • Operates at the forefront of emerging industry developments, technology trends and business issues, especially the impact these trends have on the global value chain for clients
  • Demonstrates a variety of communication styles, emphasizing the adoption of an interactive and inclusive style at meetings and presentations
  • Inspires ethical decision-making, responsible business conduct, and timely completion of all compliance requirements
  • Integrates innovative concepts and solutions into the scope of new work
  • Anticipates the impact and implications of decisions on other components of an organization
  • Translates highly complex problems into components and actionable research objectives
  • Helps others operate through a lens of global interconnectedness and complex global economic concepts, including a commitment to global exposure for teams and oneself
  • Builds a respectful environment that maximizes the opportunity for all to learn, promotes empowerment and innovation

Skills For Business & Financial Modeling Program Manager Resume

  • Develops the leadership capabilities of other team members
  • Leverages and expands internal and external networks to build relationships at executive/senior leadership levels
  • Applies a logical, structured approach to guide teams to translate key financial and commercial aspects of transactions into a financial model
  • Assists clients with key decisions by considering market best practices when developing financial models for pricing, debt and equity structuring, working capital forecasting and synergy analysis
  • Prepares dynamic financial models by leveraging best practices to enable the tracking of potential scenarios
  • Tailors outputs of business and financial model towards end users and interprets the results for the client in a simple manner
  • Coaches team members about M&A transactions, along with the types of models used and their applications in different scenarios

Skills For VP Financial Modeling Resume

  • Works with and challenges clients to identify the key purpose of the model, relevant level of detail/complexity and desired outputs to plan the key attributes of the model prior to construction
  • Understands risk management procedures in respect of modeling engagements (e.g., client needs confirmation, modeling acceptance, and relevant member firm limitations on model testing/ review services)
  • Understands how their daily work contributes to the priorities of the team and the business
  • Acts as a role model and inspires others to embrace and live our purpose and values
  • Creates opportunities to drive impact; anticipates client needs and delivers superior results by leveraging each person’s strengths to build high performing teams across businesses and borders
  • Builds deep relationships across a diverse network and uses a flexible influencing style to gain buy-in and drive impact
  • Applies deep knowledge of disruptive trends and competitor activity to drive continuous
  • A focus on continuous improvement with the ability to identify opportunities to improve processes and systems

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