Daniel Mercer
Financial Analyst
Contact
Chicago, IL
daniel.mercer@email.com
(312) 555-0199
linkedin.com/in/dmercer
Skills
- Financial modelling
- Excel
- SQL
- Power BI
- Forecasting
- Variance analysis
- NetSuite
- Budgeting
Education
BS Finance
University of Illinois Urbana-Champaign · 2015 - 2019
Certifications
•CFA Level II candidate
•Financial Modeling & Valuation Analyst (FMVA)
Languages
•English (native)
•Polish (fluent)
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.
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.
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)
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