Financial Analyst Resume: Examples and Tips

Nilda Melissa Diaz, CPRW
By Nilda Melissa Diaz, CPRW, Career Advice Expert
Last Updated: March 24, 2023
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The financial analyst position covers tasks like analyzing business performance, creating forecasts and reports, and helping an organization make sound decisions. This job typically requires a few years of experience and a combination of solid analytical and intangible skills.

Follow our tips and resume examples on this page to craft a perfect resume that will take you to the next level in your financial analyst career.

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Financial analyst example (text version)

Name: KEN HURST

Address: City, State, Zip Code
Phone: 000-000-0000
E-Mail: email@email.com

PROFESSIONAL SUMMARY

Driven Financial Analyst with years of experience in preparing complex income, gift and estate tax returns. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents.

WORK HISTORY

Financial Analyst
02/2018 – Current
Company Name, City, State

  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Prepare weekly and monthly financial reports for senior management and quarterly presentations for the Advisory Board.

Junior Financial Analyst
02/2015 – 11/2017
Company Name, City, State

  • Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.
  • Planned and monitored internal reports and key business indicator data
  • Translated data and information needs into reports and ad hoc information

Accounts Intern
05/2012 – 05/2013
Company Name, City, State

  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Presented new and additional products and services to existing customers.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.

SKILLS

  • KPI Management
  • Reporting and Documentation
  • Budgeting
  • Monthly repoting
  • Date Analysis
  • Strategic financial planning
  • Audit coordination

EDUCATION

BBA :
Finance,City, State

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Do’s and Don’ts for Your Resume

  • Do write a summary statement instead of a resume objective. Resume objectives, which state the job seeker’s career goals, are outdated when it comes to resumes today. Most recruiters prefer a summary that communicates what an applicant can do for the company and conveys their professional accomplishments. Stick to a summary in your resume.
  • Do customize your resume to fit the job description. It is important to read the job description thoroughly, and pick out key phrases that describe the job (e.g., “Update and interpret various portfolio metrics on a quarterly basis”). Then present skills and work experiences in your resume that address these keywords (e.g., “Utilized portfolio metrics to improve business analysis processes and overall company revenue”).
  • Do proofread your resume again and again. As a financial analyst, you’ll be expected to have a good eye for detail, and a commitment to accuracy. A resume that contains typos or factual errors will lead hiring managers to draw not-so-flattering conclusions about you. Be sure to review your resume before you send it in, and take the opportunity to make sure your information is also complete and appropriate.
  • Don’t go overboard on details. Provide important details about the work you do, but don’t write a book about it. Stick to punchy, concise sentences to describe your accomplishments and skills. A recruiter spends only a few seconds to review a resume, so keep extra, unnecessary information out of your document.
  • Don’t list the same achievements across different jobs. You may have experience with certain tasks, like key expense analysis, at different companies. Instead of repeating the same task for both companies in your resume, look to present a wider range of achievements. If your best key expense analysis accomplishment took place at one job, highlight it, and find a different task to highlight from another job.
  • Don’t lie or exaggerate. As a financial analyst, you will be entrusted with sensitive information, and expected to be truthful — that means no fibbing or exaggerating about your own accomplishments. If you lie on your resume and are caught, the repercussions can be serious. Stick to being honest and straightforward about your abilities and qualifications. If you think you fall short of what the job needs, don’t make up qualifications — instead, emphasize your ability and willingness to learn new skills and contribute in other ways.

Top 4 Characteristics of a Best-in-Class Financial Analyst Resume

  1. Summary

    A summary should be a hook that encourages a hiring manager to read more about you. Keep this section concise, highlighting your expertise in areas such as financial modelling or KPI management. Highlight your achievements with financial budgets that you’ve managed. For example: “Driven Financial Analyst with years of experience in preparing complex income, gift and estate tax returns.”

  2. Skills

    A resume reviewer usually spends just a few seconds looking at a resume — this leaves you with a short time to make a killer first impression. Make sure you focus on a balance of hard and soft skills that fit with what the job description requires, such as a strong understanding of business financials, or an exceptional eye for detail.

  3. Work History

    Focus on your achievements, more than your daily duties. Make sure to quantify your accomplishments with numbers whenever possible. For example: “Delivered financial reports that resulted in improvement of NPV from $13 million to $14 million.”

  4. Education

    Include your top education credential (e.g., college or postgraduate diploma), along with any additional certifications or training (e.g., financial planner certification, certified credit professional) you’ve had that pertain to financial analytics.

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