Financial Analyst Resume Example & Writing Guide

You want to be a financial analyst or are looking to move up in that role. That’s great!  It is a very competitive field, so you will need a stellar resume to help you get the job you desire. 

The great news is that you can write that star-quality resume and it may be easier than you think. Resume.io has tips and tools to get you started, including our library containing 350+ occupation-specific resume examples and writing guides. 

The guide you’re reading now is designed specifically for financial analysts, paired with a resume example you can adapt as your own. It will show you how to:

• Take into account the role and job outlook for financial analysts
• Apply the universally used resume structure and determine the best format for your financial analyst resume
• Impress recruiters in each section of your resume: header, profile, employment history, education, and skills
• Avoid costly design and formatting errors

What does a financial analyst do? 

Most financial analysts work in the banking, finance, and insurance industries, but other businesses also hire financial analysts. This specific role within the financial services industry offers lots of opportunities for advancement. Because of that and the relatively low bar for entry — you only need a bachelor’s degree —it is a very competitive field.

As a financial analyst, the aim of your job is to gather and analyze financial data both from within the organization you work for, and from an outside economic standpoint. Your predictions and models help you advise businesses or individuals so that they make sound financial decisions. 

While you will have opportunities for career growth, you will also be working in a high-stress environment, according to the U.S. News and World Report’s best business jobs. One in three analysts works 50 to 70 hours a week, the magazine said.

Financial analysts can specialize in different areas. The most common are:

• Investment banking
• Equity research
• Treasury
• Financial planning
• Private equity
• Corporate development.

Most analysts work on the “buy-side,” which means they are helping their employers make financial decisions on spending their money. These analysts may also work for consulting firms that sell their advice to clients. 

Others work on the “sell-side.” Their job is to analyze stocks, bonds, money market securities, and other financial products in a specific industry. They then rate the securities, which gives investors recommendations on what to buy and sell. Investment banking analysts are responsible for deciding whether deals between companies are a good idea for their clients. Equity analysts work for big banks and seek out initial public offerings (IPOs) they believe will be most lucrative for their employers. Employers in these two career paths often recruit business students with undergraduate degrees from top universities. Some financial analysts are also certified public accountants (CPAs).

Job outlook for financial analysts

According to the U.S. Bureau of Labor Statistics, the industry expects growth of 6% between 2020 and 2030, on par with the average for all careers. But the competition is especially tough among new analysts, and the median annual earnings for analysts in 2021 was $81,410. 

How to write a financial analyst resume

It all begins with the same universally applied resume structure that works for all occupations. Here are the essential elements:

• Header
• Profile (sometimes called summary or personal statement)
• Employment history
• Education
• Skills

Together they should add up to no more than a single page. And no two versions of your financial analyst resume should be exactly alike. Every time you apply for a different position, your resume should be customized so the content is directly relevant to the employer’s needs and expectations. Check the posted job description closely to determine and refine your targeted approach.

Choosing the best resume format for a financial analyst

The traditionally used chronological resume format is recommended for most job seekers and is what recruiters prefer. It’s the most straightforward way to organize your work experience highlights below dated employer headings. They should be listed in reverse chronological order, starting with your current or most recent position and working backwards.

Other options for resume formats may be worth considering if you have worked independently in consulting positions as a financial analyst, or are just starting out with minimal career experience. In those instances, the functional resume format enables you to emphasize your specialized skills rather than where you worked. The hybrid (combined) format offers even more versatility.

Resume header

Stand out in the crowd of job competitors with a distinctive, eye-appealing resume header. Automatically, your resume document will look more inviting to read. Achieve double the impact by harmonizing the visual elements of both your resume and cover letter so they match.

The prominence of your name, occupation and contact information in the header accomplishes that in creating a favorable first impression. Later on, it’s easy for hiring managers to revisit your resume to shortlist and  get in touch for an interview. 

Resume profile example: get a little personal

Why personal? Of course, employers are most concerned with the financial analytical skills you bring to the job. But they also want to know how you will fit in with colleagues and clients. Adding a glimpse of your professional personality in the resume profile section  — sometimes called the summary or personal statement — allows them to get a sense of that before your interview. 

This is actually the only resume section where you can distinguish yourself personally a bit. You don’t want to veer from the professional, but you do want to describe your personal demeanor. Think of this section, which sits at the top of your resume, as your elevator pitch. You have two to four sentences to convince recruiters that you are the right person for the job. You do this by highlighting your biggest accomplishments and describing your professional self. This is not the place to be modest. Without exaggerating, explain why you are a great candidate.

This is also a great spot to start thinking about how to beat the applicant tracking systems (ATS). These algorithm-based programs help recruiters by eliminating “bad” resumes, or ones that don’t fit the criteria employers have set out. 

How do you do that? There’s no one guaranteed formula, but there are a number of tips and hacks to get your resume into the hands of that recruiter.

Applicant Tracking Systems

 If you’re submitting your resume through an online system or a form on a website, you’re almost guaranteed to be dealing with an ATS. What do ATS programs do? They have a variety of functions. The most important to you as a job applicant is the initial screening. Your resume has to get past this screening before it will be seen by a person. The ATS scans resumes using algorithms that look for keywords and other information in each document submitted online. 

No matter how talented you are or how much you bring to the job, if you don’t rank high enough by methodically using keywords the ATS is scanning for, your resume likely won’t make it to the next stage. ATS programs also scan and organize your contact information into employers’ databases so they can easily contact you to schedule your interview.

Keywords that count

How do you know which keywords to use? As an analyst, you should be able to look at job listings and examine which skills and attributes are frequently mentioned. Those are the ones that are important to employers. If you are struggling, try pasting job listings into a word cloud application such as Wordle.com or WordArt.com. The most important words will jump out at you because they will be in the biggest font. Make sure you incorporate those into your resume.

Here is a financial analyst resume profile example you can adapt to create your own.

Employment history sample: building your career

Before you begin to list your past jobs, think about your career path. Your employment history is the autobiography of your work life. The best resumes show a pattern of growth and achievement. How do you do that? Look back at each job you have had. (If you have been in the workforce for more than 10 years, you can drop one or more of those early positions.) Ask yourself the following questions:

• What did I accomplish in this position?
• What skills did I use and what new skills did I learn?
• What was my biggest success and how did I achieve it?
• Do I have data and details to enhance my claim?
• Did I earn a promotion or any accolades?

The answers to these questions will form the basis of your bulleted descriptions. Along with those all-important keywords as you build your employment history section, remember to focus on the skills and attributes recruiters have specifically listed. As noted previously regarding the most suitable resume format, list your past positions in reverse chronological order — most recent job goes first, oldest goes last. 

Consider using the CAR method to formulate concise descriptions of your work history highlights. Explain the challenge, the action you took, and the results you achieved. A slightly different variation is the STAR method, which stands for situation, task, action, and result. 

In your achievement descriptions, use strong action verbs that tell recruiters you are a go-getter.

A typical financial analyst starts as a junior analyst. Within three to five years, they may become a senior analyst. If you are already a senior analyst and are looking at your next steps, you may consider applying for portfolio management, partnership in an investment firm, or senior management at a retail bank or insurance company. Other analysts choose to become investment advisors or financial consultants. 

Again, be sure to individualize this section every time you apply for a job. Different accomplishments highlight different skills. Remember the overall golden rule of resume writing — custom-tailor your resume for each new job application. Take into account the character and needs of the employer, the job requirements and so on.

Below is a financial analyst employment history sample you can modify.

Resume education section: highlight your learning

While investment banking recruiters may target graduates of elite colleges and universities, that does not mean you are locked out. While there are no formal training requirements for this career, employers expect applicants to have a bachelor’s degree and prefer majors in finance, economics, or statistics, Investopedia says. And, if you did not go to an elite school, earning an MBA could get you where you want to go.

If you are in mid-career, the education section is the least important one in your resume. You have proved yourself within your career, so simply listing your degrees is perfect. If you do have a master’s degree or higher, there’s no need to include your high school diploma.

Another path to a financial analyst’s career is a certification exam. If you have passed the Series 7, Series 63, or the Securities Industry Essential exams, you can list those here. You can also become a Chartered Financial Analyst through a CFA Institute program.

Things to consider if you are new to the workforce or this career:

• Your education carries more weight because you don’t have as much, or any, work history.
• Your GPA (if it’s high enough), awards, scholarships, and other honors are worth including.
• If you completed an internship or finance-related project, that can be listed in your employment history section; however, you should rename that section "Experience."

Below is the education section of our financial analyst resume example.

CV skills example: analyze your abilities

It may seem obvious that you need analytical skills to be a financial analyst, but that is a broad category you need to break down into its components. Your first step is to think about all your skills, not just ones you think are relevant to a financial analyst’s career. Make a master list of your skills that you can use for all your resumes. Then, choose the top five to 10 skills to highlight in this particular version of your resume.

Hard skills are the distinct skills you need to do your job. Here are the tasks a financial analyst performs, according to the Corporate Finance Institute:

• Information and data gathering
• Information organization
• Financial results analysis
• Development of projections and forecasts of future financial growth
• Recommendations on financial actions
• Creation of financial models using Excel
• Cost-benefits analysis
• Presentation of findings
• Generation of financial reports.

These tasks can be broken down further into a series of skills. This list is incomplete, however. Employers also want to know about your soft skills, notably your interpersonal abilities and work habits. 

Business recruiting service Robert Half lists these as soft skills necessary for finance professionals:

• Leadership
• Business knowledge, especially in the industry to which you are applying
• Communication
• Customer-focused
• Problem-solving
• Multitasking
• Teamwork
• Ability to work well under pressure and without supervision.

This is not a complete list. You may have other talents not listed here. Include those, but make sure you individualize your list based on the specific job description. Use your word cloud if the job description is vague or, conversely, so detailed you are struggling to decide what is most important.

Check out the financial analyst CV sample for the skills section below.

Resume layout and design: look professional 

Why does design matter? While what you say is very important (especially those keywords), how you present it is also important. This is the first visual clue to who you are that recruiters will have, so you want to make sure their first impression is professional and well-organized. 

As a financial analyst, you know how to create a visually appealing report or presentation. Use the same principles here: You are selling yourself the same way you sell your recommendations. 

Recruiters see hundreds of resumes a week so it may be tempting to try to stand out from the crowd, but that approach could be counterproductive step too far. It might even get your resume thrown in the garbage. Recruiters want to be able to scan your resume quickly and find your contact information, current job title and employer, and your past jobs and employers. If those aren’t obvious, they may just move on. 

To maintain a professional image by design in your resume:

Your best bet is to leave it to the professionals. Resume.io offers a selection of recruiter-tested resume templates in four different style categories: simple, professional, creative, and modern. These designs can be modified to suit your individuality, but be mindful of the do’s outlined above.

Key takeaways for a business analyst resume

1. Financial analysts exist in a very competitive and demanding job market. It’s extremely important to stand out with a stellar resume. The earnings are extremely high however (compared to most other professions), so it’s worth the extra effort.
2. When targeting large or medium size employers, remember that your resume is first screened by an ATS algorithm before reaching a human hiring manager. Analyze job descriptions and incorporate keywords where appropriate to bypass this digital filter.
3. Your resume profile is the only space where you can create in a free-form writing style. Use this space wisely to convey some personality in an otherwise rigidly structured document. Focus on achievements, milestones and professional character.
4. Use a master list to brainstorm all of the skills you have, both hard and soft. Then cherry-pick the most appropriate ones based on your target employer / job opening.
5. Use professionally designed and tested resume templates, both to impress hiring managers and bypass possible technical pitfalls.

Resume.io is here to make your life easier and your job hunt successful. Go ahead and create a winning resume now!