14 Financial Analyst Resume Examples, Templates, and Writing Guide for 2025
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14 Financial Analyst Resume Examples, Templates, and Writing Guide for 2025

A financial analyst resume should highlight your analytical skills, financial modelling expertise, and capacity to make data-driven decisions, regardless of your experience.

In this guide, we'll show you how to organise your resume and emphasise your accomplishments and skills, with proven resume examples, templates, and essential writing tips.

Last update:
4/8/2025

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Financial Analyst Resume Sample

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Name: Laura Bennett
Location: San Francisco, CA
Phone: (555) 234-7890
Email: laura.bennett@email.com
LinkedIn: linkedin.com/in/laurabennett

Summary

Results-driven Senior Financial Analyst with 8+ years of experience in corporate finance and strategic analysis. Proven ability to drive financial planning, build forecasting models, and deliver actionable insights to executive leadership. Seeking to leverage advanced analytics skills and business acumen at [Company Name].

Education

Master’s Degree in Finance
University of California, Berkeley, CA
Graduated: May 2016

Bachelor’s Degree in Accounting
San Jose State University, CA
Graduated: May 2013

Skills

  • Strategic Financial Planning
  • Forecasting & Budgeting
  • Business Intelligence Tools (Power BI, Tableau)
  • ERP Systems (Oracle, SAP, NetSuite)
  • Executive Reporting & Dashboards
  • Variance Analysis
  • KPI Development & Benchmarking
  • Investment Appraisal & ROI Analysis
  • Financial Risk Management
  • Team Leadership & Stakeholder Engagement

Experience

Senior Financial Analyst
BrightPath Technologies, San Francisco, CA
October 2019 – Present

  • Directed annual budgeting and quarterly forecasting across five business units totaling $150M in revenue.
  • Built dynamic financial models to support strategic investment decisions, resulting in a 10% ROI increase.
  • Led cross-departmental financial planning meetings with directors and C-suite executives.
  • Consolidated reporting workflows, reducing monthly reporting time by 30%.

Financial Analyst
Unity Services Group, Oakland, CA
August 2016 – September 2019

  • Conducted detailed variance and profitability analysis for service lines and projects.
  • Created rolling forecasts and automated monthly dashboards in Power BI.
  • Partnered with procurement to improve spend visibility, reducing vendor costs by 7%.

Projects

Capital Investment Decision Framework

  • Developed a financial evaluation tool to assess new project investments, improving decision-making consistency and reducing underperforming investments by 25%.

Certifications

  • Chartered Financial Analyst (CFA) – Level II Passed
  • Certified Management Accountant (CMA) – IMA

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Financial Analyst Resume Examples


We prepared various examples of financial analyst resumes for different career stages and positions. Find the one that is closely related to your current situation. If you want to speed up the creation of your resume, you can use our resume builder to create an effective resume in a few minutes.

Financial Analyst Resume

This Financial Analyst resume highlights how the candidate supports business decisions using financial data. It includes examples of helping with budget planning and tracking company performance over time. The skills section shows strength in financial modeling and variance analysis, while the summary makes it clear that the person is analytical and detail-oriented. It’s a solid choice for someone who wants to work closely with strategy teams and provide financial insights.

Financial Analyst Resume Example

Senior Financial Analyst Resume

This senior financial analyst resume is a strong example for someone with several years of experience in finance. Resume focuses on leading forecasting efforts and advising senior managers. It shows real impact—like improving reporting accuracy and reducing budgeting errors. The summary stresses leadership and problem-solving, and the certifications section adds credibility with advanced finance credentials—an excellent fit for those aiming to influence key financial strategies.

Senior Financial Analyst Resume Example

Entry-Level Financial Analyst Resume

This entry-level financial analyst resume is designed for a recent graduate or someone switching to finance. It makes great use of academic projects and internship experience to show relevant skills like Excel and financial reporting. The education section is a highlight, showing top grades and relevant coursework. Overall, it's a clear and practical example for someone just starting.

Entry-Level Financial Analyst Resume Example

Financial Business Analyst Resume

This financial business analyst resume does a nice job showing how finance and business come together. It highlights work with both finance and operations teams to improve decision-making. The experience section includes analyzing KPIs and tracking profitability, while the skills section shows strengths in tools like Tableau and Excel. A good match for someone who works well across departments and understands business strategy.

Financial Business Analyst Resume Example

Financial Analyst Intern Resume

This financial analyst intern resume is ideal for students or early-career candidates. It shows hands-on learning from internships, like helping with month-end reports or basic forecasting. The summary is short but effective, showing eagerness to grow. The education and project sections also stand out, with finance-related academic work backing up the experience.

Financial Analyst Intern Resume Example

Financial Data Analyst Resume

This financial data analyst resume is for someone more technical. Resume focuses on turning data into useful reports for finance teams. It mentions experience building dashboards and automating financial data tasks. The skills section includes SQL, Power BI, and Python. It’s perfect for candidates who enjoy working with data tools and want to help businesses better understand their financial numbers.

Financial Data Analyst Resume

Junior Financial Analyst Resume

This junior financial analyst resume reflects someone early in their finance career, but already learning the ropes. It includes helping senior analysts with forecasts and preparing regular reports. The summary shows strong time management and accuracy. The certifications section adds value, listing a finance-specific credential that shows commitment to the field. Ideal for someone with 1–2 years of experience.

Junior Financial Analyst Resume Example

Financial Reporting Analyst Resume

This financial reporting analyst resume is great for someone who works closely with accounting teams. It shows strong experience with GAAP, audits, and preparing quarterly reports. The education section highlights a background in accounting or finance, which is key in this role. It’s best for someone who enjoys detailed, structured financial reporting.

Financial Reporting Analyst Resume Example

Budget Analyst Resume

This budget analyst resume is all about managing money wisely. It includes examples of working with departments to plan budgets and track expenses. The summary shows skills in cost control and variance analysis, and the experience section shows real-world examples of improving budget efficiency—a good fit for professionals in public sector or corporate finance roles.

Budget Analyst Resume Example

Investment Analyst Resume

This investment analyst resume is tailored for the finance world of stocks, funds, and portfolios. The experience section includes writing investment memos and analyzing financial returns. The projects section adds value by showcasing personal or academic portfolio reviews. A solid choice for candidates aiming for asset management, investment banking, or private equity.

Investment Analyst Resume Example

How to Write a Financial Analyst Resume


Finding a position as a financial analyst can be pretty hard due to high competition for competitive salaries. Your resume must be optimized and include all relevant personal information, skills, and experience.

Your resume should be 100% personalized for the specific job you are applying for, not just a generalized resume!

Let’s see how all important sections of your resume should look.

Header

It is always important to start your resume with a strong header. This is usually the first thing employers see, so you will need to ensure that it is informative and concise. Make sure that you include all essential contact information, personal details, and other relevant information (such as your LinkedIn profile).

Example

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Veronica A. Isaac

Chartered Financial Analyst (CFA)

Fairfield, Illinois

987-654-321

veronica.a.isaac@gmail.com

linkedin.com/veronicaisaac


Choosing your Financial Analyst Title

Writing an excellent financial analyst title is essential to providing an overview of your experience and skills relevant to the job application. Ensure that this section is completely personalized to the job, as it is one of the first things that will be seen by hiring managers!

Resume Summary for Financial Analyst

The summary should be brief and highlight key details of your career. Quantify your accomplishments with numbers to optimize the impact of your profile as a financial analyst.

Example of a financial analyst resume summary

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Results-driven Financial Analyst with 5+ years of experience in corporate finance, budgeting, and data analysis. Spearheaded a cost reduction initiative that cut operating expenses by 18%, saving over $1.2M annually. Developed financial models that improved forecasting accuracy by 25% and supported strategic decisions leading to a 12% increase in quarterly revenue. Proficient in Excel, SQL, and Power BI, with a track record of translating complex financial data into actionable insights for executive leadership.

If you are applying for senior financial analyst positions, reverse-chronological layouts for each section are going to be key. 

If you are applying for entry-level positions and have yet to find your first job after graduating, focus on keeping the resume objective by writing first about your skills, qualifications, and educational background.

Mention what kind of opportunity you are seeking and how you will contribute and make a difference for the employer.

Example of a resume objective

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Motivated and detail-oriented finance graduate with strong analytical and problem-solving skills, seeking a Financial Analyst role to apply academic knowledge and internship experience in budgeting, forecasting, and financial reporting. Eager to contribute to data-driven decision-making and support business growth by leveraging proficiency in Excel, SQL, and financial modeling tools.

Work Experience

Most positions in finance will require professional experience, especially if it is a senior role! Therefore, you must pay extra attention to this section - it is your chance to show off all that relevant hard work you have built up over the years!

Don’t forget about ATS resume system. Applicant tracking systems filter out resumes that feature irrelevant keywords, so only include the job if it makes sense within your application!

Examples of work experience for a financial analyst

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Financial Analyst

ABC Corporation, New York, NY

June 2020 – Present

  • Developed and maintained financial models that supported budgeting, forecasting, and variance analysis, improving forecast accuracy by 22%.
  • Conducted in-depth cost analysis and identified inefficiencies that led to a $750K annual cost savings.
  • Collaborated with cross-functional teams to evaluate investment opportunities, resulting in three high-return projects with an average ROI of 18%.
  • Automated monthly reporting processes using Excel macros and Power BI, reducing report preparation time by 40%.
  • Presented key financial insights and trends to senior leadership, directly influencing quarterly strategy adjustments.

Education

Financial analyst jobs will always require an educational history directly related to finance, including at least a bachelor's degree from a university.

 If you want to write the perfect financial analyst resume, ensure that you use the reverse-chronological format when it comes to your education section - the last thing you want is for your hiring manager to think you only have a high-school diploma! 

If you have a postgraduate degree, then you should include this at the top of the education section, and any further qualifications (such as from online courses) should be listed after formal educational institutions.

You should include the name of the educational institute, the years that you studied, the area that you majored in, and your GPA or grade. However, if you did not receive a particularly outstanding GPA, then it will probably be worth leaving this out to avoid putting off your potential employer.

Example of the education section

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Bachelor of Science in Finance

University of Illinois at Urbana-Champaign – Champaign, IL

Graduated: May 2019

  • GPA: 3.8/4.0
  • Relevant Coursework: Financial Modeling, Corporate Finance, Investment Analysis, Accounting Principles
  • Honors: Dean’s List (6 semesters), CFA Level I Candidate

Financial Analyst Resume Skills

The skills section of your resume is a great place to outline your relevant skills and abilities relevant to finance. It's one of the main things that employers will be looking for!

The majority of the skills that you will be expected to have as a well-rounded candidate will involve hard skills such as statistics, mathematics, familiarity with charting software and graph production, and some will require even more technical skills.

Best skills for a junior Financial Analyst

  • Financial Modeling
  • Budgeting
  • Financial Data analysis
  • Risk management
  • Compiling financial data
  • Superior time management
  • Territory Sales Experience
  • Account Management
  • Funds distribution
  • Running database queries
  • Experience working within tech companies

Best skills for a senior financial analyst

  • Analysis of key performance indicators
  • Financial modeling
  • Long-range planning based on financial data
  • SEC and call reporting proficiency
  • Financial model creation
  • Business administration
  • Advanced data analysis
  • Ad-hoc analysis
  • Ability to assess risk management

Additional Sections for a Financial Analyst Resume

You have probably gathered by now that it is essential to personalize your financial analyst resume to the specific job that you are applying for, and additional sections could be required to achieve this.

Computer skills and certifications

Financing is almost exclusively done through computer software, so the jobs that you will be applying for will require fluency in these skills. Ensure that you reference the job description to check if any specific software knowledge is required!

Interests

Add this section only if you have interests relevant to the role, and make sure it looks professional.

Languages

Any job based in the U.S. will always need fluent English. When the requirement for speaking another language arises, evidence of your fluency should be provided. Both IELTS and TOEFL (with at least a 30-point score) are acceptable for English.

Write Cover Letters with Your Financial Analyst Resume

Not every financial analyst position will require a cover letter, but it is always better to include one, regardless! This should be a one-page document that explains exactly why you want the job and what you bring to the table. 

You can be a little bit more liberal and creative with your writing here, as it generally will not be checked by ATS systems. This is your opportunity to sell yourself as a prospective employee to a hiring manager, so make the most of it!

Frequently Asked Questions for a Financial Analyst Resume

What should a financial analyst put on their resume?

Within your financial analyst resume, you should include all relevant details relating to your past work experience, educational background, skills and abilities, and any other headings that are relevant to the job that you are applying for!

What are the top 3 skills for financial analysts?

The top three skills for a financial professional are data analysis, variance analysis, and knowledge in statistics/mathematics.

What is the ideal length for a financial analyst resume?

A financial analyst resume should be one page for entry-level and junior roles. For mid- to senior-level professionals with 10+ years of experience, a two-page resume is acceptable, but only if it includes relevant achievements and skills.

What is the best resume format for a financial analyst?

The reverse-chronological format is best, as it highlights most recent and relevant work experience first.

What action verbs should I use on a financial analyst resume?

Analyzed Analyzed Modeled Evaluated Streamlined Presented
Optimized Automated Initiative Budgeted Recommended

What should I include if I have no financial analyst experience?

If you're entry-level or transitioning into finance:

  • Focus on internships, academic projects, or relevant coursework
  • Highlight transferable skills such as data analysis, Excel modeling, or business case studies
  • Include certifications like CFA Level I, Excel for Finance, or Financial Modeling & Valuation Analyst (FMVA)

Should I include a summary or objective at the top of resume?

Yes. Include a summary if you have experience, to highlight your key accomplishments. Use an objective if you’re entry-level, to communicate your goals and enthusiasm.

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