SoFi resume example
This ad's requirements and example still show what SoFi looks for in the role.
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Corporate Development Analyst
SoFi · United States
What SoFi asks for
From SoFi's Corporate Development Analyst ad, checked 4 Nov 2026.
Financial modeling and valuation
Building detailed models for valuation, including discounted cash flow and comparative analysis, and creating pro forma financial statements.
M&A process execution
Assisting with all stages of a transaction, from initial sourcing and qualification through to due diligence, closing, and integration.
Stakeholder presentations
Preparing investment memos and presentations to communicate complex financial findings and risks to executive leadership.
FinTech market analysis
Researching industry disruptions and the competitive landscape, specifically within the global financial technology sector.
How the example answers the ad
Three of the four requirements above, each matched to a line in the example.
M&A process execution
“Coordinates due diligence processes with cross-functional legal and technology teams to evaluate target risks.”
Coordinating due diligence with legal and technology teams shows the evaluation stage of M&A process execution.
Financial modeling and valuation
“Leads valuation workstreams for potential FinTech acquisitions using bottoms-up DCF modeling.”
Using bottoms-up DCF modeling for valuations shows the financial modeling and valuation skill required for assessing targets.
FinTech market analysis
“Authored a senior thesis on the impact of decentralized finance on traditional banking infrastructure.”
Researching decentralized finance and its impact on banking systems shows the FinTech market analysis requirement for studying industry disruptions.
The whole example as text
Fatima Hassan · Corporate Development Analyst
Summary
Corporate development analyst with 4 years of experience in financial strategy and transaction execution. Spearheads complex financial modeling for mid-market acquisitions using DCF and three-statement valuation methodologies. Facilitates due diligence workstreams for closed transactions totaling 450 million dollars in aggregate deal value. Synthesizes global FinTech market research to provide actionable intelligence for international expansion initiatives.
Experience
Corporate Development Analyst · JPMorgan Chase & Co.
New York, NY · 2025 - Present
- Leads valuation workstreams for potential FinTech acquisitions using bottoms-up DCF modeling.
- Coordinates due diligence processes with cross-functional legal and technology teams to evaluate target risks.
- Drafts investment committee memos for 200 million dollar transactions to facilitate executive decision making.
M&A Analyst · Goldman Sachs
New York, NY · 2024 - 2025
- Constructs detailed pro forma financial statements for mid-market M&A targets in the banking sector.
- Manages data room operations for 3 concurrent due diligence tracks to ensure timely deal closure.
Financial Planning Analyst · BlackRock
New York, NY · 2023 - 2024
- Updates three-statement models to reflect changing market conditions for divisional reporting.
- Analyzes variances between projected and actual costs to improve budget accuracy by 12 percent.
Junior Finance Associate · Citigroup
New York, NY · 2022 - 2023
- Compiles daily market reports on interest rate volatility and banking sector performance.
- Maintains internal databases to ensure accurate tracking of transaction documentation.
Education
Bachelor of Science in Finance · New York University
New York, NY · 2018 - 2022
- Maintained 3.9 GPA while completing specialized coursework in corporate valuation and venture capital.
- Authored a senior thesis on the impact of decentralized finance on traditional banking infrastructure.
Certificate in Financial Technology · University of Pennsylvania
Philadelphia, PA · 2022 - 2022
- Completed comprehensive modules on blockchain applications and payment processing architecture.
- Built a predictive model for digital lending risk as a capstone project.
Skills
