Daniel Mercer
Financial Analyst
Chicago, IL · daniel.mercer@email.com · (312) 555-0199 · linkedin.com/in/dmercer
Summary
Financial analyst with five years in FP&A and corporate finance. Builds the models leadership actually uses to decide, and explains them in plain English.
Skills
Financial modelling · Excel · SQL · Power BI · Forecasting · Variance analysis · NetSuite · Budgeting
Experience
Senior Financial Analyst, Harbor LogisticsApr 2022 - Present
•Built the rolling forecast that replaced a 3-week manual close with a 2-day refresh.
•Identified $2.4M in freight overspend, recovered through carrier renegotiation.
•Presented monthly variance reviews to the CFO and five regional heads.
•Modelled the business case for a $12M fleet purchase approved by the board.
Financial Analyst, Meridian FoodsJul 2019 - Mar 2022
•Automated the budget pack in Power BI, saving 30 analyst hours a month.
•Modelled a plant consolidation that cut unit costs by 9%.
•Reconciled intercompany accounts across four entities, clearing a two-year backlog.
Finance Intern, Lakeshore CapitalJun 2018 - Aug 2018
•Built comparable-company analyses for three mid-market deals.
Education
BS Finance, University of Illinois Urbana-Champaign2015 - 2019
Certifications
•CFA Level II candidate
•Financial Modeling & Valuation Analyst (FMVA)
Languages
•English (native)
•Polish (fluent)
Selected projects
•Pricing model for a new cold-chain service line, adopted as the company standard.
•Cash-flow early-warning dashboard that flagged a $600K shortfall two months ahead.
•Led the finance side of an ERP migration from spreadsheets to NetSuite.
Volunteering
•Treasurer, Chicago Youth Soccer League (2021 - present)
Harvard
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Lean Six Sigma Green BeltPMP - MonogramDMDaniel MercerFinancial AnalystChicago, ILdaniel.mercer@email.com(312) 555-0199linkedin.com/in/dmercer
Summary
Financial analyst with five years in FP&A and corporate finance. Builds the models leadership actually uses to decide, and explains them in plain English.
Skills
Financial modelling · Excel · SQL · Power BI · Forecasting · Variance analysis · NetSuite · Budgeting
Experience
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BS Finance University of Illinois Urbana-Champaign2015 - 2019Certifications
CFA Level II candidateFinancial Modeling & Valuation Analyst (FMVA)Languages
English (native)Polish (fluent)Selected projects
Pricing model for a new cold-chain service line, adopted as the company standard.Cash-flow early-warning dashboard that flagged a $600K shortfall two months ahead.Led the finance side of an ERP migration from spreadsheets to NetSuite.Volunteering
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