Senior Financial Analyst Resume Examples and Templates for 2023

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Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).

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Example #1
Senior-Financial-Analyst_Example-1.pdf

Example #1

Example #2
Senior-Financial-Analyst_Example-2.pdf

Example #2

Example #3
Senior-Financial-Analyst_Example-3.pdf

Example #3

Senior Financial Analyst Text-Only Resume Examples

Years of Experience
  • Example #1 #1
  • Example #2 #2
  • Example #3 #3

Hideo Araki
(123) 456-7890
[email protected]
123 Carpenter Street, Philadelphia, PA 12345

Profile

A Senior Financial Analyst with seven years of professional experience specializing in FP&A, financial reporting, accounting, and financial modeling. A proven track record of conducting high-level forecasting for enterprise organizations. Adept at leading initiatives to support scalability, improve profitability, and reduce operating costs.

Professional Experience

Senior Financial Analyst, Rockwell Financial Firm, Philadelphia, PA
April 2016 – Present

  • Manage a team of five Financial Analysts overseeing budgeting, forecasting, internal controls, and financial reporting for a $50M corporate portfolio
  • Conduct validation and verification activities on internal controls and global risk management procedures and perform comprehensive financial audits
  • Collaborate with cross-functional teams and corporate leaders to identify opportunities to enhance business operations and annual reduce operating costs by 10%

Financial Analyst, Genesis Software Co., Philadelphia, PA
June 2014 – April 2016

  • Conducted financial analysis and auditing, and reported on corporate expenses, budgets, financial statements, and operating costs for a multi-million-dollar software firm
  • Created monthly, quarterly, and annual financial reports for leadership and provided recommendations to consolidate resources and reduce overhead costs by 5%

Education

Bachelor of Science (B.S.) Accounting
Temple University, Philadelphia, PA September 2010 – June 2014

Key Skills

  • Financial Analysis
  • FP&A
  • Accounting
  • Financial Auditing
  • Forecasting

Certifications

  • Chartered Financial Analyst (CFA®), 2016

Allison Rosenberg
(123) 456-7890
[email protected]
123 Bedford Avenue, New York, NY 12345

Profile

A Senior Financial Analyst with eight years of experience defining financial strategies and leading change management initiatives for enterprise organizations. A strong history of identifying opportunities to enhance business transparency and drive long-term revenue growth.

Professional Experience

Senior Financial Analyst, Excelsior Financial Partners, New York, NY
April 2016 – Present

  • Define modeling and financial strategies for an enterprise financial firm, improve business transparency to enhance planning and execution, and lead strategic initiatives to support revenue growth from $50M to $300M over five years
  • Manage a team of five financial analysts, oversee modeling, analysis, and reporting of complex financial data and trends, and conduct forecasting to define strategies
  • Spearhead change management initiatives and transformation projects to overhaul financial reporting, auditing, and KPIs for the organization

Financial Analyst, Cadence Manufacturing, New York, NY
June 2013 – April 2016

  • Coordinated with the financial analysis and planning team to perform comprehensive audits of financial statements, data, and operating budgets for a multi-million-dollar manufacturing company
  • Delivered presentations to senior management on overhead costs, resource allocation, and annual projections to support long-term financial planning

Education

Bachelor of Science (B.S.) Accounting
Columbia University, New York, NY September 2009 – June 2013

Key Skills

  • Financial Modeling
  • Budget Development
  • Change Management
  • FP&A
  • Financial Reporting

Certifications

  • Chartered Financial Analyst (CFA®), 2014

John Bergsen
(123) 456-7890
[email protected]
123 Bridge Street, Boston, MA 12345

Profile

A Senior Financial Analyst with 10+ years of experience specializing in investment management, FP&A, portfolio management, and financial reporting. A strong history of analyzing financial performance of multi-million-dollar investment portfolios.

Professional Experience

Senior Financial Analyst, Rowan Investments Inc., Boston, MA
October 2016 – Present

  • Design and implement reporting tools for enterprise business functions and investment management, create dashboards, and implement forecasting tools to enhance business transparency and drive data-driven decision-making
  • Coordinate with C-level executives to review financial data and portfolio performance and define investment strategies based on financial forecasts and trends
  • Lead transformation projects to centralize financial reporting for the integration of large acquisitions valued at $30M-$100M

Senior Financial Analyst, Centerline Investing, Boston, MA
June 2011 – October 2016

  • Led a team of five financial analysts to manage reporting activities for an investment portfolio valued at $55M, which included identifying opportunities to enhance forecasting and improve data-driven decision making for investment strategies
  • Oversaw all aspects of financial operations, including modeling, strategic planning, portfolio management, and cash flow analysis

Education

Bachelor of Science (B.S.) Finance
Boston College, Boston, MA September 2007 – June 2011

Key Skills

  • Financial Planning & Analysis (FP&A)
  • Investment Management
  • Financial Reporting
  • Financial Modeling
  • Strategic Planning

Certifications

  • Chartered Financial Analyst (CFA®), 2012

Tips for Writing a Better Senior Financial Analyst Resume

Now that you’ve seen some examples of senior financial analyst resumes, we’ll provide additional guidance to help you adopt our best practices as you build your own document. To differentiate yourself from the competition during your job search, you’ll want to create an accomplishment-driven resume that highlights the strongest aspects of your career. Listing specific financial skills isn’t enough to grab the hiring manager’s attention. You also need to provide context and tangible examples of using your financial expertise to create value for your organizations. Below, you’ll find three expert tips to help you enhance your resume content:

1. Quantify your senior financial analyst achievements

The best way to create an accomplishment-driven resume is to incorporate monetary figures, numbers, and metrics into your bullet points. This will show prospective employers that you have a proven track record of managing large portfolios, generating cost savings, and improving financial operations. Notice how in the example below, the candidate uses numbers to their advantage in order to grab the reader’s attention. If we remove these numbers, the achievements no longer have a sense of scope, and their impact is significantly reduced:

  • Manage a team of five Financial Analysts overseeing budgeting, forecasting, internal controls, and financial reporting for a $50M corporate portfolio
  • Conduct validation and verification activities on internal controls and global risk management procedures and perform comprehensive financial audits
  • Collaborate with cross-functional teams and corporate leaders to identify opportunities to enhance business operations and annual reduce operating costs by 10%

 

2. Create an eye-catching professional profile

Your professional profile is the first thing the hiring manager sees as they review your resume. To generate interest from prospective employers, you want to make a strong first impression by creating a compelling summary at the top of your document. The first step is to identify key specializations that the organization is looking for and incorporate three to four of these skills in your opening sentence. Once you’ve accomplished this, you should call out a particular aspect of your career that makes you a uniquely qualified candidate. In the example below, the candidate highlights their background working with enterprise organizations, which sends a clear message to hiring managers that they can handle large-scale financial projects:

Profile

 

A Senior Financial Analyst with seven years of professional experience specializing in FP&A, financial reporting, accounting, and financial modeling. A proven track record of conducting high-level forecasting for enterprise organizations. Adept at leading initiatives to support scalability, improve profitability, and reduce operating costs.

3. Showcase your financial knowledge and skill sets

You’ll need to highlight your knowledge of financial terminology on your resume while pursuing senior analyst positions. In addition to listing these skills in your profile and skills section, you should make a point to show hiring managers how you utilized your financial knowledge to support key projects and initiatives. This will help prospective employers better understand how you used your financial expertise to create value for organizations.

In the example below, the candidate focuses on their experience in financial modeling and paints a picture of how their expertise supported annual revenue growth:

  • Define modeling and financial strategies for an enterprise financial firm, improve business transparency to enhance planning and execution, and lead strategic initiatives to support revenue growth from $50M to $300M over five years
  • Manage a team of five financial analysts, oversee modeling, analysis, and reporting of complex financial data and trends, and conduct forecasting to define strategies
  • Spearhead change management initiatives and transformation projects to overhaul financial reporting, auditing, and KPIs for the organization

 

Key Skills Hiring Managers Look for on Financial Analyst Resumes

Most organizations utilize an applicant tracking system (ATS) to identify qualified candidates for job openings. If your resume lacks a certain number of key terms from the job description, your application may be rejected before it reaches the hiring manager. To mitigate this risk, you should incorporate as many key terms as possible from the job posting into your profile, work history, and skills section. Below, you’ll find a list of key terms you may encounter while pursuing senior financial analyst jobs:

Key Skills and Proficiencies
Accounting Account Reconciliation
Auditing Budgeting
Cost Analysis Finance
Financial Analysis Financial Auditing
Financial Modeling Financial Operations
Financial Planning and Analysis (FP&A) Financial Reporting
FINRA Forecasting
GAAP Internal Controls
Internal Financial Reporting Standards (IFRS) Process Improvement
Tax Accounting Variance Analysis

Common Action Verbs for Senior Financial Analyst Resumes

It’s easy to find yourself running short on action verbs to use as you build your resume. Often there’s only a limited number of verbs you can use to convey your professional experience accurately. Differentiating your usage of action verbs is a great way to keep your content fresh and compelling for the reader. To help you out, we’ve compiled a list of action verbs you can use to craft your bullet points as you build your resume:

Action Verbs
Analyzed Audited
Built Budgeted
Collaborated Communicated
Conducted Coordinated
Created Delivered
Designed Developed
Enhanced Identified
Implemented Improved
Increased Led
Maintained Managed
Oversaw Performed
Planned Provided
Supported  

How to Align Your Senior Financial Analyst Resume With the Job Description

According to the Bureau of Labor Statistics, the average annual salary for financial analysts was $95,570 in 2021. This field is expected to experience a 9% increase in growth over the next decade, resulting in over 31,900 new job openings each year. Despite these projections, you’ll still need to create an accomplishment-driven resume to separate yourself from the competition.

Aligning your resume with individual job descriptions shows hiring managers and prospective employers that you’re uniquely qualified for the position and have a genuine interest in joining the organization.

For instance, if an organization is specifically looking for a candidate with a background in investment management, you’d want to incorporate examples of you performing financial reporting for investment portfolios. Often, you’ll find certain terms mentioned more than once throughout the job description. This is a clear indicator that this qualification has particular significance to the company, so you’ll want to make a point to feature it directly in your professional profile. By aligning your resume with the job description, you’ll maximize your odds of landing the interview and securing your next big job opportunity.