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Financial Analyst: Resume Writing Guide & Resume Sample

Updated: Jul 2, 2021

If you are a financial analyst, your work hours are usually filled with numbers, spreadsheets, and different data. As a financial analyst, you need to be able to study various economic and business conditions, analyse financial statements, identify trends, predict different scenarios, draw conclusions and recommend actions that can improve the company’s financial status.


But nowadays, besides expert analytic and problem-solving skills, a great financial analyst also needs to have above-average communication skills and strong interpersonal abilities.


You need to be comfortable with working in a team, communicating with different colleagues and senior management, reporting the findings of your analysis, explaining things in a clear, concise way, consulting, and maybe even taking the leading role.


And your resume needs to show that you can do exactly that.


In today’s fast-paced society, where there are countless financial analysts applying for every job ad, you need to make sure they remember you. You don’t want your resume to end up on the pile with the rest that all look and sound the same.


So, how can you be sure you stand out?


You need a resume that will leave them thinking their business needs exactly you because you possess all the skills they are looking for, such as:

  • Strong quantitative and analytical skills

  • Outstanding problem-solving competency

  • Knowledge of financial forecasting and diagnosis

  • Excellent financial literacy skills

  • Strong technical skills

  • The ability to study and identify various economic and business trends

  • Above-average communication and reporting skills

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We’ve created this step-by-step guide to help you create such a resume.


In the next 10-15 minutes, you’ll learn how to:


► write a perfect professional profile summary for the financial analyst position

► quantify your responsibilities and achievements

► format your resume

► overall, create a financial analyst resume that stands out from the crowd and gets you hired

You'll also get:


► a template and sample for a personal profile summary

► a list of 20+ action verbs tailored to financial analyst's responsibilities

► five examples of metrics to quantify your achievements

► 50+ actionable tips coming from experienced recruiters and resume writers

► a free sample reference list

► a free sample financial analyst resume


Without further ado - let's get into it!



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STARTING POINT: Job Description


Everything you need to cover in your resume is written in the job description (or a job ad, a job posting).

So, before you start crafting the financial analyst resume, you need to make sure that you understand all the responsibilities and requirements specified there. To find the most important information, look for sections called 'Person specification', 'Essential and desirable skills' or 'What are we looking for?'.

The job description will likely sound like this:

We are looking for an experienced, detail-oriented Financial Analyst to join our team.


A Financial Analyst is responsible for the financial planning of a company, analysing financial information, tracking market conditions to create forecasts, and offering guidance on making financial decisions. To be successful as a Financial Analyst, you must have excellent quantitative, analytical, and problem-solving skills, as well as strong communication abilities. A good Financial Analyst understands how different conditions, such as various regulations, political situations, and economic trends, may affect investments and is able to make recommendations depending on it.


Financial Analyst Responsibilities

  • Analyse financial data

  • Evaluate financial performance and identify trends

  • Identify opportunities for the improvement of financial status

  • Research macroeconomic and microeconomic conditions

  • Prepare financial models and forecast future trends and conditions

  • Prepare reports and communicate the findings to senior management

  • Recommend actions to improve financial performance

  • Maintain up-to-date technical knowledge


Financial Analyst Requirements

  • Bachelor’s degree in Finance, Economics, Accounting or a related field

  • Experience with statistical analysis and financial forecasting

  • Proficiency in spreadsheets, databases, and financial software applications

  • Excellent quantitative and analytical skills

  • Outstanding problem-solving ability

  • Strong technical skills

  • Attention to detail

  • Strong communication and presentation skills

  • Prior experience in financial planning & analysis, corporate finance, investment banking or related fields


Now that you know what companies will look for, we can start working on a resume that proves to hiring managers and recruiters that you’re the one for the job!

 

1. Start with your contact details

First things first - open a new Word or Pages document and write down your name and surname.

They are the first thing employers will read on your CV and you want them to be seen and remembered.


They should be easy to find, so, put them at the top of the page.

Emphasize your name. Be bold and highlight your name by using a bold font or capital letters. Increase the size of the font to differentiate it from the rest of the text. Make it pop, but not too much. Don't exaggerate by using font size 72. Using 16-24pt, depending on the font, is perfect.

Then, tell employers how to reach you. Below your name and surname, write down your location, phone number and email address.

This part should be short, straightforward and professional – without too many phone numbers or emails to choose from, and with a formal-sounding email address.


It should look like this:

NAME SURNAME City, Country / +44 (0)203 000 000 / name.surname@email.com


 

2. Write a perfect financial analyst personal statement


Unknowingly, many candidates lose the reader’s interest on the very first sentence in their resume.


The reason is that they start with a vague sentence about their career aspirations that doesn’t add any value – it feels like it’s there just to fill the space.


This ‘full-of-buzzwords-but-meaningless’ sentence usually sounds something like this:


I’m looking for a new challenging opportunity to develop myself and progress in my career. I work well independently but enjoy working as part of a team too. Willing to support your company with my skills and knowledge.


This sentence doesn’t actually say anything about your skills or experience, it doesn’t help you brand yourself as a finance expert and it doesn’t grab the reader’s attention. In other words – it’s doomed to fail.


To avoid starting your resume with an opening sentence that sends your application into the black hole of “thanks-but-no-thanks” resumes, kick yours off in the most effective way – write a powerful personal statement.

A personal statement is essentially a summary of your career.

When done correctly, a personal statement can help you position yourself as an expert and a strong candidate right from the start, which consequently increases the time that employers will dedicate to your resume and your chances of being invited to an interview.

To do it right, fill in the template below:

<adjective 1> and <adjective 2> <current job title> with more than <number> years of experience in <industry 1> and <industry 2>. Strong <key strength 1> combined with the ability to <skill 1> and <skill 2>. Extensive experience of <area of expertise 1>, <area of expertise 2> and <area of expertise 3>. <Insert action connected with your achievement> resulting in <quantify success>. Currently looking to broaden experience and utilise the existing skill set in <specific industry/company/role>.*

*The last sentence is optional.

When you include relevant keywords here, it will sound something like this:

Result-oriented and driven financial analyst with more than 4 years of experience in financial planning and corporate finance. Strong analytical skills combined with the ability to identify opportunities for the improvement of financial performance. Detected company’s low-margin projects resulting in $1.7 million savings. Extensive experience in creating financial models, evaluating revenue concentration, writing monthly financial reports, and presenting the results to the senior management.


This is an example that fits well with the job description that we started with.


However, it’s important to know that when it comes to your personal statement, one size won’t fit all. You’ll need to customize this paragraph for each application.


So, don't forget to tailor this section and fill it with the same keywords that you found in the job posting for your desired position.


Depending on the key aspect of the role, customize your personal statement accordingly to highlight the most relevant experience and skills.



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