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Financial Analyst Resume

Last Updated : 04 Apr, 2024
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Financial Analyst resumes are very important because Financial Analyst jobs are highly attractive & demandable. The first step towards your dream job is the resume. If you are a job seeker then you better know how crucial it is to have an impressive resume that truly reflects your skills and experiences. If you are a financial analyst and applying for a financial analyst position, this article is going to be very helpful to you. In this article, you will learn how to create a financial analyst resume by providing some key skills and certificates.

A financial analyst resume should contain the following important sections –

  1. Contact Information
  2. Summary
  3. Work Experience
  4. Skills
  5. Projects
  6. Education
  7. Awards & Certifications
  8. Interest & Hobbies
  9. Languages

The last three sections are not mandatory to include however you can include them to boost your resume.

How to correctly display the contact information

It is the first step in making your resume. This section is known as a header that includes your contact information so the hiring authority can contact you after reviewing your resume.

The contact information section should include the following details:

  • FullName: Write your full name at the top of the resume.
  • Professional Title: The title should be matched with the role you are applying for i.e., “Financial Analyst”.
  • Phone Number: Add your valid phone number so the hiring manager can reach you easily.
  • Professional Email ID: Use email like firstname.lastname@gmail.com or lastname.firstname@gmail.com, do not use email like cutie123@gmail.com.
  • Location: You can provide your location however it is not mandatory.
  • If you have any profile link on the networking site, you can include it here on your resume.

Correct way

Wrong way

First Name Last Name – Financial Analyst.

+91 98xxxxxxx9.

firstname.lastname@gmail.com

First Name Last Name – Financial Analyst

Expert. +91 98xxxxxxx9.

cutie123@gmail.com

How to Write the Resume Objective or Summary

It is the utmost important part of a resume. Recruiters at first read this section because they do not have much time to review the whole resume. A professional summary explains your qualifications, experiences and skills as a financial analyst, typically consisting of 1-3 sentences. To get the recruiters attention right from the start, you should have highlight your skills, experiences and tell them how you can develop the company.

Summary Example:

Highly accomplished and reliable Financial Analyst with 4 years of experience and strong research and analysis skills. Looking for a long-term & senior-level position where I can use my research skills to make excellent financial and business decisions for the company.

How to write work experience that stands out

Another important section of your financial analyst resume is to list your experience. Most hiring managers prefer to hire candidates who have experience and a background in finance or business.

You can write your experience in this way:

  • Position Name
  • Company Name
  • Dates
  • Roles, Responsibilities & Achievements

Work Experience Example:

Financial Analyst

Company Name

03/03/2022 – 01/02/2024

  • Collect & organize financial data and analyze the company’s revenue
  • Lead a team and completed 5 finance projects
  • Reduce material costs by 15%
  • Creating and developing weekly and monthly finance reports

What if you do not have work experience?

Most of the hiring managers recruit the experienced candidates. If you are a fresh graduate and you don’t have any work experience, you need to do the following things to to create an appealing portfolio.

  • Find any freelance work
  • Do internship
  • Work as an assistant to an experienced financial analyst.

How to Write the Skills Top Skills for a Financial Analyst Resume

To boost your resume, you should create a separate section for your skills related to financial analyst. To better perform as a financial analyst, you need to use many skills. These skills show that you are a qualified candidate and have a higher chance to get a job. You should add soft skills and hard skills to your resume along with the keywords that will match the job description.

Hard Skills for Financial Analyst Resume:

  • Mathematical skills
  • Finance skills
  • Accounting
  • Technology
  • Problem-solving
  • Budgeting
  • Corporate finance
  • Financial Modeling
  • Financial reporting
  • Risk management
  • Quantitative Analysis

Soft Skills for Financial Analyst Resume:

  • Strong attention to detail
  • Good relationship management
  • Creating financial reports
  • Good presentations
  • Excellent communication
  • Confident decision maker
  • Critical Thinking
  • Time Management
  • Adaptability

Technical Skills for Financial Analyst Resume:

  • Financial forecasting
  • Financial modeling
  • Data analysis
  • A good planning system
  • Making investment strategies
  • Stock trading
  • Adequate knowledge of tax laws
  • To learn and understand international financial markets
  • Computer skills such as Microsoft Office, QuickBooks, QlikView, Sage 50 Accounting, Bloomberg
  • Corporate accounting
  • Proficient in software terms related to financial analysis such as Delphi Technology, Oracle E-Business Suite Financials
  • Analytical software such as SAS, MathWorks MATLAB

How to Showcase your Projects in Resume

If you have worked on any projects then you should provide a brief description of your projects including the terminologies and technologies used and outcomes achieved. Provide the links of your portfolio for recruiters to explore your work in more detail. It is the best way to tell the recruiter that you are into financial analyst and how much you are passionate about it.

You can write about your projects in such a way:

  • Use lucid and simple words so that recruiters can easily understand
  • Describe concisely.
  • To pass the Applicant Tracking System (ATS), you should use important keywords.

Examples of Projects:

Project

Budget Analysis and Visualization

Purpose: To take control of finances through insightful budget analysis and visualization.

Tools: Excel, Tableau/ Power BI

Topic covered: Data manipulation in Excel, data visualization in Tableau

Processes:

  • Collect Your Budget Data: Collect information about income, expenses, savings, and other related financial transactions.
  • Organize and Analyze: To organize the data use Excel and calculate important metrics such as total income, expenses, savings, and budget distribution.
  • Create Visualizations: Create visual representations of budget data, pie charts, or bar graphs by using Excel, Tableau, or Power BI to make them easier to interpret.

How to List Your Education Correctly

After completing your experiences and skills, you can write about your education section. To become a financial analyst, you have to complete graduation in finance or a related subject. Your education shows the recruiters you are eligible for the post.

You can write about your education history in the following format:

  • Degree Type & Subject
  • University Name/College Name
  • Courses duration/year of passing
  • GPA, Percentage, Honours, Courses, and anything else you can add

Examples of Education:

Bachelor of Science in finance

University Name

2019 – 2023

  • Relevant Courses: Probability and Statistics, Financial Risk Management, Applied Statistics
  • GPA: 9.25

What else to include in the Financial Analyst’s Resume

We have already created a financial analyst resume by providing essential aspects. This is enough for a basic resume. If you want to include some other details, you can include them. You can include the following two other details –

  • Awards and Certifications
  • Languages

Awards and Certifications

If you have received any awards for your financial analyst work or you have completed any courses to enhance your financial analyst skills, you can add them on your resume in the following way.

  • Chartered Financial Analyst (CFA) certification – Indian Institutes of Management (IIMs)
  • Financial Modeling & Valuation Analyst (FMVA) certification – Indian School of Business (ISB)
  • Financial Risk Manager (FRM) certification – Indian School of Business (ISB)

Languages

To be a financial analyst, you have to be familiar with various languages. If you know multiple languages, you can add a languages section to your resume that highlights your language proficiency. You can write your language proficiency level as follows:

  • Native
  • Fluent
  • Proficient
  • Intermediate
  • Basic

Sample Resume of Financial Analyst

Sushant Singh – Financial Analyst. +91 98xxxxxxx9. sushant.singh@gmail.com

Linkedin/Portfolio

Summary

Highly accomplished and reliable Financial Analyst with 4 years of experience and strong research and analysis skills. Looking for a long-term & senior-level position where I can use my research skills to make excellent financial and business decisions for the company.

Experience

Senior Financial Analyst

Company Name

03/03/2022 – 01/02/2024

  • Collect & organize financial data and analyze the company’s revenue
  • Lead a team and completed 5 finance projects
  • Reduce material costs by 15%
  • Creating and developing weekly and monthly finance reports

Education

Bachelor of Science in finance

University Name

2019 – 2023

Relevant Courses: Probability and Statistics, Financial Risk Management, Applied Statistics

GPA: 9.25

Skills

  • Mathematical skills
  • Finance skills
  • Accounting
  • Technology
  • Problem-solving
  • Budgeting
  • Corporate finance
  • Financial Modeling
  • Financial reporting
  • Risk management
  • Quantitative Analysis

Projects

Budget Analysis and Visualization

01/02/2024 – 28/02/2024

Purpose: To take control of finances through insightful budget analysis and visualization.

Awards and Certifications

  • Chartered Financial Analyst (CFA) certification – Indian Institutes of Management (IIMs)
  • Financial Modeling & Valuation Analyst (FMVA) certification – Indian School of Business (ISB)
  • Financial Risk Manager (FRM) certification – Indian School of Business (ISB)

Languages

  • Native
  • Fluent
  • Proficient
  • Intermediate
  • Basic

This is the complete resume of a financial analyst. To make a powerful resume for free you can go to GeeksforGeek’s Free Online Resume Builder.



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