Knowing how to apply for jobs as a financial analyst isn’t everyone’s cup of tea. Even if you think you have the perfect resume, it’s not always easy to stand out from the competition.
Luckily, we’ve compiled five of the best finance resume examples that have proven to be effective for financial analysts and explained why they work.
By reviewing these examples, you’ll gain valuable insights into creating a solid financial resume that showcases your unique value proposition and lands you the job you’re after.
Financial Analyst Resume Examples
As a financial analyst, your role involves analyzing financial data, assessing investment opportunities, and making recommendations to support business decisions.
To succeed in this competitive field, you need a compelling resume that highlights your expertise, experience, and achievements.
In this section, we’ll explore some of the best financial analyst resume examples to inspire and guide you in crafting a winning resume.
Entry-Level Financial Analyst Resume Example
Why We Suggest this Resume
This resume is great because it showcases the applicant's academic background, relevant skills, and practical experience. Potential employers will comprehensively understand the candidate’s qualifications and suitability for the job.
- Type of Resume: Entry-Level Financial Analyst Resume Example
- Best For: Beginners in financial analyst career
If you’re a recent graduate or new to the financial industry, crafting an effective entry-level financial analyst resume can be quite stressful.
However, with the proper format, language, and content, you can showcase your skills, education, and enthusiasm for the industry in a comprehensive resume that speaks to your talents.
Work Experience 1
- Internships or co-op programs in finance or related fields
- Part-time jobs in finance or accounting, such as bookkeeping or data entry
- Volunteer work that involves financial management or budgeting
- Group projects or coursework that relate to financial analysis, accounting, or investment analysis
- Leadership roles in school organizations or extracurricular activities that demonstrate teamwork and organization skills
Work Experience 2
- Research or data analysis experience gained through academic projects or independent research.
- Customer service or sales experience that shows communication and interpersonal skills
- Experience with financial software, such as Excel or QuickBooks, gained through coursework or personal use.
- Participation in case competitions or financial modeling competitions that demonstrate problem-solving skills and attention to detail
- Relevant certifications or licenses, such as the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) that demonstrate knowledge and commitment to the field.
Project Experience
- Financial modeling projects: Entry-level financial analysts often gain experience in financial modeling by completing projects as part of their coursework, internships, or extracurricular activities. These projects involve using Excel or other software to create models that forecast financial performance, assess investment opportunities, or analyze business trends.
- Market research projects: Entry-level financial analysts may participate in market research projects that involve collecting and analyzing data on market trends, consumer behavior, or competitor activity. These projects require strong analytical and research skills and the ability to present findings clearly and concisely.
- Investment analysis projects: Entry-level financial analysts may also gain experience in investment analysis by completing projects that involve evaluating potential investment opportunities or analyzing the performance of existing investments. These projects require a thorough understanding of financial markets, valuation methods, and risk management principles.
Skills
- Financial modeling
- Data analysis
- Accounting principles
- Communication
- Attention to detail
Education
Bachelor of Science in Finance, University of Alabama, Birmingham, Alabama, May 2022
Relevant coursework:
- Financial Management
- Investment Analysis
- Financial Markets and Institutions
- Corporate Finance
- Accounting Principles and Practices
Honors and awards:
- Dean’s List, Fall 2018 – Spring 2022
- Finance Student of the Year, 2022
Licenses & Accreditations
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Financial Risk Manager (FRM)
Why This Resume Works
An entry-level financial analyst resume is crucial in demonstrating a candidate’s potential to succeed in a finance career.
By showcasing their academic background, relevant skills, and practical experience, employers comprehensively understand the candidate’s qualifications and suitability for the job.
Moreover, the resume highlights the candidate’s passion and dedication to finance, which is essential in showcasing their enthusiasm for the industry.
It serves as a strong starting point for a career in financial analysis and can be a model for other entry-level candidates who seek to break into the industry.
This type of resume is essential for demonstrating to employers that they possess the necessary skills and experience to succeed in a financial analyst role.
Junior Financial Analyst Resume Example
Why We Suggest this Resume
This resume demonstrates the candidate’s attention to detail and professionalism through its clean and organized design. It’s crucial that you tailor the resume to the specific job description and company while showcasing relevant skills and experience.
- Type of Resume: Junior Financial Analyst Resume Example
- Best For: Financial analysts with little experience
A Junior Financial Analyst Resume highlights the skills and experience of a candidate seeking a career in financial analysis.
The resume emphasizes the candidate’s ability to analyze and interpret financial data, proficiency in financial software, and strong communication and collaboration skills.
Work Experience 1
- Financial modeling – Developing and maintaining financial models to support business decisions.
- Financial analysis – Analyzing financial data to identify trends, patterns, and insights.
- Budgeting and forecasting – Preparing and monitoring budgets and forecasts to support financial planning and decision-making.
- Data analysis – Collecting, cleaning, and analyzing large sets of financial data to support business decisions.
- Reporting – Preparing regular financial reports and presentations for senior management.
Work Experience 2
- Investment research – Conducting research on companies, industries, and markets to support investment decisions.
- Accounting – Performing basic accounting tasks such as bookkeeping, accounts payable and accounts receivable.
- Auditing – Participating in financial audits to ensure compliance with accounting standards and regulations.
- Project management – Leading or supporting financial projects to achieve business objectives.
- Client communication – Interacting with clients to understand their financial needs and providing support as needed.
Project Experience
- Financial modeling projects – Developing financial models to forecast future performance for clients and corporations while assessing risk and evaluating investment opportunities.
- Budgeting and forecasting projects – Collaborating with cross-functional teams to develop and track budgets, forecast future financial performance and identify potential risks.
- Data analysis projects – Collecting, cleaning, and analyzing large sets of financial data to identify trends, patterns, and insights that inform business decisions.
Skills
- Data analysis
- Proficiency in financial software
- Budgeting and forecasting
- Problem-solving
- Collaboration
Education
Bachelor of Science in Finance from the University of California, Berkeley
Relevant coursework:
- Financial accounting
- Corporate finance
- Investment analysis
- Financial modeling
Licenses & Accreditations
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
- Certified Public Accountant (CPA)
- Bloomberg Market Concepts (BMC)
Why This Resume Works
The Junior Financial Analyst Resume demonstrates the candidate’s attention to detail and professionalism through its clean and organized design.
Using consistent font sizes and formatting creates a polished and visually appealing document that is easy to read and understand.
Overall, modeling a resume after the Junior Financial Analyst Resume can help candidates stand out to potential employers by highlighting their qualifications and demonstrating their commitment to a career in financial analysis.
It’s crucial that you tailor the resume to the specific job description and company while showcasing relevant skills and experience.
By following the effective strategies outlined in this resume example, candidates can increase their chances of landing an interview and ultimately securing a job in the competitive field of finance.
Senior Financial Analyst Resume Example
Why We Suggest this Resume
This resume is great because it highlights the technical expertise, leadership, and strategic thinking of the applicant which are relevant to this role. It also highlights the candidate’s excellent communication skills and ability to work collaboratively with other teams and departments.
- Type of Resume: Senior Financial Analyst Resume Example
- Best For: Financial analysts with several years of experience
A Senior Financial Analyst’s Resume showcases the professional accomplishments and expertise of a financial analyst with several years of experience in the field.
This type of resume highlights a candidate’s advanced financial analysis and modeling skills and experience in managing teams, developing financial strategies, and driving business growth.
Work Experience 1
- Financial Analysis – Developing financial models and forecasts to support strategic decision-making, including revenue and expense, profitability, and variance analysis.
- Financial Reporting – Preparing and presenting financial statements, reports, and analyses for senior management and external stakeholders, ensuring compliance with accounting principles and regulations.
- Budgeting and Forecasting – Developing and managing annual budgets and forecasts, analyzing financial performance against targets, and recommending adjustments to improve financial results.
- Investment Analysis – Conducting due diligence and financial analysis on potential investments, including valuation, risk assessment, and return on investment analysis.
- Business Strategy – Providing financial insights and guidance to senior management to support strategic planning and business development initiatives.
Work Experience 2
- Team Management – Leading and managing teams of financial analysts, providing guidance and support on financial analysis, modeling, and reporting.
- Cost Analysis – Analyzing and identifying cost-saving opportunities across the organization, including cost-reduction strategies, process improvements, and vendor negotiations.
- Financial Systems and Processes – Developing and implementing financial systems, processes, and controls to improve financial reporting and analysis efficiency and accuracy.
- Project Management – Leading and managing cross-functional projects related to financial analysis, reporting, and systems implementation.
- Stakeholder Engagement – Building and maintaining relationships with internal and external stakeholders, including investors, lenders, and regulatory bodies.
Project Experience
- Mergers and Acquisitions – Led financial due diligence and analysis for potential acquisitions or mergers, including financial modeling, valuation, and risk assessment.
- System Implementation – Leading or participating in projects to implement financial systems and tools, such as ERP systems, financial reporting systems, or budgeting and forecasting tools.
- Process Improvement – Leading or participating in projects to improve financial processes and workflows, such as streamlining the financial close process, optimizing budgeting and forecasting processes, or improving financial reporting and analysis capabilities.
Skills
- Time Management
- Adaptability
- Accounting Principles
- Forecasting and Budgeting
- Investment Analysis
Education
Master of Business Administration in Finance, Harvard Business School
Bachelor of Science in Accounting, University of Southern California
Licenses & Accreditations
- Certified Public Accountant (CPA)
- Financial Risk Manager (FRM)
- Certified Management Accountant (CMA)
Why This Resume Works
The financial analyst must possess technical expertise, leadership, and strategic thinking at the senior level. Therefore, the resume includes specific examples of how candidates have leveraged their skills to drive business results.
Another critical aspect of a Senior Financial Analyst Resume is the ability to communicate complex financial data and insights to stakeholders.
Therefore, the resume may also highlight the candidate’s excellent communication skills and ability to work collaboratively with other teams and departments.
Overall, a Senior Financial Analyst Resume works because it showcases a candidate’s extensive experience, technical expertise, leadership, and strategic thinking.
It is an effective tool for candidates seeking to apply for high-level finance positions, and it can be modeled after by other experienced finance professionals.
Business Financial Analyst Resume Example
Why We Suggest this Resume
This resume demonstrates the candidate’s proficiency in various financial analysis tools and software and their knowledge of accounting principles, financial forecasting, and budgeting. It also emphasizes skills relevant to financial decision-making in a commercial environment.
- Type of Resume: Business Financial Analyst Resume Example
- Best For: Business financial analysts
The role of a Business Financial Analyst is to analyze financial data and provide insights that help businesses make informed decisions.
This section will review an example of a Business Financial Analyst’s Resume and highlight the key components that make it effective.
Work Experience 1
- Conducting financial analysis and modeling to support strategic decision-making
- Performing financial forecasting and budgeting
- Developing and implementing financial policies and procedures
- Collaborating with business leaders and stakeholders to identify opportunities for growth and optimization
- Conducting market and competitive analysis to inform business strategy
Work Experience 2
- Identifying and assessing risks and opportunities in financial plans
- Creating financial reports and presentations for management and stakeholders
- Providing recommendations for cost-saving measures and process improvements
- Evaluating financial performance and identifying areas for improvement
- Supporting mergers and acquisitions through financial analysis and due diligence.
Project Experience
- Conducting financial feasibility studies for new products or market opportunities with colleagues to find the best solutions for client needs.
- Leading cross-functional teams to develop and implement cost-reduction initiatives within client organizations and non-profit facilities.
- Developing financial models to support business cases for significant investments or capital expenditures in a five and ten year approach.
Skills
- Financial modeling and analysis
- Budgeting and forecasting
- Data analysis and visualization
- Strong attention to detail
- Communication and collaboration skills
Education
Master of Business Administration in Finance, Harvard Business School, Boston, MA (2018-2020)
Bachelor of Science in Accounting, University of Pennsylvania, Philadelphia, PA (2014-2018)
Licenses & Accreditations
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Financial Risk Manager (FRM)
- Certified Public Accountant (CPA)
- Project Management Professional (PMP)
Why This Resume Works
A Business Financial Analyst Resume demonstrates the candidate’s proficiency in various financial analysis tools and software and their knowledge of accounting principles, financial forecasting, and budgeting.
This type of resume can be helpful for candidates seeking a role as a financial analyst in a business or corporate setting, as it emphasizes skills relevant to financial decision-making in a commercial environment.
By modeling their resume after this successful Business Financial Analyst Resume, candidates can increase their chances of being selected for an interview and ultimately securing their desired role in the field.
Real Estate Financial Analyst Resume Example
Why We Suggest this Resume
This resume is great because it highlights the candidate’s experience and skills in financial analysis and real estate. It emphasizes the candidate’s knowledge of real estate financial analysis, as well as their ability to analyze market trends and identify investment opportunities.
- Type of Resume: Real Estate Financial Analyst Resume Example
- Best For: Financial analysts with experience in real estate
A Real Estate Financial Analyst Resume typically showcases a candidate’s expertise in analyzing and forecasting real estate financial performance, with a focus on investment opportunities, market trends, and risk management strategies.
Work Experience 1
- Conducting financial analysis of real estate investments and projects.
- Developing real estate market research and feasibility studies.
- Performing risk assessment and management for real estate investments.
- Evaluating and interpreting financial data and metrics to provide insights for investment decisions.
- Preparing and presenting financial models and reports to stakeholders.
Work Experience 2
- Collaborating with real estate development teams to determine the financial viability of projects.
- Conducting due diligence on real estate properties and investments.
- Monitoring and tracking real estate market trends and industry developments.
- Providing financial support for real estate acquisitions and dispositions.
- Managing and overseeing financial transactions related to real estate investments.
Project Experience
- Conducting extensive market research to evaluate the potential of real estate development projects and presenting findings to senior management.
- Analyzing and underwriting investment opportunities, including financial modeling and sensitivity analyses, to determine the viability and profitability of real estate transactions.
- Coordinating due diligence efforts for real estate acquisitions, including reviewing financial statements, lease agreements, and property inspections.
Skills
- Financial modeling and analysis
- Knowledge of real estate market trends and regulations
- Expertise in Excel and other financial software
- Communication and interpersonal skills
- Attention to detail and ability to handle complex data sets
Education
- Master of Science in Real Estate Finance, New York University, NY, USA, 2021
- Bachelor of Science in Business Administration, Major in Real Estate, University of Southern California, CA, USA, 2019
Licenses & Accreditations
- Real Estate Salesperson License
- Certified Commercial Investment Member (CCIM)
- National Association of Realtors (NAR) Accredited Buyer’s Representative (ABR)
- NAR Accredited Land Consultant (ALC)
Why This Resume Works
A Real Estate Financial Analyst Resume works because it highlights the candidate’s experience and skills in financial analysis and real estate.
The resume emphasizes the candidate’s knowledge of real estate financial analysis, as well as their ability to analyze market trends and identify investment opportunities. It also showcases their proficiency in financial modeling and other relevant software.
A well-crafted Real Estate Financial Analyst Resume can be the difference between securing an interview or having your application pushed aside.
Common Skills & Action Verbs To Include on a Financial Analyst Resume
In this section, we will discuss some common skills and action verbs you can include on a financial analyst resume to make it stand out and demonstrate your qualifications and accomplishments.
By using these skills and action verbs, you can show potential employers that you have the necessary skills and experience to succeed in the role of a financial analyst.
Common Skills for Financial Analyst Resumes
- Financial Analysis and Reporting
- Financial Modeling and Forecasting
- Budgeting and Planning
- Variance Analysis
- Financial Statement Analysis
- Data Analysis and Interpretation
- Risk Management
- Investment Analysis
- Cash Flow Analysis
- Cost Accounting
- Excel and other data analysis software
- SQL and Database Management
- Business Intelligence Tools (e.g., Power BI, Tableau)
- Communication and Presentation Skills
- Attention to Detail and Accuracy
- Time Management and Prioritization
- Problem-Solving and Critical Thinking
- Teamwork and Collaboration
- Industry Knowledge and Market Trends Awareness
- Regulatory Compliance and Reporting
Common Action Verbs for Financial Analyst Resumes
- Analyze
- Forecast
- Evaluate
- Interpret
- Model
- Create
- Recommend
- Develop
- Implement
- Monitor
- Track
- Advise
- Audit
- Budget
- Collaborate
Tips for Writing a Better Financial Analyst Resume
If you’re looking to improve your financial analyst resume, here are some tips that may be helpful. With a solid and well-crafted resume, you can stand out in a competitive job market and increase your chances of landing your desired job.
Customize
When writing a financial analyst resume, it’s essential to tailor it to the specific job description and company you’re applying to.
This process means carefully reading the job posting and identifying the critical skills and qualifications the employer seeks.
You should highlight your relevant skills and experience aligning with those requirements. Doing so demonstrates to the employer that you understand their needs and are a good fit for the position.
Additionally, customizing your resume shows that you are invested in the opportunity and willing to put in the effort to stand out from other applicants.
Be Specific
Using clear and concise language to describe your accomplishments and responsibilities is crucial when crafting a financial analyst resume.
Make sure to use strong action verbs and provide specific examples of how you have made an impact in your previous roles.
Highlighting quantitative results, such as cost savings, revenue growth, or improved efficiencies, will demonstrate your value and give potential employers a better understanding of your abilities.
This data will help your resume stand out and show that you are results-oriented and can make a tangible impact on the company.
Emphasize Skills
When writing a financial analyst resume, it’s essential to showcase both hard and soft skills.
While technical knowledge and proficiency in financial analysis software are crucial, employers also look for candidates who possess strong communication, problem-solving, and teamwork abilities.
Therefore, when listing your skills on the resume, make sure to highlight both your technical and interpersonal skills.
For example, you can mention your proficiency in Excel, financial modeling, and forecasting software and your ability to communicate complex financial information in simple terms to non-financial stakeholders.
Additionally, mentioning soft skills such as teamwork, collaboration, and leadership can significantly impact the impression of the hiring manager.
Employers highly value these assets during recruitment processes. Therefore, utilizing them during the application process can prove helpful in developing relationships between yourself and the recruiter.
You can demonstrate these skills by highlighting how you have successfully collaborated with cross-functional teams or led a team to complete a project on time and within budget.
Include Additional Education
Adding relevant certifications or accreditations to your financial analyst resume can help demonstrate your expertise and dedication to the field.
For example, a Chartered Financial Analyst (CFA) designation is a highly respected certification in the investment industry that requires passing a series of rigorous exams and meeting experience requirements.
On the other hand, a Certified Public Accountant (CPA) license can be valuable for financial analysts who work in accounting or tax-related roles.
Other certifications or accreditations to consider including on your resume are the Financial Risk Manager (FRM) designation, the Certified Management Accountant (CMA) certification and the Project Management Professional (PMP) certification.
When adding these certifications to your resume, be sure to include the date you received them and any relevant details about the certification process.
Frequently Asked Questions
Whether you’re just starting out in the field or looking to make a career change, this section will provide helpful information to help you create a strong and effective resume.
What are the top three skills for a finance position in a company?
The top three skills for a finance position in a company are financial analysis, financial modeling, and accounting.
Financial analysis involves interpreting financial data and making strategic recommendations based on that data, while financial modeling involves using that data to create financial forecasts and projections.
Accounting involves tracking and reporting financial transactions and ensuring compliance with accounting standards and regulations.
What is a good example of a financial analysts resume objective?
A good example of a financial analyst’s resume objective could be: “To leverage my financial analysis skills and experience in a challenging role at a reputable organization, where I can contribute to the company’s growth and success.”
Similar Resume Types to Reference
If you are crafting a financial analyst resume, it can be helpful to reference similar resume types that showcase transferable skills and experiences.
Seeing what other people have put in their resume can give you an idea of which parts of your own profile should be most emphasized.
In this section, we will highlight some related resumes that can provide inspiration and guidance for creating your own standout financial analyst resume.
- Accounting Resume: Financial analysts work closely with those in accounting and have many similar experiences. Therefore, this resume serves as an excellent reference point.
- Finance Resume: As a financial analyst, your background involves various forms of financial opportunities. Taking some pointers from this resume will prove beneficial.
- Business Analyst Resume: While a business analyst differs from a financial analyst, many verbs and skills translate between the two career paths.
Wrapping Up
Creating a strong financial analyst resume is essential for landing a job in this highly competitive field.
You can set yourself apart from other applicants by tailoring your resume to the specific job and company you are applying to, highlighting your relevant skills and experience, and using clear and concise language.
Additionally, including relevant certifications and accreditations and showcasing both hard and soft skills can further demonstrate your expertise and dedication.
By following the tips and examples provided in this guide, you can create a resume that catches the attention of hiring managers and leads to career success.
We hope this guide has been helpful and informative for you. Please share your thoughts and feedback in the comments, and remember to share this article with others who may find it helpful.
