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Strategy Analyst Resume Example (2026 Guide)

Strategy Analyst resume example

A complete sample in the Modern template FitMyRole exports. The person and employers are fictional; the structure, skills and bullet style are what to copy.

Owen Quinlan

[email protected] • (555) 011-9035 • San Francisco, CA • linkedin.com/in/owenquinlan

Professional Summary

Strategy Analyst with 3 years of experience in corporate strategy and strategy consulting for financial technology and software companies. Builds the market models, business cases and board materials behind decisions on pricing, market entry and acquisitions, and supported two closed acquisitions worth a combined $145M. Previously advised 9 client teams at a strategy consultancy on growth and go-to-market questions. Works fast in Excel and SQL, and writes recommendations that state the decision, the numbers and the risks on a single page.

Skills

  • Strategy & Corporate Development: Corporate strategy, M&A support, target screening, business cases, market entry analysis, pricing strategy, annual planning
  • Financial Modeling: Three-statement models, DCF valuation, comparable company analysis, unit economics, scenario and sensitivity analysis, cost and revenue integration models
  • Market Research: Market sizing (TAM, SAM, SOM), competitive analysis, customer surveys, expert interviews, PitchBook, Capital IQ
  • Data & Tools: Excel, SQL, Tableau, Python (pandas), Google Sheets, PowerPoint, Qualtrics
  • Communication: Board and executive presentations, investment memos, one-page recommendations, stakeholder interviews

Education & Certification

University of California, BerkeleyAugust 2019 – May 2023Bachelor of Arts in Economics, Berkeley, CA
  • Minor in Data Science; senior thesis on pricing power in vertical software markets; Berkeley Consulting club project lead.
CFA InstituteAugust 2025Passed CFA Level I Examination

Work Experience

Strategy Analyst, Corporate StrategyFebruary 2025 – PresentClearbrook Financial Technologies, San Francisco, CA
  • Supported two acquisitions worth a combined $145M by building target valuation and integration savings models and drafting the investment memos presented to the board.
  • Screened 60 potential acquisition targets in PitchBook and Capital IQ against five strategic criteria, narrowing the list to 8 the CFO approved for outreach.
  • Built the business case for entering the UK small business payments market, sizing a $410M serviceable market and projecting break-even in year three.
  • Recommended a usage-based pricing tier after analyzing 18 months of customer billing data in SQL, a change projected to add $6M in annual recurring revenue.
  • Prepare the quarterly competitive landscape review for the executive team, tracking 14 competitors’ pricing, product launches and funding.
  • Coordinate inputs from finance, product and sales for the annual strategic plan, consolidating 11 team plans into one model and board deck.
Business AnalystAugust 2023 – January 2025Marlowe & Finch Advisory, San Francisco, CA
  • Delivered growth and go-to-market recommendations to 9 client teams at software and fintech companies, building the models behind each final presentation.
  • Sized the US market for embedded lending in vertical software at $3.2B for a Series C client, which used the analysis in its next fundraise.
  • Ran 25 expert and customer interviews for a market entry study and synthesized them into a decision framework the client’s leadership adopted.
  • Designed a 1,200-respondent Qualtrics survey on buyer priorities and built the Tableau dashboard used to present the findings.
  • Built pricing benchmarks for 40 vertical software products from public filings and pricing pages, used in two client pricing redesigns.
Strategy & Operations InternJune 2022 – August 2022Sunline Mobility, Oakland, CA
  • Built a city-level unit economics model for an e-bike sharing service covering 6 markets, used by leadership to rank expansion candidates.
  • Analyzed ride and maintenance data in SQL and Python to find that 12% of bikes drove 40% of repair cost, leading to a vendor review.
  • Researched permitting rules and competitor pricing in four new cities and summarized them in a one-page brief for each.
  • Presented final recommendations to the COO and the strategy team at the end of the internship.

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Why This Resume Works

  • Early-career scope is still made concrete: two closed acquisitions worth $145M, 60 targets screened down to 8, and a $410M serviceable market sized for a real decision.
  • The bullets name the outputs a strategy team hires for, valuation and integration savings models, investment memos and board decks, rather than "supported strategy".
  • Modeling, M&A and market research keywords appear in both the skills section and the bullets, so an ATS match is backed by evidence a hiring manager can read.
  • The path from intern to consultancy Business Analyst to in-house Strategy Analyst is a common, credible route, and each role adds client or executive exposure.
  • The CFA Level I pass and the data tools (SQL, Python, Tableau) signal quantitative depth without overstating credentials for a three-year analyst.

Common Resume Mistakes

  • No project or deal metrics.
  • Missing modeling or research keywords.
  • Vague "supported strategy" without output.

Keywords Recruiters Look For

  • Strategy
  • Modeling
  • M&A
  • Market research
  • Analysis
  • Excel
  • Board
  • Business case

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