Financial Analyst resume example
Financial analyst resumes are scrutinized for technical precision. Every number matters. Show your modeling skills, data tools, and analytical impact, not just the analyses you ran, but what decisions they informed.
A strong financial analyst resume opens with a short summary naming your specialty and one result, backs every role with measurable achievements and lists the skills employers look for, such as Financial Modeling, Excel / VBA, Bloomberg and DCF Valuation. Key tip: Put CFA or CFA candidate status right next to your name or in the header.
How to write a Financial Analyst resume
1. Lead with outcomes in your summary
Name your speciality, years of experience and one result. Keep it to three or four lines.
CFA Level II candidate with 4 years in equity research and financial modeling. Built 3-statement models for 14 companies in consumer sector. Recognized as top analyst 2 years running at BankCorp.
2. Quantify every bullet you can
Recruiters scan for numbers. Users, revenue, time saved and ratings all count.
- Built comprehensive 3-statement and DCF models for 14 consumer sector companies
- Produced weekly sector reports read by 40+ portfolio managers managing $2.8B AUM
- Reduced quarterly reporting cycle from 5 days to 2 days by automating Excel processes with VBA
3. Include what recruiters look for
- CFA level (if applicable) prominently placed
- Excel skills: advanced formulas, pivot tables, VBA, Power Query
- Financial modeling types: DCF, LBO, M&A, three-statement
- Bloomberg, FactSet, or Capital IQ experience
4. Mirror the job ad's keywords
Paste the job description into the ATS checker to see which terms you are missing.
Check my resume against a job ad →Expert tips
Put CFA or CFA candidate status right next to your name or in the header
Be specific about modeling: DCF, LBO, M&A comps, three-statement, ATS matches these
Name your data terminals: Bloomberg, FactSet, Capital IQ, Refinitiv
Quantify your analyses: deal sizes, AUM, number of models built
Financial Analyst resume FAQs
What should a financial analyst resume include?
A financial analyst resume should include: CFA level (if applicable) prominently placed; excel skills: advanced formulas, pivot tables, VBA, Power Query; financial modeling types: DCF, LBO, M&A, three-statement. Lead with a short summary and keep every bullet focused on results.
How long should a financial analyst resume be?
One page if you have under about five years of relevant experience, and up to two pages for more senior financial analyst roles. Cut anything that does not support the job you want.
Which skills should I put on a financial analyst resume?
Common skills for a financial analyst resume include Financial Modeling, Excel / VBA, Bloomberg, DCF Valuation and SQL. List only the ones you genuinely have, and match the wording of the job description where it honestly applies.