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.
Sample Professional Summary
“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.”
Use this as a starting point — customise it with your own metrics and experience.
Sample Work Experience Entry
- ›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
What to Include in a Financial Analyst Resume
- 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
Expert Tips for Financial Analyst Resumes
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
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