Financial Analyst CV: Sample & Guide [Entry Level + Senior Jobs]

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Financial Analyst CV Example
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Financial Analyst CV Example

This Financial Analyst CV Example offers insight into the best way to write a successful resume for the position of Financial Analyst. In it, you will find valuable tips and tricks for crafting a resume that will make a great impression on employers. Additionally, you will find a full example of a Financial Analyst CV that you can use as a guide when writing your own. With the help of this article, you can create a resume that stands out from the competition and helps you land the job of your dreams.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does a Financial Analyst do?

A Financial Analyst is responsible for analyzing financial data and providing financial advice to an organization. They may review financial statements, analyze market trends, evaluate investment opportunities, and create financial models to make predictions about future performance. They also report their findings and recommendations to executives and other decision-makers, helping them make informed decisions about investments, business strategies, and other financial matters.

What are some responsibilities of a Financial Analyst?

  • Analyze financial data to forecast business, industry and economic conditions
  • Develop financial models for decision support
  • Analyze financial statements for forecasting and budgeting
  • Monitor and analyze industry and economic trends
  • Evaluate financial performance and identify potential areas of cost savings
  • Analyze financial data to determine present and future financial performance
  • Provide financial advice to clients and make recommendations
  • Assess financial risks and develop strategies to minimize them
  • Prepare financial reports for internal and external use
  • Develop financial strategies to meet organizational goals

Sample Financial Analyst CV for Inspiration


Jane Doe

123 Main Street, San Francisco, CA 12345 | (123) 456-7890 |

Financial Analyst

Highly analytical and detail-oriented Financial Analyst with 8+ years of experience in financial analysis, forecasting, and reporting. Proven track record of providing actionable insights and recommendations to executive teams and board members to inform decisions and achieve strategic objectives. Committed to staying abreast of industry trends and identifying opportunities for financial growth.

Work Experience

  • Senior Financial Analyst, ABC Inc. | San Francisco, CA | 2020 - Present
    • Analyze and monitor past and present financial data to identify trends, generate forecasts, and provide recommendations to maximize profitability.
    • Partner with cross-functional teams to develop and optimize financial strategies.
    • Lead annual budgeting and forecasting initiatives for multiple departments.
    • Implement financial processes and procedures to improve accuracy and efficiency.
  • Financial Analyst, XYZ Inc. | San Francisco, CA | 2017 - 2020
    • Prepared monthly, quarterly, and year-end financial statements, reports, and metrics.
    • Performed financial analysis and modeling to evaluate the financial impact of business decisions.
    • Created financial models to support long-term forecasting and budgeting.


  • Bachelor of Science in Finance, University of California, San Francisco | 2017


  • Financial Analysis
  • Budgeting and Forecasting
  • Financial Modeling
  • Data Analysis and Reporting
  • Strategic Planning


  • Certified Financial Analyst (CFA) | 2020
  • Certified Professional Accountant (CPA) | 2018


  • English (Native)
  • Spanish (Conversational)

CV tips for Financial Analyst

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Financial Analyst CV pointers.
We've curated top-notch advice from experienced Financial Analyst individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your technical and analytical skills, such as proficiency in financial modeling and analysis software.
  • Include any certifications or qualifications that you have that are relevant to the role.
  • Showcase any successes or accomplishments you have had in previous roles.
  • Provide evidence of your ability to work with stakeholders and communicate complex financial information.
  • Demonstrate your understanding of the industry and knowledge of the company you are applying for.

Financial Analyst CV Summary Examples

A financial analyst CV summary or CV objective is a great way to demonstrate your professional qualifications and skills to potential employers. The summary or objective section of a CV is often the first thing a recruiter or hiring manager reads when considering a candidate for a financial analyst position, so it is important to make sure it is well written and concise. It should emphasize your qualifications, experience, and skills that are relevant to the job you are applying for. This section also provides job seekers with the opportunity to highlight any special qualifications or experience that may make them stand out from other candidates.

For Example:

  • Highly accomplished Financial Analyst with 12 years of experience providing financial analysis, preparing reports, and driving strategic decision-making.
  • Experienced Financial Analyst with strong background in financial modeling, forecasting, and analytics. Skilled in budgeting, strategic planning, and financial analysis.
  • Analytical Financial Analyst with 8+ years of experience in financial services. Proven track record in creating financial models, developing financial strategies, and analyzing financial data.
  • Detail-oriented Financial Analyst with 5 years of experience in financial analysis, forecasting, and budgeting. Skilled in developing financial models and forecasting financial performance.
  • Results-driven Financial Analyst with 7+ years of experience in developing financial models, preparing financial reports, and forecasting financial performance.

Build a Strong Experience Section for Your Financial Analyst CV

Building a strong experience section for a financial analyst CV is important because it is the first and most important component of any CV. It shows potential employers that the candidate has the necessary skills and experience to do the job. Your experience section should be written in a way that highlights the most important aspects of your work history in a clear and concise manner. It should demonstrate your expertise in financial analysis, your ability to analyze complex data, and your understanding of finance industry trends. This will make you a more attractive candidate to potential employers and will help you stand out from the competition.

For Example:

  • Developed and implemented financial forecasting models to accurately forecast the financial performance of the company.
  • Analyzed and reported on customer profitability, pricing, and pricing strategies.
  • Created financial models to analyze and compare the financial performance of different projects.
  • Performed in-depth financial analysis of existing and potential investments.
  • Conducted financial due diligence of potential acquisitions for the company.
  • Provided detailed analyses of the financial performance of different divisions and departments.
  • Developed and monitored financial models to assess the financial health of the company.
  • Prepared and analyzed financial statements and reports for internal and external stakeholders.
  • Conducted financial stress tests and sensitivity analyses to identify risks and opportunities.
  • Developed financial models for forecasting and budgeting purposes.

Financial Analyst CV education example

A Financial Analyst typically needs at least a bachelor's degree in finance, accounting, economics, or a related field. Some employers may prefer candidates with an MBA or other advanced degree in a finance-related field. In addition, many employers may require Financial Analysts to have experience in the field, such as working in budgeting, forecasting, investment analysis, or financial planning. Financial Analysts must have strong analytical and problem-solving skills, as well as excellent written and verbal communication skills. Knowledge of financial software and data analysis tools is also beneficial.

Here is an example of an experience listing suitable for a Financial Analyst CV:

  • B.S. in Accounting from University of California, Los Angeles (UCLA), May 2017
  • Received Dean's List recognition for two consecutive semesters
  • Completed a Financial Analysis Course in Summer 2016
  • Certified Financial Analyst (CFA) Level I, June 2019

Financial Analyst Skills for a CV

It is important to add skills for a Financial Analyst CV because employers will use this information to decide whether you are a right fit for the job. Skills are a great way to highlight your qualifications and demonstrate to employers that you have the knowledge and abilities necessary to be successful in the role. Skills can include technical, analytical, and communication skills, as well as any certifications you may have. By mentioning these skills, employers can quickly identify whether you have the right skillset for the role.

Soft Skills:

  1. Analytical Thinking
  2. Problem Solving
  3. Financial Modeling
  4. Data Analysis
  5. Organizational Skills
  6. Communication
  7. Time Management
  8. Attention to Detail
  9. Teamwork
  10. Leadership
Hard Skills:
  1. Financial Modeling
  2. Data Analysis
  3. Financial Reporting
  4. Business Analysis
  5. Risk Management
  6. Accounting
  7. Business Valuation
  8. Investment Analysis
  9. Portfolio Management
  10. Forecasting

Common Mistakes to Avoid When Writing a Financial Analyst CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Financial Analyst CV

  • Highlight financial qualifications and certifications
  • Include relevant software skills and expertise
  • Detail financial analysis experience and accomplishments
  • Highlight your problem-solving and communication skills
  • Discuss relevant professional development and training
  • Present your ability to work collaboratively with other departments

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