Resume

Financial Analyst Resume Example & Writing Guide

Use this Financial Analyst resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

If numbers are your thing and you love diving into data to find meaningful insights, you might be an ideal fit for the role of financial analyst. This is a highly sought after position in the business world because financial analysts help companies make sound financial decisions by providing them with the information they need to make projections about future growth, profitability, cash flow, and more.

The role of financial analyst is incredibly diverse, as it can encompass everything from forecasting future revenue to managing budgets to calculating risk factors. And while there are some similarities across all financial analyst positions, there are also many unique responsibilities that come along with each job.

To stand out in a sea of other qualified candidates when you’re applying for a job as a financial analyst, you’ll need a resume that showcases your skills, experience, and accomplishments in a compelling way. Follow these tips and resume example to write a financial analyst resume that hiring managers will love.

Michael Garcia
Phoenix, AZ | (123) 456-7891 | [email protected]
Summary

Driven financial analyst with over eight years of experience in the securities industry. Proven ability to analyze and forecast financial performance, identify risks and opportunities, and provide actionable insights to senior management. Excels at managing and developing junior staff.

Education
Arizona State University Jun '10
B.S. in Business Administration
Experience
Company A, Financial Analyst Jan '17 – Current
  • Analyzed and interpreted data to provide recommendations for improving the company’s financial performance, including budgeting, forecasting, and modeling of key metrics.
  • Developed a comprehensive analysis of all current business processes in order to identify areas for improvement and implemented new procedures that resulted in cost savings of $1M annually.
  • Assisted with preparation of monthly management reports by summarizing complex information into concise summaries highlighting important trends and variances from plan.
  • Created an automated reporting system using Microsoft Excel macros which reduced report creation time by 50% saving over $20K per year in labor costs.
  • Managed multiple projects simultaneously while meeting deadlines within tight timelines resulting in increased efficiency among staff members as well as improved morale due to recognition for job well done.
Company B, Financial Analyst Jan '12 – Dec '16
  • Analyzed and reported on the status of all projects, identifying potential risks and proposing solutions to management
  • Conducted weekly meetings with stakeholders to ensure that project goals were being met
  • Developed a new system for tracking employee performance reviews, increasing productivity by 15%
  • Created an automated reporting tool using Excel VBA to streamline data analysis processes
  • Collaborated with five other departments to create a comprehensive budget report for upper management
Company C, Accountant Jan '09 – Dec '11
  • Maintained accurate financial records for the company
  • Prepared monthly, quarterly, and annual financial reports
  • Analyzed financial data to identify trends and make recommendations for improvements
Certifications
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
Skills

Industry Knowledge: Projection Modeling, Market Analysis, Risk Identification and Analysis, Budget Optimization and Analysis
Technical Skills: The MathWorks MATLAB, Intuit QuickBooks, Tableau, Microsoft (SharePoint, Word, Outlook, PowerPoint, and Excel)
Soft Skills: Written and Verbal Communication, Leadership, Public Speaking

How to Write a Financial Analyst Resume

Here’s how to write a financial analyst resume of your own.

Write Compelling Bullet Points

Bullet points are the most important part of your resume because they’re the first thing recruiters and hiring managers will read. And they’re the best way to showcase your experience and qualifications.

So it’s crucial that you use them to your advantage. And the best way to do that is by using specific, descriptive language. For example, rather than saying you “analyzed financial data,” you could say you “analyzed financial data to identify opportunities for cost savings and revenue growth across multiple departments within organization.”

The second bullet point is much more specific and provides more detail about what exactly you did and the results of your work.

Related: What Is a Financial Analyst? How to Become One

Identify and Include Relevant Keywords

When you apply for a job as a financial analyst, your resume is likely to be scanned by an applicant tracking system (ATS) for certain keywords. These programs look for certain terms, like “financial analysis” and “investments” in order to determine whether your skills and experience are a match for the job you’ve applied to. If your resume doesn’t include enough of the right terms, your application might not make it past the initial screening process.

To increase your chances of getting an interview, use this list of commonly used financial analyst keywords as a starting point to help you optimize your resume:

  • Financial Analysis
  • Financial Reporting
  • Financial Accounting
  • Finance
  • Financial Modeling
  • Financial Audits
  • Financial Planning
  • Budgeting
  • Account Reconciliation
  • Forecasting
  • Financial Forecasting
  • Financial Statements
  • Internal Controls
  • Variance Analysis
  • Business Analysis
  • Analytical Skills
  • Analytical Skills
  • General Ledger
  • Microsoft Access
  • Accounts Payable
  • Accounts Receivable (AR)
  • Fixed Assets
  • Variance Analysis & Forecasting
  • Management Information Systems (MIS)
  • SAP Products
  • Strategic Planning
  • Business Strategy
  • Financial Modeling in Excel
  • Cost Accounting
  • Microsoft Power BI

Showcase Your Technical Skills

As a financial analyst, you will need to be proficient in the use of various software programs in order to do your job effectively. This might include programs like Excel, which is essential for financial analysis, as well as programs like QuickBooks and Sage, which are commonly used by businesses to track their finances. Additionally, you should be familiar with financial modeling software, like Crystal Reports, and data visualization software, like Tableau.

Including your technical skills on your resume will show potential employers that you have the ability to use the software programs that are essential to the job.

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