Financial Analyst Resume Example
Professional Financial Analyst resume example with ATS-optimized template. Learn how to showcase your financial modeling, forecasting, and analytical expertise.
Last Updated: 2026-02-02 | Reading Time: 8-10 minutes
Quick Stats
Financial Analyst Resume Example
Marcus Webb
marcus.webb@email.com • (555) 302-4455 • Charlotte, NC
linkedin.com/in/marcuswebb
Summary
Analytical Financial Analyst with 5+ years of experience in FP&A, financial modeling, and strategic forecasting for companies with $500M+ in revenue. Built financial models that informed $50M+ in capital allocation decisions. Expert in variance analysis, budgeting, and executive reporting.
Professional Experience
- ▸Built and maintained 15+ financial models supporting quarterly forecasting for a $500M revenue organization
- ▸Delivered monthly variance analysis to the CFO, identifying $2.5M in cost reduction opportunities year-over-year
- ▸Led annual budgeting process across 8 departments, consolidating $120M in operating expenses with 99% accuracy
- ▸Created executive dashboard in Power BI that reduced reporting preparation time by 60%
- ▸Developed DCF and comparable company models for 20+ investment evaluations totaling $100M+
- ▸Prepared weekly financial reports and KPI dashboards for senior leadership
- ▸Supported M&A due diligence on 3 acquisitions, performing financial statement analysis and synergy modeling
Education
Certifications
- Chartered Financial Analyst (CFA) Level II Candidate
- Financial Modeling & Valuation Analyst (FMVA)
Core Competencies
Why This Resume Works:
- Quantified achievements with specific metrics
- Keywords match common job descriptions
- Clean, ATS-compatible formatting
- Strong action verbs throughout
How to Write a Financial Analyst Resume
Professional Summary
Mention the revenue scale of companies you have supported, your core analytical specialties, and the dollar impact of your work. Reference any CFA progress or relevant certifications.
Work Experience
Quantify with dollar amounts, model accuracy, budget sizes, and efficiency improvements. Show how your analysis directly influenced business decisions.
Skills Section
Lead with financial modeling and analytical competencies. Include specific tools (Excel functions, BI platforms) and any programming languages you use for analysis.
Action Verbs for Financial Analysts
Financial Analyst Resume Keywords
These keywords appear most frequently in Financial Analyst job descriptions. Include relevant ones in your resume:
Technical Keywords
Financial ModelingDCF AnalysisComparable Company AnalysisVariance AnalysisFP&ABudgetingForecastingP&L AnalysisWorking CapitalCapital AllocationScenario AnalysisIndustry Keywords
Corporate FinanceInvestment BankingEquity ResearchM&ADue DiligenceFinancial PlanningTreasuryRisk AnalysisPortfolio AnalysisValuationTools & Technologies
Microsoft ExcelPower BITableauSQLSAPOracle HyperionAnaplanBloomberg TerminalCapital IQFactSetPythonAdaptive InsightsCommon Mistakes to Avoid
Listing financial tasks without showing business impact
Connect every analysis to a decision: "Built DCF model that informed $20M acquisition decision"
Not specifying Excel proficiency level
Mention advanced functions: VLOOKUP, INDEX/MATCH, pivot tables, macros, Power Query, and financial modeling techniques
Omitting CFA progress or relevant certifications
List CFA level progress and any FMVA, CMA, or FRM certifications prominently
Financial Analyst Resume FAQs
How important is the CFA for Financial Analyst roles?
The CFA is highly valued, especially for investment-focused roles. Even being a CFA candidate signals dedication. List your level progress on your resume. For corporate FP&A roles, CMA or FMVA may be equally relevant.
Should I include SQL or Python on a Financial Analyst resume?
Absolutely. Data-savvy analysts are in high demand. SQL for querying databases and Python for automation and analysis are increasingly expected. Include these skills and describe how you used them.
What is the best way to show financial modeling skills?
Reference specific model types (DCF, LBO, merger models) and their outcomes. Quantify the decisions they supported and the dollar amounts involved. If possible, link to sanitized sample models.
How do I transition from accounting to financial analysis?
Emphasize analytical work you performed in accounting roles: variance analysis, budgeting, forecasting. Highlight any financial modeling self-study, CFA progress, or FMVA certification to demonstrate your analytical orientation.
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Last updated: 2026-02-02 | Written by JobJourney Career Experts