financial analyst mergers acquisitions resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
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Trilingual MBA graduate with experience in FP&A, mergers & acquisitions, as well as business management
MBA: Investments and Finance, Expected in 2014 to PHILADELPHIA UNIVERSITY - Philadelphia, PA
Succeeded in several core courses such as Investment and Portfolio Mgmt, Financial Mgmt, FIxed Income Securities, Speculative Markets, Operations Mgmt, among others 
Bachelor of Science: International Business and Finance, Expected in 2013 to PHILADELPHIA UNIVERSITY - Philadelphia, PA
Coursework in International Finance, Statistics and Investments 
Financial Analyst, Mergers & Acquisitions, 09/2014 to Current
BissellChicago, IL,
  • Key participant on helping an international startup company grow 700% over the first year, and maintaining a high competitive status in the industry
  • Working directly with the CEO, CFO and VP of M&A for monthly presentations to Blackstone
  • Performing extensive financial and legal Due Diligence on multi million dollar acquisitions
  • Closed a Pipeline of over 50 deals acquiring about 1,800 operating assets, bringing over $35 million in annual cash flow to the company
  • Led three of the most important acquisitions in the company, including the closing of over 600 T-Mobile towers, the stock purchase of one of the most important telecommunication companies in Brazil as well as acquiring and establishing the first tower company in the D.R.
  • Work directly with the VP of M&A on establishing process, templates and guides 
  • Manage several deals in up to 6 different countries in Latin America, U.S. and the Caribbean
  • Perform financial models to determine the bid price range on a potential acquisitions
  • Active participant in many corporate negotiations with existing and potential sellers. 
  • Training Junior Analysts and overseeing their projects
FP&A Intern, 04/2014 to 08/2014
Brookfield Properties - DevelopmentChicago, IL,
  • Created an Excel based Financial Model for corporate use to determine whether to move forward with an investment or not
  • Full pro-forma income statement of an operating hotel with a 5 year NOI forecast
  • Determine acquisition and selling price of the property based on entrance and exit cap rates.
  • Un-levered and Levered cash flow statements; IRR, NPV and Multiple calculation
  • Amortization table, Sensitivity Analysis Waterfall Distribution to LP and GP.
Investment Analyst - Intern, 04/2013 to 06/2013
FedexTemecula, , Ecuador
  • Worked creating sample portfolio for a large variety of clients (mutual funds, ETF's, bonds)
  • Worked with management on daily calculation of the NAV of several mutual fund portfolios
  • Analyzed loan petitions for a large range of clients.
  • Analyzed daily flow of funds and daily volatility of the stock market for 8 countries finding a stronger correlation between daily equity flow of funds and stock market volatility in emerging than in developed countries.
Financial Analyst Intern, 06/2012 to 07/2012
Colon Miramar HotelCity, , Ecuador
  • Created a full performance summary of the Hotel for the month of July for corporate review
  • Worked and learned all the essential aspects of running a hotel.
  • Partnered with Hotel Manager to create and revise annual budgets for Program services.
  • Daily interaction with different costumers for problem solving.
Sales / Finance Intern, 04/2011 to 05/2011
Grunenthal Multinational CorpCity, , Ecuador
  • Created several presentations and statistics about the cost and publicity of launching a new product.
  • Market research, inventory analysis, sale's forecasting and CRM database
  • Cash Flow estimation and Capital Budgeting Analysis of a new distribution center and equipment.
  • Organized extensive data in Excel by creating several Pivot Tables, graphs and charts for KPI reporting
Community Service
Habitat for Humanity volunteer, Quito 2007, 2008, 2009 
Alphabetization for less fortunate children, Quito 2008 
Volunteer to plant trees, Philadelphia, 2010, 2012 

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Resume Overview

School Attended


Job Titles Held:

  • Financial Analyst, Mergers & Acquisitions
  • FP&A Intern
  • Investment Analyst - Intern
  • Financial Analyst Intern
  • Sales / Finance Intern


  • MBA
  • Bachelor of Science

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