Financial Analyst CV Example

A stronger, more engaging financial analyst CV gives you the best chance of success. It can help you pass the ATS CV screening stage and impress the recruiter or hiring manager, increasing your prospects of reaching the interview stage. Let’s break down the core components of a CV and examine how to build them effectively.

Standard financial analyst CV sections

Your strategy for writing a financial analyst CV will depend heavily on your experience, your level of seniority and the requirements listed in the job description.

However, at any stage of your career, a financial analyst CV serves as a professional biography that must clearly illustrate your career trajectory. To help you tell that story effectively, we will now break down the document piece-by-piece, starting with your contact header and moving through the key pieces of your professional path.

CV Header

Start your financial analyst CV by adding a professional-looking header that contains all your relevant contact information. Include your name, email address, phone number and location (your full address isn't typically necessary for UK job applications). Additionally, consider adding a URL to your LinkedIn profile if you have one. This can help the reader to quickly access further information about your career and credentials that you haven't been able to add to your CV.

For UK applications, it's not usually advisable to include a personal photo or any other personal details, such as your age, gender, nationality or ethnicity. These can risk introducing bias to the decision-making process and are discouraged under the terms of the Equality Act 2010.

CV Summary or Objective

Underneath your contact information, write a brief CV summary or CV objective to introduce yourself and highlight a few key skills and qualities. This can help the employer to quickly form a first impression on your suitability for the financial analyst role. A CV summary focuses on your key skills and achievements, while a CV objective provides an alternative approach, showcasing your career ambitions and how the role fits with these. This makes a CV objective ideal for entry-level candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

An effective summary will include brief reference to one or two of your strongest skills, ensuring they reflect the skills listed in the job description. It's important to make your skills and qualities feel unique to you, and show how you've used them to positive effect in your career to date. Find an example below of a positive financial analyst CV summary, characterised by evidence to support your claims and well-structured, easy-to-read sentences.

Above is an example of CV summary that doesn't follow best practice, with some subtle shortcomings and failings. Your summary could miss the mark if it's too generic and doesn't describe unique personal qualities and strengths. It might also be vague, use long, unstructured sentences, lack quantifiable evidence of your impact, or not be tailored to the job description.

Work Experience

As with most CVs, your financial analyst CV work experience section tends to be the most vital part of your application. Employers tend to look to this section for evidence of how you've developed useful and relevant skills, and used them to add value for previous employers. Always tailor this section of your CV, focusing on keywords and phrases that match the job description, so employers can assess how you might put the same skills and qualities to good use in the future.

This section should contain a list of your most relevant previous jobs in the last 10 or 15 years. Add the job title, the name of the employer, its location and your dates of employment. Include detail in bullet points, outlining the skills you used in the role and the impact they made.

Standing out with your CV work experience section means using action verbs and measurable outcomes to show the impact you made. You'll want to outline a progression in your skills development, and list evidence of the value you added. Take a look at an example of a strong financial analyst CV work experience section below.

Take a look at a less strong financial analyst CV work experience section above. A less-engaging work experience section might include irrelevant roles or jobs from a long time ago, and generic information that fails to address the requirements of the job description. It could also lack evidence to support the claims made in the bullet points.

Education

In your education section you'll want to list your highest and most recent qualifications, particularly if they're a requirement for the role.

A degree is typically a strict requirement for financial analyst jobs, and as such, you'll want to showcase yours in your CV. If you have a Bachelor of Science (Hons) in Finance or another similar, relevant degree that confirms your eligibility for the position, include it in your CV. You might also wish to add other degrees or qualifications that highlight your strongest skills, such as excel VBA programming or risk assessment frameworks.

When listing your qualifications in your education section, select only the most suitable qualifications and list them in reverse-chronological order, starting with the most recent and working backwards. Add the name and level of the award, the institution, its location and your dates of study or graduation. If you have space or if you particularly want to emphasise your qualifications, you could add one or two bullet points under each entry, highlighting specialist areas of study, projects you worked on, awards you won or societies you were a member of.

Specialist licences or certifications can also be a valuable addition to your CV's education section. If these are essential for the job and are referenced in the job description, it's a good idea to include them here rather than further down your CV. Include any expiration or renewal dates for certifications, if applicable.

Key Skills

A CV's skills section is the place to show the reader, in an easily accessible format, that you have the necessary skills for the job. Read the job description to understand the most essential skills, and create a list of both hard and soft skills, ensuring you include some of your strongest, most unique characteristics and qualities to set you apart from the competition. In a financial analyst CV, focus on the most relevant and essential skills in your skills portfolio, such as communication and IFRS accounting standards, to show you're qualified for the financial analyst position and to put you in a strong position to progress.

Hard Skills

Hard and technical skills are the essential skills required for carrying out the everyday duties of the role. They might include specialist operation of certain software or equipment, or knowledge of certain industry standards and regulations. You could gain these skills via training, certifications or industry experience. For financial analyst positions, hard skills that match your abilities, such as financial modelling techniques, and risk assessment frameworks tend to be valued by recruiters and hiring managers. Review the job description, and include four or five key hard skills in your CV that show employers you're capable of completing the key duties of the role.

The ideal hard skills section will feature the most essential hard skills from the job description, while closely reflecting your own best technical abilities. The closer your strongest skills are to matching the job description, the higher your chances of success.

Review the examples below to understand which skills are often added to the hard skills section of a financial analyst CV.

Soft Skills

Soft skills differ from hard skills because they tend to be more transferable and applicable to different roles. Soft skills are the personal strengths and qualities that define your style of working and determine how well you're likely to fit in with the team and wider organisation. Owing to the rapidly evolving nature of the work landscape, soft skills are growing in importance for a number of roles and industry sectors where technology is replacing hard skills. Additionally, soft skills are particularly valuable for junior and entry-level candidates, who might not have much work experience but have the right building blocks for a successful career.

As with hard skills, review the job description to understand the best soft skills to mention in your financial analyst CV. The best CV soft skills section includes specific skills that you can evidence with examples throughout your CV. Draft a list of up to five key soft and transferable skills, combining the most essential skills from the job description with your strongest personal qualities.

The section below provides an overview of soft skills often highlighted in a financial analyst CV.

Languages

Adding foreign language skills to your financial analyst CV can be a valuable addition that reflects well on you as a candidate. Even if language skills aren't listed as a requirement in the job description, if you speak a foreign language, it can be beneficial to add it to your CV. Under this section, list any foreign languages you speak to a professional standard, with an indicator of your competency level for each.

There are several ways to cite your proficiency in foreign languages. Firstly, you could use a simple descriptive word to indicate your abilities, such as:

• English: Fluent
• Spanish: Intermediate

You could otherwise use an internationally recognised language standard, such as the Common European Framework of Reference (CEFR). This assigns your language skills a standardised level of competence, as follows:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications and Licences

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. It can be a valuable way of differentiating yourself from other candidates and showing employers your dedication, motivation and commitment to professional development. In addition, some roles require specific licences or training just to be eligible for the job, making the certifications section more important. This might include technical roles or positions which require the operation of specialist software, equipment or machinery.

These example certifications and licences are ideal for candidates applying for financial analyst roles:

Additional Sections

Including optional sections in addition to the core sections of your financial analyst CV can help you to show employers you're a strong candidate for the job. Consider optional sections for your CV if you're looking for ways to show you're right for the job, beyond your work experience. Optional sections are particularly valuable if you haven't had the chance to build up relevant work experience, for example, if you're applying for entry-level roles or you're changing careers to a new industry or role.

You can find more detailed advice on tailoring your CV in our career resources, where we cover proven ways to highlight your skills effectively.

Hobbies and Interests

Your hobbies and interests can be a useful way of showcasing additional skills that are relevant to the job description, but that you haven't been able to prove via your work experience. In addition, hobbies and interests can showcase your personality, helping to differentiate you from other candidates. However, hobbies and interests can only add value to your CV if they provide evidence of skills and experience that you can use in the role you're applying for. As such, only add hobbies as a way of filling gaps in the skills you've developed or used through work experience.

Key Achievements

Including an achievements and awards section is an effective way of showing the reader the value you've added for employers in your career to date. In your list, add any awards you've won, industry recognition or key career milestones that tell a story about your suitability for the role and place you ahead of other candidates.

Volunteer Roles

Listing any previous voluntary work is another useful way of showing you have the necessary skills and experience for the job. If you don't have much relevant work experience, either because you're a junior candidate or you're changing jobs from an unrelated field, volunteering can provide valuable examples of your skills in action. Your volunteering section should follow much the same structure as your work experience section.

Add a description of the volunteer role or a job title if you had one, the name of the organisation, its location and the start and end date of your volunteering. List bullet points that show how you put relevant skills to good use to create positive results for the organisation.

Best action verbs for an engaging financial analyst CV

Including strong action verbs with your work experience bullet points can help you show the impact you made in previous roles. Starting each bullet point with an action verb is a great way to match your experience and achievements to the job description, giving the reader an easy way of identifying your key skills and seeing how you've applied them. When adding action verbs to your work experience bullet points, just remember to always provide quantifiable evidence that shows the value you added for each employer. Use past tense for any action verbs that describe previous roles (for example, 'developed') and present tense for current roles (for example 'collaborating').

Financial analyst CV sample

Now we've shown you everything that needs to go into your financial analyst CV, we can take a look at how it comes together in its final form in the following example:

To see how your CV might look after finalising its design and layout, take a look at our CV examples.

Tips for optimising your CV for ATS

Employers and recruiters now routinely use applicant tracking systems (ATS) to ease the burden of the selection process. One of the key functions of these systems is CV screening, which reviews CVs and ranks them based on their likely fit for the role. This saves recruiters and hiring managers the time and effort of reading every CV in detail. With many vacancies often receiving hundreds of applications, ATS software can really relieve the burden on hiring teams and free them up to focus only on the most suitable candidates.

The increasing usage of ATS apps by recruiters and employers means it's critical to adapt and prepare your applications to successfully navigate this stage of the selection process. Following the tips below will give you everything you need for an ATS-compatible CV:

• Include keywords and phrases that mirror the job description, increasing your chances of ranking highly in the ATS screening stage.
• Use clear, standard CV headings that are easily recognisable, such as 'work experience', 'education' and 'skills'.
• Choose a simple, straightforward CV layout with clear, consistent formatting, that avoids text boxes, graphics or other special design elements, as these can make your CV harder to scan.
• Select a widely-used font in either serif or sans serif style, with a font size between 10 and 12 for body text and 14 and 16 for heading text.
• Use bullet points rather than writing long, full sentences, as this will make your CV easier to scan and parse, and help your keywords and phrases to stand out.

You might feel there are a lot of things to remember when writing an ATS-compatible CV, but with just a few small tweaks, you can ensure yours passes this stage. Use one of our expert-designed, ATS-compatible CV templates to avoid the stress of adapting your CV for ATS screening.

Key takeaways for success with your financial analyst CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Choose the most fitting CV format for your experience level, and focus on showcasing how you've developed the necessary skills for the role, and used them to positive effect in previous roles.

Finally, using an eye-catching, expert-designed CV template from Jobseeker can really give your CV an edge over those from rival candidates, helping you to achieve success in your job applications.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, Hiring Trends