Resume Tips
Resume Tips for Financial Analysts
Financial analyst resumes need to prove modeling and judgment: what you built, what decision it supported, and how big it was. ATS filters look for modeling, forecasting, and tool keywords.
Show the decision your analysis supported
Describing a model is not enough. Say what the business did differently because of it.
- Weak: Built financial models and forecasts.
- Strong: Built a 3-statement forecast model used in quarterly planning; flagged a $1.2M cost overrun early and helped reset the budget.
Use the technical vocabulary
Financial modeling, forecasting, variance analysis, DCF, budgeting, FP&A, valuation, SQL, Excel, Power BI, and Python are common. Use the terms the posting uses.
Include scope and reporting lines
State the size of the budget or portfolio you analyzed and who consumed the work, such as the CFO, business unit heads, or investors.
Put education and credentials in context
CFA levels and relevant coursework are useful for early-career candidates. List them clearly and honestly, including exams passed.
FAQ
What Excel skills should I list as a financial analyst?
Name the real ones: pivot tables, XLOOKUP, scenario analysis, financial modeling, and macros or Power Query if you use them. Show at least one in a bullet.
How do I move from accounting to financial analysis?
Reframe your work around forecasting, variance analysis, and decisions you informed, and add the modeling tools you have used.
Do financial analyst resumes need a summary?
A two-line summary is fine if it names your focus and strongest result. Otherwise use the space for experience.