Financial Analyst Resume Template Example

The most reliable resume template for financial analysts is clean, organized, and professional rather than flashy or loaded with creative elements. Focus on your most relevant professional accomplishments and key skills, such as accounting practices, forecasting, and proficiency with financial management software systems. This will help elevate you as a viable candidate for financial analyst roles.

How To Write a Financial Analyst Resume

When getting ready to create your financial analyst resume, include some key elements so the recruiter or hiring manager can get a good understanding of your qualifications and the value you’d bring to the organization. These sections include:

  • Contact information
  • Profile
  • Key skills
  • Professional experience
  • Education and certifications

Contact information

Hiring managers need to know how to get in touch with you, so start the resume with your full name, email address (a professional one), and phone number. You can also include your city/state of residence and a link to your LinkedIn profile.

Example:

Your Name
(123) 456-7890
[email protected]
LinkedIn | Portfolio
City, State Abbreviation Zip Code

Profile

Grabbing the reader’s attention with a succinct, well-written profile section is important. Share your job title, years working, and a few career highlights or areas of specialization. Think of it as a quick summary of your full resume.

Key skills

Listing your skills can help hiring managers who are scanning resumes quickly see if you meet the requirements of the role they need to fill. It can also help your resume get past an Applicant Tracking System (ATS) that may be scanning for keywords.

Common hard and soft skills for financial analysts

Hard Skills Soft Skills
Data management Client relationships
Financial modeling Communications
Market research Problem-solving
Profit and loss analysis Strategic planning
Risk assessment Task prioritization

Resume writer’s tip: Use common action verbs

Choosing the right action verbs can make your career accomplishments come alive on the page. They can help your resume be more readable while creating a clear picture of your abilities. Some common verbs that can enhance a financial analyst resume include:

  • Audit
  • Forecast
  • Optimize
  • Reconcile
  • Research
  • Streamline

Professional experience

The bulk of your resume will consist of your work history. List out your past jobs with title, employer name and location, and dates that you work. Then, provide a few bullets to overview your key accomplishments at those jobs.

Financial Analyst, Empire Financial, Cleveland, OH
September 2018 – present

  • Perform risk-assessment analyses on potential and current investments to present to C-suite
  • Implement new user experience (UX) process that increased financial reporting turnaround time by 50%
  • Audit operating costs and vendor relationships to reduce expenses by 22%

Junior Financial Analyst, Orion Financial Services Inc., Cleveland, OH
May 2017 – August 2018

  • Managed financial operations for client accounts valued at over $250,000, including operating expenses, vendor relationships, and investments
  • Interfaced with client teams to provide financial reporting on monthly performance and offer financial insights to empower data-driven decision-making
  • Analyzed customer data to identify and increase cross-selling opportunities by 15%

Resume writer’s tip: Quantify your experience

Anytime you can add quantitative data into your resume, it allows you to not only describe the duties you performed, but the impact your contributions had on the organization. Think about how you can incorporate percentages or numerical details into your line items.

Check out our example for a better idea of how to do this:

Do

  • Discovered account errors, saving the company 3% in annual expenses

Don’t

  • Audited financial records to discover accounting errors

What if you don’t have experience?

Landing your first or second financial analyst job requires getting a recruiter or hiring manager to take a chance on you, so make your resume as strong as possible. Even if you don’t have a ton of related job experience, you can include other experiences in your background that allowed you to develop the skill sets needed for the job. For example, if you were the treasurer for a college club or volunteer organization or completed an internship in the field, those are worth including. You can also add other types of work you did, focusing on the value you brought to your employers.

Education and certifications

Employers want to make sure you have acquired the knowledge needed to succeed as a financial analyst. Include your completed degree programs as well as relevant certifications that you have earned, such as Certified Financial Analyst.

Education

Bachelor of Science (B.S.) Finance, September 2013 – May 2017
Cleveland State University, Cleveland, OH

Certifications

  • Certified Financial Analyst, Finance Professionals’ Association of Ohio, 2018

Financial Analyst Resume Template Text Example

Your Name

(123) 456-7890
[email protected]
LinkedIn | Portfolio
City, State Abbreviation zip code

Profile

Detailed-oriented financial analyst with six years of experience in accounting, auditing, and analyzing business intelligence data. A good communicator who creates and presents reports to key stakeholders.

Key Skills

  • Business financial statements
  • Financial accounting
  • Forecasting
  • Investment strategy
  • Risk management

Professional Experience

Financial Analyst, Empire Financial, Cleveland, OH
September 2018 – present

  • Perform risk-assessment analyses on potential and current investments to present to C-suite
  • Implement new UX process that increased financial reporting turnaround time by 50%
  • Audit operating costs and vendor relationships to reduce expenses by 22%

Junior Financial Analyst, Orion Financial Services Inc., Cleveland, OH
May 2017 – August 2018

  • Managed financial operations for client accounts valued at over $250,000, including operating expenses, vendor relationships, and investments
  • Interface with client teams to provide financial reporting on monthly performance and offer financial insights to empower data-driven decision-making
  • Analyzed customer data to identify and increase cross-selling opportunities by 15%

Education

Bachelor of Science (B.S.) Finance, September 2013 – May 2017
Cleveland State University, Cleveland, OH

Certifications

  • Certified Financial Analyst, Finance Professionals’ Association of Ohio, 2018