Financial Analyst Resume Examples and Templates for 2024

Financial Analyst Resume Examples and Templates (Downloadable)

• Entry level
• Midlevel
• Senior level

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PDF

DOCX

Google Docs

PDF

DOCX

Google Docs

Your financial analyst resume should display how you’ve helped organizations and businesses make informed financial decisions. Hiring managers need to be confident in your ability to drive financial success and mitigate risks for their operations. We’ll provide examples and expert tips to help you create a compelling resume that demonstrates your unique skills and experiences in finance.

Key takeaways:

• Emphasize analytical strengths: Whether in retail, health care, tech, or any other sector, immediately highlight your area of expertise in the profile section. Hiring managers need to know you have the industry knowledge needed to excel in that new position.
• Quantify your results: Numbers are your forte, so put those skills to use by quantifying your own past accomplishments. Percentage improvements, cost savings, and revenue growth should be described using numbers to convey your measurable value.
• Incorporate industry-specific keywords: Applicant Tracking Systems (ATS) look for keywords and phrases as they scan resumes. Using the job description as a guide, include relevant language and finance skills that match your own within your document.

How To Write a Financial Analyst Resume Example

When getting ready to create your financial analyst resume, ensure your resume template includes all the key elements. This helps potential employers 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

1. Share your contact information

Hiring managers need to know how to reach 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.

2. Write a brief summary of your financial analyst qualifications

To grab the reader’s attention, you’ll need a succinct, well-written profile section. Think of it as a quick summary of your entire resume, highlighting why you’re the go-to analyst for turning complex financial data into actionable insights.

Mention your years of experience, areas of financial expertise, and any notable achievements or specializations. If you are concerned about age discrimination, rather than showing your years of experience, simply say “experienced.”

For example, maybe you have a track record of identifying risks and opportunities that have led to successful deals — mention that here. Or, if you’ve developed a proprietary valuation model or consistently outperformed market benchmarks in your investment recommendations, include that key information in your profile. The goal is to impress the hiring manager and convey your unique value proposition.

3. Outline your financial analyst experience in a compelling list

The bulk of your resume will consist of your work history. List past jobs starting with your title, employer name and location, and employment dates. Then, provide a few bullets to overview your key accomplishments at those jobs. Consider the industry expectations and specific experiences hiring managers will be looking for.

Analysts are expected to work cross-functionally and influence key decision-making at all levels. Beyond crunching numbers, include examples of how you communicate complex financial concepts to non-financial stakeholders. Clear communication through financial reporting and cross-functional collaboration are just as important.

Resume writer’s tip: Quantify your experience

Anytime you can add quantitative data to your resume, you’re demonstrating an ability to tell a story with numbers. Don’t simply describe the duties you performed but bring value to the impact your contributions had on the organization. Think about how you can incorporate percentages and numerical details into the line items of your professional experience section.

Resume writer’s tip: Tailor your resume for each application

Show that you’ve done your homework by tailoring your resume for every application submitted. Just like you wouldn’t use the same financial model for every scenario, the same principle applies to your resume. Research the company you’re applying to so you can better understand their market, products or services and the specific job requirements.

Adjust your profile, professional experience section, and skills list to highlight your different qualifications in light of the employer’s needs. Read the job posting carefully to see what they are. For example, if you’re applying to a firm specializing in mergers and acquisitions, emphasize your experience in due diligence, valuation modeling, and deal analysis. Discuss specific transactions you’ve worked on and their outcomes.

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 work history, you can include other experiences in your background that allowed you to develop the skill sets needed for the job.

For instance, 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.

4.Add financial analyst education and certifications

Employers want to make sure you’ve acquired the knowledge needed to succeed as a financial analyst. Most employers will require entry-level financial analysts to have at least a bachelor’s degree, so list your highest level of education first.

Additionally, include any relevant certifications that you’ve earned, such as Certified Financial Analyst (CFA) or Financial Risk Manager (FRM). Industry-specific and software proficiency credentials can help you stand out from other candidates too.

5. Make a list of your finance-related skills and proficiencies

Hiring managers are looking for specific skills in their search for a financial analyst. Listing yours in a simple bulleted list can help them immediately see if you meet the job requirements they need to fill. It can also optimize your resume for ATS that may be scanning for keywords. The lists of hard and soft skills below are common qualifications you may come across during your job search.

Resume writer’s tip: Use common action verbs

Choosing the right action verbs can make your career accomplishments come alive on the page. They help with readability and create a clear picture of your past experiences and skills. Instead of passive phrases that merely describe your duties, action verbs convey a proactive approach. Some common verbs that can enhance your financial analyst resume include:

How To Pick the Best Financial Analyst Resume Template

The most reliable resume template for financial analysts is clean and organized rather than flashy or loaded with creative elements. Look for professional templates with clear sections and plenty of room to quantify your achievements. The right template will help hiring managers quickly grasp your value proposition without sifting through clutter.

Financial Analyst Text-Only Resume Examples and Templates

Frequently Asked Questions: Financial Analyst Resume Examples and Advice

How do you align your resume with a financial analyst job description?

New investment opportunities and business expansion continue to drive the need for financial analysts. Between 2022 and 2032, job growth in the field will increase faster than average, creating a healthy demand. To stand out from other analysts racing to fill these new roles, you’ll need to align your resume with the job description.

Read the job posting. Look for keywords, skills, and phrases that match your own qualifications and include similar language in your resume. This shouldn’t be a copy-and-paste situation but a careful incorporation to demonstrate that you’re the right financial analyst for the job.

What is the best financial analyst resume format?

Focusing on your professional experience is the best move for a financial analyst resume, making the chronological format a great choice. From entry-level to more senior positions, hiring managers will get the full picture of your finance career. This is the standard within the industry, and most hiring managers expect to see this style of resume. It highlights your stability, progression, and most recent achievements for a comprehensive overview of your qualifications.

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Andrew Stoner

Executive Resume Writer and Career Coach

Andrew Stoner is an executive career coach and resume writer with 17 years of experience as a hiring manager and operations leader at two Fortune 500 Financial Services companies, and as the career services director at two major university business schools.