Olivia Tran
Senior Financial Analyst
Dallas, TX · olivia.tran@example.com · (214) 555-0148
Summary
FP&A analyst with 5 years across corporate finance and investment banking. Built 3-statement model adopted as the standard for quarterly board materials; led $40M+ scenario planning during downturn.
Experience
Senior Financial Analyst · Crestview Holdings
2022 — Present
- Own quarterly board model and variance package for $180M revenue business.
- Led scenario planning during 2024 market downturn; recommendations preserved $11M in operating cash.
- Built rolling 13-week cash forecast adopted by treasury team.
Investment Banking Analyst · Stifel
2020 — 2022
- Supported 9 M&A and capital-raise transactions ranging $50M-$420M.
- Built deal models, comps, and pitch materials for managing-director-led engagements.
Education
B.S. Finance · University of Texas at Austin
Skills
Excel · Financial Modeling · PowerBI · SQL · Valuation · Forecasting · Variance Analysis