Financial Analyst Resume Example
If you're hoping to start a career as a financial analyst, you'll need experience in preparing financial reports and monitoring market trends. If you want to stand out with your financial analyst applications, you'll need to create a professional resume that makes a strong impression on employers. In this article, we'll explain how to write a winning resume for financial analyst applications that best showcases your skills and experience.
After reading this article, you'll feel confident creating a financial analyst resume that effectively showcases your relevant skills and experience. You'll learn how to show employers you've got the relevant qualities, skills and experience for the job, all presented in a format that employers prefer to see. The article also includes tips for formatting your resume according to your experience and strengths. Read on to learn the tips Jobseeker careers experts recommend as the best for your financial analyst resume.
Core sections to include in a financial analyst resume
The key sections to include in a financial analyst resume are similar to those for any role or profession.
For junior and entry-level financial analyst positions, you may be short on work experience to include in your resume. Select a resume layout that emphasizes your skills and qualifications, such as a functional format. Likewise, an entry-level resume might focus more on soft and transferable skills, as well as details about internships, voluntary work or relevant training you've completed.
Work experience is typically the most important resume section for financial analyst applicants with some prior experience. As such, it's best to use a traditional, reverse-chronological resume format. Your resume should focus on your career achievements, and the role you've played in successful projects and activities for your employers. Consult the job description for guidance on what to showcase, and provide evidence to support your claims.
As a highly experienced candidate, you'll want your financial analyst resume to showcase your depth of relevant work experience, as well as other achievements. Use a reverse-chronological format and add additional sections to prove you're a strong candidate. It's likely that your senior resume will be longer than a standard resume of one-to-two pages. This is because you'll be listing additional achievements beyond your work experience, such as awards, publications and professional memberships.
Your resume layout and structure may differ depending on your experience levels, but make sure your resume includes the following:
Header and Personal Information
Your financial analyst resume header is the place to add your contact details. Start by adding your full name and underneath, include your email address, phone number and location. Adding your LinkedIn profile, if you have one, can help the employer get a better insight into your skills and industry expertise. You don't need to include any additional personal information or a photo. Make sure your resume header is as brief as possible and doesn't take up too much valuable space. Choose a clear, professional design that sets the tone for your application.
Make sure your email address appears as professional as possible, and doesn't include anything like nicknames, inappropriate language or personal information. If it does, set up a new email account with an address based on your name or initials, and use that for your job applications. Always double-check your contact details are up-to-date before sending your resume.
Eric Jones
eric.jones@example.com
(111) 222 33 444 55
221B Baker Street, Chicago, IL
linkedin․com/in/eric–jones123
Resume Summary
Next, write a short paragraph to introduce yourself. You could also call this section 'resume summary' or 'personal profile'. In two or three sentences, explain your professional background, achievements and key skills. If you choose to write a resume summary, this focuses on your career experience to date. On the other hand, a resume objective addresses your future plans and career ambitions. Additionally, make sure your resume summary reflects the job description and focuses on qualities that are relevant to working as a financial analyst.
Alternatively, you could use this section to reference your objectives and ambitions, and how this role would fit into your career journey.
A strong resume summary focuses on two or three key skills and achievements that showcase your suitability for financial analyst roles in a clear, quantifiable way. It also gives an insight into your personal qualities, to help the reader understand why you're a suitable candidate. See below for some great examples of how to approach your financial analyst resume.
Good example:
Detail-oriented Financial Analyst with a Bachelor of Science in Finance and proven experience as a Financial Planning and Analysis (FP&A) Analyst. Skilled in financial modeling, budgeting, and variance analysis. Adept at leveraging data-driven insights to support strategic decision-making and drive financial performance. Proficient in Excel and financial software tools, with a strong track record of optimizing financial processes and enhancing reporting accuracy
Bad example:
Financial analyst with some experience in finance and working with numbers. Worked in roles where I looked at budgets and analyzed differences. Have used data to help make decisions and improve financial outcomes. Familiar with using spreadsheets and financial tools, with experience in making processes better and reports more accurate
Conversely, an ineffective resume summary would include generic, unspecific information on your skills and experience, while failing to provide any useful information on what makes you a unique and interesting candidate. The graphic above shows some of the pitfalls to avoid when creating your resume summary.
Work Experience
Your resume work experience section is the chance to show your relevant previous jobs and career achievements as a financial analyst. For each entry, list the job title, the name of the employer, its location and the dates you worked there. Add each job in reverse-chronological order, starting with your current or most recent role.
Under each job entry, add several bullet points highlighting your responsibilities and achievements. Consult the job description for a list of the key requirements for the role and make sure your work experience section showcases how you meet these requirements.
The best resume work experience sections focus only on the most relevant previous jobs, and link each bullet point back to a skill or experience listed in the job description. It's also critical to provide evidence that shows the value you added to each role in a quantifiable way, such as project outcomes, key performance indicators or feedback from customers, colleagues or managers. See below for some good examples of what to include in your resume work experience section.
Good example:
Financial Planning and Analysis (FP&A) Analyst, January 2022 - Present
Quantify Financial Solutions, New York
- Spearheaded a $50M budget overhaul, resulting in a 15% cost reduction and improved financial forecasting accuracy
- Developed a new financial model, increasing revenue projections accuracy by 20% and enhancing strategic decision-making
- Led cross-functional team to implement a real-time financial dashboard, reducing report generation time by 50%
Bad example:
Financial Planning and Analysis (FP&A) Analyst, January 2022 - Present
Quantify Financial Solutions, New York
- Managed various financial projects, contributing to overall department success and efficiency improvements
- Assisted in financial planning and analysis, supporting strategic business decisions
- Collaborated with team members to enhance financial reporting processes and outcomes
The example above can give you some idea of what not to include in your resume work experience section. Poor examples of resume work experience sections tend to be vague and fail to quantify your achievements and the impact you've made in your career to date. They may also focus on responsibilities above relevant skills and how you've used them.
Education and Qualifications
Your resume's education section provides space for you to list your highest and most relevant qualifications for financial analyst roles.
A financial analyst role tends to require candidates to have a university or college degree, so make sure you list yours in your resume. A Bachelor of Science in Finance degree or similar is the most suitable for this job, but you could also include any other relevant qualifications that show your advanced Excel or SQL proficiency.
List your relevant qualifications in reverse-chronological order. Add the name and level of the award, the institution, its location (if this isn't obvious from the name) and your dates of study. You can enhance this section by adding bullet points that show any outstanding grades, awards or achievements and any specialist subjects you studied. These details can make you stand out from other candidates.
If you organized or participated in any clubs or societies while at university, or you took part in any voluntary work, you could also mention these here.
Bachelor of Science in Finance, 2017 - 2020
Yale University, New Haven, CT
Skills
In your skills section, list any skills you've acquired or developed that are relevant to financial analyst positions. Consider adding advanced Excel, analytical thinking or any other necessary skills for the job. Additionally, read the job description to make sure your skills match those required for financial analyst positions. You could also include some unique skills that help you stand out as a candidate.
Highlighting your hard skills
Hard skills are the key technical skills required for financial analyst positions. They include specific industry knowledge and abilities that you could learn on the job, or through a specialist qualification. Furthermore, your hard skills list helps to show employers how competent and experienced you are at key financial analyst duties and responsibilities. Include around four or five key hard skills that are listed in the job description. These skills will help to convince the hiring manager that you're a good fit for the position.
The best resume hard skills sections focus on specific technical skills necessary for the job, showcasing skills that you have particular expertise in. There are some examples of valuable hard skills for a financial analyst resume below.
- Financial modeling
- Data analysis
- Advanced Excel
Showcasing your best soft skills
Soft skills are the personal skills and qualities that make you a good fit for the job. They include transferable skills and strengths that help you settle into the role, adapt to new challenges and build effective working relationships. Indeed, transferable skills are growing in importance in the modern world of work, so make sure you include several of these in your resume. Think of your best soft skills and add up to five that match the requirements of the job description.
The strongest resume soft skills sections include a mix of skills that match your best personal strengths, and that reflect the skills listed in the job description. See below for some examples of effective soft skills for a financial analyst resume.
- Analytical thinking
- Attention to detail
- Effective communication
Relevant Certifications and Licenses
In this section, include any financial analyst certifications, training or licenses you hold that are relevant to the job. These could be official licenses required for the job or certifications that improve your employability. Therefore, include the details of any licenses and professional certifications required for financial analyst roles, along with completion dates so employers can see you're up-to-date.
Review the list below for some suitable certifications for a financial analyst resume:
- CFA Charterholder, 2022
- CPA License, 2022
- FRM Certification, 2022
Expert Tip:
Optional Sections
As well as the main sections of a financial analyst resume, optional sections can help you prove your credentials to employers. Choose any optional sections that showcase essential or desirable skills or experience for financial analyst jobs.
Hobbies
Including your hobbies and interests can be a valuable way of showing your key skills and qualities. Your hobbies and interests are useful for a financial analyst resume if you want to show a different side to your personality, or to stand out among other candidates. They can also be valuable if you're a junior candidate without much relevant work experience. Don't include hobbies and interests in your resume unless they showcase a specific interest or aspect of your personality. You'll want them to add something to your application that you can't add elsewhere.
Volunteering
Adding voluntary roles can be a useful way of showing relevant experience and skills for financial analyst roles beyond your main employment history. Add any voluntary roles, including your position, the name of the organization, the dates of your voluntary work and a brief explanation of your responsibilities and achievements.
References
References aren't a standard financial analyst resume section, but employers do sometimes ask for them. Check the job advert and only include them if requested. Add two or three professional references, and be sure to approach each referee before you include them.
Please contact me for a list of references.
Best words to use in a financial analyst resume
Start each bullet point in your work experience section with a strong verb to show actions you took. Add strong verbs from the list below to create a greater impact with your work experience section.
- Analyze
- Forecast
- Evaluate
- Interpret
- Model
- Recommend
- Examine
- Optimize
- Assess
- Strategize
Jobseeker's resume templates were created by careers experts to help you produce a professional resume in minutes. You can also find cover letter templates to complete an eye-catching job application that gets you noticed.
Example resume for financial analyst applications
The financial analyst resume example below incorporates all the information from above into a full-designed resume template, so you can see how a final resume will look:
221B Baker Street, Chicago, IL
•
eric.jones@example.com
•
(111) 222 33 444 55
•
linkedin․com/in/eric–jones123
Highly skilled Financial Analyst with a Bachelor of Science in Finance and comprehensive experience in financial analysis, forecasting, and performance evaluation. Proficient in financial modeling, data analysis, and strategic planning to optimize financial performance and support business decision-making. Strong analytical skills with a proven track record of delivering actionable insights and recommendations. Experienced in working with cross-functional teams and adept at using advanced financial software and tools
Financial Analyst
2020
-2022
Pinnacle Financial Solutions (Milwaukee)
- Developed a financial forecasting model that increased accuracy by 25%, aiding in strategic decision-making for a $50M portfolio
- Identified cost-saving opportunities leading to a 15% reduction in operational expenses, contributing to a $10M annual budget surplus
- Led a cross-functional team to streamline financial reporting processes, reducing report preparation time by 40% and improving data accuracy
Bachelor of Science in Finance
2017
-2020
University of California, San Diego (La Jolla, CA)
Financial modeling
Data analysis
Advanced Excel
Analytical thinking
Attention to detail
Effective communication
CFA Charterholder
CPA License
English - Fluent
Spanish - B2
Do's and don'ts of a financial analyst resume
Advice to help you craft a winning resume
- Use action words that show how you've made an impact in different financial analyst jobs (e.g. forecast, recommend, assess).
- Tailor your resume to make it as relevant as possible to the role you're applying for. Consult the job description and adapt your resume to reflect the required skills and experience.
- Use a professional resume format with clear headings, a defined structure and consistent margins for optimum readability.
- Include your educational achievements, including any impressive grades. Focus on the most relevant qualifications for the role.
- Use reverse-chronological order for your work and education, starting with your most recent employment and education.
Steer clear of these common resume writing errors
- Don't fill up your financial analyst resume with unnecessary information that contributes nothing to your chances of success.
- Don't forget to keep your contact information up to date, to ensure the employer can contact you if necessary.
- Don't list unrelated work experience unless you can show you used skills that are valuable to the job you're applying for.
- Don't use overly complex formatting and layouts that can make your financial analyst resume harder to read, and less scannable for Applicant Tracking Systems (ATS).
- Don't write any unnecessary personal details on your resume. Details such as age, gender or nationality can lead to unintentional recruitment bias.
How to make an ATS-friendly resume
An applicant tracking system (ATS) is just one of the tools employers and recruiters can use to streamline their hiring practices. This typically includes screening candidates by scanning and ranking their resumes based on their likely suitability for any vacancy. There are several things you can do when writing your financial analyst resume, to give yourself the strongest chance of ranking highly in the ATS stage and progressing through the recruitment process.
Follow these guidelines to create the best ATS-friendly resume:
- Use a traditional resume format, such as reverse-chronological or functional. These will give your resume a structure that's easier for ATS systems to scan.
- Use of job description keywords throughout your resume will help it rank higher in the ATS scanning stage, as it will more closely match the requirements laid out in the job description.
- Using clear, simple headings makes it easier for an ATS application to scan your resume, as it can easily identify what's in each section of your document.
- Adopt a clean, unfussy design that gives your content enough white space to breathe. Use professional, readable fonts and subtle use of color and other design elements.
- Use simple, concise language to keep your resume to a maximum of one to two pages in length. This will make it easier for ATS software to read.
If you're looking for inspiration for your resume, discover our comprehensive resume examples and in-depth, expert career blog.
FAQs for a financial analyst resume
Alongside your financial analyst resume, it's important to produce a professional cover letter that creates a similar positive impact on the reader.
Firstly, think about whether you want to write a full, formal cover letter or whether a brief email to introduce yourself and draw attention to your resume will suffice.
A traditional cover letter should follow formal letter-writing conventions and structure, including a header, the recipient's address and professional greetings and sign-offs. For the main body of the letter, open with a short paragraph introducing yourself and explaining your reasons for applying for the financial analyst role. Follow that with an explanation of your skills and experience and how they're relevant to the position. Close by expressing your gratitude and enthusiasm, and leaving a call to action that encourages the employer to open a dialogue with you.
Jobseeker's HR-approved cover letter templates can help you produce a cover letter that really catches the eye of employers.
If you have no experience, it's still possible to write a professional financial analyst resume that makes a positive impression on hiring managers. Choose a resume structure that best showcases your key skills for the role, such as a functional format. This places your skills and education above your work experience. Utilize additional sections at the end of your resume to show you've got what it takes to do the job. These include hobbies and interests, voluntary roles, certifications and internships.
A resume headline can catch the attention of the reader and give them a strong first impression about your suitability for financial analyst jobs. Resume headlines can also help you pass the ATS stage of the selection process, by highlighting the job title and one or two key details. Write a few words to set the tone for your resume, including the job title, your experience or track record and one or two key skills that make you stand out.
Below you can see a resume headline example:
- Junior Financial Analyst Enthusiast
- Expert Financial Data Analyst Specialist
- Senior Financial Analyst with Expertise
The most suitable resume format for you depends on two crucial factors. Firstly, whether you have a body of relevant work experience. Secondly, the type of job and its seniority level. For roles where you're lacking experience, such as graduate jobs or career changes, you could use a functional or skills-based resume format. This places your skills and education above your work experience. For more senior roles where you have plenty of relevant experience, use a reverse chronological format. This resume structure places work experience at the heart of the document, using it as a showcase for your skills and achievements.
Key takeaways for your financial analyst resume
Writing a strong, impactful resume is about using your experience to demonstrate your relevant skills and achievements. You can do this through your work history or other resume sections. Choose a resume structure that makes the most of your relevant experience, whether through work or other activities, and be sure to tailor your resume to match the job description.
Use Jobseeker's resume templates, other tools and resources to create an application that impresses employers. Sign up today to access a wealth of valuable resume and cover letter resources. To make the best possible impression with your applications, write a cover letter with the help of Jobseeker. You can also find plenty of expert-designed cover letter examples for inspiration.
Sources:
(1) Tips for Writing a Federal Resume, U.S. Department of Labor: https://www.dol.gov/general/jobs/tips-for-writing-a-federal-resume
(2) Resume Tips, Duke University: https://careerhub.students.duke.edu/resources/resume-tips/
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