Financial Analyst CV Sample—20+ Examples and Writing Tips

A financial analyst CV template hiring managers will bet on. Write your finance analyst CV fast, with expert tips and good and bad examples.

Tom Gerencer, CPRW
Career Writer at ResumeLab
Financial Analyst CV Sample—20+ Examples and Writing Tips

This financial analyst CV template is money in the bank.

 

The bottom line?

 

Most finance analyst CVs fail the acid test. They present exactly the wrong things.

 

Show the right few accomplishments in the proper order and you’ll bend it like Buffett.

 

This guide will show you:

  • A financial analyst CV example better than most.
  • How to write a financial analysis CV that gets the interview.
  • How to make a great financial analyst job description on a CV.
  • Why your choice of finance CV achievements will make or break you.

 

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financial analyst sample CV

 

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Financial Analyst CV Template

 

Keon Rodier
CFA

 

Personal Info
Phone: 313-588-6623
E-mail: keonrodier@gmail.com
linkedin.com/in/keonrodier
twitter.com/keonrodier

 

Summary

 

CFA with 5+ years of experience, seeking to use proven skills in data mining and modelling for American Express. Saved £1.4 million at ALUR by highlighting 30 low-revenue projects. Raised revenue 22% by finding new growth opportunities in existing data. At AXX, slashed errors 26%.

 

Certificate

 

  • Chartered Financial Analyst

 

Experience

 

Senior Financial Analyst
AXX International
2016–2018

  • Performed financial analysis in large tech business. Raised efficiency of recurring analysis by 45% company-wide. Slashed errors by 26%.
  • Designed pricing scheme for spare parts that raised customer loyalty 27%.
  • Held standard costs to deviation of less than 1% per year. That action saved 7 jobs of employees previously slated for downsizing.

 

Financial Analyst
ALUR Products Inc.
2013–2016

  • Handled monthly financial reporting in a fast-paced manufacturing business.
  • Saved £1.4 million by calling attention to 30 low-revenue projects.
  • Increased efficiency of Hyperion decision support 25%.
  • Used comps spreads to find opportunities to raise revenue by 22%.

 

Entry-Level FA
Charles Schwab & Co.
2012–2013

  • Maintained client revenue 8% above company average.
  • Beat company-wide client satisfaction scores by 20%.
  • Used SQL to highlight low-performing customer portfolios. Devoted extra time to those accounts to boost average client revenue 15%.
  • Developed Excel spread comps sheet to track top-performing investments.

 

Education

 

MBA, Andrews University
2009–2012

  • Concentration in Financial Analysis.
  • Excelled in data mining classes.
  • Created financial models to guide fundraising for local animal shelter.

 

Publications

 

  • 2017 Forbes, "Why We Can't Trust GAAP Anymore."
  • 2016 Fortune, "The Coming Sea Change in Business Valuation."

 

Conferences

 

  • 2017 Equity Research and Valuation—Spoke on panel about Oracle.
  • 2016 AFA Conference.

 

Additional Activities

 

  • Member, CFA Institute.
  • Member, UAFRS Council for financial accuracy.

 

Financial Analyst Skills: Hyperion, Excel, Data mining, Oracle, Financial modelling

 

Soft Skills: Leadership, communication, problem-solving

 

Now here’s how to write a financial analyst CV:

 

1. Choose the Perfect Financial Analyst CV Format

 

Lay a good foundation.

 

The wrong CV format shows you don’t know actuals from allocations.

 

  • Use the reverse-chronological CV format. It puts your most recent insight feats up top.
  • Pick the best CV fonts, 10–14pt, 1-inch margins, white space, and big headings.
  • Write a one-page CV unless you’ve got chops like Carl Icahn.
  • Add a CV header with your name, phone number, email address, and social media links. No photo or snail mail.
  • A financial analyst CV objective comes next, then work experience and education.
  • Add CV extras like certifications, professional associations, publications, and additional activities to electrify employers, or even hobbies and interests (if higly relevant to the job position).

 

Expert Tip: Save your work as a PDF unless the job offer devalues them. Why? Financial analyst CV PDFs don’t go broke in transit. They’re also machine-readable in 2018.

2. Write an Effective Financial Analyst CV Objective

 

How to start?

 

Build a risk-averse CV profile in the form of a CV objective or a CV summary.

 

It should show employers you know variable costs from value drivers.

 

Use:

 

  1. One adjective (exacting, efficient, hard-working)
  2. Job title + certification (CFA)
  3. Years of experience (3+, 4+)
  4. How you’ll help (guide well-informed decisions)
  5. Flashiest achievements (helped save £2.1 million by flagging low-margin projects.)

 

These senior financial analyst CV examples show the big picture:

 

Senior Financial CV Summary—Example 

Good Example
CFA with 5+ years of experience, seeking to use proven skills in data mining and modelling to guide well-informed decisions at American Express. Saved £1.4 million at ALUR by highlighting 30 low-revenue projects. Raised revenue 22% by finding new growth opportunities in existing data. At AXX, created distortion-adjusting protocols and slashed reporting errors 26%.
Bad Example
Financial analyst with 5 years experience, looking for a solid job with room for advancement. Highly skilled in Hyperion, financial modelling, Oracle, and data mining, with a strong results-oriented philosophy.

The difference is striking.

 

That first corporate financial analyst CV sample is all ROI. The metrics and accomplishments deliver.

 

What if You’ve Got No Experience?

 

Even without experience, you’ve got achievements. They’re your assets in an entry-level financial analyst CV objective.

 

Entry-Level Financial Analyst CV Objective—Sample

Good Example
Talented CFA with strong data mining and Oracle skill-sets, seeking to drive big-picture results for Karen F. at ALUR Products. As financial advisor at Charles Schwab, used analytics tools like SQL and Excel spread comps to maintain client earnings 8% above company average. Boosted client revenue by 15% and beat benchmark satisfaction scores by 20%+.

Gold. No financial analyst jobs, but a professional financial analyst CV summary.

 

A finance analyst CV objective used to describe your goals. In 2018, you’ll get more ROA if you say how you can help.

Expert Tip: Don’t write your finance CV summary first. Write it last, so you’ve got lots of capital.

3. Write a Gripping Financial Analyst CV Job Description

 

Successful applicants know:

 

Good CV job descriptions use a golden few accomplishments.

 

Learn to pick them and your personal PE will skyrocket.

 

Here’s how:

 

  1. Read the job offer.
  2. Underline the financial skills and duties.
  3. Write CV bullets that prove you’ve got them locked.

 

The first of these senior financial analyst CV examples nails it:

 

Finance Analyst Job Description—Sample

 

Job ad wants these financial analyst skills: (1) monthly reporting (2) Hyperion and (3) trend analysis.

Good Example

Financial Analyst
ALUR Products Inc.
2013–2016

  • Handled (1) monthly financial reporting in a fast-paced manufacturing business.
  • Saved £1.4 million by calling attention to 30 low-revenue projects.
  • Increased efficiency of (2) Hyperion decision support 25%.
  • Used (3) trend analysis to find opportunities to raise revenue by 22%.
Bad Example
  • Handled regular reporting.
  • Tasked with identifying low-revenue projects.
  • Increased efficiency of financial management software decision support.
  • Found opportunities to raise revenue.

Why does #1 turn massive profits? It’s got the financial skills the employer wants. It also spotlights them with metrics and achievements.

 

Entry-Level Financial Analyst CV Example—No Experience

 

Even without professional experience, your finance CV can shoot past the BEP. Stock it with pro-bono work, volunteer gigs, and freelance work. Add projects and financial analyst duties at non-analyst jobs.

 

Do it like this junior financial analyst CV sample:

 

Financial Advisor
Charles Schwab & Co.
2012–2013

  • Maintained client revenue 8% above company average.
  • Beat company-wide client satisfaction scores by 20%.
  • Used SQL to highlight low-performing customer portfolios. Devoted extra time to those accounts to boost average client revenue 15%.
  • Developed Excel spread comps sheet to track top-performing investments.

 

The ResumeLab builder is more than looks. Get specific content to boost your chances of getting the job. Add job descriptions, bullet points, and skills. Easy. Improve your CV in our CV builder now.

 

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Nail it all with a splash of colour, choose a clean font, highlight your skills in just a few clicks. You’re the perfect candidate and we’ll prove it. Use the ResumeLab builder now.

 

Financial Analyst CV Skills List

 

Don’t ever copy-paste skills from the internet.

 

Hiring managers see through that like accelerated revenues.

 

But for reference:

 

Financial Analyst CV Skills
Soft SkillsHard skillsTechnical Skills
LeadershipMicrosoft AccessTrend Analysis
Inquisitive NatureFinancial ModellingVariance Analysis
InsightAccountingData Gathering
CommunicationMicrosoft ExcelBusiness Performance Analysis
Continuous Improvement MentalitySpreadsheet SkillsFinancial Reporting
Detail OrientedEconomicsSystems Integration
Understand MaterialityData VisualisationData Analysis
Problem SolvingComputer SkillsAsset Management
Entrepreneurial AttitudeFinanceMulti Currency Reporting
AnalyticalMathematicsProject Management

Expert Tip: Need more value in your entry-level financial analyst CV? Take on a couple short term projects.

4. Turn Boring Education Into a Reason to Hire You

 

Here’s CV magic:

 

Every inch of your finance analyst CV counts—even the education section.

 

List it right to show you’re in in the Meredith Whitney zone.

 

These entry-level financial analyst CV examples give the plan:

 

Education on an Entry-Level Finance Analyst CV—Sample

Good Example

Education
MBA, Andrews University
2009–2012

  • Concentration in Financial Analysis.
  • Excelled in data mining classes.
  • Created financial models to guide fundraising for local animal shelter.

Money. That second financial analyst CV sample will open the interview floodgates.

 

It shows your lifelong passion for the field. Plus, it doesn’t list your GPA unless it’s impressive.

Expert Tip: Is your financial analyst advisor CV experience undercapitalized? Make your education section longer by dividing it into positions, groups, and projects.

6. Drive Value to Your Financial Analyst CV With These Extra Sections

 

Amazing but true:

 

Most financial analyst CVs are alike.

 

Experience, education, rinse, repeat.

 

Make yours stand out like Suze Orman. Add CV extras that prove finance passion makes your heart pound.

 

These two financial analyst CV examples lay it out:

 

Additional Section on a Financial Analyst CV—Template

Good Example

Publications

 

  • 2017 Forbes, "Why We Can't Trust GAAP Anymore"
  • 2016 Fortune, "The Coming Sea Change in Business Valuation"

 

Conferences

 

  • 2017 Equity Research and Valuation—Spoke on panel about Oracle
  • 2016 AFA Conference

 

Additional Activities

 

  • Member, CFA Institute
  • Member, UAFRS Council for financial accuracy
Bad Example

Additional Activities

 

  • Member, CFA Institute.
  • Attend frequent CFA conferences.
  • Love walking my dog.

Those first financial analyst CV samples prove you thrive at 30,000 feet.

 

Where should you put certifications? You worked your tail off for that CFA. Show it near your name, in your job descriptions, and in a special section. See our financial analyst CV template for placement.

 

Want high-paying financial analyst jobs? Use LinkedIn. More seasoned analysts rely on LinkedIn job search than any other service.

Expert Tip: Send a financial analyst cover letter. Most employers toss cover letters, but almost half won’t read your financial CV without one.

Double your impact with a matching CV and cover letter combo. Use our cover letter builder and make your application documents pop out.

 

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CREATE YOUR COVER LETTER NOW

 

Want to try a different look? There’s 18 more. A single click will give your document a total makeover. Pick a cover letter template here.

 

Key Points

 

For a great financial analyst CV:

  • Start with the financial analyst CV template up top. You’ll get enough interview requests to crash MATLAB.
  • Stuff your bullet pointswith accomplishments that fit the job offer.
  • Use every inch of your CV for financial analyst jobs. Put matching achievements even in the education section.
  • Send a financial analyst cover letter. In it, tempt the hiring manager with your top insight successes.

 

Got questions on how to write a great CV for financial analyst jobs? Not sure how to show financial analyst on a CV? Leave a comment. We’re happy to reply.

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Tom Gerencer, CPRW
Tom Gerencer (CPRW) is a Certified Professional Resume Writer, career advice writer and a resume expert at ResumeLab. Tom has been featured on BBC News, NBC, The Economist, Business Insider, Fast Company, and dozens of other outlets. His insights, commentary, and articles reach over a million readers every month. With inside knowledge of key industry players and in-depth research, Tom helps job seekers with advice across all professions and career stages. Tom holds a degree in English from Colby College.

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