Investment Banking, Focus on Financial Modeling and Valuation

Sample Resume for a Job in Investment Banking with a Focus on Financial Modeling and Valuation
This resume handles a few tough problems: job hopping and self-employment while the applicant was earning his MBA. He disguised his self-employment by using business job titles instead of “owner,” and he beefed up his accomplishment statements with quantifiable results to show that he gets a lot done in a short period of time. Note how he presented his promotions on page two. Chronological resume. Plain Text version of this resume for posting online.


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Sample Resume for someone seeking a job in Investment Banking with a focus on Financial Modeling and ValuationSample Resume for someone seeking a job in Investment Banking with a focus on Financial Modeling and Valuation


This resume was written or critiqued by a member of Susan Ireland’s Resume Team. The job seeker agreed to allow us to make his or her resume anonymous and to post it on this website.

To learn how to write an effective resume, go to 10 Steps: How to Write a Resume. To write your resume with easy-to-use templates, order Susan Ireland’s downloadable software, Ready-Made Resumes.

Here’s the Plain Text version for posting online, formatted according to How to Upload and Email Your Resume.

KRAMER JANSEN
123 Seventh Avenue
Poplar Bluff, MO 12345
123-555-1234
kjansen@bamboo.com

OBJECTIVE
A position in Investment Banking, with a focus on financial modeling and valuation

SUMMARY OF QUALIFICATIONS

* Six years’ experience in operational and financial analysis, with particular skill in analyzing companies on a functional and quantitative basis and recommending process improvements that further the bottom line.

* In-depth knowledge of financial and valuation modeling to develop trend analysis across multiple industries.

* Skilled in working effectively with diverse groups at all organizational levels to achieve common objectives.

PROFESSIONAL EXPERIENCE

2004-pres., FINANCIAL SERVICES, LLC, Poplar Bluff, MO
Manager, Business Advisory Services Consulting Group

* Conducted extensive financial benchmarking and trend analysis of current audit clients.

* Assessed operational and business strategies of clients and prospects, including working capital analysis and process improvements that streamline workflow, improve operational efficiency and increase financial performance.

* Developed cost management analysis, activity-based costing and standardizing costs for a $200M painting manufacturer.

* Performed business assessment of core functional processes for an Investment Bank/Venture Capital firm, a shoe manufacturer and a freight forwarder; analyzed and matched software to meet each company’s requirements.

2002-03, TEXTILE ONLINE MARKETS, INC., Poplar Bluff, MO
Internet Business-to-Business Textile Marketplace
Co-Founder

* Developed a complex, innovative business model to offer Inventory Management, Capacity Management, Factoring and Contract Building to the global textile industry.

* Created five-year Pro-Forma financials and capitalization/valuation structure.

* Directed Angel and Venture Capital financing initiatives and presentations, secured initial capitalization of $75K.

* Hired a 30-year veteran of Clothing Brothers Industries as CEO. Recruited industry experts to serve as board members and advisors, including a former CEO of High-End Clothiers and a former president of National Jeans.

* Spearheaded business development opportunities and strategic partnerships with logistical, financial and value-added service vendors.

2002, STRATEGIC DATA CORPORATION, Independence, MO
Internet-based multimedia and data transport
Independent Strategy Consultant

* Performed strategic analysis to determine core competencies of company. Reported findings to senior executives.

* Developed accurate financial and operational analysis and valuation of each of five business units.

* Presented recommendations to leverage products in core competency areas, improve operations and increase revenues.

1998-01, BANKERS TRUST COMPANY, Independence, MO
Regional Trust Bank
Personal Trust Operations Supervisor, 2000-01

* Supervised cash management, trading, risk management and accounting operations for 500 personal trust accounts comprising over $150M in assets.

* Served as primary operations relationship manager for client banks to ensure proper delivery of services and excellent client satisfaction.

* Directed eight-member team dedicated to servicing selected accounts. Compiled quarterly management reports on team quality control and service delivery.

Trading and Personal Trust Operations Associate, 1998-00

* Led cost analysis project to implement imaging system to store over 25,000 client files.

* Allocated and reconciled $500M in investments to accounts on a monthly basis.

* Nominated Employee of the Year, 1999.

EDUCATION

* Master of International Management (International MBA), 2003

Thunderbird, The American Graduate School of International Management, Glendale, AZ

Financial Statement Analysis, Advanced Corporate Financial Reporting, Valuation of a Firm, International Treasury Management, Business Strategy, Negotiation and Bargaining.

Semester abroad program, Universidad Autonoma de Guadalajara, Guadalajara, Mexico

* Bachelor of Arts, History, 1998

The University of the South, Sewanee, TN

Semester abroad program, Oxford University, Oxford, England


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