Financial Analyst Resume [2019] – Guide & Examples

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6 min read

The Financial Analyst career field is one of the fastest-growing at the present moment. If you’re interested in joining up and making use of your excellent finance skills, you’re going to need a great resume to help you stand out from other applicants.

Firstly, what does a Financial Analyst do?

writing a financial analyst resume

Financial Analyst Job Duties:

  • Synthesizing and analyzing financial data (like budgets and income statement forecasts) with consideration for the company’s goals
  • Creating alternatives and recommending courses of action to reduce costs and improve the company’s finances
  • Generating reports, charts, and tables on financial information
  • Developing financial models
  • Conducting benchmarking and process analysis
  • Doing business studies on past, future, and comparative performance and developing forecast models
  • Identifying trends
  • Tracking actual financial results in comparison with company forecasts
  • Comparing and correcting data in regards to transactions
  • Updating career knowledge
  • Consulting with upper management to influence long-term, strategic decision making
  • Driving policy development
  • Coordinating with other team members
  • Maintaining databases
  • Keeping financial information confidential
  • Training new employees
  • Improving process efficiency
  • Troubleshooting problems with financial systems
  • Researching economic conditions
  • Synthesizing and analyzing financial data (like budgets and income statement forecasts) with consideration for the company’s goals
  • Creating alternatives and recommending courses of action to reduce costs and improve the company’s finances
  • Generating reports, charts, and tables on financial information
  • Developing financial models
  • Conducting benchmarking and process analysis
  • Doing business studies on past, future, and comparative performance and developing forecast models
  • Identifying trends
  • Tracking actual financial results in comparison with company forecasts
  • Comparing and correcting data in regards to transactions
  • Updating career knowledge
  • Consulting with upper management to influence long-term, strategic decision making
  • Driving policy development
  • Coordinating with other team members
  • Maintaining databases
  • Keeping financial information confidential
  • Training new employees
  • Improving process efficiency
  • Troubleshooting problems with financial systems
  • Researching economic conditions
  • Synthesizing and analyzing financial data (like budgets and income statement forecasts) with consideration for the company’s goals
  • Creating alternatives and recommending courses of action to reduce costs and improve the company’s finances
  • Generating reports, charts, and tables on financial information
  • Developing financial models
  • Conducting benchmarking and process analysis
  • Doing business studies on past, future, and comparative performance and developing forecast models
  • Identifying trends
  • Tracking actual financial results in comparison with company forecasts
  • Comparing and correcting data in regards to transactions
  • Updating career knowledge
  • Consulting with upper management to influence long-term, strategic decision making
  • Driving policy development
  • Coordinating with other team members
  • Maintaining databases
  • Keeping financial information confidential
  • Training new employees
  • Improving process efficiency
  • Troubleshooting problems with financial systems
  • Researching economic conditions
  • Synthesizing and analyzing financial data (like budgets and income statement forecasts) with consideration for the company’s goals
  • Creating alternatives and recommending courses of action to reduce costs and improve the company’s finances
  • Generating reports, charts, and tables on financial information
  • Developing financial models
  • Conducting benchmarking and process analysis
  • Doing business studies on past, future, and comparative performance and developing forecast models
  • Identifying trends
  • Tracking actual financial results in comparison with company forecasts
  • Comparing and correcting data in regards to transactions
  • Updating career knowledge
  • Consulting with upper management to influence long-term, strategic decision making
  • Driving policy development
  • Coordinating with other team members
  • Maintaining databases
  • Keeping financial information confidential
  • Training new employees
  • Improving process efficiency
  • Troubleshooting problems with financial systems
  • Researching economic conditions

(Hint: you can use this list as inspiration when you’re writing your Work Experience or Skills!)

Check out the following financial analyst resume sample that you can use as inspiration when writing yours:

financial analyst resume

Start Building Your Resume

What Companies Expect to See on a Financial Analyst Resume

Companies that are looking to hire a Financial Analyst usually require their candidate to have at least a Bachelor’s degree in a related field, and may expect a Master’s as well.

If you’re fresh out of college or changing careers, you may want to go out of your way to get extra certifications to prove your capabilities. A good certification to boost your application is Chartered Financial Analyst (CFA) credentials, but there are a variety of certifications and many of them can be completed entirely online.

You probably want to make sure that you add a Technical Skills section in addition to a general one, since this is a technology- and mathematics-heavy career.

Contact Information to Include on a Financial Analyst Resume

It used to be standard practice to put your full address on your resume, but now that snail mail has fallen out of fashion, it’s only necessary to put your phone number, email address, and city.

If you have a professional online presence, make sure to include it! A LinkedIn profile, a career-centered blog, or a digital portfolio would all be great inclusions for a Financial Analyst resume.

Financial Analyst Resume Summary

Resume summaries are one of the most important parts of a modern resume. Instead of a resume objective, which is old-fashioned and ineffective, a resume summary points out your best qualities while ensuring that your potential employer knows exactly why you’re the best fit for the job. 

It should only be a couple of sentences long. Don’t use the first person—don’t use pronouns at all! That’s right, sentence fragments are okay when you’re writing a resume summary!

Example of Analyst Resume Summary – Good

Dedicated and detail-oriented Financial Analyst committed to the teamwork that leads to a team’s success. Focused on continual professional and personal growth, including the improvement of business and economic knowledge.

Wrong

Dedicated and detail-oriented Financial Analyst seeking a position with Amazon to gain an opportunity to expand professional skill set and provide value to the company.

Achievements for a Financial Analyst Resume

Here’s something that a lot of resume writers get wrong: when you’re describing what you did at a previous job, you need to focus less on the day-to-day duties and more on what you accomplished.

You need to prove that you added value to the company as a whole and that you can do the same for your potential employer. Hone in on your achievements and your resume will shine.

Achievements for a Financial Analyst Resume

  • Implemented and streamlined cutting-edge data management procedures, improving the operational efficiency of the company by 5%.
  • Managed 5 different projects with a budget over 00.000.
  • Reduced labor and material costs by 7%.

Wrong Examples

  • Dealt with data management
  • Worked with others
  • Budgeted

Skills for a Financial Analyst Resume

Hard Skills for a Financial Analyst Resume

  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management
  • Statistical analysis
  • Cost accounting
  • Financial software applications
  • Spreadsheets
  • Databases
  • Microsoft Office
  • Corporate finance knowledge
  • Enterprise resource planning (ERP) systems
  • Big data
  • Data analytical systems
  • Financial modeling
  • Strategic thinking
  • Quality management
  • Procedural controls
  • Data validation techniques
  • Process improvement
  • SAP
  • Access
  • SQL
  • Business Objects
  • Hyperion Financial Management
  • Cognos Financial Performance Management
  • MDX-Solutions
  • Budgeting
  • Expense tracking
  • Oracle financial software
  • GAAP
  • IFRS
  • Project management
  • Risk management
  • Quicken
  • JD Edwards EnterpriseOne
  • Data visualization
  • Accounting
  • Economics
  • Mathematics
  • Business performance analysis
  • Trend analysis
  • Asset management

Soft Skills for a Financial Analyst Resume

  • Accuracy
  • Presentation and public speaking
  • Reporting
  • Communication, both written and verbal
  • Persuasion
  • Time Management
  • Organization
  • Multitasking
  • Enthusiasm
  • Problem-solving
  • Process improvement
  • Attention to detail
  • Professionalism
  • Timeliness
  • Planning
  • Interpersonal skills
  • Teamwork
  • Prioritization
  • Leadership

How do you feel about creating your Financial Analyst resume? Let us know if you have any other questions after checking the professional example and guide.

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