Professional Resume Template for
M&A Analyst
Jordan M. Vance
Chicago, IL
(312) 555-0198
jordan.vance@email.com
linkedin.com/in/jordan-m-vance | jordanvancefinance.com
Professional Summary
Rigorous M&A Analyst with 5 years of experience executing financial modeling, business valuations, and transaction advisory workflows within the finance industry. Expertise includes building complex three-statement financial models, performing discounted cash flow (DCF) and leveraged buyout (LBO) analyses, and managing virtual data rooms. Successfully supported the execution of 12 middle-market transactions totaling $1.8B in enterprise value, improving valuation model turnaround times by 26% and due diligence response efficiency by 34%. Proficient in Bloomberg Terminal, Capital IQ, FactSet, PitchBook, and advanced Excel.
Work Experience
M&A Analyst — Beacon Corporate Finance
Chicago, IL | July 2023 – Present
- Constructed 14 comprehensive discounted cash flow (DCF) and public comparable valuation models for sell-side mandates, reducing client model revision cycle times by 22%.
- Managed virtual data room (VDR) setup and due diligence queries on Intralinks for 5 acquisitions, coordinating with 8 buyer groups to resolve transaction roadblocks 12 days ahead of schedule.
- Authored confidential information memoranda (CIMs) and presentation decks for transactions representing $640M in transaction value, securing 8 preliminary bids from strategic buyers.
- Researched competitive dynamics and financial performance of 28 targets across the fintech sector using Capital IQ, helping partners secure 3 new exclusive advisory mandates.
M&A Analyst — Summit Capital Group
Atlanta, GA | July 2021 – June 2023
- Prepared quarterly industry briefing books and target market mapping files for 18 pitch presentations using Bloomberg Terminal and FactSet, increasing pitch conversion rates by 15%.
- Analyzed historical quality of earnings (QofE) and normalized EBITDA for 10 acquisition candidates, identifying $12M in overstated working capital items during due diligence.
- Tracked transaction pipelines and corporate profiles for 45 middle-market prospects in Excel, decreasing weekly target database updating workflows by 6 hours using automated macro tools.
- Collaborated with legal counsel to review non-disclosure agreements (NDAs) and letter of intent (LOI) drafts for 7 divestitures, ensuring regulatory compliance and zero transaction delays.
Education
Bachelor of Business Administration in Finance
Emory University (Goizueta Business School) · Atlanta, GA · 2021
Skills
Financial modeling, Business valuation, Discounted cash flow (DCF), Leveraged buyout (LBO), Due diligence, Pitch book preparation, Quality of earnings (QofE), Bloomberg Terminal, Capital IQ, FactSet, PitchBook, Virtual data rooms (VDR), Intralinks, Advanced Excel, PowerPoint, Transaction advisory, Middle-market M&A
Projects
Cross-Border Acquisition Advisory
Role: Lead M&A Analyst
Tools: Capital IQ, Intralinks, Excel, PowerPoint
Coordinated due diligence and financial modeling for a $280M cross-border acquisition of a software company, completing the transaction 10 days early and identifying $8M in potential synergies.
Sell-Side Divestiture of Manufacturing Corp
Role: Lead M&A Analyst
Tools: Bloomberg Terminal, FactSet, Excel
Structured the marketing materials and financial profile for a $140M sell-side divestiture, generating interest from 12 strategic buyers and achieving a final valuation 8% above initial estimates.
Certifications
- FINRA Series 79 – Investment Banking Representative (2021)
- FINRA Series 63 – Uniform Securities Agent State Law (2021)
- Chartered Financial Analyst (CFA) – Level II (2024)
- Certified M&A Professional (CMAP) (2023)
Additional information
- Licenses: FINRA Securities Industry Essentials (SIE)
- Languages: English (Native), Spanish (Conversational)
- Availability: 2 weeks notice
Job Market Insights
Market data and opportunities for
M&A Analyst
Job Market Insights
$95,000
-
$135,000
Avg:
$115,000
Growth Outlook:
The demand for skilled M&A Analysts in the United States is projected to grow by 6% from 2024 to 2034, which is faster than the average for all occupations. While automated financial modeling and AI platforms streamline the initial data gathering processes, investment firms and corporations continue to require human analysts to lead complex due diligence, perform advanced financial valuations, and manage strategic relationships. Approximately 29,900 annual job openings are expected for financial and investment analysts over the next decade.
6% growth over 10 years
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