Jordan Ellis
jordan.ellis@email.com · (555) 014-2290 · Columbus, OH · linkedin.com/in/jordanellis
Summary
Financial analyst with 4 years of experience in budgeting, forecasting and business partnering. Built the forecast model leadership uses to set quarterly targets.
Experience
Financial Analyst 2022 – Present
- Own the monthly forecast for a $90M business unit.
- Built a driver-based model that improved forecast accuracy from 88% to 96%.
- Prepared variance analysis and board materials each quarter.
Financial Analyst 2019 – 2022
- Identified $1.1M in cost savings through a vendor spend review.
- Partner with department heads on annual budgets totaling $35M.
- Automated reporting with Power BI, saving 12 hours a month.
Skills
Financial modeling · Forecasting · Budgeting · Variance analysis · Excel (advanced) · Power BI · SQL · NetSuite · Presentation skills · Business partnering
Education
Degree or certificate relevant to the role 2019
How to write a financial analyst summary
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