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Financial Analyst
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Financial Analyst Intern
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Entry-Level Financial Analyst
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Junior Financial Analyst
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Senior Financial Analyst
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Chartered Financial Analyst
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Financial Planning Analyst
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QA Financial Analyst
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Program Financial Analyst
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Financial Accounting Analyst
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There’s plenty of room in our elegant resume template to add your professional experience while impressing recruiters with a sleek design.
Like this template? Customize this resume and make it your own with the help of our Al-powered suggestions, accent colors, and modern fonts.
Financial analysts have different duties and responsibilities based on seniority level and business sector, making it hard to decide what to include on your financial analyst resume when applying for that dream finance job.
You must also know how to format your resume, what information to include, and what projects to highlight to attract the attention of a hiring manager or recruiter.
We’ve meticulously researched and analyzed countless financial analyst resume samples from all career stages in different industries, resulting in the creation of 13 resume samples to help you create a resume and land more interviews in 2024. Plus, our writing guide will give you plenty of resume tips so you hit the right note every time!
You might be tempted to think that the only thing that matters on your resume is the content, but proper resume formatting is almost as important. Even if you have decades of impressive financial analyst experience, it’ll be hard for a hiring manager to look past poor formatting. A well-formatted resume will be readable for ATS and logical for hiring managers who only have a few moments in their day to look at your resume.
Let’s review some of the most important aspects of resume formatting, including:
Each of the following formats performs a particular function, highlighting your work experience, skills, or both.
For financial analysts, we almost always recommend reverse-chronological formatting. Hiring managers love that it’s easy to read and skim, and you’ll love that it showcases your most senior position.
When a hiring manager wants to reach out for an interview, it’s important to make your name, phone number, and email easy for them to find. Ensure your contact information is highly visible by placing it at the very top of your financial analyst resume.
Use a large font for your name and a large (but slightly smaller) font for your job title. Both your name and your job title should be centered in the header.
If you want to try using color in your resume we suggest using the color as the backdrop for your contact information header. Professional colors for financial analysts include navy, amber, or dark green.
Below your header, you’ll need to include contact information, which should include:
Like the example below, you can do a lot with your header to showcase your creativity while remaining professional.
If you’re applying to an online job posting, the chances are high that the hiring manager is using applicant tracking system software (ATS) to pre-filter applicants.
The ATS works by picking up on words used throughout your resume and matching them to keywords selected by recruiters (usually keywords in the financial analyst job description). If you don’t have enough keyword matches, your resume may be thrown out before anyone can read it. That’s why your resume must be ATS-friendly.
Formatting your resume isn’t easy at first, but once you’ve used an AI resume maker for the first time, all you need to do is minor tweaks for each job application.
Writing your perfect financial analyst resume can be difficult especially with a job at stake. We know that writing an effective resume may feel overwhelming, but if you take it one section at a time, the process shouldn’t be too stressful.
Without further ado, let’s dig into the content of your financial analyst resume. Here’s what we’ll cover:
Objectives and summaries are some of the most commonly misunderstood sections on a resume, but they can be useful. However, choosing between a resume objective or a resume summary is difficult because there are only a few circumstances in which you’ll use either one.
Both are highly job-specific, two to three-sentence paragraphs used near the top of your resume (often under your job title). An objective is for entry-level candidates or job seekers who have recently changed fields. An objective will tell hiring managers why you want the job.
On the other hand, a summary is for professionals with over 10 years of experience in a specific field. It highlights skills you’ve developed and biggest achievements.
Neither the objective nor the summary is a mandatory inclusion on your resume, but these statements can enhance your resume and boost your chances of getting hired. Let’s go over a few examples:
Example 1: Young professional seeking a job at your office to continue advancing my career in finance.
What could be improved: This is a poorly written resume objective. You should mention the specific job title you’re applying to, the company name, and one to three highly-specific skills you possess that will improve or contribute to the company’s operations.
Example 2: Working in finance with experience in organizing and communicating.
What could be improved: This summary is too bare-bones. It contains no meaningful information and just takes up space.
Example 3: Financial analyst with 7+ years of experience specializing in informative and persuasive professional presentations, seeking a role to utilize my depth of ROI and client relations skills as a team player at Spectrum.
What we like: This objective and the example below mention a specific job title, the company name, and the skills they bring to the table. It’s short and effective.
Example 4: Data-driven financial analyst with 23 years of business valuation and trend analysis under 3 major Fortune 500 corporations. With skills across many areas of data analysis and presentation, trend forecasting, and financial advisement, I provide a wealth of knowledge and business know-how to companies with which I’ve worked. I am eager for an opportunity to improve ROI in several key areas to optimize growth at BetterMent.
What we like: This summary (and the example below) are specific and contain information that makes this candidate an obvious choice. The applicant above also points directly to an area they know they can improve business operations. You want a hiring manager to read your summary and think, “we need this person.”
It should come as no surprise to you that the most important section of your financial analyst resume is your work history. It can be tempting to cram every job title you’ve held onto the page, but hiring managers prefer applicants who focus on the most relevant and recent work experience they’ve had. You can share information about older jobs and internships during your interview! You’ll want to include two to four job experiences.
Your work experience should be broken down into bullet points, which make your resume look more organized and easier for hiring managers to read.
Here are a few examples of good bullet points that incorporate these tips:
These bullet points are perfect for a financial analyst resume. They’re written in active voice, using action verbs, avoiding personal pronouns; they’re all written in the past tense, with consistent punctuation.
Numbers demonstrate your value to the company, unlike words alone. We’ve interviewed countless hiring managers to ask them what they consider the most important element of a successful resume; almost unanimously, they’ve reported that metrics made applicants much more likely to get interviews. For the best results, aim to include quantifiable metrics on at least 50 percent of your bullet points.
Here are a few ways you might consider adding metrics about your past roles in financial analysis:
If you’re having trouble visualizing how you’d use these questions to come up with numbers, don’t worry. Here are a few examples:
The skills section is an important place to demonstrate your value to potential employers, not to mention it’s one of the best places to include keywords for ATS. Unfortunately, many hopeful applicants don’t emphasize the right skills. The right skills for your financial analyst resume will depend on the specific job to which you’re applying.
Generally, we recommend including a mix of soft and hard skills, with the majority being hard skills because they’re easier to measure and more job-specific. Aim to include six to ten highly relevant skills on your resume.
Why are these resume skills appropriate? We’ve included a mix of hard and soft skills specific, measurable, and highly desired by most employers. When looking for your next financial analyst job, be sure to read the job description carefully. Often, you’ll be able to pick up on which skills are the most important to your hopeful employers.
But, a word of caution: avoid overselling your skills. If you don’t know how to do something or are inexperienced, leave it off your resume. Hiring managers want honesty above all.
ou probably already know that the financial analyst world can be a tough place in which to get your career started. Though there are no formal educational requirements, most employers will seek applicants with at least a bachelor’s degree in a relevant field.
Include the highest education level on your resume, but avoid including too much detail unless you’re a recent graduate with limited work experience. If you have minimal experience, you can utilize your education to demonstrate your working potential. Still, if you’re a more experienced applicant, you only need to provide your school name, graduation year, and degree.
There aren’t any formal requirements for certifications for financial analysts, but you should mention any specialized training you’ve received, such as a Financial Analyst Certification, Data Analysis Certification, or Certified Software Quality Analyst.
Finally, you may be wondering whether you should include any interests and hobbies to your resume. Generally, we don’t recommend including them, but there are a few instances where they’re appropriate additions to your resume:
We’ve mentioned it a few times, but it’s important enough to reiterate. You need to tailor your financial analyst resume for every job to which you apply. Specifically, if used, your resume objective or summary statement needs to be customized with specific job titles and company names. Your skills section should be tailor-made to the job, too. You can do this by referencing skills mentioned in the job description (without ever copying anything from the job posting verbatim). Finally, your bullet points should be tailored to fit the specific needs of each company.
We know it’s difficult to take a step back after you’ve finished working on your financial analyst resume. However, we strongly recommend that financial analysts, and all job seekers, take a step back. Put your resume away for a day or two, and then look it over again for typos. Have friends or family proofread it, and take advantage of our free resume checker.
Congratulations! The first step to writing your professional financial analyst resume is research. If your resume is complete, you can upload it to see what AI-powered tips our resume checker has for you before making a cover letter.
If you haven’t started yet, or if you want to start your resume from scratch, use our resume builder. Both our resume checker and builder will analyze your resume and provide specific tips on how you can make improvements.
