Financial analyst resume
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Key skills for a financial analyst resume
Terms that job ads ask for and ATS filters look for. Only include the ones you master.
- Financial modeling
- Forecasting
- Budgeting
- Variance analysis
- Valuation
- Advanced Excel
- Financial reporting
- SQL
- Power BI or Tableau
- Presenting to leadership
Tips for your financial analyst resume
- Say your area: corporate finance (FP&A), investment analysis, banking or consulting.
- Describe the models, forecasts or analyses you build.
- Add impact: decisions supported, savings found or forecast accuracy.
- Name your tools: Excel, SQL, Power BI, Tableau or your ERP.
- Include certifications or licenses if you have them.
- Mention how you present results to leadership.
Financial analyst resume summary examples
Adapt these examples with your real details: years of experience, industry, tools and certifications.
Financial analyst with 5 years of experience in FP&A at a retail company. I build the annual budget and monthly forecasts, analyze variances and present results to the leadership team. My store profitability model helped close 6 underperforming locations and saved $2 million a year.
Finance graduate with an internship at an investment firm, where I built company models in Excel and wrote industry summaries. Skilled in Excel, SQL and Power BI. Looking for my first financial analyst role.
Other job titles
Search for them too and use the one in the job ad on your resume.
- FP&A analyst
- Investment analyst
- Corporate finance analyst
- Budget analyst
- Equity research analyst
- Business analyst
How to write a financial analyst resume step by step
Write a short summary
Three or four lines with your area, experience, tools and biggest impact.
Detail your experience
In “Experience”, add the company, area, analyses and the decisions they supported.
Add education and certifications
In “Education”, your degree. In “Certificates”, finance certifications or licenses.
Show projects
In “Projects”, include models or analyses with their result.
Tailor your resume to the job ad and download it
Paste the job ad into Beatjob: the AI improves the wording with the keywords your experience backs up. Then download the PDF.
More resume examples
Frequently asked questions about a financial analyst resume
What education do financial analysts need?
They typically need a bachelor's degree in finance or a related field such as business.
Do financial analysts need a license?
Some positions require one. FINRA is the main licensing organization for the securities industry, and most licenses require employer sponsorship, so companies don't expect them before you start.
What should an entry-level financial analyst resume include?
Internships, your modeling skills, your tools and any case studies or competitions.
Sources
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