Financial Analyst Resume


Marion McLeod

604 Harmony Way

Pleasantville, CA 94588

(925) 555-1234


Finance and Real Estate

• Assessed profitability through analysis of financial statements and ratios.

• Performed waterfall and cash flow modeling of loans and real estate.

• Valued portfolios, loans and real estate using fundamental methods of finance.

• Monitored performance and projections for real estate assets.

• Reviewed mezzanine loan documents and preferred equity partnership agreements.

• Participated in underwriting $3 billion SBA loan portfolio.


• Created cash flow models, spreadsheets and databases using Microsoft Excel.

• Mastered Argus and Excel as projection tools.

• Utilized Microsoft PowerPoint and Microsoft Word applications for presentations and document creation.


• Coordinated 20-asset loan sale.

• Collaborated in organizing a mezzanine loan asset management platform.

• Served as secretary for a loan asset investment committee.

• Prepared business plan narratives and committee memoranda.

• Compiled research on the economic impact of stadiums on urban areas.

• Led in small and large group settings.


Baker Group, LP, Dallas, Texas  2000 to Present

Financial Analyst

• Supported a team of 4 managers through analysis of real estate and loan operations.

• Developing impromptu spreadsheets and models.

• Facilitated various monthly loan reporting packages.

• Monitored real estate operations and loan servicing activities.

• Projected real estate cash flows.

• Corresponded with borrowers, lenders and attorneys.

Industrial Financial Corporation, Dallas, Texas  1998 to 2000

Human Resources Intern

• Constructed and maintained various Excel databases

• Fielded employment verification requests

• Created memoranda for correspondence with employees.

• Corresponded daily with employees, insurance representatives, and 401(k) plan administrators.

Industrial Capital Corporation, Dallas, Texas  1997 to 1998

Due Diligence Intern

• Verified cash flow projections and calculations.

• Developed advanced financial analysis skills.

• Utilized Microsoft Access to update and maintain vital due diligence analytical data.

• Worked as needed to meet deadlines.


Baylor University

B.A., Finance


Cumulative GPA 3.5/4.0; Major GPA 3.65/4.0

Graduation date : May 2000

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