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Results-driven Financial Analyst with 7+ years of experience in budgeting, forecasting, and investment analysis. Proven track record of delivering cost savings up to 15% annually through data-driven strategies. Skilled in financial modeling, risk assessment, and portfolio management, with expertise in using advanced analytics to support strategic business decisions.
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Employment History
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Senior Financial Analyst - Morgan Stanley
Jan, 2020 - Present
Led quarterly financial forecasting and variance analysis, improving accuracy by 20%.
Streamlined reporting processes, reducing month-end closing time from 7 to 4 days.
Provided investment recommendations that generated a 12% portfolio return year-over-year.
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Financial Analyst - JP Morgan Chase
Aug, 2016 - Dec, 2019
Conducted financial modeling for projects worth $50M+, ensuring optimal ROI.
Monitored and analyzed market trends to guide risk mitigation strategies.
Collaborated with senior leadership on budget allocations, resulting in 10% operational savings.
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Education
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Master of Business Administration (MBA) at Columbia Business School
2016
Bachelor of Science at University of Michigan
2014
Skills
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Financial Modeling & Forecasting
Experienced
Experienced
Budgeting & Cost Control
Experienced
Experienced
Risk Management & Compliance
Experienced
Experienced
Stakeholder Communication
Experienced
Experienced
Websites & Social Links
You can add links to websites you wants hiring managers to see! Perphaps It will be a link to your portfoliio, Linkedin profile or personal website
LinkedIn
https://chatgpt.com/c/linkedin.com/in/johnmcarter
Portfolio
https://chatgpt.com/c/johncarterfinance.com
Technical Skills
Not specified
Not specified
Microsoft Excel (Advanced)
Power BI
SQL
QuickBooks
Bloomberg Terminal
SAP
Tableau
Certifications
Chartered Financial Analyst (CFA) – Level II Candidate
Not specified
Certified Public Accountant (CPA) – Licensed in NY
Not specified
Financial Risk Manager (FRM) – Certified
Not specified
Achievements
Top Performer , Morgan Stanley
Not specified
Recognized as Top Performer at Morgan Stanley for three consecutive years.
Cross-functional Project Leader
Not specified
Led a cross-functional project that reduced annual financial risk exposure by $2.3M.
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John Carter
Financial Analyst
Professional Summary
Results-driven Financial Analyst with 7+ years of experience in budgeting, forecasting, and investment analysis. Proven track record of delivering cost savings up to 15% annually through data-driven strategies. Skilled in financial modeling, risk assessment, and portfolio management, with expertise in using advanced analytics to support strategic business decisions.
Work Experience
Senior Financial Analyst
Morgan Stanley, New York
01/2020 - Invalid Date
Led quarterly financial forecasting and variance analysis, improving accuracy by 20%.
Streamlined reporting processes, reducing month-end closing time from 7 to 4 days.
Provided investment recommendations that generated a 12% portfolio return year-over-year.
Financial Analyst
JP Morgan Chase, New York
08/2016 - 12/2019
Conducted financial modeling for projects worth $50M+, ensuring optimal ROI.
Monitored and analyzed market trends to guide risk mitigation strategies.
Collaborated with senior leadership on budget allocations, resulting in 10% operational savings.
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LinkedIn
https://chatgpt.com/c/linkedin.com/in/johnmcarter