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junior financial analyst: Resume Samples & Writing Guide
Professional Summary
Highly motivated financial analyst with extensive experience in financial services. Skilled in financial modeling, data analysis, and strategic forecasting to maximize business performance.
Employment history
Chief Junior Financial Analyst, State Street Corporation Boston, Massachusetts
November 2010 – Present
- Support the preparation of management reports
- Monitor and analyze financial performance metrics
- Conduct research and analysis of financial data
Associate Junior Financial Analyst, Goldman Sachs New York, New York
June 2009 – October 2010
- Assist with budgeting and forecasting processes
- Perform variance analysis and other financial analysis
- Support the preparation of management reports
Entry Level Junior Financial Analyst, TD Bank Cherry Hill, New Jersey
June 2008 – May 2009
- Review and analyze financial documents
- Assist with the development of financial strategies
- Assist with budgeting and forecasting processes
Education
Kellogg School of Management, Evanston, Illinois
Doctor of Business Administration, April, 2008
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Business Law, April, 2004
Skills
Negotiation
Strategic Thinking
Relationship Management.
Process Improvement
Accounting
Business Acumen
Customer Service
Innovation
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Professional Summary
A highly motivated and analytical professional with extensive experience in the Financial Services field. Possesses a strong understanding of financial analysis and reporting, with a proven track record of providing actionable insights and driving business growth.
Employment history
Senior Junior Financial Analyst, State Street Corporation Boston, Massachusetts
June 2012 – Present
- Review and analyze financial documents
- Perform variance analysis and other financial analysis
- Conduct research and analysis of financial data
Associate Junior Financial Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
December 2011 – May 2012
- Develop and maintain financial databases
- Support the preparation of management reports
- Conduct research and analysis of financial data
Junior Junior Financial Analyst, Goldman Sachs New York, New York
June 2010 – November 2011
- Develop and maintain financial databases
- Assist with the development of financial strategies
- Review and analyze financial documents
Education
Kellogg School of Management, Evanston, Illinois
Certified Retirement Counselor, April, 2010
Skills
Financial Management
Accounting
Emotional Intelligence
Relationship Management.
Documentation
Written Communication
Process Improvement
Customer Service
Professional Summary
Highly analytical and detail-oriented Junior Financial Analyst in the Financial Services field with a proven track record of delivering successful results. Experienced in financial analysis, budgeting, forecasting, and data analysis.
Employment history
Chief Junior Financial Analyst, TD Bank Cherry Hill, New Jersey
July 2013 – Present
- Review and analyze financial documents
- Prepare financial models and analyses to support strategic initiatives
- Prepare and review financial statements
Associate Junior Financial Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2013 – July 2013
- Prepare financial reports for internal and external stakeholders
- Conduct research and analysis of financial data
- Prepare financial models and analyses to support strategic initiatives
Entry Level Junior Financial Analyst, Bank of America Charlotte, North Carolina
January 2012 – December 2012
- Analyze financial data and create financial reports and presentations
- Develop financial planning and forecasting models
- Support the preparation of management reports
Education
Darden School of Business, Charlottesville, Virginia
Chartered Financial Consultant, November, 2011
Skills
Creativity
Interpersonal
Quality Assurance
Negotiation
Process Improvement
Troubleshooting
Computer Literacy
Innovation
Professional Summary
Highly motivated financial analyst with expertise in financial services, offering a strong background in financial analysis and problem-solving. Excellent communication and organizational skills, with a proven ability to identify and capitalize on opportunities to drive business growth.
Employment history
Chief Junior Financial Analyst, Citigroup New York, New York
January 2013 – Present
- Develop and maintain financial databases
- Assist with budgeting and forecasting processes
- Support the preparation of management reports
Junior Financial Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2012 – December 2012
- Prepare financial reports for internal and external stakeholders
- Support the preparation of management reports
- Analyze financial data and create financial reports and presentations
Jr. Junior Financial Analyst, Wells Fargo San Francisco, California
June 2011 – December 2011
- Develop and maintain financial databases
- Perform variance analysis and other financial analysis
- Review and analyze financial documents
Education
University of Chicago, Chicago, Illinois
Bachelor of Arts in Business Law, April, 2011
Skills
Risk Management
Stress Management
Attention to Detail
Data Analysis
Computer Literacy
Quality Assurance
Visualization
Accounting
Employment history
Jr. Junior Financial Analyst, Wells Fargo San Francisco, California
January 2022 – October 2022
- Conduct research and analysis of financial data
- Assist with budgeting and forecasting processes
- Develop and maintain financial databases
Education
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Finance, November, 2021
Skills
Leadership
Mentoring
Reliability
Visualization
Troubleshooting
Social Media
Visualization
Innovation
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junior financial analyst Job Descriptions; Explained
If you're applying for an junior financial analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
junior financial analyst
- Recorded cash deposits, G/L journal entries and accruals for month-end reporting in a timely manner with strong attention to detail
- Prepared monthly analysis and reconciliation of balance sheet accounts investigated and resolved discrepancies
- Analyzed accounts receivable aging reports; investigated customer account issues and followed-up with customers regarding outstanding amounts and tracked the progress of AR collections
- Deeply involved during integration of TMX Group and CDS and ensured accurate integration of financial data through validation of trial balances and AR balances
2
junior financial analyst
- Consolidating month end financial data (P&L statements, Balance sheet, Comparison of Growth) for submission to Corporate Financial Reporting
- Submitting monthly division reporting packages (LBE, MFRP and Flash) to Corporate Financial Reporting for senior management review
- Calculating and projecting monthly sales data
- Ensuring deadlines are met for all submissions to Corporate Financial Reporting and Corporate Planning
- Auditing and approving Administrative Check Requests and Requests for Capital Expenditures
- Reconciling financial data for P&L statements, balance sheet and income statement and investigating any discrepancies
- Planning and overseeing assigned departmental budgets for Plan and Update
3
junior financial analyst
- Started as a part time customer service representative responding to clients regarding their financing application status and inquiries
- Involved with project accounting duties, such as billing and maintaining records of contracts
- Responsible for maintenance of customer database with an online interface such as CalyxPoint and other proprietary programs
- Create financial worksheets per customer and submitted to underwriting department for evaluation
4
junior financial analyst
- Examine, evaluate, and process finance applications for vehicles, personal water crafts and machinery.
- Assessment of applications from capacity calculations through to liaising with banks and secondary lenders to achieve a final result.
- Use of multiple software programs ranging from Customer Relation Management data bases, Office Suite and Business Banking portals.
- Compliance for all loan records within the business.
- Insurance advice
- Whilst in this role I successfully completed my Certificate 4 in Finance & Mortgage Broking and Tier 2 qualification in General Insurance Advice.
- Due to decreased business and directors moving forward with other aspects of the business, my position was made redundant.
5
junior financial analyst
- Organize deliverables and enter them into databases promptly and properly
junior financial analyst Job Skills
For an junior financial analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Financial Management
- Accounting
- Reporting
- Business Acumen
- Process Improvement
- Risk Management
- Database Management
- Quality Assurance
- Troubleshooting
- Strategic Thinking
- Visualization
- Project Management
- Computer Literacy
- Technical Skills
- Customer Service
- Presentation
- Written Communication
- Social Media
- Innovation
- Documentation
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your junior financial analyst Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Zack Kelly
777 Woodland Court, Canyon City, OR 97820Employment history
Lead Junior Financial Analyst, TD Bank Cherry Hill, New Jersey
October 2014 – May 2022
- Monitor and analyze financial performance metrics
- Assist with the development of financial strategies
- Review and analyze financial documents
Associate Junior Financial Analyst, State Street Corporation Boston, Massachusetts
March 2014 – September 2014
- Support the preparation of management reports
- Prepare financial reports for internal and external stakeholders
- Develop financial planning and forecasting models
Jr. Junior Financial Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2012 – February 2014
- Develop financial planning and forecasting models
- Assist with budgeting and forecasting processes
- Assist with the development of financial strategies
Education
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Finance, August, 2012
Skills
Public Speaking
Presentation
Creativity
Business Acumen
Troubleshooting
Risk Management
Presentation
Customer Service
Provide your Contact Information and Address Year Gaps
Always explain any gaps in your work history to your advantage.
Key Insights- Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
- Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.
How to Optimize Your junior financial analyst Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Chief Junior Financial Analyst, TD Bank Cherry Hill, New Jersey
December 2018 – Present
- Revue and analize financail documants.
- Develp financail planing and forecating modles.
- Conducts researches and analyses of financial datas.
Junior Financial Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
June 2018 – November 2018
- Assist with budgeting and forecating proccesses.
- Prepere finanical modles and anlyses too support strategik iniatives.
- Reveiw and anaylze financail documetns.
Jr. Junior Financial Analyst, Morgan Stanley New York, New York
June 2017 – May 2018
Education
Harvard University, Cambridge, Massachusetts
Chartered Financial Consultant, April, 2017
Skills
Decision Making
Collaboration
Stress Management
Analytical
Reporting
Customer Service
Process Improvement
Documentation
Include Job Descriptions and Avoid Bad Grammar
Avoid sending a wrong first impression by proofreading your resume.
Key Insights- Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
- Before submitting your resume, double check to avoid typos.
junior financial analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an junior financial analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Associate Junior Financial Analyst
U.S. Bancorp
Minneapolis, Minnesota
U.S. Bancorp
Minneapolis, Minnesota
To the respected U.S. Bancorp Recruitment Team
I am excited to apply for the Associate Junior Financial Analyst position at U.S. Bancorp. As a highly skilled Junior Financial Analyst with 15 years of experience in Financial Services, I am confident that I can contribute significantly to your organization.
Throughout my life, I have pursued my passion for Corporate Finance and sought out opportunities to learn and grow. My experience in Financial Services has given me valuable skills such as Negotiation and Strategic Thinking that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Junior Financial Analyst to the position and work with a team of like-minded individuals to achieve our common goals.
Thank you for considering my application for the Associate Junior Financial Analyst role at your organization. I am dedicated to continuous improvement, and elated about the opportunity to join your team and work towards achieving our shared goals together.
Kindest regards,
Fred Taylor
937-047-9493
[email protected]
Fred Taylor
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.