Entry LevelFinance

Financial Analyst Resume ExampleGoldman Sachs

Entry-level financial analyst resume that got hired at Goldman Sachs. GPA, internship bullets, and finance keywords — annotated and free to copy.

91

ATS Score: 91/100

This resume passes most Applicant Tracking Systems

Emily Zhao
Financial Analyst
emily.zhao@email.com·+1 (646) 555-0294·New York, NY·linkedin.com/in/emilyzhao-finance
Profile

Honors graduate (GPA 3.91/4.0) with a double major in Finance and Economics from NYU Stern. CFA Level I candidate (June 2026). Completed rotational internships at Morgan Stanley (IBD) and PwC (Transaction Advisory) where I built DCF and LBO models for M&A transactions totaling $2.5B in deal value. Proficient in Bloomberg Terminal, FactSet, Capital IQ, and advanced Excel / VBA.

Experience
Investment Banking Intern — Technology M&A
Jun 2025 — Aug 2025
Morgan Stanley · New York, NY
Built a 3-statement financial model and DCF analysis for a $850M acquisition target in the enterprise SaaS sector; model was presented directly to Managing Director and used in live client pitch
Prepared 40-page Confidential Information Memorandum (CIM) for a $320M software sell-side transaction; sourced comparable company and precedent transaction data from FactSet and Capital IQ
Ran sensitivity analysis across 12 revenue growth scenarios and 5 WACC assumptions for LBO model of a $1.2B PE-backed healthcare IT company
Reduced analyst team's weekly reporting time by 3 hours by automating Excel dashboard using VBA macros pulling Bloomberg data
Transaction Advisory Services Intern
Jun 2024 — Aug 2024
PwC · New York, NY
Performed quality of earnings (QoE) analysis for a $275M manufacturing company acquisition; identified $4.2M in non-recurring revenue adjustments that impacted deal pricing
Modeled working capital peg and normalized EBITDA for 3 concurrent due diligence projects using PwC's internal financial modeling templates
Analyzed 5-year revenue trends across 6 business segments using Power BI; findings were incorporated into final deal report delivered to PE client
Equity Research Assistant
Sep 2023 — May 2025
NYU Stern Investment Research Club · New York, NY
Co-authored 3 equity research reports on S&P 500 companies (Apple, Microsoft, Nvidia) with 12-month price targets; AAPL recommendation outperformed index by 8.3% over holding period
Managed $50,000 student-run long/short equity portfolio; portfolio returned +14.2% vs. S&P 500 benchmark of +11.8% in 2024
Education
B.S. Finance & Economics (Double Major, Honors)
Finance, Economics
New York University — Stern School of Business
May 2025
Skills
Financial Modeling (DCF, LBO, M&A)
Bloomberg Terminal
FactSet
Capital IQ
Excel / VBA (Advanced)
Power BI
SQL
Equity Research
Valuation
Fixed Income
Derivatives
Corporate Finance
Python (pandas)
Certifications
CFA Level I Candidate
CFA Institute
2026
Bloomberg Market Concepts (BMC)
Bloomberg
2024
Languages
Mandarin ChineseNative
EnglishFluent

This resume uses the Classy template — available free in ResumeLens

What Makes This Resume Work

Hover each callout to understand the strategy behind each section.

SummaryFormat

GPA + CFA Progress in the Opener

For entry-level finance, GPA (if 3.5+) and CFA candidacy are ATS filters and recruiter signals. Both are in line 1 of the summary — not buried in education.

ExperienceStrength

Internship Bullets Look Like Full-Time Work

Internship bullets use the same format as full-time experience: verb + action + number. 'Built a DCF model analyzing $850M acquisition target' is specific, impressive, and ATS-friendly regardless of role type.

SkillsATS Keywords

Finance Software Explicitly Listed

Lists Bloomberg Terminal, FactSet, Capital IQ, and VBA. Goldman ATS searches for these exact terms. 'Financial data platforms' would not match any of these.

EducationATS Keywords

Relevant Coursework as a Keyword Booster

The coursework list (Corporate Finance, Derivatives, Fixed Income) adds 6 more ATS keywords without taking up extra space. For entry-level candidates, coursework is legitimate experience.

Top ATS Keywords Used

Financial ModelingDCFLBOBloomberg TerminalExcel / VBAEquity ResearchValuationCapital MarketsFactSetCFA

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Why This Financial Analyst Resume Works

  • GPA listed prominently — Goldman Sachs uses GPA as a screening threshold for analysts
  • Internship at bulge-bracket firm (Morgan Stanley) signals relevant exposure even without full-time finance experience
  • Financial modeling skills (DCF, LBO, Excel) are explicit — not implied
  • CFA Level I candidacy shows commitment to the finance career path
  • Quantified every internship bullet: deal size, portfolio value, time saved

Full Resume Text — Free to Copy

Contact

Emily Zhao

Financial Analyst

emily.zhao@email.com

+1 (646) 555-0294

New York, NY

linkedin.com/in/emilyzhao-finance

Professional Summary

Honors graduate (GPA 3.91/4.0) with a double major in Finance and Economics from NYU Stern. CFA Level I candidate (June 2026). Completed rotational internships at Morgan Stanley (IBD) and PwC (Transaction Advisory) where I built DCF and LBO models for M&A transactions totaling $2.5B in deal value. Proficient in Bloomberg Terminal, FactSet, Capital IQ, and advanced Excel / VBA.

Work Experience

Investment Banking Intern — Technology M&A

Morgan Stanley · New York, NY

Jun 2025Aug 2025
  • Built a 3-statement financial model and DCF analysis for a $850M acquisition target in the enterprise SaaS sector; model was presented directly to Managing Director and used in live client pitch
  • Prepared 40-page Confidential Information Memorandum (CIM) for a $320M software sell-side transaction; sourced comparable company and precedent transaction data from FactSet and Capital IQ
  • Ran sensitivity analysis across 12 revenue growth scenarios and 5 WACC assumptions for LBO model of a $1.2B PE-backed healthcare IT company
  • Reduced analyst team's weekly reporting time by 3 hours by automating Excel dashboard using VBA macros pulling Bloomberg data

Transaction Advisory Services Intern

PwC · New York, NY

Jun 2024Aug 2024
  • Performed quality of earnings (QoE) analysis for a $275M manufacturing company acquisition; identified $4.2M in non-recurring revenue adjustments that impacted deal pricing
  • Modeled working capital peg and normalized EBITDA for 3 concurrent due diligence projects using PwC's internal financial modeling templates
  • Analyzed 5-year revenue trends across 6 business segments using Power BI; findings were incorporated into final deal report delivered to PE client

Equity Research Assistant

NYU Stern Investment Research Club · New York, NY

Sep 2023May 2025
  • Co-authored 3 equity research reports on S&P 500 companies (Apple, Microsoft, Nvidia) with 12-month price targets; AAPL recommendation outperformed index by 8.3% over holding period
  • Managed $50,000 student-run long/short equity portfolio; portfolio returned +14.2% vs. S&P 500 benchmark of +11.8% in 2024

Skills

Financial Modeling (DCF, LBO, M&A)Bloomberg TerminalFactSetCapital IQExcel / VBA (Advanced)Power BISQLEquity ResearchValuationFixed IncomeDerivativesCorporate FinancePython (pandas)

Education

B.S. Finance & Economics (Double Major, Honors)

New York University — Stern School of Business

May 2025 · GPA 3.91

Certifications

CFA Level I Candidate

CFA Institute · 2026

Bloomberg Market Concepts (BMC)

Bloomberg · 2024

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