Example of Resume for Finance Analyst

This guide provides a structured approach to writing a compelling resume for a Finance Analyst role, ensuring you stand out in the 2024 job market. Learn to showcase your analytical skills, financial acumen, and key achievements to secure interviews and advance your career.

Supamatch Career

Editorial Team

Jordan T Smith, Senior Finance Analyst

jordan.t.smith@supamatch.com | +1 (555) 123-4567 | LinkedIn: https://www.linkedin.com/in/jordan-t-smith

Summary

Detail-oriented and analytical Finance Analyst with a Master's degree from The Wharton School and over three years of experience in the financial services industry. Proven track record in financial modeling, data analysis, and strategic planning. Adept at creating and presenting financial reports, with strong technical skills in SQL, Excel, and Power BI. Committed to supporting business growth through insightful financial analysis and effective cross-functional collaboration.

Skills

Financial Modeling, Data Analysis, Budgeting, Forecasting, Financial Reporting, Variance Analysis, SQL, Excel, Power BI, SAP, Risk Management, Regulatory Compliance, Strategic Planning

Work Experience

Senior Finance Analyst June 2021 - Present

Goldman Sachs | New York, NY

  • Conducted complex financial analysis to support strategic decision-making.
  • Developed financial models to forecast and analyze business scenarios.
  • Collaborated with cross-functional teams to optimize financial performance.
  • Prepared detailed monthly financial reports and presented findings to management.

Finance Analyst July 2019 - June 2021

JPMorgan Chase & Co. | New York, NY

  • Assisted in the preparation of annual budgets and quarterly forecasts.
  • Analyzed financial data to identify trends and make recommendations.
  • Supported the financial reporting process and ensured compliance with regulations.
  • Utilized SQL and Excel to manipulate and analyze large datasets.

Junior Analyst June 2019 - July 2019

PricewaterhouseCoopers (PwC) | New York, NY

  • Participated in financial audits and contributed to detailed audit reports.
  • Assisted with the development of client financial statements.
  • Supported senior analysts in risk assessment and management projects.
  • Gained experience with financial software and analytical tools.

Education

Master of Business Administration (MBA), Finance September 2019 - May 2021

University of Pennsylvania - The Wharton School

Bachelor of Science in Economics September 2015 - May 2019

New York University

Table of Content

Understanding the Role

A Finance Analyst is typically responsible for analyzing financial data, creating financial models, and providing actionable insights to help guide business decisions.


By understanding these core duties, you can reflect on your own experiences and identify where your professional journey aligns with these responsibilities.


Consider the specific industries you have worked in and the types of financial analysis tasks you have performed.


Whether you are preparing an entry level financial analyst resume or one for a more senior position, it is important to demonstrate a clear understanding of financial reporting, budgeting, forecasting, and variance analysis.


Additionally, showcasing your familiarity with regulatory environments and compliance requirements can further strengthen your resume.


Remember, the goal is to make your positions resonate with the role's demands. By doing so, you will set the stage for the rest of your resume, ensuring that each section builds upon this foundational understanding.

Skills in high demand in 2024

Financial modeling
Data analysis
Advanced Excel
Statistical software proficiency
Budgeting and forecasting
Risk management
Regulatory compliance
Business intelligence tools
ERP systems knowledge
Effective communication

Enhance your Resume to Increase your Opportunities

Crafting a Strong Summary

Begin your summary by stating your professional title and years of experience. For example, "Experienced Senior Financial Analyst with over 10 years of expertise in the financial sector."


Follow this with a brief mention of your key skills and areas of specialization, such as "Skilled in complex financial modeling, data analysis, and strategic planning."


Highlight a couple of your most impressive achievements that are relevant to the role of a Finance Analyst. Quantify these accomplishments where possible, as metrics can powerfully demonstrate your impact.


For instance, "Successfully streamlined budgeting processes, resulting in a 15% reduction in expenses over two years."

Jordan T Smith, Senior Finance Analyst

jordan.t.smith@supamatch.com | +1 (555) 123-4567 | LinkedIn: https://www.linkedin.com/in/jordan-t-smith

Summary

Detail-oriented and analytical Finance Analyst with a Master's degree from The Wharton School and over three years of experience in the financial services industry. Proven track record in financial modeling, data analysis, and strategic planning. Adept at creating and presenting financial reports, with strong technical skills in SQL, Excel, and Power BI. Committed to supporting business growth through insightful financial analysis and effective cross-functional collaboration.

Skills

Financial Modeling, Data Analysis, Budgeting, Forecasting, Financial Reporting, Variance Analysis, SQL, Excel, Power BI, SAP, Risk Management, Regulatory Compliance, Strategic Planning

Work Experience

Senior Finance Analyst June 2021 - Present

Goldman Sachs | New York, NY

  • Conducted complex financial analysis to support strategic decision-making.
  • Developed financial models to forecast and analyze business scenarios.
  • Collaborated with cross-functional teams to optimize financial performance.
  • Prepared detailed monthly financial reports and presented findings to management.

Finance Analyst July 2019 - June 2021

JPMorgan Chase & Co. | New York, NY

  • Assisted in the preparation of annual budgets and quarterly forecasts.
  • Analyzed financial data to identify trends and make recommendations.
  • Supported the financial reporting process and ensured compliance with regulations.
  • Utilized SQL and Excel to manipulate and analyze large datasets.

Junior Analyst June 2019 - July 2019

PricewaterhouseCoopers (PwC) | New York, NY

  • Participated in financial audits and contributed to detailed audit reports.
  • Assisted with the development of client financial statements.
  • Supported senior analysts in risk assessment and management projects.
  • Gained experience with financial software and analytical tools.

Education

Master of Business Administration (MBA), Finance September 2019 - May 2021

University of Pennsylvania - The Wharton School

Bachelor of Science in Economics September 2015 - May 2019

New York University

Average Salary in 2024

79550 USD/ Year in USA 🇺🇸
Source

Detailing Your Experience

This section is the heart of your resume, where you can showcase your career progression and the impact you've made in previous roles.


For each position listed, focus on quantifiable achievements rather than just duties. Use metrics to demonstrate your impact, such as "Managed a portfolio of investments with a net worth of $5 million, achieving a 20% return over three years."


This approach is particularly important for a senior financial analyst resume, where the expectation is for a track record of significant contributions to financial performance.


Even if you are crafting an entry level financial analyst resume, you can still highlight any internships, academic projects, or volunteer work that demonstrate relevant skills and achievements.


For example, "Analyzed market trends and contributed to a report that influenced the university's investment strategy, resulting in a 10% increase in endowment fund value."

Mistakes to Avoid!

  • Using a one-size-fits-all resume
  • Overlooking the importance of keywords
  • Failing to quantify achievements
  • Neglecting the summary section
  • Submitting without proofreading

Highlighting Education & Certifications

This section should include your highest level of education, such as a Bachelor's or Master's degree in finance, economics, or a related field.


Additionally, if you hold any relevant certifications, such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), be sure to include them.


Ongoing professional development is also important, so mention any courses or workshops you've attended that relate to finance analysis.

Key Achievements to Highlight in 2024

  • Successfully managed a portfolio worth $X million
  • Reduced financial waste by X% through strategic analysis
  • Implemented a new financial model that increased revenue by X%

Showcasing Key Skills

This section should be tailored to match the job description and industry trends, ensuring that you highlight the skills that are most sought after by employers.


Some of the skills you might include are financial modeling, data analysis, proficiency in Excel and other financial software, as well as soft skills like communication, problem-solving, and attention to detail.


You might also include leadership, project management, and advanced analytical skills.


Be sure to review the job description carefully and incorporate the specific skills mentioned. This will not only make your resume more relevant but also help your resume to pass through Applicant Tracking Systems (ATS) that screen for these keywords.

Summary Good Examples

Detail-oriented Finance Analyst with 5+ years of experience in budget forecasting, financial modeling, and data analysis. Proven ability to provide comprehensive support for senior-level financial decisions, driving business growth and profitability through insightful analysis and reporting.

Summary Bad Example

I've done finance stuff for a while and I'm pretty good with numbers. I like to work with money and make sure everything adds up correctly. Looking for a job where I can do more of that.

Incorporating Keywords

Using industry-specific keywords is essential for optimizing it for Applicant Tracking Systems (ATS) and ensuring it stands out to recruiters.


ATS are used by many employers to filter resumes based on specific criteria, and without the right keywords, your resume may not even be seen by a human recruiter.


Keywords can include job-specific skills, tools, software, certifications, and other relevant terms. For example, "financial modeling," "risk assessment," "regulatory compliance," "SQL," "SAP," "Hyperion," and "advanced Excel" are all terms that might be relevant to include.


Be sure to use the exact terms found in the job listing, as these are likely the same ones the ATS will be programmed to scan for.


However, it's important to incorporate these keywords naturally into your resume. They should be integrated into your summary, experience, and skills sections in a way that makes sense and adds value to your narrative.

Formatting for Clarity

A well-structured, easy-to-read, and professionally formatted resume will ensure that your qualifications and achievements are easily accessible to recruiters and hiring managers.


Use clear headings, bullet points, and consistent font styles and sizes to organize your information. Make sure there is enough white space on the page to prevent it from looking cluttered.


Remember, the goal is to make your resume as easy to navigate as possible. Recruiters often spend only a few seconds scanning each resume, so having a format that highlights your most important information quickly is key to getting their attention.

Proofreading and Review

Proofreading is a critical final step before submitting it to potential employers. Carefully review your resume for spelling, grammar, and punctuation errors, as these can detract from your professionalism and attention to detail.


It's also beneficial to get feedback from industry professionals or mentors who can provide insights on how to refine your document.


They may offer suggestions on how to better position your experience or highlight certain skills that are particularly valuable in the field of finance analysis.


Consider using resume review services or software to catch any errors you might have missed. A polished and error-free resume will help you make the best possible impression on recruiters and hiring managers.

Supamatch Career

Editorial Team

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