Financial Analyst Resume & Guide


Money! It’s everywhere, and where it is, Financial Analyst jobs aren’t far behind. The growth in ‘’monetary’’ and investment sciences doesn’t look like it’s going to abate any time soon. Financial Analysts offer assistance to businesses and individuals making investment decisions. They evaluate how stocks, bonds, and other investment opportunities are performing.

Using our Financial Analyst Resume sample may help you to create a resume that will get the dollar signs shining in the recruiter’s eyes.


17 Financial Analyst Resume Examples

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(Free sample downloads are at the bottom of this page)

The Financial Analyst Resume Example Guide:


Resume Sections

1. Contact Information: 
Trying not to be obvious, your first name, last name, contact number, and email address are crucial. If you maintain a professional presence online, definitely include it here! Your LinkedIn profile, a blog about your career, or even a digital portfolio, would be great additions to your resume.

2. Career Summary: 
This is where you sell your finest features! You want a sharp, brief, and punchy summary without using personal pronouns or over spicing the adjectives. Career summaries go at the top of your resume. Make sure to highlight it in bold with a different font but keep it classy. Place emphasis on the technical skills, expertise in the industry, and your education all rolled into a paragraph of 4-7 lines.

3. Qualifications Summary: 
Ok, so you shouldn’t be skimping on any qualifications in any industry, but this one, we really mean it! In this day and age, a bachelor’s degree has become somewhat of the norm. Having something like a master’s in a math or finance-related degree will definitely help your cause. Other degrees that are considered helpful include accounting and even biology and engineering—especially if you are interested in specializing as an analyst in those specific industries. The competition is too outrageous to think about applying for this type of job with anything less than a bachelor’s degree. Include up-to-date info about the qualifications you’ve done and the ones you are in the process of finishing by listing the institution, name of qualification, and dates. 

4. Relevant Financial Analyst Experience: 
Working in the office, you will become competent using relational databases, spreadsheets, and statistical and graphics packages. You will use these tools to make senior management suggestions and produce detailed visualizations and financial reports that include cost-benefit analysis, forecasting, and trend analysis. You also interpret financial transactions and must authenticate documents for their obedience to government regulations. These points are your central topics when elaborating on your job duties. Show your employment history, providing details of the last ten years of working experience up until the position you’re in now. Put them in reverse chronological order (front to back). Use bullets, brief sentences, and list your most important responsibilities.

5. Other Employment Experience: 
If you are young to the Financial Analyst game, we advise focusing on your other experience and/or technical skill sets that can be simulated in the role of Financial Analyst, for example, a solid background in computer programming or being the maths guru at university. If it is applicable, include work history and projects outside of formal analysis of data handling. This might help if it’s your first job application. 

6. Skills Summary/Key Skills
Financial Analysts are masters in programs such as Python, R, C, Excel, and SQL. Education aside, if you want a successful career in this field, you solid quantitative skills, killer problem-solving abilities, critical thinking, and beyond great communicating skills. Financial Analysts are data-crunching machines, but they absolutely must present their findings to the superiors in a well-defined, concise, and convincing way. Therefore, ensuring that these skills are big and bold in the key skills section and suggestively sprinkled throughout the whole resume is a must for you. 

7. Education/Licenses/Certifications/Relevant Coursework/Training: 
You can include a specific part of the resume for courses, licenses, and certifications or just add them in as part of your education section. Recruiters look for proof that you actively pursue professional growth. Therefore, adding any proof of conferences, workshops, and seminars you’ve attended to the resume is super important. Suppose you aren’t an MBA graduate student or major in economics your undergraduate. In that case, you should think about studying for the Series 7 and Series 63 exams or partaking in the Chartered Financial Analyst (CFA®) Program. Remember that participating in the Series 7 exam will entail sponsorship from a FINRA member firm or a regulatory organization. From October 2019, FINRA will be taking the usual questions from Series 7 (and some other tests) and working them into a new exam called the Securities Industry Essentials (SIE) exam. It is doable to take the SIE exam without sponsorship, and it may serve as a nice little highlight for your resume. 


What to Highlight in a Financial Analyst Resume

So, you want to get your hands on the perfect Financial Analyst job? Confident you have the capability, education, and technical skills set the job requires? You know you can do the job but presenting this fact in a concise resume isn’t easy. Let’s be real. 

Regardless of your prior experience, the people looking to hire you will be looking for particular skill sets and experience in your resume to decide if your resume is put in the “YES” pile. Let’s see how to make the magic happen:  

  1. The first thing you have to do, provide the industry you’re working in now and which data categories you’re exposed to. Financial Analysts work with data in all shapes and forms so that businesses can make informed decisions. You need to be very specific about your experience in the sectors you’ve worked, and data categories you’ve dealt with as Financial Analysts are found in almost every type of business. 
  2. Very often, your analysis of financial data is used to inform the investing decisions of companies. Describe to the recruiters what data manipulation procedure you follow to scrutinize data and make suitable decisions.
  3. Then it’s your research duration. Any business looking to hire you will be intrigued about your competencies in researching methodology. Make sure to provide a detailed explanation of this. 
  4. An analyst has to be on the ball regarding their field’s current developments. You must prepare financial models to calculate economic conditions for the future, including any variables there may be. Analysts don’t always analyze the bond markets and stock to help the company make investments. Companies also employ analysts to utilize numerical data to determine the efficiency of numerous marketing techniques concerning cost. Businesses that use the franchise model often use analysts who are accountable for keeping track of specific franchises or franchise groups within a geographical area. The analysts identify the strengths and weaknesses and make predictions regarding profit and loss. Be very specific regarding your daily responsibilities.

Now you must classify your responsibilities. You are in a broad field with lots of job titles and career paths. In the financial/investment industry, there are three major categories of analysts working for:

  • Buy-side firms (investment firms that direct their own funds)
  • Sell-side firms
  • Investment banks

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Buy-Side Analysts:

Most Financial Analysts work on the buy-side, helping their employers implement decisions on how their money should be spent. That may be an investment in stocks and other securities for in-house funds, acquiring income properties (for real estate investment firms), or assigning marketing dollars. Some analysts do their job for a third-party company that offers financial analysis to clients. You guys are important! An entire industry exists around your work. 

You may never have to make the final decision on where the money goes, but the research and information you provide is invaluable to your employers as they make the decisions. The financial markets all over the world are progressing faster than ever, and regulatory environments change daily. It is reasonable to suggest that the demand for capable buy-side Financial Analysts will increase in the future.

Sell-Side Analysts:

Analysts at sell-side firms assess and compare the quality of securities in specific industries or sectors. They create research reports based on their assessments, giving specific suggestions, such as “buy,” “strong buy,” “sell,” “strong sell,” or “hold.” Tracking stocks in a fund’s portfolio to decide if or when the fund’s position within that stock ought to be sold is also part of the job. These recommendations are critical in the investment industry, including the employees at buy-side firms.

Possibly the most significant (and the one that makes the most cha-ching) Financial Analyst job is the sell-side analyst for a large investment bank. These analysts assist the banks to price their own investment products, selling them in the marketplace. Compiling data on the bank’s bonds and stocks, using quantitative analysis to predict how these securities will perform in the market is all part of the day’s work for these guys. They will make “buy” and “sell” suggestions to the bank’s clients, navigating them into assured securities from the bank’s selection of products.

These specialties have subspecialties, such as analysts focusing on stocks or on fixed-income instruments. Analysts may even take it that one step further and specialize within an entire industry or sector. For example, an analyst may pay all their attention to technology or energy.

Investment Banking and Equity Analysts:

Someone needs to make sure that specific deals between companies are practically based on corporate stipulations. Financial Analysts working in investment banking firms are just those people. They will evaluate present financial conditions, relying seriously on forecasting and modeling to make suggestions as to whether or not a specific merger, for example, is suitable for that investment bank’s client or whether a client should invest venture capital into a business.

Analysts charged with helping make “buy” and “sell” decisions for the big banks and attempting to detect promising IPO opportunities are called equity analysts. Their primary focus is on equity markets; they assist in finding businesses that present the most profitable options for ownership. As you can imagine, equity analysts are right up there with the highest-paid professionals in this field. This is in part the design of the investment banks. They offer the best salaries to attract the best talent in the field. 

Equity analysts are used to dealing with enormous amounts of money. When their predictions pay off, the money they make for the employer amounts to millions of dollars, and as such, they are rewarded handsomely.

Business that regularly make essential decisions regarding the spending of money is where a Financial Analyst can theoretically add value to the company. These will be businesses such as regional and local banks, and real estate investment companies.

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*Resume Hack: 

Definitely have a “tools and tech” table showing your software application experience to producing reports, model data sets, information categorizing, and data representation.

TOOLS & TECH 
Microsoft ExcelTableauSPSS
SQLMinitabQlikView
SASXMLKNIME
Google AnalyticsRTLSplunk
Apache SparkPythonR Shiny
ATLASHyper ResearchMAXQD
Pivot TablesHTMLC++
Google Tag ManagerJavaScript FrameworksRapidMiner


Financial Analyst Career Summary Examples

Some of the sections in your resume will be “cut and paste” like Education, Accomplishments, Soft Skills, and Tools & Tech. However, you should always customize your Career Summary and Job Duties sections. You will have to rewrite them for every application you create, and it is a little extra work, but the hard graft now will save you the stress later. 

The career summary is like a group set of data regarding your proficiency, education, personality, and trade skills. 

*Resume Hack: 
Duplicate the keywords in the job description into your career summary. For example, the job requires advanced coding skills, right? If this applies to you, then instead use the term “coding,” not “programming.” Obviously, they mean the same thing, but the ATS Bot scanning your application doesn’t know that as it’s automated to look for the term “coding” during the programmed screening process. This method is called “Resume SEO” and will considerably improve your resume’s chance of being shortlisted and reviewed by human eyes!

Some Examples of Financial Analyst career summaries:


Financial Analyst Summary Example 1

Chartered Financial Analyst with over six years of experience, looking to leverage proven cost, income, and budget growth skills for current employer.. Saved previous employer $7.7 million by ascertaining low-margin projects. Developed pricing plan at MRI International. Grew customer retention 42%.


Financial Analyst Summary Example 2

Entry-level Financial Analyst with three years of experience as a financial advisor. Built an Excel spread comps sheet for top-performing stocks that improved client income by 12%. Used MS Access to recognize and develop low-performing portfolios. Increased average client income by 22%.


Financial Analyst Summary Example 3

Devoted and detail-oriented Financial Analyst dedicated to the teamwork that creates a team’s success. Set on continual personal and professional growth, including improving business and economic knowledge.Instigated and streamlined cutting-edge data management processes, improving the company’s operational efficiency by 7%. Holds a CFA status.

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Financial Analyst Job Descriptions, Responsibilities, and duty Examples

Let’s face it; today, Financial Analysts are everywhere; in every industry with varying roles dictated by the company. However, every Financial Analyst should be able to do a bunch of things, and employers want to see this in your resume.

Job Description of Financial Analyst:

  • Creating and analyzing financial data (e.g., income statement forecasting and budgets) considering the company’s goals.
  • Providing alternate recommendations aimed at reducing costs and improving company finances.
  • Produce tables and reports charting financial information.
  • Improving financial models.
  • Conduct process analysis and benchmarking. 
  • Conducting business studies on past, future, and comparative performance and creating forecast models.
  • Recognizing trends.
  • Track real financial results, comparing them with company forecasts.
  • Compare and correct data regarding transactions.
  • Modernizing career knowledge.
  • Consult with higher management to sway long-term decision making.
  • Coordinate with various members of the team.
  • Keep financial information private.
  • New employee training.
  • Refining process productivity.
  • Troubleshoot problems with financial systems.
  • Research conditions of the economy.

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Highlight Your Accomplishments 

Financial Analysts highlight opportunities by giving information into operations of businesses, trends in the market, and developments in a simple way so that stakeholders can make informed decisions. Guys, copy and paste isn’t a thing here; the responsibilities in your job description can’t double up as your accomplishments as well. 

Ask yourself: what sets you apart? What makes you most proud? Have you been praised by your managers or clients for anything? 

  1. List all of your achievements, and we mean every single one.
  2. Carefully read the job offer! Recruiters will list specific abilities and skills they want. Pay attention to those. 
  3. If you have those abilities, prove it to them. Search your gargantuan list of wins that fit the job offer and list them all!

Small tips for you:

  • You have to keep your accomplishment list concise and easy to read. 
  • In the essential parts of the statement, use bold and bullet points. 
  • Dazzle them with industry-specific words when discussing your achievements.
  • You have to prove your accomplishments! Citing statistical values (dollar amounts, percentages, volumes), frequencies, time frames, you get the gist. 

Accomplishments Examples for a Financial Analyst Resume:

  • Accountable for all financial analysis for a top manufacturing firm. Improved efficiency of systematic analysis in every department by 60%. Reduced errors by 31%.
  • Retained standard costs within 1.5% deviation year by year. This action saved five employees’ jobs previously listed for retrenchment.
  • Designed a “spare parts pricing initiative” that grew customer loyalty by 28%.
  • Drew up financial reports monthly. Located and removed common errors, which saved the company 10% in waste annually.
  • Created data presentations that showed how we could grow profits by 12% by prioritizing construction projects differently.
  • Examined flow of cash in the company gift shop. Restructured inventory to include popular products. Increased company profits by 56%.

Financial Analyst Education Section

The education section is essential for your resume, no arguments there. Here’s how to do it: 

  • List your qualifications name, the institution, and date of course completion for your degree(s), diploma, or accreditation. Definitely include online courses, industry workshops, and training programmes. Give details of course curriculums of program topics.

Financial Analysts’ education section example: 

2020 – Master’s Degree in Investment Management, Boston University, Boston, MA

2019 – Chartered Financial Analyst (CFA), AIMR, Manhattan, NY

2018 – Financial Modelling and Valuations Analyst (FMVA), Corporate Finance Institute, Online

2017 – Associate Big Data Engineer (ABDE) Certification, Data Science Council of America (DASCA), Reston, VA

2012 – 2016 Bachelor of Science in Mathematical Statistics, Florida State University, Orlando, FL

What to Write in a  Financial Analyst Resume Skills Section


Financial Analysts need fluid skillsets combining technical competencies and interpersonal traits. You must direct various data programs and flows, present analysis and data, and cooperate with many business stakeholders to generate insightful reports that contribute to strategic planning and implementation mechanisms. 

We recommend using a Skills Matrix! It’s an innovative way to show your technical and interpersonal skills together in an interesting display.

Professional Skills Matrix
Technical CompetenciesInterpersonal Traits
Business Performance AnalysisCommunication skills- written and verbal
Financial ReportingLeadership skills
Trend AnalysisContinuous improvement mentally
Variance AnalysisInquisitive nature
Data AnalysisUnderstands materiality
Multi-Currency ReportingConceptual skills
System IntegrationInsight 
Project ManagementDetail-orientated
Asset ManagementAnalytical skills
Microsoft ExcelAccuracy 
Microsoft AccessPresentation and public speaking
Spreadsheet SkillsReporting 
Financial ModellingPersuasion  
Data VisualisationTime management 
AccountingOrganization 
EconomicsMultitasking 
Statistical analysisEnthusiasm 
Cost accountingProblem-solving 
Financial software applicationsProcess improvement
DatabasesAttention to detail
Corporate finance knowledgeProfessionalism 
Enterprise resource planning (ERP) systemsTimelines 
Big dataPlanning 
Data analytical systemsInterpersonal skills
Financial modelingTeamwork 
Strategic thinkingPrioritization 

Qualifications/Certifications associated with Financial Analysts

Chartered Financial Analyst (CFA)Certified Financial PlannerCertified Fund Specialist
Chartered Financial ConsultantCertified Investment Management AnalystChartered Investment Counselor
Certified Public AccountantPersonal Financial SpecialistCertified Financial Risk Manager
Chartered Market TechnicianMasters Degree in Investment ManagementBachelors Degree (various finance disciplines)

Professional information for Financial Analysts 

Sectors: Investment Banking, Treasury, Federal Reserve, Fund Managers, Unit Trust Companies, Regional Banks, Merchant Banks, Retail Banks, Stockbrokers, Investment Managers
Career Type: Analysis, Advisory, Statistics, Due Diligence, Scientific, Data Mining, Research, Investment Allocation
Person type:  Analyst, Advisor, Developer, Implementer, Programmer, Coder, Modeler, Investigator, Reporter, Presenter
Education levels: Bachelor’s to Masters’ Degree
Salary indication: $47k per annum (low), $62k per annum (medium), $84k per annum (high) (Glassdoor)

Labor market: Estimated 5% between 2019 – 2029 (BLS)
Organizations: SME, Corporate, Commercial, Fortune 500, Government, NPO

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