Financial analysts tend to be analytical individuals. After dealing with numbers, spreadsheets, and formulas all day every day, finding the creativity to write a resume can be tough. Combine that with how quickly the financial analyst career field is growing and it’s easy to see just how competitive the job market is.
In a fast-growing field like finance, you need a resume that’s going to stand out. Unfortunately, that’s easier said than done. In this guide, we’ll cover what it takes to create a top-tier financial analyst resume. After reading it, you’ll know:
- How to format your resume
- What recruiters look for in a financial analyst resume
- How to ensure your resume passes through applicant tracking systems
- Which skills you should mention on your resume (and how to list them correctly)
- What to include in the education section of your resume
- How to write a concise and compelling resume objective or summary
- How to reference job postings and edit your resume for each application you submit
- How to make your resume stand out to recruiters
- Top online resume builder tools
Job searching shouldn’t have to be a stressful, time-consuming endeavor. If you follow our resume writing tips, you’ll be on your way to interviewing in no time.
Let’s get started.
Multiple template examples
How to write a financial analyst resume that will get you the job
Resume writing isn’t as intuitive as you might think. Even if you have the experience and skills needed to succeed in a job, that doesn’t always translate into your application. Luckily for you, we know what it takes to impress a recruiter and write an award-winning resume.
How to format it
First things first, you need a properly-formatted resume. Recruiters decide in seconds whether or not they’re going to interview an applicant. If your formatting is off, that’s a telltale sign you aren’t up for the job.
Here are simple, straight-forward rules to follow when formatting your resume.
- Keep your resume to one page in length
- Use one-inch margins on every side
- Divide your resume into the following sections: header, summary, experience, skills, certifications, and education
- Hyperlink contact information so that it’s easily clickable
- List your experience reverse-chronologically
- Use bullet points to emphasis achievements in your experience section
- Use a font that is clean and easy to read
- Use section headers and subheaders to break up text
- Always export as a PDF
These are the very basic resume formatting guidelines every financial analyst should follow. Remember that when it comes to resumes, simplicity is key. You want a resume that is easily readable, with plenty of white space. Trying to cram in as much information as possible almost always does more harm than good.
Instead, keep only the most relevant and important information. A recruiter doesn’t need (or want) to read about things that don’t relate to the job you’re applying to. Conciseness is key. Brevity is your best friend.
What recruiters will look for
When reviewing resumes, there are a few specific things recruiters will look for. Firstly, they want to see that you have the experience needed to succeed.
For almost every position, a bachelor’s degree is required—preferably with a focus in finance or accounting. In addition to education, they’ll look at your past experience. This section is even more important than your education. To show you have what it takes to succeed, you’ll want to highlight your achievements rather than just list your responsibilities.
Secondly, they’ll look to see if you’ve tailored your resume for the specific job posting. And trust us when we say it’s obvious if you haven’t. You can keep a master resume that you use as a starting point for each application, but you should always adjust your summary, experience, and skills section for each job you apply to.
Thirdly, they’ll try to gauge whether or not you’ll be a good fit culturally. This might seem like a difficult thing to convey over a resume, but with a little extra effort, you can. The best place to do this is in your objective or summary section. Focus on how you work with others, the relationships you’ve built with clients, and your professional character.
In order to even get in front of a recruiter’s eyes though, your resume needs to pass through an applicant tracking system (ATS).
How to get your resume past an ATS (Applicant Tracking System)
Applicant tracking systems are used by many large and even medium-sized companies to weed out unqualified candidates. If during the application, you have to submit information through an online system or form, you’re most likely dealing with an ATS.
An ATS uses algorithms to perform an initial screening of all resumes. In doing so, the ATS helps recruiters eliminate candidates that don’t fit the job posting requirements.
Obviously, you don’t want that to happen to you. If it does, there’s virtually no chance a recruiter will even see your resume. In order to ensure your resume passes an ATS, here’s what you need to do.
Include the right keywords
It doesn’t matter how much experience you have or which companies you’ve worked for; if your resume doesn’t include the right keywords, it won’t pass the system. To determine which keywords you need to include, read through the job posting and make a list of which skills and attributes are mentioned multiple times throughout. Be sure to include them wherever you can on your resume.
Just be sure you don’t go overboard. Stuffing your resume with keywords might help it pass the system, but it won’t impress a recruiter. The use of your keywords should feel natural, not forced.
What to include in your resume header
There’s a lot of conflicting information about what needs to be included in your resume header. The good news is, we’re here to clear that up. While it certainly used to be common practice to include your address in your resume header, that’s no longer necessary. It’s outdated and unnecessary.
The days of snail mail are long gone. A simple email and phone number should do. If you want, you can also include your city and/or your LinkedIn profile. Including a link to your LinkedIn profile can be especially useful if you find yourself struggling to keep your resume to a page in length.
Luckily, your LinkedIn doesn’t have any page-length requirements. So even if you don’t have room for everything on your resume, a recruiter can click through and see it all on your LinkedIn.
What skills to mention and how to do it correctly
You obviously need analytical skills to succeed as a financial analyst, but that’s pretty broad. To show exactly what skills you possess, you’ll need to break things down a little further.
Start by making a list of all the skills you have. Don’t reference any job postings, just write down every skill that comes to mind, even if they aren’t necessarily related to your career as a financial analyst.
This will be your Master Skill List and the starting point you use for each job application. Divide your skills into soft skills and technical skills. List them in order of how strong you think they are or how relevant they are to the position you’re applying to.
Now that you’ve created and organized your Master Skill List, you can start cross-referencing them with each job listing. Here are some top sought-after soft skills for financial analysts:
- Attention to detail
- Presentation and public speaking
- Project management
- Strategic planning
- Time management
And here are the top hard, technical skills for financial analysts:
- Cost-benefit analysis
- Data validation techniques
- Data visualization
- Enterprise resource planning (ERP) systems
- Financial forecasting
- Financial modeling
- Financial planning
- Financial software applications
- Microsoft Excel
- Microsoft Access
- Risk management
- Statistical analysis
- Trend analysis
If you can, try to weave these into your experience section wherever possible. And remember that soft skills can be better demonstrated with on-the-job examples. Simply stating that you have problem-solving skills doesn’t mean much if you don’t have any examples to back it up.
How to list your education
The education section of your resume should be simple and straightforward. Include your college name, location, and the degree you obtained. There’s no need to mention your graduation year. Employers care that you have the degree, not when you earned it.
If you have the space for it, you can also include any notable achievements, including GPA, honors, student organization positions, and relevant coursework. Keep in mind, though, that these are more relevant for recent grads or financial analysts with only a few years of experience.
If you’ve been in the workforce for more than 5 years, there’s no reason to go into that much detail about your education. That space can be better used in your experience or skills section.
How to write a resume objective and examples of this
If you’re trying to decide between writing a resume objective or a resume summary, here’s a guide to helping you decide. If you have little to no experience, write a resume objective. If you’ve been in the workforce for a few years, write a resume summary.
If you’ve decided that writing a resume objective is the best choice for you, be sure to follow these tips. Write a resume objective that is specific to the job you’re applying to. Go into as much detail as possible about what you hope to achieve. A generic objective doesn’t give a recruiter any useful information.
Wrong resume objective:
Financial analyst with more than 3 years of experience. Skilled in MS Excel, MS Access, and financial forecasting skills. Seeking a new position focused on strategic planning similar to what I did previously at Mizuho.
This resume objective is very meh. There’s not necessarily anything wrong with it, but it definitely isn’t going to catch a recruiter’s eye. It’s average at best.
Right resume objective:
CFA with 3+ years of experience working for Mizuho, a Fortune 500-company in the financial space. I worked closely with our CFO on strategic planning initiatives to increase revenue. Through financial forecasting, MS Access, and MS Excel, I identified low performing portfolios and adjusted as needed, resulting in a 12% increase in revenue.
This objective, on the other hand, goes into much more detail and mentions measurable achievements. A recruiter will be much more likely to call this candidate than the first one.
How to write a resume summary and examples of this
Perhaps a resume summary makes more sense for you. Similar to a resume objective, you want to be as specific as possible in your resume summary.
In a resume summary, the goal is to explain in a few sentences why you’re the best fit for the job. To do this, you’ll want to talk about your most notable achievements as well as what kind of value you can bring to an organization.
Wrong resume summary:
Organized and detail-oriented financial analyst seeking a new full-time opportunity where I can expand my skillset and grow my financial knowledge.
This resume summary isn’t specific at all. Pretty much any financial analyst could use it—which means it won’t stand out. And it certainly doesn’t tell a recruiter anything useful about you.
Right resume summary:
CFA Financial Analyst with 5+ years of experience. Seeking a full-time position where I can leverage my financial forecasting and cost-benefit analysis skills. Saved Miller/Coors $1.3 million through improved pricing and low-margin projects.
This resume summary goes into much more detail about the candidate as well as their past experience. A recruiter can get a sense of their top skillsets as well as the scale of financial planning projects they’ve worked on.
Whichever you end up choosing, a resume objective or a resume summary, remember not to write in first-person. In fact, you don’t need to use any pronouns at all. Just sentence fragments are fine.
How to list certifications on your resume
In some industries, certifications are optional. For financial analysts, they’re not. You absolutely should include a certification section on your resume.
The main certification for financial analysts is the Chartered Financial Analyst (CFA) certification. To obtain it, it takes four years of work experience and a three-part, extensive exam.
That said, if you hold this certification, it needs to be prominently featured on your resume. If you don’t, that’s okay. Here are other certifications worth including on your financial analyst resume:
- Chartered Financial Analyst
- Certified Financial Planner
- Chartered Financial Consultant
- Certified Public Accountant
- Certified Fund Specialist
- Certified Investment Management Analyst
- Chartered Investment Counselor
- Personal Financial Specialist
It’s also helpful to add any major certifications you hold in the header of your resume. For example, “Samuel Jones, CFA” sounds much more credible than just “Samuel Jones”. It’ll also ensure a recruiter knows right away that you’re certified.
How to list any additional details, like hobbies, interests, and/or volunteer experience
If you find yourself with extra space, you can add an extra section to your resume. In a business-oriented industry like finance, though, you need to carefully consider what you want to add.
Hobbies or interests that are unrelated to your career or the industry you’re working in don’t deserve space on your resume. You might think it gives a recruiter a better sense of who you are as a person, but that’s what interviews are for. Your resume should be strictly professional and work-related. For example, you wouldn’t want to include craft beer as an interest if you’re applying for a position at Capital One.
If you’re applying for a position at Miller/Coors though, that can show you have a keen interest in the industry you’ll be working in.
If you do have hobbies or interests that are finance-related, by all means, add them. Just make sure that information is more important than adding an extra bullet to each of your job descriptions.
You want every word on your resume to be a strong selling point and making the best possible use of space is key to doing that.
Volunteer experience is certainly appreciated by recruiters, but again, that’s always something you can mention in your interview. Whether or not you include it on your resume is unlikely to determine whether or not you’ll get called in for an interview.
How to target your resume for each application
We touched on this earlier, but in order to stand out to a recruiter, you need to target your resume for each application. If you just send out a generic version, it’s unlikely you’ll hear back from many companies. Most recruiters receive hundreds of resumes for every open position.
To target your resume for each application, you’ll want to reference the job posting. Make note of any important words, phrases, or skills that are mentioned throughout.
When you write your resume, work them in when you can. Edit your experience section so you highlight previous experience that most closely relates to the position you’re applying for. In doing so, a recruiter will see you’re a qualified candidate instead of just someone who works in the field of finance.
How to list only the relevant skills for that specific company and position
Next, you’ll want to cross-match your skills so that you’re only listing the relevant ones. To do this, reference your Master Skill List we mentioned making earlier. Whichever skills appear on both the job posting and your skills list should be added to your resume.
After you’ve cross-matched your skills, add any others that you think will help you stand out. Think about which skills from your list you would use most in this position if you were hired and add those to your resume.
How to make your resume stand out
Okay, now you know how to format a resume. You know to highlight your achievements, tailor your resume for each application, and cross-match your skills. Those are all important but it doesn’t necessarily mean your resume will stand out.
So, how do you ensure your resume will impress a recruiter? Here are some top tips.
Use power verbs to further emphasis achievements
When talking about your past places of employment, use verbs that emphasize the ways you solved problems. Instead of just stating your day-to-day duties, use verbs like “increased,” “improved,” or “spear-headed.”
Quantify your achievements
When you use numbers on your resume, they instantly catch the eyes of a recruiter. And as a financial analyst especially, your resume should be filled with numbers. Here are some top quantifiable achievement examples for financial analysts:
- % of cost reductions
- Size of budget you managed (in dollars)
- % increase in operational efficiency
Use a resume template
Trying to design your resume is difficult. Instead of starting from scratch, consider using a professionally-designed resume template. This way, you only have to worry about adding in content, saving you valuable time and energy you would otherwise spend on formatting and design.
How Resume Build’s resume builder tool can be utilized for an easy resume setup
- Choose a template: With more than 20 tailored-built resumes, we have options for every industry that are professionally-designed and HR-approved.
- Show the world what you’re made of: Start adding in your content! You can copy and paste from previous resumes. Or, if you’re struggling to find the right words, use a pre-written resume, and simply adjust as needed.
- Download your resume: Get a PDF, ready-to-send resume.
It’s really that easy! We’re here to do the heavy lifting for you so you can focus on finding the right positions to apply to. Job searching shouldn’t have to be stressful—or overly time-consuming. With our guides, we help you work smarter, not harder.
- Facilitated and analysis of actual and variance report, balance sheets and Profit and Loss statement for the company with over $ million transactions. Supported Finance Controller in setup and review of company’s marketing projections and work with management to minimize marketing overspends. Interpreted monthly variances and trends between budgets, actual and prior results in developing projections and forecast
- Developed and automated Rolling forecast/dashboard using SQL Queries, PowerPivot and VBA.
- Performed Health Net contractual settlement Analysis and other monthly financial reports using SQL Queries
- Developed a process from scratch for the monthly claims data received from Humana – a Risk Share partner of BHN (Banner Health Network)
- Worked closely with the Global sales team to reconcile all monthly, quarterly and annual commission data and ensure that commission and sales incentive payments are being properly calculated and credited for all sales personnel.
- Responsible for reviewing and testing all commission payment reports for accuracy and completeness and obtaining all necessary approvals to process monthly commission payments.
- Responsible for researching and resolving any commission payment discrepancies and issues.
- Worked with the Global Commissions Operations Database teams on the development and/or improvement for changes required in the system to effectively track and/or capture commission data.
- Process and submit monthly commission payouts within specified deadlines for the assigned global division
- Work closely with other business partners and departments such as Payroll, Corporate Sales Support teams, Field Sales, Human Resources and Finance
- Served as main POC in developing a commissions tool – Qcommissions.
- Assist in the Preparation of Financial Statements
- Evaluate Actual Performances Against Planed
- Assist in the Preparation of Operational Budgets
- Preparing budget estimates and financial plans using practical, proven methodologies, carry out all budget execution activities according to regulation, and participate in developing and recommending budget alternatives.
- Analyze financial data by collecting, monitoring and creating financial models for decision support.
- Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
- Assist with annual and quarterly forecasting.
- Working with the government analyst, program managers, subject-matter experts, and staff officials to develop and recommend budget and execution alternatives and to assess program performance.
- Handled logistics, catering, provisioning finances as named authorized user to personal bank and card accounts to three managers, agendas and travel arrangements for personal and business matters simultaneously for three executive co-members
- Worked with senior management to initiate new projects and assist in various processes
- Coordinated seed round involving presenters, [global attendees, and budget of $5-10million encompassing livestream production, remote location arrangements
- Created quarterly earning presentations and monthly investor presentations
- Fostered new business through travel attending alongside meetings and initiating communications with prospective clients