Financial Analyst Resume Examples

Updated June 11, 2021

Strong employment growth is expected for financial analysts over the next eight years, driven by the growing range of financial products available and improved technology that provides large amounts of data in need of analysis. In fact, the Bureau of Labor Statistics predicts that jobs for financial analysts will grow by 5%, or 26,800 positions, from 2019 to 2029.

Despite the strong growth, it’s likely there will still be more people hoping to become financial analysts than jobs available. With the likelihood of competition, it’s important to stand out from other candidates. If your resume needs help to make an impact, start with our downloadable examples. There are templates for experienced financial analysts and those just entering the profession, as well as tips for strengthening your resume and tailoring it for a specific job description.

Downloadable Resume Examples

No Experience

Example #1 No Experience

2-3 years

Example #2 2-3 Years

5-10 Years

Example #3 5-10 Years

10+ Years

Example #4 10+ Years

Financial Analyst Resume Examples

Years of Experience
  • No experience 0
  • 2-3 Years 2-3
  • 5-10 Years 5-10
  • 10+ Years 10+

Sarah Sark
(216) 456-9854
[email protected]
111 Avenue Street, San Jose, CA 11111

Profile

Prospective financial analyst with a graduate degree in the field. A good communicator who can adjust financial terminology to more or less advanced levels based on audience. Excellent team player who is also capable of working alone to produce results. Already knowledgeable of several software programs. Fast learner who is willing and able to pick up more software skills.

Key Skills

  • Accounting
  • Written and verbal communication
  • Financial literacy
  • Organization of information
  • Excel, Maplesoft and Quantrix software

Education

Master  of Financial Analysis
BALL SCHOOL OF BUSINESS, San Jose, CA, September 2019 – June 2021

Won the school’s Graduate Student of the Year in Finance Award
Coursework completed:

  • Advanced Accounting
  • Corporate Finance Modeling
  • Tax Planning

Bachelor of Science in Accounting
SAN FRANCISCO UNIVERSITY, San Francisco, CA September 2016 – June 2020

Participated in the Small-Business Accounting Simulator Program
Coursework completed:

  • Auditing
  • Financial Reporting
  • Managerial Accounting

Professional Experience

Financial Analysis Intern, ABC Infrastructure Corporation, San Jose, CA
June 2020 – September 2020

  • Completed a 12-week shadowing program that involved assisting the organization’s Lead Financial Analyst
  • Reviewed proposed local tax changes and created a summary for the Lead Financial Analyst
  • Prepared reports on an infrastructure project, including one that demonstrated how choosing a specific vendor could save 30% on material costs

Business Assistant, Chart Company, San Francisco, CA
June 2018 – September 2018

  • Identified opportunities to reduce waste in supply procurement
  • Modeled the financing of a project with different loan terms
  • Estimated costs of the company’s potential retirement-plan options

Certifications

  • Certified Financial Modeler, Finance Professionals of America, 2021

Shayla Quinn
(234) 567-8901
[email protected]
8975 McArthur Avenue, Apt 7C, Miami, FL 33000

Profile

Enthusiastic entry-level financial analyst with two years of experience focused on using data to help businesses increase profits. Reduced waste and expenses for financial services companies and created dashboards for senior management and executive staff. Used MS Access and Excel to improve portfolios by at least 5.5% per year.

Key Skills

  • Research to establish facts and draw conclusions
  • Examine structures and systems with the help of SQL and other software
  • Excellent presentation skills

Education

Bachelor of Science in Finance
UNIVERSITY OF FLORIDA, Gainesville, FL, August 2015 – December 2018

Professional Experience

Financial Analyst I, Enterprise Financial Headquarters, Miami, FL
January 2019 – Present

  • Provide bi-weekly and monthly summary reports for North Florida and south Georgia offices and custom dashboards for executive staff
  • Found and eliminated recurring errors and duplications, saving the company 2.7% in annual expenses in North Florida and 1.3% in South Georgia offices
  • Built data visualization reports showing ways to increase monthly client spend while expanding profit margins by at least 5%

Junior Finance Specialist, Enterprise Financial Services, Gainesville, FL
May 2017 – December 2017 

  • Used SQL to pull important business intelligence data for executive presentation.
  • Analyzed customer data to improve upsell and cross-selling opportunities by 10%
  • Created a template that decreased data redundancy by at least 12%

Certifications

  • ACCA Certificate in Data Analytics (CertDA), July 2017
  • Microsoft Certified Data Analyst Associate, January 2019

Pedro Pennington
(111) 222-3333
[email protected]
123 First Street, New York, NY 10001

Profile

Energetic, detailed-oriented financial analyst who has over eight years of experience. Can lean on accounting background to process large amounts of financial information and investigate the strength of potential investments. Good communicator who is able to create digestible reports and give presentations that assist upper-level decision-makers.

Professional Experience

Financial Analyst, RRR Finances, New York, NY
November 2015 – Present

  • Perform risk-assessment analyses on potential and current investments
  • Help executive team formulate financial goals, then adjust as necessary each quarter
  • Using spreadsheets to present data, report on the performance of current holdings and recommend courses of action
  • Identify process improvements that have, to date, resulted in a 9% decrease in overhead costs
  • Examine financial documents of businesses seeking funding to determine solvency and potential

Junior Financial Analyst, ACE Bank, New York, NY
July 2012 – November 2015

  • Created reports on stock and bond trends
  • Prepared technical reports, integrating graphs and charts to show data
  • Maintained long-term database on income and expenses from ACE Bank’s 35 real estate property holdings

Education

Master of Finance
BUFFALO SCHOOL OF FINANCE, Buffalo, NY, September 2010 – June 2012

Bachelor of Science in Accounting
ROCHESTER BUSINESS ACADEMY, Rochester, NY, September 2006 – June 2010

Key Skills

  • Microsoft Excel
  • Interpreting business documents, including business plans and financial statements
  • Conducting and contributing to meetings
  • Communication through verbal and written means

Certifications

  • Certified Financial Analyst, Finance Professionals’ Association of New York, 2020

Phoebe Collins
(959) 012-3456
[email protected]
876 Little Road, East Hartford, CT 06118

Profile

Chartered Financial Analyst with 12+ years’ experience in financial management, supply chain management and auditing. Highly capable of collaborating with senior-level staff and meeting multiple pressing deadlines. Deeply familiar with best accounting practices and financial management software systems. Proven relationship builder and motivator.

Professional Experience

Senior Financial Analyst, Hartford Engineering Consultants, Hartford, CT
April 2015 – Present

  • Managing a $30M operating budget, including VOP analysis and functional expense forecasting for 75 cost centers
  • Working closely with senior executives on financial and operational KPIs
  • Supervising three financial analysts
  • Led UX process implementation that reduced financial reporting preparation time by 50%

Financial Analyst, United Companies, New Haven, CT
July 2008 – March 2015

  • Developed forecasting tools to analyze revenue variance and industry trends, resulting in the discovery of a $2M revenue opportunity
  • Collaborated with accounting department in streamlining key processes, reducing labor overtime costs by 20%
  • Executed core financial processes, including administration and reconciliations of bank accounts and operational expenses
  • Reduced monthly forecast variance from 25% to 9% by communicating across departments to incorporate the most recent information in the forecasts

Education

Master Finance
WILLIAM & MARY UNIVERSITY, Online, September 2019 – September 2020

Bachelor of Science in Business Administration – Finance
UNIVERSITY OF HARTFORD, Hartford, CT, September 2004 – May 2008

Key Skills

  • Solid knowledge of financial and management accounting
  • Financial modeling
  • Value-added analysis
  • Project management
  • Team player and mentor

Certification

  • Certified Financial Analyst, Finance Professionals’ Association of Connecticut, 2020

Common Key Skills and Action Verbs for Financial Analyst Resumes

Highlighting key skill words and relevant action verbs can help get your resume noticed. Hiring managers often use applicant tracking systems (ATS) to evaluate candidates. These systems scan each resume and score it based on the number of keywords and phrases that match what the hiring manager is seeking. Resumes that score well are flagged for further evaluation by the hiring manager, which means the more key skill words you include, the greater the chance you’ll be invited for an interview.

Key Skills & Proficiencies
Analytical skills Attention to detail
Budget management Business finance
Certified public accountant Client relationships
Compliance Computing skills
Corporate financing Data management
Decision making Economics
Financial modeling Financial planning
Financial policy Financial statements
Forecasting Mathematical skills
P&L Management Profit
Reports and presentations Strategic planning
Teamwork Time management
Valuation
Action Verbs
Analyze Audit
Budget Communicate
Comply Forecast
Interpret Invest
Lead Manage
Optimize Organize
Present Recommend
Reconcile Research
Review Strategize

Tips for Writing a Better Financial Analyst Resume

Highlight your financial analyst certifications

Jobs in the finance industry are highly competitive, with many people entering the field with similar educational achievements. Certifications are one way to stand out from the competition. They show you’re serious about a career in financial analysis and can also highlight an area where you have specialized knowledge. Hiring managers understand the strenuous requirements needed to receive certification and are more likely to notice applicants willing to go above and beyond to get that certification. For every certification you include, make sure you list the full name, the body that conferred it, and the year you gained certification.

Example #1

Good


  • Chartered Financial Analyst, CFA Institute, 2017
  • Certificate in Ethical, Social, and Governance (ESG) Investing, CFA Institute, 2020

Bad


  • Financial analysis certifications 2017 – 2020

Example #2

Good


  • Certified Public Accountant, American Institute of Certified Public Accountants, 2018
  • Financial Risk Manager, Global Association of Risk Professionals, 2019

Bad


Certifications in accounting and risk management

Quantify your financial analyst successes

Finances are all about numbers, and hiring managers want to understand the numbers that you manage. Quantifying your success using specific numbers helps you stand out from the crowd and shows the hiring manager the potential you bring to the position. Most of the bullet points in your professional experience section should include the answers to questions such as “how many?” or “how much?” to help tell the story of your success. Some examples include:

  • How much money was in your operating budget?
  • How much did profits increase?
  • How many projects did you manage?

Example #1

Good


Performed analysis on all projects and identified low-margin investments, saving the company $3.2 million.

Bad


Regularly analyzed investments and identified low-performing projects.

Example #2

Good


Implemented new data management procedures that improved availability of financial data and increased financial forecast accuracy by 21%.

Bad


Analyzed financial data and provided financial forecast reports.

How to Align Your Resume With the Job Description

Many companies use job descriptions to define the skills and experience their ideal candidate will possess. They use this job description to help them evaluate each resume and identify those with the most potential. Ensuring your resume includes the skills and attributes requested in the job description can help you stand out from a crowd of applicants.

If you’re unsure which skills to focus on when writing your resume, start by closely reading the job description. List the skills that are mentioned first or included multiple times, as these are generally the most important. Then use this list to decide which experiences and accomplishments to include in your resume. Make sure you demonstrate how you can meet all the key priorities and focus on notable contributions instead of general descriptions.

Example Financial Analyst Job Description


Wick Incorporated is looking for a financial analyst to join our team. The ideal candidate will have expertise in corporate finance, financial models and financial forecasting. Your main task will be analyzing the company’s financial data and preparing accounting and financial reports based on this analysis to help the company make data-based decisions. To be successful in this role, you must be detail-oriented and able to clearly communicate your findings to the executive team. 

Responsibilities:

  • Consolidate and analyze financial data
  • Prepare accounting and other reports and forecasts based on the analysis performed
  • Present reports to executive and provide recommendations to reduce costs and improve profits
  • Create financial models to guide and support business decisions
  • Work with the accounting team to ensure accurate financial reporting
  • Analyze actual results in comparison with forecasts to determine financial status
  • Continue learning and stay up-to-date about advances in the field

Qualifications:

  • Bachelor’s degree in finance, economics or another related field
  • Expertise in corporate finance and financial forecasting
  • Proven experience in the financial industry
  • High-level reporting, presentationand communication skills
  • Ability to analyze large amounts of financial data
  • Proven knowledge of financial systems and institutions
  • Comfortable using a computer and Microsoft Office suite

The job description shows that the following skills and experience are key priorities for the company:

  • Financial models
  • Reporting
  • Presentation
  • Communication skills
  • Analyze financial data
  • Financial forecasting
  • Support business decisions
  • Corporate finance

With this list, you can develop your resume to demonstrate that you have the required skills and attributes. See below for an example of how best to integrate them into your resume.

Financial Analyst Work Experience Example


Financial Analyst, Block Industries

April 2016 – Present

  • Analyze financial data and prepare reports, financial models and financial forecasts
  • Present reports and findings to clients and the executive team
  • Develop recommendations and communicate them clearly to the executive team, helping guide business decisions that resulted in cost savings, improved customer retention and increased profits
  • Stay up-to-date on innovations in corporate finance to provide cutting-edge advice and help guide sound business decisions