Financial Analyst Resume Example & Writing Guide
Build a winning financial analyst resume with expert examples. Key skills for financial modeling, valuation, and forecasting with ATS-optimized format.
Financial Analyst Resume Example
Here's a professional financial analyst resume example that you can use as a reference. This example highlights the key sections and content that hiring managers look for.
Alex Johnson
Financial Analyst
New York, NY | alex.johnson@email.com | (555) 123-4567 | linkedin.com/in/alexjohnson
Professional Summary
Results-oriented Financial Analyst with 4+ years of experience in financial modeling, forecasting, and strategic analysis for Fortune 500 companies. Expert in Excel, SQL, and Tableau with a track record of delivering insights that drove $5M+ in cost savings and revenue optimization.
Work Experience
Senior Financial Analyst
2022 – Present
ABC Corporation, New York, NY
- •Built 15+ financial models (DCF, LBO, M&A) for strategic planning, supporting $200M in investment decisions
- •Identified $3.2M in cost reduction opportunities through detailed variance analysis of departmental budgets
- •Developed automated financial dashboard in Tableau, reducing monthly reporting time by 40%
Financial Analyst
2019 – 2022
XYZ Company, Chicago, IL
- •Prepared quarterly board presentations summarizing financial performance and strategic recommendations
- •Collaborated with FP&A team on annual budget process for a $500M revenue division
Skills
Financial Modeling • DCF Valuation • Forecasting • Budgeting • Variance Analysis • Excel (Advanced) • SQL • Tableau/Power BI • Bloomberg Terminal • Financial Reporting • P&L Analysis • Capital Budgeting • Scenario Analysis • Presentation Skills • SAP/Oracle
Education
B.S. in Finance/Economics
MBA
Financial Analyst Resume Summary Examples
Your resume summary is the first thing hiring managers read. Here's a strong example for afinancial analyst with 4+ years of experience:
“Results-oriented Financial Analyst with 4+ years of experience in financial modeling, forecasting, and strategic analysis for Fortune 500 companies. Expert in Excel, SQL, and Tableau with a track record of delivering insights that drove $5M+ in cost savings and revenue optimization.”
“Hardworking financial analyst looking for a challenging position where I can utilize my skills and experience. I am a team player with excellent communication skills.”
Why the first example works: It includes specific years of experience, quantified achievements, technical skills, and certifications — all things ATS systems and hiring managers look for.
Work Experience Bullet Points
Here are powerful, metrics-driven bullet points for a financial analyst resume. Notice how each one starts with an action verb and includes specific numbers:
- Built 15+ financial models (DCF, LBO, M&A) for strategic planning, supporting $200M in investment decisions
- Identified $3.2M in cost reduction opportunities through detailed variance analysis of departmental budgets
- Developed automated financial dashboard in Tableau, reducing monthly reporting time by 40%
- Prepared quarterly board presentations summarizing financial performance and strategic recommendations
- Collaborated with FP&A team on annual budget process for a $500M revenue division
Pro Tip: Use the formula: Action Verb + Task + Quantified Result. For example: “Managed” + “team of 12 engineers” + “delivering project 20% under budget.”
Key Skills for a Financial Analyst Resume
Include these skills on your financial analyst resume to pass ATS screening and impress hiring managers:
ATS Keywords for Financial Analyst Resume
These are the most important keywords that Applicant Tracking Systems scan for in financial analyst resumes. Include them naturally throughout your resume:
Important: Don't stuff keywords. Use them naturally in your summary, experience, and skills sections. ATS systems can detect keyword stuffing and may flag your resume.
Education & Certifications
Education
- B.S. in Finance/Economics
- MBA
Certifications
- CFA (Chartered Financial Analyst)
- Financial Modeling Certification
- Bloomberg Market Concepts
Expert Tips for Your Financial Analyst Resume
Showcase specific financial models you've built and their business impact
Include CFA progress (e.g., 'CFA Level II Candidate') even if not complete
Quantify dollar amounts: budgets managed, savings identified, revenue influenced
Demonstrate advanced Excel skills with specific functions (VLOOKUP, pivot tables, VBA)
Show experience with financial databases and tools (Bloomberg, Capital IQ, FactSet)
Financial Analyst Salary & Job Outlook
Entry Level
$60K
Median Salary
$92K
Experienced
$120K
Job Outlook
8% growth (2022-2032), faster than average
Source: BLS 2024
Frequently Asked Questions
What should a financial analyst resume include?
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Is CFA required for a financial analyst resume?
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