Executive resume template

Senior leader hero with key wins above the fold.

Best for

Senior leaders — the hero band puts your name and key wins above the fold where a board member's eyes land first.

Will it pass an ATS?

Single column under the hero, so parsing stays clean. Key-wins block reads as a normal section to ATS.

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Every template includes

  • Real-text PDF — every word stays selectable and parseable
  • 12 color palettes + custom accent color
  • Click-to-edit, drag-to-reorder editor
  • Switch to any other template without losing content
  • AI bullet rewriting and tailor-to-job built in
  • Free to build and share — pay only to download
12 palettes

Shown with our sales director example — tap a color to restyle it live.

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Certifications

CFA Level I — passed (June 2024)
CFA Institute·Jun 2024
FMVA (Financial Modeling & Valuation Analyst)
Corporate Finance Institute·Sep 2023

Education

BSBA in Finance + Accounting (double concentration)
University of North Carolina, Kenan-Flagler Business School
Sep 2019May 2023
  • Magna cum laude. Beta Gamma Sigma. Senior thesis: 'Unit-economics methodology for SaaS valuation under the ARR-multiple framework.'
  • Kenan-Flagler Investment Fund (KFIF) — Vice President of Research, FY23.

Skills

Modeling
Three-statement modelingUnit economics (CAC, LTV)Scenario + sensitivity analysisVariance commentary authorship
Tools
Excel (Power Query, Power Pivot)Adaptive InsightsNetSuite + LookerSQL (basic)

Summary

FP&A analyst with 18 months at Vellum (Series B SaaS) supporting the engineering cost-center forecast (220 employees, $32M annual spend). CFA Level I passed; Level II scheduled August 2026. Built the team's headcount-planning model + the monthly variance commentary template now used team-wide. BSc Finance UNC Chapel Hill, magna cum laude.

Experience

FP&A Analyst
Vellum · Charlotte, NC
Aug 2023Present

FP&A analyst supporting the engineering cost-center forecast (220 employees, $32M annual spend). Report to the Director of FP&A; partner with the VP of Engineering weekly.

  • Built the headcount-planning model integrating recruiting-funnel + ramping-productivity curves; quarterly variance vs plan held within ±4%.
  • Authored the team's monthly variance commentary template; adopted across 4 cost-center analysts.
  • Migrated the engineering forecasting workflow from Excel-only to Adaptive Insights over a 3-month implementation; partnered with the NetSuite admin on integration.
  • Co-built the FY25 capital-planning model with the Director; presented to the board investment committee in November 2024.
Investment Banking Summer Analyst
Robert W. Baird · Charlotte, NC
Jun 2022Aug 2022
  • Built the three-statement model + comparable-company analysis for two middle-market healthcare-IT clients; analyses included in the FY22 pitch books.

Newcast

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