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11 Real Financial Analyst Resume Examples That Worked in 2024

Stephen Greet

Financial Analyst

Best for senior and mid-level candidates.

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  • Financial Analyst Resume
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Writing Your Financial Analyst Resume

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 11 resume samples to set you on your way to  building a professional 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!

Financial Analyst Resume Example

or download as PDF

Financial analyst resume example with 6 years of experience

Why this resume works

  • Run your resume through a  resume checker  to ensure you include enough stats and don’t have grammar or punctuation errors, but don’t forget to check it yourself!
  • Don’t forget to include your projections and forecasts! Focus your financial analyst resume experience on how close your projections and forecasts were for the company and “how” those accurate projections and forecasts helped the business.

Financial Analyst Intern Resume

Financial analyst intern resume example with project experience

  • Detail your academic projects in risk analysis and forecasting to demonstrate well-rounded experience on your financial analyst intern resume.

Entry-Level Financial Analyst Resume

Entry-level financial analyst resume example with internship experience

  • Even if you don’t have the technical skills required, skills like communication, data reporting, and scheduling show employers you’re organized, detail-oriented, and able to work together in a team.
  • Be proud of your experience; hiring managers understand (and want to see) that we all started someplace.
  • Always tailor this section to each job to which you apply. Include the name of the company, the job title you’re applying for, and skills mentioned in the job description.

Junior Financial Analyst Resume

Junior financial analyst resume example with 2+ years of experience

  • Yes, yes, we know it’s tedious, but it’s vital. You don’t have to spend hours on it, either; simply do some research on the company and scan the  financial analyst job description , then include relevant keywords on your junior financial analyst resume.
  • Be sure to include the type of reports you created and the impact of your work (that’s where you can include metrics).

Senior Financial Analyst Resume

Senior financial analyst resume example with 5+ years of experience

  • Don’t be afraid to brag about your team’s size, your project’s budget, the number of projects you completed on time.
  • And if you can, list how those projects have directly impacted the team, the company, and its clients. 
  • Skills like “financial modeling,” “budget management,” and “SQL,” are all fantastic additions to your resume!

Chartered Financial Analyst Resume

Chartered financial analyst resume example with 6 years of experience

  • Reiterate your professional value on your chartered financial analyst resume by going beyond your best investments and drawing attention to your track record with clients.
  • Try employing story-telling techniques in your financial analyst cover letter to demonstrate your success with clients.

Financial Planning Analyst Resume Example

Financial planning analyst resume example with 5 years of experience

  • It may be difficult to include specific bullet points for all your areas of aptitude, so pick and choose your skills based on the job description. 
  • This format lets hiring managers see your most recent (and probably most relevant) work experience first. 

Quality Assurance Financial Analyst Resume

Quality assurance financial analyst resume example with 9 years of experience

  • If you don’t have certifications, you can add awards instead. If the certificate or award isn’t well known, you should add the organization that issues the certification.
  • Each templates come with their own pros and cons, especially when it comes to length. Some formats allow for longer content while others focus more on other sections, so try out a couple to see what works.

Program Financial Analyst Resume

Program financial analyst resume example with 8+ years of experience

  • If you target your bullet points for each job to which you apply, hiring managers are more likely to give you an interview over a generalist resume. 
  • When it comes to tailoring, look at the  financial analyst job description ; does it focus on data analysis, modeling, and presentations, or is there more emphasis on team leadership, ROI, and accounts payable? 
  • You can categorize your bullet points by necessary skills so when the job application focuses more on one skill over another, you’re ready!

Financial Accounting Analyst Resume

Financial accounting analyst resume example with 10+ years of experience

  • Since financial accounting analysts use their expertise to assess current situations and give financial advice, use clear metrics like project and initiative quantities, improvement percentages, and company savings. 
  • Even using a simple pop of color in some of your headers can make your resume more memorable (and easier to read, too).

Budget Analyst Resume

Budget analyst resume example with 10+ years of experience

  • Limiting your work experience roles lets you include details like the number and type of projects that you handled like a champ.
  • Don’t worry if you have too many jobs to list on your budget analyst resume . You only need to show  three to four  of your most relevant roles.
  • When you provide quantifiable achievements in your experience section, think of which programs or skills you used and highlight those.

Related resume guides

  • Investment Banking

Job seeker stands with hands in air, questioning how to fill out job materials

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:

  • Resume formatting choices

How to include your contact information

Outwit the ats, resume format choices.

Each of the following formats performs a particular function, highlighting your work experience, skills, or both.

Three resume format favorites among successful job applicants in 2024.

  • Reverse-chronological format:  This format is exactly what you think: it orders your work experience starting from the most recent. This format will help hiring managers see your most relevant (and likely most impressive job title) first. 
  • Functional format:  Unlike the reverse-chronological format, the functional formats place the most emphasis on skills. If you have employment gaps, you may want to consider this format, but be aware that hiring managers may be confused or wonder if you’re being forthcoming. 
  • Combination/hybrid format:  This format weights work experience and skills equally by combining functional and reverse-chronological formats.

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.

resume for entry level financial analyst

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: 

  • Phone number 
  • Your city and state (optional but recommended if it’s a local business)
  • Professional links, such as LinkedIn (optional)

Like the example below, you can do a lot with your header to showcase your creativity while remaining professional.

Financial analyst resume contact-information

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.  

Be careful to adhere to the following formatting guidelines:

  • Margins:  Use standard one inch margins, or at the very least half an inch, if needed to save space. 
  • Font type:  Keep it basic by using Times New Roman, Arial, Cambria, or Garamond.
  • Font sizes:  The body of your resume should be a 12-14-point font, but you can make it slightly smaller (but only slightly) if needed. Your job title should be larger, around 20-point font, and your name should be about 24-point font. 
  • Header names:  Use colors, bolding, or complementary fonts to help your subheaders stand out throughout your resume. Just make sure your font is readable.
  • Skills:  Customize your skills section for every job to which you apply. Carefully read the job descriptions to determine what keywords the recruiters will be scanning for while avoiding plagiarizing their job posting! 
  • Logical order:  As we mentioned earlier, reverse-chronological order is the best for your financial analyst resume, and ATS operates under the assumption that your resume is formatted this way. 
  • Page count:  Do everything you can (adjust font and margin, within reason) to fit the page perfectly. Your resume will look unprofessional and burdensome to read if it’s over a page. If your resume is a little short, recruiters will wonder if you’re inexperienced.

Formatting your resume  isn’t easy at first, but once you’ve  built your resume  for the first time, all you need to do is minor tweaks for each job application. 

resume for entry level financial analyst

Write your financial analyst resume

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:

  • Using a resume objective or summary statement 
  • Writing about your work history
  • Key skills for financial analysts
  • Education and optional sections
  • Customizations 
  • Flawless editing

resume for entry level financial analyst

Understand the elusive objective/summary statement

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. 

Financial analyst resume objective

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.”

Financial analyst resume summary

How to include your financial analyst work history

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. 

Write descriptive bullet points

Your work experience should be broken down into bullet points, which make your resume look more organized and easier for hiring managers to read. 

  • Throughout your bullet points, you’ll want to avoid passive voice, which can make text boring to read and unengaging. Instead, use active voice, which exudes confidence and ownership of your work. Adding action words to start each bullet point, like “operated,” “spearheaded,” and “orchestrated,” will further engage readers and break up your text. 
  • You’ll also want to be careful to avoid personal pronouns, like “I” or “my.” Employers already know you’re writing about yourself, and personal pronouns sound unprofessional.
  • You can choose to end all of your bullet points with or without periods. Consistency is key. 
  • Finally, you’ll want to consider verb tense. You can leave your current work experience in the present or past tense, but all of your former work experience must be in the past tense. 

Here are a few examples of good bullet points that incorporate these tips:

  • Oversaw the financial due diligence of a $52M acquisition, including organization and report analysis 
  • Developed an automated process using Excel for the internal team KPI reporting that increased accuracy by 17% and provided data 2 days faster to team leads 
  • Monitored 10+ regulatory developments and industry trends to incorporate into the firm’s AML program

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.

Leverage numbers

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: 

  • Hard numbers:  Discuss the details of your work. What percentage have you increased ROI? What percent have gross earnings increased for the company during your time of employment?
  • Sales:  Discuss the rate of potential clients converted from your presentations, the number of presentations you provided, and the success of your sales strategies. 
  • Reports:  Have you successfully forecasted trends? Have your abstracts and internal presentations resulted in financial gain for the company?
  • Collaboration:  Financial analysts need to collaborate across departments frequently. Let employers know you collaborate well with others by detailing the number of people or departments with which you’ve worked. 

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: 

  • Provided financial guidance to Business/Functions, contributing to a 19% growth trend by developing strategic long-range planning recommendations for management
  • Collaborated with 10+ major clients with multi-million dollar accounts
  • Created forecasting tracking and management reporting systems to improve the availability and accuracy of financial data, triggering a 13% increase in accuracy
  • Evaluated regulatory developments and industry trends to facilitate incorporation into the firm’s AML program, reducing time to meet trend demands by 40%

Financial analyst skills to include in your resume

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.  

Use the following financial analyst skills as examples to get you started:

  • Financial Modeling 
  • Cash Flow Management
  • Financial Reporting
  • Quantitative Finance on Python 
  • Electronic Trading Systems Development
  • Data Consolidation
  • Predictive Analysis

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.

resume for entry level financial analyst

Education + optional resume sections

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: 

  • If you don’t have a great deal of work experience, it may be helpful to highlight some interesting hobbies or volunteer activities in which you’ve taken part. These can be great talking points during interviews if used appropriately! 
  • If you’re a recent graduate seeking your first finance job, you likely lack a lengthy work history to share on your resume. In this case, you can use interests and hobbies to convey to employers that you’re a hard worker and someone who thrives under pressure. 

resume for entry level financial analyst

Tailor your financial analyst resume to the job ad

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. 

resume for entry level financial analyst

Don’t submit a sloppy financial analyst resume

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 .

resume for entry level financial analyst

One step closer to your next job

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. 

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Resume Worded   |  Proven Resume Examples

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Entry Level/Junior Financial Analyst Resume Examples: Proven To Get You Hired In 2024

Hiring Manager for Entry Level/Junior Financial Analyst Roles

Jump to a template:

  • Entry Level/Junior Financial Analyst
  • Entry Level/Finance Associate
  • Entry Level/Credit Analyst
  • Entry Level/Business Analyst
  • Entry Level/Investment Analyst

Get advice on each section of your resume:

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  • Entry Level/Junior Financial Analyst Resume Tips

Entry Level/Junior Financial Analyst Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., entry level/junior financial analyst resume sample.

As an Entry Level/Junior Financial Analyst, you're at the beginning of an exciting journey in a dynamic field. The finance industry is currently experiencing a significant shift towards digitalization and data-driven decision making. In this space, being tech-savvy and having a solid grounding in data analysis are increasingly valuable. On your resume, it's pivotal to showcase not only your financial acumen but also your adaptability and forward-thinking mindset. Exude passion for the finance sector, because employers are keen on candidates who are genuinely interested in their line of work. Be sure to highlight any coursework or projects you've completed that are relevant to the job, and don't shy away from showcasing your soft skills, such as critical thinking or teamwork. These assets can set you apart from other applicants.

A resume screenshot highlighting skills and experience relevant for an Entry Level/Junior Financial Analyst role.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your entry level/junior financial analyst resume in 2024,    highlight data analysis skills.

As this role is often centered around interpreting financial data, it's essential to emphasize any experience you have with data analysis. Have you worked on a project or took a course that involved analyzing data sets? Highlight that on your resume and demonstrate your competency in this area.

Highlight Data Analysis Skills - Entry Level/Junior Financial Analyst Resume

   Showcase Technological Proficiency

With the finance industry's ongoing digital transformation, being comfortable with technology is a critical skill. If you've used financial analysis software or other technical tools in school or a previous job, definitely include those details. This could be as simple as being an Excel whizz or as complex as knowing how to use specific finance software.

Showcase Technological Proficiency - Entry Level/Junior Financial Analyst Resume

Junior financial analysts typically collect and analyze data, create reports, and make policy recommendations based on their findings. While you can get this entry-level job with little to no prior work experience, you’ll be a more competitive candidate if you’ve studied business, finance, economics, or a related field in school. Use your resume to emphasize your educational background, and don’t forget to also list any relevant internships you’ve done.

Junior financial analyst resume with educational history and internship experience

   Lead with your educational history

If your work history is fairly short, it’s best to lead your resume with your educational history, especially if you majored in a relevant subject area. If you have a bachelor’s degree in business with a minor in analytics and management, mention that up-front to show hiring managers that you’re starting with at least some background in the field.

Lead with your educational history - Entry Level/Junior Financial Analyst Resume

   Discuss any relevant internship experience (or tailor non-relevant experience to the role)

You may not have held many jobs at this stage in your career, but if you’ve interned in financial analytics, make sure to highlight your internships on your resume. Treat them as you would treat any work experience, adding bullet points to explain what you achieved (such as “generated 10+ new clients through cold calling”).

Discuss any relevant internship experience (or tailor non-relevant experience to the role) - Entry Level/Junior Financial Analyst Resume

Entry Level/Finance Associate Resume Sample

Entry level/credit analyst resume sample, entry level/business analyst resume sample, entry level/investment analyst resume sample.

As a hiring manager who has recruited for top companies like Goldman Sachs, JPMorgan Chase, and Citi, I've reviewed hundreds of resumes for entry-level financial analyst positions. Based on my experience, I've compiled a list of essential tips to help you create a standout resume that will catch the attention of potential employers in the finance industry.

   Highlight your analytical skills

Employers are looking for candidates who can demonstrate strong analytical skills. Showcase your ability to analyze financial data and provide insights by including specific examples in your resume.

  • Analyzed financial statements of 10+ companies and identified cost-saving opportunities, resulting in a 15% reduction in expenses
  • Conducted market research and competitor analysis to support investment decisions, leading to a 20% increase in portfolio returns

Avoid generic statements that don't provide concrete evidence of your skills:

  • Familiar with financial analysis
  • Experienced in market research

Bullet Point Samples for Entry Level/Junior Financial Analyst

   Emphasize your proficiency in financial software

Proficiency in financial software is a must-have skill for entry-level financial analysts. Highlight your experience with tools like:

  • Microsoft Excel (including advanced functions like VBA and pivot tables)
  • Bloomberg Terminal

Provide specific examples of how you've used these tools to analyze data and make informed decisions:

  • Used Bloomberg Terminal to monitor market trends and identify investment opportunities, resulting in a 25% increase in portfolio value
  • Created financial models using Excel to forecast revenue growth and assess risk, leading to a successful $5M capital raise

   Include relevant coursework and certifications

As an entry-level candidate, your relevant coursework and certifications can help you stand out from other applicants. Include courses like:

  • Financial Accounting
  • Corporate Finance
  • Investment Analysis
  • Quantitative Methods

Also, highlight any certifications you've earned or are working towards, such as:

  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Certified Financial Planner (CFP)

These certifications demonstrate your commitment to the field and can give you a competitive edge in the job market.

   Showcase your communication skills

Financial analysts must be able to effectively communicate complex financial information to both technical and non-technical audiences. Demonstrate your communication skills by including examples of:

  • Presentations you've given to senior management or clients
  • Reports or analyses you've written
  • Collaborations with cross-functional teams
Prepared and delivered quarterly financial reports to executive team, highlighting key performance indicators and providing actionable insights for strategic decision-making

Avoid using vague or generic statements that don't showcase your specific communication abilities:

  • Strong communication skills
  • Experienced in presenting financial information

   Quantify your achievements

Whenever possible, quantify your achievements using numbers, percentages, and dollar amounts. This helps employers understand the impact you've made in previous roles or projects.

  • Analyzed financial data for a $10M portfolio, identifying opportunities that led to a 15% increase in returns
  • Created financial models that helped secure $5M in funding for a startup venture
  • Conducted market research that informed a new product launch, resulting in $2M in sales within the first quarter

Avoid using vague or unquantified statements:

  • Assisted with financial analysis
  • Helped with market research
  • Supported new product launches

By quantifying your achievements, you provide concrete evidence of your skills and the value you can bring to a potential employer.

   Tailor your resume to the job description

Customize your resume for each job application to highlight the skills and experiences that are most relevant to the specific position. This shows employers that you've taken the time to understand their needs and how you can contribute to their organization.

For example, if a job description emphasizes financial modeling skills, make sure to include examples of your experience creating and using financial models:

  • Developed a comprehensive financial model to assess the viability of a $20M acquisition opportunity, considering various scenarios and risk factors
  • Created a DCF model to value a publicly-traded company, resulting in a buy recommendation that generated a 25% return over 6 months

Avoid using a generic, one-size-fits-all resume that doesn't address the specific requirements of the job:

Financial analyst with experience in data analysis and market research. Skilled in Excel and Bloomberg Terminal. Strong communication and collaboration skills.

By tailoring your resume to the job description, you demonstrate your fit for the role and increase your chances of landing an interview.

Writing Your Entry Level/Junior Financial Analyst Resume: Section By Section

  summary.

A summary is an optional section at the top of your resume that provides a quick overview of your professional background, skills, and achievements. While a summary is not required, it can be a useful way to provide context for your experience and highlight your most relevant qualifications for the Entry Level/Junior Financial Analyst role you are targeting.

Keep in mind that a summary should not simply repeat information that is already included elsewhere in your resume. Instead, it should add value by providing additional details or context that may not be immediately apparent from the rest of your application. It's also important to avoid using an objective statement, as these are generally considered outdated and ineffective.

How to write a resume summary if you are applying for an Entry Level/Junior Financial Analyst resume

To learn how to write an effective resume summary for your Entry Level/Junior Financial Analyst resume, or figure out if you need one, please read Entry Level/Junior Financial Analyst Resume Summary Examples , or Entry Level/Junior Financial Analyst Resume Objective Examples .

1. Tailor your summary to the financial analyst role

When writing your summary for an Entry Level/Junior Financial Analyst position, it's crucial to tailor the content to the specific role and company you are applying to. This means highlighting the skills, experience, and achievements that are most relevant to the job requirements.

For example, if the job description emphasizes financial modeling and data analysis skills, your summary should focus on your experience with these specific areas:

  • Recent finance graduate with strong skills in financial modeling, data analysis, and forecasting, seeking an Entry Level Financial Analyst role at XYZ Company
  • Entry-level professional with a Bachelor's in Finance and experience in financial statement analysis and data visualization, looking to contribute to ABC Corporation's financial planning and analysis team

Avoid generic or irrelevant statements that could apply to any job or industry, such as:

  • Hardworking individual with strong communication skills and attention to detail
  • Recent graduate seeking an entry-level position in a dynamic company

2. Highlight your relevant education and certifications

As an Entry Level/Junior Financial Analyst, your education and certifications are likely to be a key focus for employers. Make sure to prominently feature your relevant degrees, majors, and any professional certifications you have earned or are pursuing in your summary.

Recent graduate with a Bachelor's in Finance and a minor in Accounting from XYZ University. Currently preparing for the CFA Level 1 exam. Seeking an Entry Level Financial Analyst position to apply my strong analytical skills and passion for financial markets.

If you have completed relevant coursework, projects, or internships, you can also briefly mention these experiences to demonstrate your hands-on knowledge and skills. However, avoid simply listing courses or projects without context, as this information may be better suited for other sections of your resume.

  • Completed courses in Corporate Finance, Financial Accounting, and Investment Analysis
  • Participated in a group project analyzing the financial statements of a publicly-traded company

  Experience

The work experience section is the heart of your resume as an entry level financial analyst. It's where you prove to employers that you have the skills and experience to excel in the role. In this section, list your work history in reverse-chronological order, with your most recent experience first.

For each role, include the company name, your job title, dates of employment, and a few bullet points highlighting your key accomplishments and responsibilities. Remember to tailor your work experience to the specific financial analyst role you're applying for.

1. Use strong financial analysis verbs

When describing your work experience, use strong action verbs that demonstrate your financial analysis skills. This helps recruiters quickly understand your capabilities and imagine you in the role. For example:

  • Analyzed financial data to identify trends and opportunities for cost savings
  • Forecasted revenue and expenses using statistical modeling techniques
  • Collaborated with cross-functional teams to develop and monitor budgets
  • Presented financial reports and recommendations to senior management

Avoid weak or passive language that downplays your contributions, like:

  • Helped with financial analysis projects
  • Responsible for creating reports

Action Verbs for Entry Level/Junior Financial Analyst

2. Highlight relevant financial analysis tools

Employers want to know that you're proficient in the tools and technologies commonly used in financial analysis. In your work experience, mention any relevant tools you've used, such as:

  • Microsoft Excel (advanced functions, VBA, etc.)
  • Financial modeling software (e.g. Oracle Hyperion)
  • Data visualization tools (e.g. Tableau, QlikView)
  • ERP systems (e.g. SAP, Oracle)

For example:

  • Created financial models in Excel to forecast revenue under various scenarios
  • Used Tableau to build interactive dashboards for tracking key financial metrics

Tailoring your resume to the job is crucial. Our Targeted Resume tool analyzes your resume against a job description and identifies missing skills and keywords. It's a great way to ensure your work experience section is optimized for each application.

3. Quantify your impact with metrics

To really make your work experience stand out, use metrics to quantify your impact whenever possible. This helps employers understand the scope and significance of your contributions. For example:

  • Reduced operating expenses by 15% through identifying and eliminating inefficiencies
  • Managed a budget of $500K and consistently came in under budget
  • Automated monthly reporting process, saving 20+ hours per month

If you don't have exact metrics, you can still provide context for your accomplishments:

  • Analyzed large datasets with 100,000+ rows to identify trends
  • Created financial models used by senior management to make strategic decisions

4. Show progression and leadership

Employers love to see growth and progression in your work experience. If you've been promoted, taken on additional responsibilities, or led projects, make sure to highlight that in your resume. For example:

Financial Analyst, XYZ Company Promoted from Junior Financial Analyst after one year due to strong performance and leadership skills Led a team of 3 analysts to streamline the budgeting process, reducing time to complete by 25% Mentored and trained 2 junior analysts in financial modeling and data analysis best practices

Even if your title hasn't changed, you can still show progression by highlighting how your role has evolved and how you've taken on more responsibility over time.

  Education

The education section of your entry level financial analyst resume should be concise yet impactful. It's a chance to showcase your relevant academic background and any specialized coursework or certifications that make you a strong candidate. Here are some key tips to follow when writing your education section:

How To Write An Education Section - Entry Level/Junior Financial Analyst Roles

1. Put education at the top if you're a recent grad

If you graduated within the past 1-2 years, your education is likely your strongest qualification for an entry level financial analyst role. In this case, place the education section above your work experience.

Include the following details for each degree:

  • Name of the institution
  • Degree earned (e.g., Bachelor of Science in Finance)
  • Graduation date or expected graduation date
  • GPA, if above 3.5
New York University, Stern School of Business Bachelor of Science in Finance Expected Graduation: May 2023 GPA: 3.8

2. Highlight relevant coursework and academic projects

As an entry level candidate, you may not have extensive work experience in finance. However, you can bolster your qualifications by showcasing relevant coursework, capstone projects, or academic achievements in your education section.

Example of how to list relevant coursework:

  • Relevant Coursework: Financial Accounting, Corporate Finance, Investment Analysis, Econometrics

Avoid listing basic or introductory courses that don't directly relate to financial analysis, like this:

  • Coursework: Intro to Psychology, World History, English Composition

3. Include finance-related certifications

Certifications can give you a competitive edge, especially if you don't have a finance degree. If you've earned any relevant certifications, include them in your education section or in a separate 'Certifications' section.

Some common certifications for entry level financial analysts include:

  • Chartered Financial Analyst (CFA) Level I Candidate
  • Financial Modeling & Valuation Analyst (FMVA)
  • Bloomberg Market Concepts (BMC)
Certifications Chartered Financial Analyst (CFA) Level I Candidate, June 2023 Bloomberg Market Concepts (BMC), 2022

4. Keep the education section brief if you have 5+ years of experience

If you're a senior financial analyst with several years of work experience, your education becomes less important than your professional accomplishments. In this case, keep your education section short and to the point.

Good example for a senior candidate:

University of Pennsylvania Bachelor of Science in Economics

Bad example that includes too many details:

University of Pennsylvania, The Wharton School Bachelor of Science in Economics Graduation Date: May 2013 GPA: 3.6 Relevant Coursework: Financial Accounting, Corporate Finance, Investment Analysis, Econometrics Honors: Dean's List (Fall 2011, Spring 2012)

  Skills

The skills section is one of the most important parts of your resume. It's where you show employers that you have the specific abilities and knowledge they're looking for in a financial analyst. A well-crafted skills section can help you stand out from other candidates and increase your chances of getting an interview.

Here are some tips to help you create a strong skills section on your resume:

How To Write Your Skills Section - Entry Level/Junior Financial Analyst Roles

1. Highlight your technical skills

As an entry level financial analyst, it's important to showcase your technical skills. This includes proficiency in financial software, such as:

  • Microsoft Excel

You should also highlight any programming languages or data analysis tools you know, such as:

Be specific about your level of proficiency with each skill. For example:

Advanced proficiency in Microsoft Excel, including pivot tables and VBA Intermediate knowledge of SQL and Python for data analysis Familiarity with Tableau for data visualization

2. Include relevant financial skills

In addition to technical skills, you should also highlight any relevant financial skills you have. This could include:

  • Financial modeling
  • Budgeting and forecasting
  • Financial reporting
  • Risk analysis

Be sure to tie these skills back to the specific requirements of the job you're applying for. For example, if the job description mentions experience with financial modeling, you could say:

Experience building financial models in Excel to forecast revenue and expenses

Avoid listing generic or irrelevant financial skills, such as:

Basic accounting Bookkeeping Invoicing

3. Categorize your skills

To make your skills section easy to read and navigate, consider grouping your skills into categories. For example:

Technical Skills : Microsoft Excel (Advanced), SQL (Intermediate), Python (Intermediate), Tableau (Beginner) Financial Skills : Financial Modeling, Budgeting and Forecasting, Financial Reporting, Risk Analysis

This helps hiring managers quickly see the range of your abilities and how they relate to the job. Avoid a long, unorganized list of skills like this:

Microsoft Excel Financial modeling SQL Budgeting Python Financial reporting Tableau Risk analysis

4. Tailor your skills to the job

One of the biggest mistakes job seekers make is using the same generic skills section for every application. Instead, you should tailor your skills to the specific job you're applying for.

Start by carefully reading the job description and noting any skills or qualifications that are mentioned. Then, make sure to include those skills in your resume if you have them. For example, if the job description says:

Required Skills: Proficiency in Microsoft Excel, including pivot tables and VLOOKUP Experience with financial modeling and forecasting Knowledge of SQL for data analysis

Your skills section might look like this:

Advanced proficiency in Microsoft Excel, including pivot tables and VLOOKUP Extensive experience building financial models to forecast revenue and expenses Intermediate knowledge of SQL for data analysis and reporting

Skills For Entry Level/Junior Financial Analyst Resumes

Here are examples of popular skills from Entry Level/Junior Financial Analyst job descriptions that you can include on your resume.

  • Account Reconciliation
  • Business Analysis
  • Internal Controls
  • Management Accounting
  • Data Analysis
  • Forecasting

Skills Word Cloud For Entry Level/Junior Financial Analyst Resumes

This word cloud highlights the important keywords that appear on Entry Level/Junior Financial Analyst job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

Top Entry Level/Junior Financial Analyst Skills and Keywords to Include On Your Resume

How to use these skills?

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Entry Level/Junior Financial Analyst Resumes

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  • Skills for Entry Level/Junior Financial Analyst Resumes
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Financial Analyst Resume [The Ultimate 2024 Guide]

Background Image

Looking to land your next job in finance?

You’ll need a compelling financial analyst resume to stand out from the competition.

At the end of the day, it doesn’t matter how good you are at analyzing financial data if you can’t prove it to the hiring manager at your dream company.

Luckily, that’s exactly what this article is here for. 

We’re about to teach you all you need to know about how to write a financial analyst resume, including:

Job-Winning Financial Analyst Resume Example

How to write a financial analyst resume (step-by-step).

  • Free Financial Analyst Resume Template 

And more! Let’s dive right in, starting with:

financial analyst resume

What’s a better way to get started with your resume than to get inspired by a compelling financial analyst resume example, right?

The above resume does a lot of things right, such as:

  • Follows the chronological resume format. While there are other resume formats out there, the chronological one is both the most popular, and the best one for the job.
  • Lists contact information the right way. It includes a phone number, a professional email address, a LinkedIn URL, and a location.
  • Catches the recruiter’s attention with a resume summary. This financial analyst resume summary shows the recruiter the candidate is relevant at a glance.
  • Convinces the recruiter that they’re the right person for the job with an achievement-oriented work experience section. Achievements help show the recruiter how you stand out from the rest of the candidates.
  • Uses bullets to make the financial analyst resume easy to follow. The recruiter has hundreds of other resumes to review. By using bullets, you make it easier for them to read your resume and understand your background.
  • Includes a concise education section. Since the candidate has a lot of work experience, they don’t focus as much on their educational history.
  • Lists the right hard and soft skills. A strong financial analyst should possess both types of skills (and show them off on their resume).
  • Includes optional resume sections to fill up the space and make the resume even more compelling.

Found the financial analyst resume example interesting?

Awesome - time to start working on yours!

In this section, we’re going to walk you through 8 essential steps for creating a compelling financial analyst resume, starting with:

#1. Format Your Financial Analyst Resume Right

While there are 3 types of resumes formats you can use, the best option is the reverse-chronological format , which looks as follows:

reverse chronological resume

The format starts off with the most recent work experiences and then goes backward in time.

Once you’ve decided on the format, you need to work on the style and layout of your resume. Here’s what that involves:

  • Don’t go over the 1-page limit . Unless you’re a professional with 15+ years of experience, chances are, you don’t need more than a single page.
  • Pick a professional font. Some of our favorites are Ubuntu, Times New Roman, and Roboto.
  • Use 11-12 pt font size for the body text in your resume.

Free Financial Analyst Resume Template

Want to create a compelling resume without all the hassle of working on the formatting, style, layout, and the like?

Well, it’s possible!

All you have to do is pick one of our 8 free resume templates .

The formatting work is done for you, all you have to do is fill in your contents, and you’re ready to land your dream job!

And the best part? Our resume templates look absolutely slick compared to the typical black-and-white templates:

resume examples

#2. Include a Contact Information Section

Once you’re done formatting your resume (or you’ve picked one of our free resume templates ), it’s time to start working on your resume contents.

The first step here is to include your contact information, which includes:

  • Name and surname.
  • Professional title . Your title should match the one mentioned in the job description. 
  • Phone number.
  • Professional email address. E.g. [name] + [last name] @gmail.com. 
  • Location. The city, state, and country are enough, no need to mention your home address.
  • (Optional) LinkedIn URL. If your LinkedIn profile is up-to-date, you can include a URL in your contact information section.

Here’s what your contact information section should look like once you’re done with it:

Financial Analyst

123-123-1234

[email protected]

linkedin.com/in/johnd

job search masterclass novoresume

#3. Write an Attention-Grabbing Financial Analyst Resume Summary (or Objective)

The next section in your financial analyst resume is the resume summary.

A resume summary , in a nutshell, is a “preview” of your resume. It helps the recruiter understand whether you’re qualified without having to read your resume in its entirety.

Done right, a financial analyst resume summary should include:

  • Your job title ( “Financial Analyst” )
  • Your years of experience ( “With 6+ years of experience in the field” )
  • Your top 1-2 achievements ( “Experienced in identifying wasteful processes and cutting spend by over 12% at Company X” )
  • Your top skills ( “Skilled in risk management, data validation techniques, and data visualization” ).

Here’s a practical example of what this looks like on a resume:

  • Senior financial analyst with 6 years of experience seeking a role at Company X. Past achievements include helping drive costs down by over 12% at Company Y by eliminating wasteful processes. Skilled in risk management, data validation techniques, and more. CPA-certified.

Don’t have a lot of work experience? You might want to use a resume objective instead. Read our guide to learn more.

#4. Focus on Achievements to Stand Out from Other Applicants

The next section on your financial analyst resume is the work experience section.

First things first, start by formatting the section as follows:

  • List your work experiences reverse-chronologically. Start with your latest/current experience and go back in time from there.
  • For each of your roles, include the following information: title, company name, dates employed, and 3-5 responsibilities and achievements.
  • For older roles (think, jobs from 5-10+ years ago), you can include less than 3 responsibilities/achievements.

And here’s how that would look on your resume:

07/2015 - Current

  • Collected, analyzed, and managed quantitative data.
  • Created in-depth financial reports that lead to over 12% cost reductions in 2020.
  • Prepared weekly reports and led presentations for training new staff.
  • Reported directly to the CFO.

Now, if you want your work experience section to truly stand out from your competitors, here are some tips on how to make that happen:

  • Focus on achievements when possible. The recruiter knows what your responsibilities were - they want to know how you excelled at the role instead. So, if possible, include achievements instead of responsibilities.
  • Quantify your achievements. Saying “cut expenses” is one thing, saying “cut expenses by 12% in 2020 by identifying and eliminating wasteful processes” is something else entirely. Including information on results, timeframe, and actions taken helps give the hiring manager a better idea of your work history and skills level.
  • Skip on irrelevant work experience. The hiring manager doesn’t care about your job waiting tables 12 years back during university, so you can safely skip it.

Applying for an entry-level financial analyst role? Check out our article on how to create a no-experience resume .

#5. Include Your Educational Background

On to the next section - education .

This one’s relatively straightforward, just include your educational history as such:

  • Include your latest degree on top of the section. Start off with the degree name (e.g. B.A. in Finance), institution name, and years attended.
  • If you have a second degree, include that too. Follow the same format.
  • If you have a B.A. or an associate’s degree, feel free to skip including your high school information.

Here’s how the education section should look like on your financial analyst resume:

B.A. in Finance

Chicago University

08/2013 - 05/2017

If you’re a recent university graduate lacking in work experience, you can also add information about the courses you’ve attended in university to give the recruiter an idea of your knowledge:

Courses Attended:

  • Corporate Finance
  • Asset Management
  • Risk Management

#6. List the Right Skills for the Job

The next step to perfecting your financial analyst resume is including the right skills.

And by “right skills,” we don’t mean listing out every single skill you’ve learned. 

Rather, you need to specifically include the skills that are going to help you do your job as a financial analyst right.

Some of the most in-demand financial analyst skills in 2024 are:

15 Essential Financial Analyst Skills

  • Financial Modeling
  • Financial Accounting
  • Managerial Accounting
  • Financial Reporting
  • Statistical Analysis
  • Data Validation Techniques
  • Communication
  • Process Improvement
  • Attention to Detail

#7. Use The Optional Resume Sections (to Make Your Resume Even More Compelling)

Do you still have some space on your financial analyst resume? You can use some of these optional resume sections to fill up your resume to cover the entire page.

While these sections won't land you the job on their own, they can help you stand out from applicants with the same level of experience and skills.

The optional sections are:

  • Certifications. As a financial analyst, there are a lot of certifications you can get to help attest to your skill set. E.g. CFA , CPA , FMVA, and others.
  • Languages. In 2024, knowing an extra language or two is always an asset, regardless of what job you’re applying for.
  • Hobbies & Interests . This section can help show the hiring manager who you are as an individual (as opposed to a professional) and (potentially) allow you to build rapport with your interviewer.

Here’s how these optional sections would look like on your financial analyst resume:

  • German - Native
  • English - Fluent
  • Spanish - Intermediate

Certifications

  • Chartered Financial Analyst (CFA) Certification (4). 02/2015 - 02/2016
  • Financial Modeling and Valuation Analyst (FMVA). 03/2012 - 08/2012

Hobbies & Interests

  • Artificial Intelligence
  • Mindfulness

#8. Make Sure Your Financial Analyst Cover Letter is as Compelling as Your Resume

At this point, your resume probably already looks very compelling…

But we’re not done just yet!

You need to create a financial analyst cover letter that’s just as good as your resume.

Here are some tips on how you can do this:

  • Start the cover letter by addressing the hiring manager with their full name or title. E.g. “Dear Margaret.” Sure, you could do the traditional “Dear Sir or Madam,” but including a name or position shows the recruiter that you did your research.
  • In the introduction of your cover letter, include your job title, years of experience, top 1-2 achievements, industry experiences, and any of your other top selling points.
  • In the body section of your cover letter, you can include things like more detailed skills, responsibilities, work history, and optionally, information on why you’d like to work at the company you’re applying for.
  • Finish up the cover letter with a call to action. E.g. “Would be more than happy to discuss my work history more in-depth over an interview.”

Struggling with your cover letter? Check out some of our best resources on the topic:

  • Guide on Writing a Cover Letter
  • 21 Best Cover Letter Tips
  • Most Common Cover Letter Mistakes

Key Takeaways

And that’s the gist of it!

That’s all you need to know in order to create a compelling financial analyst resume and land the job.

Before you go, let’s do a quick recap of the most important learning points we covered in this article:

  • Use a resume summary to grab the hiring manager’s attention from the get-go.
  • In your work experience section, focus on achievements over responsibilities. Quantify your achievements when possible.
  • Include both hard and soft skills in your skills section.
  • Include any certifications that you might have. E.g. CPA, CFA, etc.
  • If you have some extra space in your resume, you can also include extra sections such as languages or hobbies.

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Entry Level Financial Analyst Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the entry level financial analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

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  • Culture that fosters development
  • Exposure to meaningful work in an innovative environment
  • Customized development plans
  • Use analysis to influence and drive action within finance and our business partners by using fact-based, holistic and forward-looking perspectives
  • The candidate will construct forecasting models to optimize and identify the strategic financial direction for the regional office
  •  Isolate key drivers, quantify impacts, and forecast implications to the business
  • Industry and competitor company analysis and research
  • Quick learner with aptitude for various systems and processes
  • Develop effective presentations for small groups
  • Assist in the review, set-ups and processing of claim and capitation payments within the Pegasys system
  • Assist with forecasting and planning of corporation’s results
  • Assist in client regulatory/monthly reporting processes
  • Collaborate with business partners to identify emerging issues and assist in implementation of strategies
  •  Collaborate with business partners to identify emerging issues and assist in implementation of strategies
  • Knowledge in SQL a plus
  • Provide accurate, timely reports with financial insight to allow business partners to improve performance
  •  Provide accurate, timely reports with financial insight to allow business partners to improve performance
  • Assist in preparation of monthly reporting packages for senior management/Allstate Corporation Board meeting presentations
  • Working knowledge of PeopleSoft Financial Systems and/or IBM Cognos TM1 is a plus
  •  Develop effective presentations for small groups
  • Other Administrative work as assigned to support the Finance Department
  • Basic Skills - able to perform mathematical calculations and understands basic accounting functions
  • Advanced Excel skills; ability to develop and use pivot tables and databases to obtain data and develop reports; database (Access or equivalent) creation experience
  • Working knowledge of US GAAP highly desirable
  • The successful candidate will have general knowledge of business area processes, including best practices in order to support the area's projects, products and services
  • This candidate will have effective communication in working with others in everyday situations and have the ability to interact effectively and lead change with internal and external customers
  • Working knowledge of SAP Financials is highly desirable
  • Customer Orientation ‐ establishes and maintains long‐term customer relationships, building trust and respect by consistently meeting and exceeding expectations
  • Knowledge of consulting companies is highly desirable
  • Working knowledge of Excel and good knowledge of MS Windows based software packages: Word, Outlook, etc
  • Financial analysis skills ‐ knowledge of research techniques sufficient to collect and interpret data Knowledge of descriptive statistics to analyze statistical data and prepare projections

6 Entry Level Financial Analyst resume templates

Entry Level Financial Analyst Resume Sample

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, entry level financial analyst resume examples & samples.

  • Bachelor’s degree in Finance, Math, or Economics required
  • 5 GPA or higher
  • Internship as an analyst or up to 1 year of corporate financial analysis experience
  • Must be detail oriented and be able to deliver accurate information in a timely manner
  •  Prepare and help build storyline for financial updates
  •  Use analysis to influence and drive action within finance and our business partners by using fact-based, holistic and forward-looking perspectives
  • Bachelor's degree in Finance, Business, Accounting or related field
  • GPA of 3.2 and above
  • This individual will have exceptional written skills and the ability to understand and report on all forms of business statistical information
  • The ideal candidate will create models to measure financial data, prepare written narratives and/or presentations to explain outcomes of the data to management and peers
  • This individual will have the ability to apply standardized mathematical concepts to solve problems and prepare reports for analysis
  • He/she will also have the ability to leverage technical skills in support of team objectives
  • The ideal candidate will be responsible for quality and quantity of sound decisions around processes and issues within the scope of daily responsibilities
  • The successful candidate will have general knowledge of business area processes, including best practices in order to support the area's projects, products and services
  • Isolate key drivers, quantify impacts, and forecast implications to the business
  • Use analysis and reporting to influence and drive action within finance and our business partners by using fact-based, holistic and forward-looking perspectives
  • Working knowledge of financial and accounting concepts
  • Analytical skills to compile information requiring combinations of data from multiple sources, the ability to work with numbers and formulas
  • Solid work ethic, including ability to follow-up, focus on details and take initiative
  • Oral and written communication skills, able to work effectively with employees both internal and external to the finance function
  • Effective time management and organization skills with a proven ability to multi-task
  • Bachelor’s degree in Accounting, Finance or other related degree
  • Fully proficient in PC tools (Microsoft Office)
  • Minimum GPA of 3.00 strongly desired

Entry Level / Financial Analyst Resume Examples & Samples

  • Degree emphasis in Finance, Business Administration, or related discipline
  • Self-starter with excellent communication and organizational skills
  • Knowledgeable in Intermediate level Excel including working knowledge of Pivot tables, V-lookups, graphics
  • Work effectively as an individual contributor and as part of a team
  • Positive attitude and strong interpersonal skills
  • Knowledgeable in Cobra and SAP tools, Earned Value Management (EVM) principles and their application to the program including Earned Value Management's (EVMS) metrics & reporting familiarity
  • Education and experience consistent with job responsibilities
  • Understanding of accounting concepts and familiarity with U.S. GAAP
  • Work experience in the professional environment
  • Experience with presentations to management
  • Knowledge of or familiarity with FAR and CAS
  • Cost center controlling and budget management reporting
  • P&L reporting for actuals and forecasts
  • Cost reduction program reporting to drive gross margin expansion
  • Inventory reporting, valuation & analysis
  • Ad-hoc projects as defined
  • BS in Business Administration, Finance, or Accounting. Advanced degree/CPA is a plus
  • Less than 5 years of experience, preferably within the semiconductor industry
  • Self-starter who can work independently
  • Strong Problem-Solving skills
  • Proficient with MS Office with advanced Excel knowledge
  • Detailed oriented, hands-on team member ready to be part of the regional finance team
  • Highly organized with excellent analytical skills
  • Self-starter with a curiosity to learn new processes
  • Ability to manage independent work effort
  • May monitor department budgets by reviewing data in the financial system and communicating with the managers/chiefs
  • Prepares advanced financial trend and data analysis reports
  • Participates in the development of regional, departmental and/or functional budgets
  • Minimum two (2) years of related experience in financial analysis and budgeting
  • Bachelor’s Degree in Finance/Accounting or Business-related field
  • Education and experience consistent with job responsibilities, strong analytical skills, finance/accounting acumen
  • Self-starter with strong communication skills
  • Advanced proficiency with Microsoft Office Suite Products with emphasis on Excel and Power Point
  • Familiarity and understanding of Earned Value Management System (EVMS) concepts and applications
  • Strong financial / analytical orientation
  • Experience with financial data submittals; accounting skills
  • Familiarity with SAP, Cobra, Hyperion, wInsight, E-WAD
  • Advanced Excel skills; ability to develop and use pivot tables and databases to obtain data and develop reports; database (Access or equivalent) creation experience a plus
  • Bachelor’s degree in finance, accounting, business or related field
  • Minimum of 0-2 years of related experience
  • Advanced knowledge and experience using Microsoft Excel
  • Strong Modeling & Analysis
  • Excellent verbal & written communication
  • Ability to execute and follow-through to completion of tasks
  • Bachelor’s degree in Accounting, Finance, Math, or a related field preferred
  • Strong excel skills are required (pivot tables, allocations, formulas, etc.)
  • Work experience or educational background in Finance or Accounting
  • SAP and/or Hyperion knowledge/experience
  • COBRA, Open Plan experience
  • Assist in the monthly financial statement closing process, including preparation of Journal Entries, completion of account analyses and Accounts Payable
  • Completion of the monthly Bank Reconciliation process
  • Responsible for reviewing and manipulating data
  • Ensure accuracy of data
  • Build monthly P&L reporting and profitability analysis
  • Provide revenue and Gross Margin analysis
  • Preparation of unit costs
  • Capital spending requests
  • Ad hoc financial analysis for business unit and the Power Mosfet Division Controller & Power Solutions Group Controller, as necessary
  • Undergraduate degree in Finance, Accounting, or Business/Data Analytics Degree
  • Less than 10% travel required
  • Oracle EBS and BI experience preferred
  • Hyperion Planning/Reporting experience preferred
  • Tableau, Qlikview, or other reporting tools preferred
  • Bachelor’s degree in Accounting is preferred
  • 2 + years of related accounting experience
  • Working knowledge of life insurance and retirement products a plus
  • FINRA Series 6 & 63 license to be obtained within 90 days of filling the role
  • Ability to assemble and communicate findings to areas requesting analytical information
  • Intermediate PC skills in Microsoft Office, SAP accounting system a plus
  • Attention to detail when preparing work papers and process documentation
  • Expense analysis, actual and planning
  • Assist with forecasting and planning of corporation’s results
  • Bachelor’s degree in Finance, Business, or related field with GPA of 3.5 and above
  • Financial Analyst or similar internship strongly preferred or 1-2 years of related experience (insurance industry and financial analysis experience)
  • Microsoft products (Excel, Word, PowerPoint), SAP knowledge a plus
  • Analytical skills including ability to reconcile, manipulate and analyze data to produce information and develop and/or evaluate financial scenarios
  • Written and verbal communication skills required to draft memos and presentations and interact with internal customers
  • Planning and organizing skills including ability to multi-task and exhibit effective time management and organizational skills
  • Personal interest in learning a wide variety of corporate finance related work, ability to pay close attention to detail and the ability to work on teams as well as independently
  • General insurance industry understanding including metrics, common structures (mutual vs. stock), ratings importance, preferred

Entry Level Financial Analyst for Established Global PE Firm Resume Examples & Samples

  • 1-3 years of financial analysis experience
  • Bachelor's Degree in Finance, Accounting or Business is required
  • Prior experience in database applications
  • Strong Excel skills w/ VBA
  • Skill in interpreting and analyzing data
  • Skill in examining documents and quantitative metrics for correctness and accuracy
  • Ability to apply business intelligence strategies to convert business cases into solutions
  • Knowledge of legal and fiscal requirements and regulations
  • Interpersonal Skills ‐ able to work effectively with others
  • PC Skills ‐ demonstrates advanced proficiency in Microsoft Excel, Microsoft Office suite, and in other applications as required. Demonstrate knowledge of relational databases, including SQL queries
  • Policies & Procedures ‐ demonstrates knowledge and understanding of organizational policies, procedures and systems
  • 1‐2 years progressive accounting/finance experience required, preferably in healthcare revenue cycle preferred. Basic SQL and/or Business Objects query writing experience preferred

Related Job Titles

resume for entry level financial analyst

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Entry Level Financial Analyst: Resume Example for 2024

resume for entry level financial analyst

According to Investopedia, a financial analyst is a professional who analyzes financial information for corporations, individuals, and other organizations. An entry-level financial analyst is someone who has recently graduated or has minimal experience in the field. This role involves analyzing financial data, developing financial models, and providing recommendations based on their findings.

Having a strong resume is crucial for individuals looking to break into the financial analyst field. It is the first impression that recruiters and hiring managers will have of a candidate. A well-crafted resume showcases an individual’s skills, experiences, and accomplishments, which can land them an interview and potentially a job offer.

Recruiters and hiring managers are looking for specific things in a resume for an entry-level financial analyst position. They want to see a clear and concise summary of the candidate’s educational background and relevant work experience. They are also looking for any experience with financial software, such as Excel and Bloomberg. In addition, they want to see that the candidate has excellent analytical skills, attention to detail, and the ability to work in a team setting.

In this article, we will provide an example of an entry-level financial analyst resume that meets recruiters’ and hiring managers’ criteria. We will highlight the essential elements that make a strong resume and give tips on how to create your own. With the right resume, you can demonstrate your skills and qualities as a financial analyst and land the job of your dreams.

Basic Components of an Entry Level Financial Analyst Resume

As an entry-level financial analyst, your resume is your calling card to potential employers. Hiring managers expect your resume to showcase your education, skills, work experience, and certifications among other essential components. Here are the key basic components you should include in your entry-level financial analyst resume.

Contact Information

This section is a basic requirement in any resume, including for an entry-level financial analyst. First and foremost, ensure that you have included your full name, phone number, email address and professional social media links (such as LinkedIn). You should also mention your location, but it is not essential to include your full street address. This section should be clear and easily located at the top of your resume.

Objective/Summary Statement

The objective or summary statement is your chance to give your elevator pitch to the employer. In just a few sentences, you should highlight your career aspirations, skills, and relevant experiences. A good objective statement emphasizes how you can add value to the organization, making it easier for the hiring manager to shortlist your resume.

Since you are an entry-level financial analyst with minimal experience, your educational background plays a vital role in your resume. Provide details about your degree, educational institution’s name, location, and the year of graduation. It is important to list any finance-related courses that you have attended to show that you understand foundational knowledge related to the job you are applying for.

For entry-level financial analysts, soft skills such as adaptability, critical thinking, and attention to detail can be just as important as technical skills. This section should highlight both your technical and soft skills. Technical skills relevant to your job could include expertise in Excel, data analytics software, SAP and other important software programs.

Work Experience

As an entry-level financial analyst, you may not have extensive work experience in the field yet. It is not uncommon for employers to prefer a demonstrated interest rather than proven work experience. However, if you have had some exposure to finance or accounting roles, ensure that you include the most relevant experience. Demonstrate how previous responsibilities prepared you for this new role.

Certifications

Certifications can be a great way to demonstrate your interest in your chosen field and to highlight your knowledge of the field. Include any experience or certifications you earned relevant to your target job. Examples of certifications and licenses include Chartered Financial Analyst(CFA), Financial Risk Manager(FRM), among others.

These core components should be present in your entry-level financial analyst resume. However, remember to customize your resume to the specific job you are applying for by only emphasizing the most relevant experiences, achievements, and qualifications.

Resume Writing Principles for Entry Level Financial Analyst

As an entry level financial analyst, constructing an effective resume is critical to land your dream job. Your resume must be well-written, concise, and straightforward. Here are four essential principles to consider when compiling your financial analyst resume.

Understanding the Job Description

Before composing your entry level financial analyst resume, analyze job postings or advertisements for financial analyst positions carefully. This way, you’ll have a better understanding of the job requirements and responsibilities, which will guide your resume development. Pay close attention to the essential skills or qualifications that the employer is seeking from prospective candidates.

Focusing on Relevant Qualifications

When writing your resume, focus on the relevant qualifications that are tailored to the job description. Emphasize your degree level in finance, business, economics, or accounting, and any certifications or internship experience related to financial analysis. Highlight any soft or technical skills, including proficiency with financial software, Excel, and data analysis.

Avoiding Common Mistakes

For entry level financial analyst resume, it’s vital to avoid common blunders that could undermine your chances of landing the job. Ensure that your resume has no grammatical errors, spelling mistakes, or typos. Make your resume easy to read by using bullet points and keeping it concise, limit your resume to two pages.

Targeting Your Audience

Your entry level financial analyst resume should be targeted towards the employer and the job position. Customize your language and phrasing to align with the company’s culture and values. Ensure that your accomplishments and skills match the job requirements and are relevant to the employer’s needs.

Constructing a well-written, professional financial analyst resume is paramount to secure an entry-level job in the finance industry. Ensure that you understand the job requirements, focus on your relevant qualifications, avoid common mistakes, and target your audience. With these principles, you can stand out from the competition and take the first step towards career success.

Writing Your Entry Level Financial Analyst Resume

A well-written resume is a crucial component of a successful job search, especially for an entry-level financial analyst. When writing your resume, focus on highlighting your skills, achievements, and relevant experience. Here are four tips to help streamline your resume-writing process:

Gathering Information and Drafting Your Resume

The first step is to gather all relevant information such as educational qualifications, internships, projects, skills, and experience. Then, tailor the information to fit the requirements of the job you’re applying for. Draft a rough outline of your resume and start fine-tuning it by eliminating any extraneous information that may not be relevant to the job.

Adding Quantitative Results

Make your resume stand out by including specific quantitative results that showcase your accomplishments. Use hard numbers and percentages to illustrate your successes in budgeting, forecasting, and financial analysis. This will help a recruiter better understand your potential value to their company.

Tailoring Your Resumes for Specific Job Applications

It’s essential to customize your resume for each position you apply for. A generic resume won’t be selected by an employer looking for a specific skill set. Thus, review the job description and tailor your resume to fit the specific needs of the position. Do this by highlighting relevant experience, skills, and achievements.

Addressing Employment Gaps

One of the common defects in a resume is an employment gap. This is an issue that can be handled appropriately if the jobseeker is candid about it. Create a positive story about this gap period, explaining how you used the time to learn new skills or work on personal projects. The main objective is to demonstrate that you remained active and engaged during the transition period.

To sum up, a well-crafted resume is essential to get your foot in the door when applying for a job as an entry-level financial analyst. Gather all relevant information, highlight your achievements in the form of quantitative results, tailor your resume to fit each job application and address any employment gaps candidly. A successful resume will help showcase your knowledge, skills, and suitability for the position.

Entry Level Financial Analyst Resume Example

Are you a recent graduate with a finance or accounting degree looking to start your career as a financial analyst? Look no further than this sample resume for an entry level financial analyst.

A Sample Resume for an Entry Level Financial Analyst

To secure an entry-level financial analyst position in a dynamic and progressive organization that values hard work, commitment, and performance.

  • Bachelor of Science in Finance, XYZ University, Graduated May 2021
  • Relevant coursework: Financial Statement Analysis, Investment Analysis and Portfolio Management, Corporate Finance, Accounting
  • Proficient in Microsoft Excel and financial modeling
  • Knowledge of financial analysis software, such as Bloomberg
  • Excellent written and verbal communication skills
  • Strong attention to detail and problem-solving ability
  • Ability to work within a team environment

Financial Analyst Intern, ABC Company, June 2020-August 2020

  • Conducted market research and analysis of industry trends
  • Assisted with monthly financial reporting and analysis
  • Created financial models and forecasts for management review
  • Chartered Financial Analyst (CFA) Level 1 Candidate, 2022
  • Bloomberg Market Concepts (BMC), 2021

Section-by-Section Analysis of the Example Resume

This sample resume for an entry level financial analyst follows a traditional resume format, beginning with an objective statement that tells potential employers what the candidate is seeking. The candidate’s education is listed next, highlighting their relevant coursework and degree. Their skills section showcases their proficiency in Excel and financial modeling, as well as strong problem-solving and communication skills. The candidate’s internship experience is included under experience, showcasing their ability to conduct market research, financial reporting and analysis, and forecasting. Finally, the certifications section shows their dedication to their field, including their pursuit of the esteemed CFA charter.

Guidelines for Customizing the Example Resume for Yourself

To customize this resume for your own use, begin by carefully reviewing the example resume and comparing it to your own education, skills, and experience. Consider the following tips:

  • Emphasize your relevant education and coursework, just as this sample resume highlights the “Financial Statement Analysis” and “Investment Analysis and Portfolio Management” courses.
  • List any relevant skills, such as Excel proficiency or software proficiency, and make sure you offer evidence of these skills within your work experience or education.
  • Include internships or other relevant work experience, highlighting your ability to research, analyze, forecast, and report on financial data.
  • Consider obtaining relevant certifications, such as BMC or CFA, to bolster your education and experience, and include these under a certifications section.

With these tips in mind, you can make this sample resume work for you and land yourself a job as an entry level financial analyst.

How to Make Your Entry Level Financial Analyst Resume Stand Out

As an entry-level financial analyst, your resume may not be as extensive as that of an experienced professional. However, you can still make it stand out by following these tips:

Demonstrating Passion for the Role

Hiring managers are looking for individuals who are enthusiastic about the financial analyst role. Demonstrate your passion for finance by highlighting relevant coursework, projects, or internships on your resume. Use active, engaging language to describe your experiences, and show how your skills and experience match the job requirements.

For instance, you could include details about your research or analysis methods, your ability to identify trends or insights, or your understanding of financial statements and data analysis tools.

Highlighting Professional and Soft Skills

In addition to technical skills, you should also highlight soft skills that demonstrate your ability to work effectively with colleagues and clients. Soft skills are valuable in any profession, but particularly in finance where teamwork and communication are essential for success.

You could showcase your leadership potential by describing experience with group projects or extracurricular activities where you helped guide a team. Or perhaps you have experience communicating financial concepts to non-experts, showing your ability to distill complex ideas into digestible bits of information.

Remember to give examples of specific skills you have, such as critical thinking or problem-solving skills, data analysis skills, or excellent written or verbal communication skills.

Using Keywords and Action Verbs

Many companies use applicant tracking systems (ATS) to help screen resumes for specific job-related keywords. Incorporating relevant keywords can help your resume move past the initial screening process and be viewed by hiring managers.

Review the job description and make sure your resume includes essential keywords and phrases used in the posting. Additionally, you can use active verbs to help your resume stand out from the competition. For example, use words like “managed,” “analyzed,” “collaborated,” and “developed” to show the responsibilities and achievements held at previous positions.

Proofreading and Editing Techniques

When it comes to your resume, errors can be detrimental. Sloppy mistakes or grammatical errors could cost you the chance to interview. That’s why you need to proofread and edit your work before submitting it.

Read through your document multiple times and consider enlisting the help of a friend or career coach to review it for you. Utilize resources such as spell check and grammar check, and most importantly, have someone else read your work. They may catch errors you missed or provide feedback to improve your resume further.

Demonstrating your passion for the role, highlighting your professional and soft skills, integrating keywords with action verbs, and proofreading and editing techniques can make your entry-level financial analyst resume stand out. The combination of these tips creates a polished, hiring-manager-attracting, viable resume.

Online Applications and Applicant Tracking Systems

As an entry level financial analyst, you need to understand the importance of online applications and applicant tracking systems (ATS) in the hiring process. With the advancement of technology, many companies rely on ATS to filter through hundreds or even thousands of resumes they receive for each job opening.

Importance of ATS in the Hiring Process

ATS has become a crucial tool in the recruiting and hiring process. It helps HR personnel review resumes efficiently and filter out unqualified candidates, saving time and resources. ATS has the ability to rank candidates based on their relevance to the job description, making it easier for recruiters to identify the most qualified candidates. As an entry level financial analyst, it’s important that you understand how ATS works and how to optimize your resume for it.

Formatting your Entry Level Financial Analyst Resume for ATS

When formatting your entry level financial analyst resume, there are several things you need to keep in mind to make it ATS-friendly. First, make sure to use an ATS-compatible resume format, such as chronological or hybrid. Avoid using tables, graphics, or images that ATS can’t read. Second, use relevant keywords to highlight your skills and experience. ATS scans resumes for keywords that match the job description, so it’s important to use them strategically throughout your resume. Third, make sure to use clear headings and bullet points to make your resume easy to read and scan.

Tips for Optimizing Your Chances through ATS

To optimize your chances of getting past the ATS and getting an interview, here are some tips:

  • Tailor your resume for each job application: Use the job description to identify keywords and skills to include in your resume.
  • Quantify your achievements: Use numbers and percentages to showcase your achievements and impact.
  • Keep it simple: Use simple language and avoid using acronyms or jargon that ATS may not understand.
  • Proofread your resume: ATS can’t read typos or grammatical errors, so make sure to proofread your resume carefully.
  • Follow application instructions: Submit your resume and application according to the instructions provided. Failure to do so may result in your application being automatically rejected by the ATS.

ATS plays a critical role in the hiring process for entry level financial analysts. By understanding how it works and optimizing your resume for it, you can increase your chances of getting past the ATS and getting an interview. Keep these tips in mind when formatting your resume for ATS and tailor each application to increase your chances of success.

Entry Level Financial Analyst Cover Letter

A cover letter is arguably as important, if not more important than the resume. While many job seekers overlook it, a well-written cover letter can set you apart from the competition and leave a lasting impression on hiring managers. When applying for an entry level financial analyst position, a strong cover letter is crucial to landing an interview.

Importance of a Cover Letter

A cover letter serves as an introduction to your resume and allows you to showcase your personality, work ethic, and enthusiasm for the position. It provides an opportunity to address any gaps in employment, highlights specific skills and experiences, and demonstrates your knowledge of the company and industry. A well-crafted cover letter can convince the hiring manager to review your resume in more detail and ultimately invite you for an interview.

Components of a Successful Cover Letter

A successful cover letter should be customized for the specific job and company you are applying for. It should include:

Introductory paragraph: Explain who you are, what position you are applying for, and how you heard about the job opening.

Body paragraphs: This is where you can highlight your education, experience, and specific skills that are relevant to the position. Use specific examples that demonstrate your knowledge and abilities in finance and accounting.

Closing paragraph: Restate your interest in the position and the company, and thank the hiring manager for considering your application. Include your contact information and encourage them to contact you for an interview.

Tips for Writing an Entry Level Financial Analyst Cover Letter

Research the company: Familiarize yourself with the mission, values, and culture of the company. Incorporate this knowledge into your cover letter to demonstrate why you would be a good fit for the organization.

Customize the letter: Tailor your cover letter for the specific job posting and company. Use keywords and phrases from the job description to highlight your skills and align your experiences with the needs of the company.

Highlight your strengths: Focus on your accomplishments and skills that are relevant to the position. If you have limited work experience, focus on your academic achievements or relevant internships or school projects.

Proofread and edit: A cover letter with spelling and grammar errors can detract from your professionalism. Take the time to proofread and edit your letter for accuracy and clarity.

Keep it concise: A cover letter should be one page or less. Use short paragraphs and bullet points to break up the text and improve readability.

A strong cover letter is a vital component of a successful job search for an entry level financial analyst position. Use these tips to craft a compelling letter that demonstrates your enthusiasm and qualifications for the job.

Preparing for Entry Level Financial Analyst Interviews

If you’re an aspiring financial analyst, you may have already created a top-notch entry level financial analyst resume that showcases your skills and experience. However, the journey has only begun! Now it’s time to focus on acing your financial analyst interview. Here are some essential tips to prepare for your interview and make a great first impression.

Importance of Researching the Company and the Role

Before going for the interview, take some time to research the company and the role you applied for. Review the company’s mission statement, vision, culture, and operation. Go through their website, social media profiles and other online platforms to learn about their latest projects, achievements, and challenges. Pay attention to the financial performance of the company and global financial trends affecting their business. This knowledge can help you tailor your responses to the interviewer’s questions to demonstrate your value and potential as a financial analyst.

Highlighting Relevant Skills and Experience During the Interview

Employers usually ask questions about your background and qualifications to learn how well you align with their needs. They might ask about your experience in financial modeling, risk analysis, valuation techniques, industry knowledge, and software proficiency, among other skills. Therefore, it’s essential to prepare answers that showcase how your skills and experience match the job requirements. Use examples and metrics from your previous roles to demonstrate your ability to add value to the company. Be confident and enthusiastic about your skills but make sure you don’t oversell yourself.

Answering Common Interview Questions

Having a list of common interview questions can help you anticipate what to expect and prepare your responses carefully. Some of the typical questions you may face in financial analyst interviews include:

  • How do you maintain accuracy and attention to detail in financial analyses?
  • What role do you see the financial analyst playing within the company?
  • Can you explain financial modeling and how you use it in your analysis?
  • What are the latest financial trends in your industry?
  • Can you describe a situation where you had to use your analytical skills to solve a problem?

Prepare your responses to these questions in advance and practice delivering them with confidence and clarity. Remember to stay focused on your accomplishments and provide tangible examples of your expertise.

Effective Follow-Up Techniques

Following up appropriately after an interview can leave a lasting impression on the interviewer and keep you on their radar. A simple thank-you email will go a long way in showing your appreciation and professionalism. Ensure you address the interviewer by name, mention specific points or topics discussed during the interview, and restate your interest in the role.

If you don’t hear back after a few days, you may follow up with a phone call or email to inquire about the status of your application. However, avoid being pushy or demanding. Keep it polite, brief and professional.

Salary Expectations and Negotiation Techniques

As an entry-level financial analyst, it’s important to understand the pay structure in the industry. The average salary for a financial analyst is around $60,000 to $70,000 per year, according to the Bureau of Labor Statistics.

However, it’s important to note that salaries vary depending on factors such as location, company size, and industry. For instance, financial analysts working in the banking and finance industry tend to earn higher salaries compared to those working in consulting or government.

To identify market rates and salary expectations, you can do research online or ask industry professionals about their own experiences. This can help you come up with a reasonable salary range that you can use as a benchmark during salary negotiations.

When negotiating your salary, it’s important to remember that you are selling your skills and experience to the employer. Therefore, it’s important to present a strong case for why you deserve a higher salary. This may involve highlighting your achievements, qualifications, and potential value to the company.

To master salary negotiation techniques, start by doing your research and creating a solid case for yourself. This includes preparing a strong resume and cover letter that showcase your skills and experience. During the interview, be prepared to answer salary-related questions and provide evidence of your qualifications and past achievements.

Another important technique is to remain confident and focused during the negotiation process. This means avoiding emotional or defensive responses and staying firm on your desired salary range. Be open to compromise, but always keep your bottom line in mind.

Finally, it’s important to consider non-monetary benefits such as flexible work arrangements or professional development opportunities. These can add value to your overall compensation package and help you negotiate a better salary.

Understanding the pay structure for entry-level financial analysts and mastering salary negotiation techniques can help you achieve the salary and benefits package you deserve. So, do your research, prepare a strong case for yourself, and remain confident and focused during the negotiation process.

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Entry Level Financial Analyst Resume Sample

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Work Experience

  • Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans
  • Advanced mathematical and analytical thinking skills and a clear understanding of general business financial applications and formulas
  • The ability to predict market trends, analyze statistical factors, research trends and understand implications of surrounding markets
  • General knowledge of business area processes, including best practices in order to support the area's projects, products and services
  • The ability to make decisions, solve problems and meet challenges in completing work
  • Multi-faceted finance training to include structured peer shadowing, networking, self-serve courses, formal training sessions as well as cross functional assignments
  • Employee Resource Groups (eg. Young Professional Organization)
  • Advancement opportunities available at Corporate Headquarters (Northbrook, IL) and across the country in our 14 regional offices
  • GPA of 3.5 and above required
  • Acts as consultant to management on financial policies, procedures, and applications
  • Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports
  • Serves as point of contact with operational personnel to document business processes
  • Remediates control deficiencies and drives improvements in business controls
  • Conducts financial risk assessments
  • Serves as point of contract with Internal Audit Function as well as External Firms
  • Supporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
  • Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

Professional Skills

  • Strong computer skills using Microsoft Office (Excel)
  • Strong Excel, Powerpoint, Microsoft Office Skills
  • Strong analytical skills and a high attention to detail
  • Financial planning & analysis (go-to-market experience preferable) or experience at a top investment bank also desirable
  • Organization ‐ proactively prioritizes needs effectively
  • Typically up to 1 year of financial or business experience, internship experience can be included
  • An experience/understanding of P&L forecasting responsibility is advantageous

How to write Entry Level Financial Analyst Resume

Entry Level Financial Analyst role is responsible for general, insurance, research, reporting, database, training, finance, microsoft, excel, sap. To write great resume for entry level financial analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Skill listing

Contact Information For Entry Level Financial Analyst Resume

The section contact information is important in your entry level financial analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Telephone number

Work Experience in Your Entry Level Financial Analyst Resume

The section work experience is an essential part of your entry level financial analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous entry level financial analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular entry level financial analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Entry Level Financial Analyst resume experience can include:

  • Having analytical skills
  • Having IT skills
  • Being able to prioritize tasks
  • Analyzing existing processes and providing suggestions to improve overall efficiency
  • Recommending and implementing changes to improve the accuracy and impact of financial information
  • Updating and processing financial reports and statements

Education on an Entry Level Financial Analyst Resume

Make sure to make education a priority on your entry level financial analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your entry level financial analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Entry Level Financial Analyst Resume

When listing skills on your entry level financial analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical entry level financial analyst skills:

  • Experience in finance/accounting position
  • Related accounting/financial analysis experience
  • Experience with enterprise business systems and financial reporting software: SAP, BPC and/or Hyperion
  • Financial analyst experience
  • Experience with business intelligence tools or QlikView is preferable
  • Understanding and explaining internal and external drivers impacting performance and trending

List of Typical Experience For an Entry Level Financial Analyst Resume

Experience for entry level financial analyst for established global pe firm resume.

  • Being proficient in financial modeling concepts
  • Advising companies about their budgets
  • Being able to work in a fast-paced environment
  • Analyzing financial performance
  • Conducting business studies
  • Developing forecast models

List of Typical Skills For an Entry Level Financial Analyst Resume

Skills for entry level financial analyst for established global pe firm resume.

  • Providing accurate reporting & analysis of the results and performances of the Finance Department
  • Reporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
  • Analyzing account activity and variances
  • Reviewing transactions and financial results
  • Maintaining processes and controls for internal and external audits
  • Assisting with the preparation of quarterly and annual financial information on Forms 10-Q/K
  • Assisting in the preparation of Board of Director presentations for the CFO
  • Preparing account reconciliations for various receivables
  • Providing guidance to direct report

Skills For Entry Level / Financial Analyst Resume

  • Assisting with annual audit
  • Maintaining database of cash receipts
  • Providing data for manual commission process
  • Assist with forecasting and planning of corporation’s results
  • Preparation of ad hoc reporting requests as directed by management
  • Preparation of monthly budget to actual reports

Skills For Entry Level Financial Analyst Resume

  • Analyze and communicate financial results for key products, markets and initiatives
  • Formulate financial projections to predict and track performance, diagnose potential issues and prompt corrective actions
  • Ensure Regional Finance’s credibility and reputation of high quality (accurate, timely, relevant) financial measurement, reporting, planning and consulting
  • Working collaboratively within the team and across the broker dealer and HO Accounting
  • Managing daily workflow and completing responsibilities independently
  • Monthly close and related processing and development and preparation of analysis (e.g. account analysis, preparation of journal entries)
  • Understands multiple processes to be able to respond to agent inquiries and resolve payment issues
  • Research And Resolution Capabilities
  • High Volume Deadline Oriented Environment
  • Support the International Aftermarket business as well as Asia Pacific Region – this includes full P&L forecasting, reporting and variance analysis as well as ad-hoc requests to ensure these areas operate at maximum profitability. Support strategic decisions in these areas by working with leadership on business case development and analysis
  • Support overall revenue and margin analysis – monitor revenue vs forecast achievement, investigate margin deteriorations and aid in strategic market pricing decisions
  • Participate in the month-end closing process including analysis, forecasting and financial reporting as required
  • Participate in Annual Operating Plan and Strategic Business Review development working to provide financial projections based upon planned initiatives
  • Support expense & budget forecasting to drive cost management and achievement of annual plan
  • Use QlikView to assist with development of business intelligence dashboards to support more informed and timely decision making
  • Able to work under pressure with a flexible attitude
  • Numerical accuracy and attention to detail
  • Activey participate in the annual corporate budget and 5-year planning process. Participate in business unit budget meetings. Analyze and prepare reports in support of budget presentations
  • Actively participate in the forecast process. Attend forecast meetings and update forecast for assigned jurisdictions. Prepare various forecast presentations
  • Actively participate in the monthly financial close process, record certain monthly journal entries into the general ledger. Consolidate accounts receivables, inventory and other key balance sheet analysis for business unit reporting. Participate in monthly review meetings
  • Actively participate in operational management control systems, including the report of sales, capital, headcount and other key performance indicators of the business unit
  • Assist in the implementation of new or changes to operations and financials systems, reporting and procedures
  • Perform analysis of business units capital spend and other project requests to ensure alignment with budget and return expectations
  • Tracks and analyze progress on various business and financial initiatives
  • Supports relevant internal and external audit activities (Sarbanes – Oxley)
  • Most have advanced proficiency in Microsoft products (Excel, PowerPoint)

Related to Entry Level Financial Analyst Resume Samples

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7 Financial Analyst Resume Examples for Your 2024 Job Search

Financial analysts have strong analytical and problem-solving skills, as well as an aptitude for working with data. Just like financial analysts, your resume should be well-researched, data-driven, and focused on solving the specific problems the hiring team has set out. In this guide, we'll take a look at 7 examples of successful Financial Analyst resumes to help you get hired in 2023.

financial analyst resume

Resume Examples

Resume guidance.

  • High Level Resume Tips
  • Must-Have Information
  • Why Resume Headlines & Titles are Important
  • Writing an Exceptional Resume Summary
  • How to Impress with Your Work Experience
  • Top Skills & Keywords
  • Go Above & Beyond with a Cover Letter
  • Resume FAQs
  • Related Resumes

Common Responsibilities Listed on Financial Analyst Resumes:

  • Compile and analyze financial statements for important trends and risks
  • Develop financial models for forecasting and analysis
  • Conduct reviews of financial performance in order to identify areas of improvement
  • Prepare detailed financial account consolidation and analysis
  • Prepare budgeting and forecasting reports and presentations
  • Participate in special projects and reports to provide financial analysis
  • Analyze and recommend internal control risk policies and procedures
  • Evaluate the financial impact of projects, proposals and business decisions
  • Monitor variance and explain performance against operating plans and programs
  • Prepare monthly and quarterly financial reports
  • Evaluate and optimize capital structures and identify financing sources
  • Develop financial forecasting models and projections, interpret and present findings.

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

Financial Analyst Resume Example:

  • Led the financial forecasting and budgeting for multiple departments, resulting in a 20% increase in cost savings and a 15% increase in revenue by identifying and implementing cost-saving measures such as negotiating better vendor contracts and identifying new revenue streams such as launching new products.
  • Successfully managed multiple financial projects, resulting in a 25% increase in project completion rate and a 20% increase in project success rate by utilizing project management methodologies such as Agile and Waterfall.
  • Collaborated with cross-functional teams to deliver on-time and on-budget projects and initiatives by effectively communicating project timelines, progress, and objectives using tools such as Trello and Asana.
  • Implemented and managed financial projects, resulting in a 10% increase in project completion rate and a 15% increase in project success rate
  • Developed and executed financial strategies, resulting in a 15% increase in financial performance and efficiency
  • Worked with cross-functional teams to develop and execute on-time and on-budget projects and initiatives
  • Assisted in the management of financial projects, resulting in a positive impact on the company's overall performance
  • Demonstrated strong attention to detail, resulting in a 25% decrease in errors
  • Provided support to senior financial analysts, resulting in a positive impact on the company's overall performance
  • Advanced Financial Modeling
  • Strategic Financial Planning
  • Budget Forecasting and Analysis
  • Data Mining and Analysis
  • Risk Management
  • Excel Power Tools and Functions
  • Financial Statement Analysis
  • Project Management
  • Business Process Improvement
  • Cost-Benefit Analysis
  • Advanced Pricing Strategy
  • Capital Markets Knowledge
  • Investment Analysis
  • Banking and Regulatory Compliance
  • Team Collaboration
  • Financial Security Practices
  • Financial Dashboard Development
  • Business Insights and Reporting
  • Technical Writing

Entry Level Financial Analyst Resume Example:

  • Developed comprehensive data-driven financial reports that enabled stakeholders to benchmark corporate performance to the market.
  • Researched, collected, and analyzed data to evaluate the potential impact of key business decisions.
  • Spearheaded enhancements to financial forecasting and budgeting processes, resulting in a 10% increase in budget accuracy. Performed scenario analyses to optimize financial plans and identify potential areas of risk.
  • Drove greater visibility by revamping the financial reporting system to include customized metrics and key performance indicators
  • Automated the process of report creation, to ensure timely delivery of highly accurate data to upper management
  • Financial Modeling
  • Financial Reporting
  • Data Analysis
  • Budget Forecasting
  • Strategic Planning
  • Cost Reduction Strategies
  • Revenue Optimization
  • ROI Analysis
  • Cash Flow Management
  • Risk Assessment
  • Financial Auditing
  • Accounting Principles
  • Advanced Excel Skills
  • Operational Research
  • Market Research
  • Business Intelligence
  • Business Analysis
  • Presentation Skills
  • Decision Making
  • Problem-Solving
  • Communication Skills
  • Time Management

Financial Business Analyst Resume Example:

  • Delivered comprehensive market insights and financial trend analysis, leading to an 8% increase in profits and a successful launch of two new strategic initiatives.
  • Developed and implemented robust financial analysis systems and procedures to increase accuracy of data and ensure compliance with regulatory codes. As a result, the quarterly financial reporting performance was improved by 20%.
  • Produced and evaluated financial models to inform decision-making across the company, leading to a 10% reduction in risk exposure. Established financial KPIs, forecasting processes and trend analysis to support long-term growth objectives.
  • Streamlined forecasting process, reducing forecasting time by 20% and increasing accuracy by 15%
  • Developed and implemented a new financial performance tracking system, resulting in a 20% improvement in company-wide visibility and accountability
  • Conducted comprehensive business valuations and due diligence activities, resulting in the successful acquisition of a key competitor
  • Created and executed financial models, forecasts, and budgets, enabling senior management to make informed business decisions and meet key performance indicators
  • Implemented new financial computer systems and software, resulting in a 20% increase in efficiency and improved data security
  • Conducted financial audits for internal and external purposes, ensuring compliance with regulatory requirements and improving the company's financial stability
  • Advanced knowledge of financial analysis principles
  • Expertise in financial modeling frameworks and analysis tools
  • Highly proficient in financial systems design and implementation
  • Extensive experience working with financial data
  • Ability to identify financial risk and develop strategies to reduce them
  • Strong understanding of data visualization techniques and analytics
  • Comprehensive knowledge of corporate financials, GAAP and Regulatory compliance
  • Well-versed in updating financial plans and financial forecasting
  • Proficiency in budget management and cost control
  • Excellent communication and interpersonal skills
  • Organizational and problem-solving skills
  • Capability of balancing multiple priorities

Financial Analyst Intern Resume Example:

  • Provided meaningful financial analysis of complex data, resulting in a 20% cost savings and improved company efficiency.
  • Led the implementation of a budgeting system, resulting in a 15% increase in accuracy of assessments of current and future financial situations.
  • Utilized industry data and innovative financial modeling techniques to identify viable opportunities for investment.
  • Generated monthly and quarterly financial performance reports, allowing senior management to make informed decisions
  • Developed internal financial policies, procedures and controls, contributing to an increased quality of information procurement
  • Enhanced the corporate budgeting process by introducing advanced forecasting and budgeting strategies
  • Examined company financials to identify trends and recommend efficiency improvements
  • Reconciled discrepancies between actual and projected financial results, leading to an enquiry of 12% in the variance detection rate
  • Analyzed results of financial analysis to identify and decrease risk exposures across the entire organization
  • In-depth understanding of financial analysis
  • Proficient with accounting principles
  • Ability to analyze large datasets
  • Advanced financial modeling capabilities
  • Excellent Excel skills
  • Proficient with presentation software
  • Knowledge of behavioral finance concepts
  • Ability to make data-driven decisions
  • Strong business acumen
  • Strategic planning skills
  • Ability to multitask
  • Strong communication skills
  • Attention to detail
  • Adaptable and resilient
  • Self-driven and motivated
  • Ability to meet deadlines
  • Creative problem-solving
  • Collaborative approach
  • Organization and time management
  • Ability to handle confidential information
  • Financial Analysis
  • Data Analytics

FP&A Analyst Resume Example:

  • Achieved an 8% reduction in yearly budget costs through detailed analysis & comparison of various financial models.
  • Spearheaded profitability analysis of a dozen product lines, resulting in a 15% increase in revenue.
  • Drove the contract renewal process with suppliers, achieving a 90% completion rate of reviews within 6 weeks.
  • Streamlined forecasting models to predict future financial performance with a high degree of accuracy
  • Facilitated the creation of one-off financial reports to support organizational objectives & KPIs
  • Led an extensive competitor analysis to develop an effective pricing strategy, contributing to increased market share
  • Successfully tracked & monitored financial & operational performance for various business units
  • Built a long-term financial planning system to ensure short & long-term targets are in line with organizational goals
  • Instituted a proactive review process for customer & supplier contracts, resulting in an 8% reduction in annual costs
  • Advanced Data Analysis & Modeling
  • Strategic Financial Planning & Budgeting
  • Expert Microsoft Excel Proficiency
  • Analytical & Business Forecasting
  • ERP & Business Intelligence Software
  • Interpretative & Creative Accounting
  • Financial Reporting & KPIs
  • Market & Competitor Analysis
  • Performance & Pricing Strategy Development
  • Contract Renewal & Negotiation
  • Cost Control Management
  • Risk & Revenue Management
  • Auditing & Compliance
  • Financial Planning and Analysis

Junior Financial Analyst Resume Example:

  • Leveraged financial modeling, forecasting, and analysis to reduce company costs by 6% Developed and updated monthly and quarterly reports for internal and external stakeholder review, as well as monitored budget changes for long-term assets
  • Executed profitability analysis that enabled organization to boost profitability by 10%
  • Designed presentations to support strategic decisions and initiatives, including case study analytics and statistical analysis
  • Utilized process improvements and analytical solutions to improve client financial position and ultimately facilitate communication between finance team and other departments
  • Worked collaboratively to implement advanced financial systems for more efficient auditing and reporting
  • Financial modeling
  • Budget forecasting
  • Data analysis
  • Cost reduction
  • Profit optimization
  • Strategic planning
  • Presentation preparation
  • Process improvement
  • Advanced financial system implementation
  • Financial auditing
  • Report generation
  • Risk assessment
  • Cost/benefit analysis
  • Financial projections
  • Strategic decision making
  • Stakeholder communication
  • MS Excel proficiency
  • Financial statement analysis
  • Regulatory compliance
  • Forecasting accuracy
  • Business acumen
  • Cash flow optimization

Senior Financial Analyst Resume Example:

  • Developed financial models to accurately project company revenue and profitability, resulting in a 5% increase in investors
  • Monitored and analyzed external and internal trends related to financial issues and presented innovative solutions to senior management
  • Performed a cost of sales analysis to identify areas of optimization, resulting in a 5% cut in operational costs
  • Produced financial and business analysis reports to inform and influence senior-level business decisions
  • Assisted in proactive capital budgeting solutions, resulting in new capital expenditure opportunities
  • Established customer pricing models to optimize customer profitability, enhancing overall customer relationships
  • Strategized and implemented cost-saving strategies to improve operational performance, resulting in a 15% decrease in manual labor and 15% increase in efficiency
  • Coordinated with other departments to ensure accuracy of financial reports and fiscal compliance at all times
  • Implemented and maintained budgeting, forecasting models and variance analysis to track and monitor financial progress, and identified opportunity for improvement accordingly
  • Advanced financial modeling expertise
  • Strategic planning and decision making
  • Solid understanding of GAAP, budgeting, and forecasting
  • Comprehensive data analysis and presentation skills
  • Exceptional problem-solving skills
  • Excellent leadership and communication abilities
  • Proven risk management and auditing abilities
  • Detail-oriented with a focus on accuracy and quality
  • In-depth understanding of financial regulations and procedures
  • Ability to effectively interpret and present complex financial data
  • High proficiency in spreadsheet and database software
  • Proficiency in QuickBooks, financial software and relevant technology
  • Data Science

High Level Resume Tips for Financial Analysts:

Here are some resume tips for Financial Analysts: Focus on details and analysis: As a Financial Analyst, your resume should demonstrate your ability to pay close attention to detail and provide in-depth analysis to complex challenges. Aim to highlight projects where you have successfully identified and proposed a solution to a financial problem, using concrete numbers and metrics wherever possible. Highlight quantifiable results: Your resume should showcase your quantitative skills and your ability to identify, analyze and communicate trends. Make sure to highlight projects or accomplishments that demonstrate a successful return on investment and resulted in financial savings. Emphasize collaboration: Financial Analysis involves working with multiple teams and departments. It’s important to emphasize your experience in conveying clear and meaningful insights to different stakeholders and decision-makers. Tailor your resume for the job and company: Your resume should be tailored for each job you apply for, demonstrating how your experiences and skills make you the ideal candidate for the role. Make sure to highlight experiences and accomplishments that demonstrate your knowledge and passion for the company and its business.

Must-Have Information for a Financial Analyst Resume:

Here are the essential sections that should exist in a financial analyst resume:

  • Contact Information
  • Resume Headline
  • Resume Summary or Objective
  • Work Experience & Achievements
  • Skills & Competencies

Additionally, if you're eager to make an impression and gain an edge over other financial analyst candidates, you may want to consider adding in these sections:

  • Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Financial Analysts:

Financial analyst resume headline examples:, strong headlines.

Results-Driven Financial Analyst with 4+ Years Experience

Accomplished Financial Analyst with Record of Success

The good examples effectively foreground the Financial Analyst's accomplishments and the 4+ years of experience they have in the field. These titles are more likely to draw attention to the finer points of the individual's experience and achievements.

Weak Headlines

Experienced Financial Analyst

Consulting Professional with Financial Analyst Skills

The bad examples, on the other hand, lack specific detail and fail to highlight the Financial Analyst's experience or skills.

They also fail to differentiate the professional from their peers in the industry. The titles are not descriptive or engaging enough to make a compelling first impression.

Writing an Exceptional Financial Analyst Resume Summary:

A resume summary is a vital part of a Financial Analyst's resume, offering a brief yet powerful overview of their skills, experiences, and achievements in the field of finance. As a Financial Analyst, your summary should showcase your expertise in financial analysis, data interpretation, and problem-solving.

Here are a few tips for writing an exceptional summary:

  • Tailor the summary to the specific job you are applying for by emphasizing the most relevant skills and experiences.
  • Include quantifiable accomplishments, such as reducing operating costs, increasing profitability, or successfully forecasting business trends.
  • Use relevant financial terms and keywords to demonstrate your expertise and make your resume stand out to both humans and applicant tracking systems (ATS).
  • Keep the summary concise and to-the-point, around 4 sentences or less.
  • Avoid using overly generic objectives or cliches, focus on concrete statements

Financial Analyst Resume Summary Examples:

Strong summaries.

  • Experienced Financial Analyst with 4+ years of experience in financial planning and analysis. Skilled in data analysis, financial modeling, and forecasting to identify trends and insights.
  • Detail-oriented Financial Analyst with 4+ years of experience in developing and maintaining financial models to support business decision-making. Adept at utilizing various financial software tools to optimize performance and accuracy.

Why these are strong

  • Both summaries are concise, feature the required experience, and provide specific examples of skills and expertise. This provides the reader with a clear understanding of the Financial Analyst's abilities and experience.

Weak Summaries

  • Experienced Financial Analyst with 4+ years of experience. Proficient in data analysis, financial modeling, and forecasting.
  • Financial Analyst with 4+ years of experience. Skilled in financial planning and analysis.

Why these are weak:

  • These summaries are too vague and lack detail. They do not provide any concrete examples of the Financial Analyst's experience or abilities, which would give the reader a better sense of their qualifications.

Resume Objective Examples for Financial Analysts:

Strong objectives.

Motivated Financial Analyst seeking to leverage experience in financial analysis, budgeting, and accounting to contribute to an organization’s financial goals and objectives.

Dedicated Financial Analyst with a passion for uncovering insights and leveraging data to drive business decisions.

Why these are strong:

  • What makes the great objective statements great is that they convey the applicant’s experience and knowledge while also conveying their professional interest in a clear and confident manner. The great objectives describe previous successes, specific skills, and showcase the applicant’s commitment to their work.

Weak Objectives

Looking for a Financial Analyst role at a prestigious firm

Recent graduate eager and ready to learn everything about the Financial Analyst profession.

  • What makes the poor objectives poor is that they lack concrete evidence of the applicant’s skills and experience in the field, or what makes them a good fit for the role. The use of generic phrases like “recent graduate eager and ready to learn” does not convey the applicant's strengths in a convincing way.

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Speed up your resume creation process with the ai resume builder . generate tailored resume summaries in seconds., how to impress with your financial analyst work experience:, best practices for your work experience section:.

  • Highlight professional accomplishments that are quantifiable and focused on the details, such as how much money was saved, projects completed on time or under budget, or financial metrics raised or improved.
  • Include the context of why the accomplishments are important.
  • Showcase the analyst role in previous organizations, and the impact they made.
  • Link skills and experience you have to the job description.
  • Quantify your achievements with figures, data and percentages.
  • Clarify that you had a clear understanding of financial concepts, holdings, investment calculations and other relevant topics.
  • Mention proactive management of risk within the financial arena.
  • Showcase your ability to identify problems within the current financial situation and develop a strategy to fix it.
  • Provide examples of how you improved efficiency and productivity (for example, by utilizing information systems or technology).
  • Describe how you made valuable insights by analyzing financial statements and trends in the market.
  • Highlight new initiatives you helped implement that improved financial performance at the previous organization.
  • Use clear language and straightforward formatting to make it easy to read.
  • Tailor your resume to the job posting you’re applying for.

Example Work Experiences for Financial Analysts:

Strong experiences.

Increased profitability for XYZ Inc. by 20% through implementation of cost-saving strategies.

Conducted data analysis to identify inefficiencies in the company's budgeting process, and made recommendations for improvement.

Built financial models to support decision-making for new business ventures, resulting in successful launch of 2 new product lines.

Developed and presented monthly financial reports to upper management, highlighting key performance indicators and risk factors.

Conducted market research to inform investment strategies for ABC Investment Group, leading to a 15% increase in portfolio value.

Analyzed financial statements to identify trends and potential risks, and developed financial projections to support strategic planning.

Developed and maintained budgeting and forecasting models, and provided regular updates to upper management on financial performance.

Conducted in-depth analysis of company expenses, resulting in the identification and elimination of $200,000 in annual waste.

  • These work experiences demonstrate specific achievements, with metrics and quantifiable results, such as increased profitability, portfolio value, and cost savings. The Financial Analyst is able to show their impact and the role they played in driving success for the company.

Weak Experiences

Assisted with preparing monthly financial reports for XYZ Inc.

Conducted data analysis to support budgeting process.

Provided support for new business ventures.

Helped with market research for investment strategies.

Was responsible for data entry for financial records.

Conducted basic research for financial reports.

Helped with creating presentations for upper management.

Assisted with budgeting and forecasting.

  • These work experiences focus primarily on tasks and responsibilities, rather than achievements and impact. The language used is generic and does not demonstrate specific skills or results. These experiences do not clearly show the individual's contribution or value to the company.

Top Skills & Keywords for Financial Analyst Resumes:

Top hard & soft skills for financial analysts, hard skills.

  • Business Modeling
  • Excel proficiency
  • Statistical Analysis
  • Problem Solving

Soft Skills

  • Strong Analytical Skills
  • Strategic Thinking
  • Interpersonal Skills
  • Business Acumen
  • Organization

Go Above & Beyond with a Financial Analyst Cover Letter

Financial analyst cover letter example: (based on resume).

Dear [Company Name], As a highly analytical and results-driven financial analyst, I am excited to apply for the Financial Analyst position at your company. With my track record of success in financial forecasting, budgeting, and project management, I am confident in my ability to make a significant impact on your organization. In my previous role, I led financial forecasting and budgeting for multiple departments, resulting in a 20% increase in cost savings and a 15% increase in revenue. By identifying and implementing cost-saving measures such as negotiating better vendor contracts and identifying new revenue streams such as launching new products, I was able to improve financial performance and efficiency. Additionally, I successfully managed multiple financial projects, resulting in a 25% increase in project completion rate and a 20% increase in project success rate by utilizing project management methodologies such as Agile and Waterfall. I am experienced in collaborating with cross-functional teams to deliver on-time and on-budget projects and initiatives. By effectively communicating project timelines, progress, and objectives using tools such as Trello and Asana, I have ensured successful project outcomes. With my ability to implement and manage financial projects, I have achieved a 10% increase in project completion rate and a 15% increase in project success rate. My strong attention to detail has led to a 25% decrease in errors, and I have provided support to senior financial analysts, resulting in a positive impact on the company's overall performance. I am excited to bring my skills and experience to your company and contribute to its success. Thank you for considering my application. ‍

Sincerely, [Your Name]

A cover letter is an essential tool for any Financial Analyst looking to stand out from the competition. It provides an opportunity to showcase your communication skills, highlight your relevant experience, and demonstrate your enthusiasm for the position.

While a resume provides a summary of your skills and experience, a cover letter allows you to personalize your application and connect with the hiring manager on a deeper level. It's an opportunity to tell your story, explain why you're passionate about financial analysis, and show how you can add value to the organization.

Here are some of the key reasons for pairing your financial analyst resume with a cover letter:

  • It demonstrates your communication skills: As a financial analyst, communication is key. Your cover letter provides an opportunity to showcase your ability to write clearly and concisely, and to convey your ideas effectively.
  • It shows your enthusiasm for the position: A well-written cover letter can demonstrate your passion for the role and the organization. This can make a big difference in the hiring manager's decision-making process.
  • It highlights your relevant experience: Your cover letter allows you to explain how your skills and experience align with the requirements of the job. This can help the hiring manager understand why you're a good fit for the role.
  • It sets you apart from other applicants: A well-crafted cover letter can help you stand out from other applicants who may have similar experience and qualifications.

We understand that writing a cover letter may seem daunting, but it doesn't have to be. Remember that the cover letter is an extension of your resume, so you can use the same format and content as your resume. It's also a chance to address any gaps or questions that the hiring manager may have after reading your resume.

Tips for aligning your cover letter with your resume:

  • Use the same header as your resume: This will help the hiring manager identify your application as a complete package.
  • Align the content of your cover letter with the requirements of the job: Use the job description as a guide to highlight your relevant skills and experience.
  • Use keywords from the job posting: Incorporate relevant keywords from the job posting to help your application get past applicant tracking systems (ATS).
  • Keep your cover letter concise and focused: Aim for one page and avoid repeating information from your resume.
  • Proofread carefully: Errors in your cover letter can undermine your credibility, so make sure to proofread carefully before submitting your application.

Resume FAQs for Financial Analysts:

How long should i make my financial analyst resume.

When crafting a resume for a Financial Analyst, a good rule of thumb is to make it one page. Anything longer than one page will often not be given a thorough review by the hiring manager. Aim to focus on your most relevant work experience and skills to ensure an effective and succinct representation of your qualifications. Streamline the document as much as possible, while still remaining true to your background and experience. Make sure you prioritize information that is most pertinent to the role you are applying for and focus on the accomplishments you are proud of in a clear and concise manner.

What is the best way to format a Financial Analyst resume?

When formatting a Financial Analyst resume, it's important to emphasize impressive analysis skills and an impressive track record of successfully managing projects and initiatives. Make sure to focus on the quantitative achievements and use numbers wherever possible. The resume should be readable, not overly long, and should be divided into easily digestible sections, such as "Professional Experience,""Education," and "Skills." Make sure to avoid any errors or typos as they could completely ruin your chances of success.

Which Financial Analyst skills are most important to highlight in a resume?

Financial Analysts should always include the hard skills relevant to their specific industry and career level on their resumes. Common resume hard skills for Financial Analysts can include: • Financial modeling and forecasting • Financial analysis and reporting • Risk management • Data analysis and validation • Valuation techniques • Financial statement analysis • Data visualization • SWOT analysis • Business intelligence tools • Excel proficiency • SQL proficiency • Accounting knowledge • Compliance regulations • Auditing skills • Corporate finance • Project management • Budget management • Cost analysis • Negotiation skills

How should you write a resume if you have no experience as a Financial Analyst?

If you have no experience as a Financial Analyst, focus on highlighting your education and any relevant coursework or certifications. Consider any internships or other experiences where you have gained skills relevant to financial analysis, such as data analysis or financial modeling. Use quantitative and analytical language throughout your resume to demonstrate your skills and abilities. Tailor your resume to the specific job you are applying for, highlighting how your education and related experiences make you a strong candidate for the role. Finally, consider networking and reaching out to professionals in the field to gain additional insight and guidance.

Compare Your Financial Analyst Resume to a Job Description:

  • Identify opportunities to further tailor your resume to the Financial Analyst job
  • Improve your keyword usage to align your experience and skills with the position
  • Uncover and address potential gaps in your resume that may be important to the hiring manager

Related Resumes for Financial Analysts:

Entry level financial analyst resume example, financial analyst intern resume example, financial business analyst resume example, fp&a analyst resume example, junior financial analyst resume example, senior financial analyst resume example, financial analyst resume example, more resume guidance:.

Financial Analyst

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COMMENTS

  1. 5 Entry Level Financial Analyst Resume Examples & Guide for 2024

    Your entry level financial analyst resume should showcase a solid foundation in financial principles. Demonstrate your proficiency in financial modeling and data analysis. Pair your educational achievements with any relevant internships or projects. Highlight your ability to communicate complex financial information effectively.

  2. Entry-Level Financial Analyst Resume Examples and Templates for 2024

    Professional Profile - Example #2. A financial analyst with entry-level experience specializing in economics, finance, financial modeling, and accounting principles. A proven track record of developing and refining financial reporting for small and medium-sized businesses across various market verticals. 2. Add a compelling section featuring ...

  3. 3 Entry-Level Financial Analyst Resume Examples in 2024

    Ashley Doyle. Entry-Level Financial Analyst. [email protected]. (123) 456-7890. Denver, CO. CAREER OBJECTIVE. Self-driven recent graduate with long-term internship experience adept at in-depth business valuations, financial data trend analysis, reviewing financial statements, and executing administrative tasks.

  4. Entry Level Financial Analyst Resume: Sample and Template

    An entry-level financial analyst resume is a one-page document that tells employers about your relevant skills, education and experience. When applying to an entry-level financial analyst role, you may only have a few years of experience. Employers often look for recent college graduates or those with only a few years of professional experience ...

  5. Entry-Level Financial Analyst Resume: Sample & Guide

    This is how you write a resume for entry-level financial analysis positions: 1. Pick the Best Format for an Entry-Level Financial Analyst Resume. Entry-level financial analysts analyze the economy in order to accurately model or predict stock market trends, eliminate investment risks, and provide overall guidance.

  6. 11 Real Financial Analyst Resume Examples That Worked in 2024

    Why this resume works. It's likely that your past experience doesn't really match the financial analyst job description.But that's okay because you can highlight transferable skills on your entry-level financial analyst resume.. Even if you don't have the technical skills required, skills like communication, data reporting, and scheduling show employers you're organized, detail ...

  7. Entry Level Financial Analyst Resume

    Entry-Level Financial Analyst, February 2020-Present. Perform comprehensive analysis of business financials and help the upper management team make informed investment decisions through regular forecasting reports. Conduct routine audits and update internal databases with new financial information. Assist senior management with preparing ...

  8. Entry Level/Junior Financial Analyst

    2. Highlight your relevant education and certifications. As an Entry Level/Junior Financial Analyst, your education and certifications are likely to be a key focus for employers. Make sure to prominently feature your relevant degrees, majors, and any professional certifications you have earned or are pursuing in your summary.

  9. Entry Level Financial Analyst Resume Examples

    Entry Level Financial Analyst. 11/1/2020 - 6/1/2021. Company Name. City, State. Worked with the finance team to develop business unit reports and product reports to project future project goals. Accomplished intermediate and advanced accounting tasks for department financials.

  10. Entry Level Financial Analyst Resume Example

    April 2000 to June 2004 Company Name — City, State Entry Level Financial Analyst. -Conducted company assessment of expenditures and costs, compensation management, and provided management with analytical support. -Managed the annual company budgets, reconciled accounts, ledger accounting, and completed financial reports.

  11. Financial Analyst Resume [The Ultimate 2024 Guide]

    Top ↑ Job-Winning Financial Analyst Resume Example How to Write a Financial Analyst Resume (Step-by-Step) #1. Format Your Financial Analyst Resume Right #2. Include a Contact Information Section #3. Write an Attention-Grabbing Financial Analyst Resume Summary (or Objective) #4. Focus on Achievements to Stand Out from Other Applicants #5.

  12. Financial Analyst Resume Examples + Guide for 2024

    A step by step guide to writing a professional resume for financial analyst. Use our financial analyst resume sample and a template. Tools. Resume Builder Create a resume in 5 minutes. Get the job you want. ... Entry level financial analyst with two years experience as a financial advisor. Created an Excel spread comps sheet for top performing ...

  13. Entry-Level Financial Analyst Resume—Sample and Writing Tips

    How to write a job description for entry-level financial analysts: Revisit the job ad. Zero in on the entry-level financial analyst skills and duties in it. Think of times you've used skills like those to knock similar duties out of the park. Write resume bullet points that describe and quantify those times.

  14. Entry Level Financial Analyst Resume Example

    Your resume should include specific examples of delivering significant return on investments or cost savings, as well as creative problem-solving abilities in financial reporting. Furthermore, showcase the ability to automate financial processes and manage budgets accurately to increase efficiency. Build Your Entry Level Financial Analyst Resume.

  15. How To Write an Entry-Level Finance Resume (With Template and ...

    How to write an entry-level finance resume. To craft a finance resume for an entry-level position, you can follow the steps below: 1. Include your personal information. To make it easy for hiring managers to contact you for interviews, add your personal information at the beginning of your resume. This section often includes the following:

  16. Entry Level Financial Analyst Resume Samples

    Guide the recruiter to the conclusion that you are the best candidate for the entry level financial analyst job. It's actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  17. Entry Level Financial Analyst: Resume Example for 2024

    According to Investopedia, a financial analyst is a professional who analyzes financial information for corporations, individuals, and other organizations. An entry-level financial analyst is someone who has recently graduated or has minimal experience in the field. This role involves analyzing financial data, developing financial models, and providing recommendations based on their findings ...

  18. Financial Analyst Resume: Example & Writing Guide (2024)

    Entry-Level Financial Analyst Resume Objective—Sample Good Example Talented CFA with strong data mining and Oracle skill-sets, seeking to drive big-picture results for Karen F. at ALUR Products. As financial advisor at Charles Schwab, used analytics tools like SQL and Excel spread comps to maintain client earnings 8% above company average. ...

  19. 6 Steps to a Standout Financial Analyst Resume

    First, if you're not looking for your first full-time job out of college, remove your GPA from your resume, Goodfellow says. "Once you graduate college, high school stuff shakes off [your resume]. Once you get your first position, GPA shakes off.". If you're a fresh grad, you should only include your GPA if it's high.

  20. Financial Analyst Resume Sample (Template & Guide)

    Resume Summary. Detail-oriented Financial Analyst with 5+ years of experience developing and presenting informed analyses to guide executive-level decisions. Possesses an M.S. in Accounting, CFA certification, and extensive experience in financial software. Excited to leverage my strong analytical skills in support of team operations at Silver ...

  21. Entry Level Financial Analyst Resume Sample

    Entry Level Financial Analyst. 02/2010 - 05/2015. Detroit, MI. Acts as consultant to management on financial policies, procedures, and applications. Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.

  22. Financial Analyst Resume Examples and Templates for 2024

    Enthusiastic entry-level financial analyst with two years of experience focused on using data to help businesses increase profits. Reduced waste and expenses for financial services companies and created dashboards for senior management and executive staff. Used MS Access and Excel to improve portfolios by at least 5.5% per year.

  23. 7+ Financial Analyst Resume Examples [with Guidance]

    An effective entry level financial analyst should have experience developing financial reports, analyzing data, and executing financial plans. Your resume should include specific examples of delivering significant return on investments or cost savings, as well as creative problem-solving abilities in financial reporting.

  24. Entry Level Financial Analyst Resume Objective

    Here are some skills an entry-level financial analyst may include in a resume: Superior analytical, interpersonal, active listening, and critical thinking skills. Excellent written and verbal communication skills. Strong public speaking and presentation abilities. Proficiency in financial analysis software, such as Delphi Technologies and ...

  25. Struggling to find an entry level investment analyst position, does my

    Now I'm directly targeting boutique investment funds for an entry level analyst position. I've got a fine cover letter and two reference letters from my previous internships, but I was hoping to get some feedback on how my resume looks to maximise my odds. Any tips are welcome, feel free to roast me