Financial Analyst CV—Sample and 20+ 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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Looking for other CV samples for finance and accounting? See our guides:

• Accounting CV
• Accounting Manager CV
• Accounts Payable Specialist CV
• Accounts Receivable Specialist CV
• Bank Teller
• Bookkeeper CV
• Business Analyst CV
• Data Analyst CV
• Entry-Level Business Analyst CV
• Financial Advisor CV
• Investment Banker CV
• Accounting Assistant CV

Haven't found what you're looking for? Check all our CV Examples for Over 200 Jobs.

  

Financial Analyst CV Sample

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 highly 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 today.

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 

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%.

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

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. Now, 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.

Financial Analyst
ALUR Products Inc., Bristol
September 2013–February 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 by 25%.
• Used (3) trend analysis to find opportunities to raise revenue by 22%.

• 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:

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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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 Skills	Hard skills	Technical Skills
Leadership	Microsoft Access	Trend Analysis
Inquisitive Nature	Financial Modelling	Variance Analysis
Insight	Accounting	Data Gathering
Communication	Microsoft Excel	Business Performance Analysis
Continuous Improvement Mentality	Spreadsheet Skills	Financial Reporting
Detail Oriented	Economics	Systems Integration
Understand Materiality	Data Visualisation	Data Analysis
Problem Solving	Computer Skills	Asset Management
Entrepreneurial Attitude	Finance	Multi Currency Reporting
Analytical	Mathematics	Project 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

Education
MBA, Middlesex University London
2009–2012

• Thesis on 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 grade unless it’s impressive.

Expert Tip: Is your financial analyst advisor CV experience undercapitalised? 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

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

Additional Activities

• Member, CFA UK.
• 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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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 points with 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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