Guide to Writing an Effective Financial Analyst Resume

Posted by

One of the most popular careers in the field of finance is that of a financial analyst. Businesses make money not just by providing a service, but also through investments. Investments are meant to yield positive returns, but the enterprise needs to be cautious, because a risky investment can potentially break the company. This is where a financial analyst enters the picture. Financial analysts comb through massive amounts of data to make predictions of the outcomes of business decisions. They then use these predictions to make recommendations to the company.

Skip to:
Financial Analyst Job Description
What Should a Financial Analyst Put on their Resume?
Entry Level Financial Analyst Resume
Junior Financial Analyst Resume
Senior Financial Analyst Resume
Financial Analyst Resume: Key Skills
Financial Analyst Resume Samples
Financial Analyst Resume Examples
Financial Analyst Resume Summary
Financial Analyst Resume Objective

Financial Analyst Job Description

A financial analyst is responsible for helping a company make business decisions by assessing the outcome of an investment based on factors like market trends and the financial status of the company. They devise strategies to expand the company’s investment portfolio, while at the same time, making sure that the company doesn’t risk all its assets on a bad investment. Financial analysts are responsible for a company’s growth beyond the confines of the services that it provides.

What Should a Financial Analyst Put on their Resume?

A resume is the first impression that you create on a potential employer. Therefore, it is necessary that you include the right details and sell yourself as a good option. Here are some of the details that you need to include in your resume:


Name and Contact Details:

State your name in bold and follow it up with your phone number, current residential address, email ID and alternate contact details. Potential employers would use these details to get in touch with you, either to schedule an interview or to clarify something on your resume.


Educational Qualifications in Reverse Chronological Order:

Write down your educational qualifications starting from your latest degree all the way back to high school. Under each degree, name the institution from which you graduated and your grade point average.


Work Experience in Reverse Chronological Order:

List your work experience starting from the latest enterprise for which you worked. Under each company, write about the role you played, the positive changes you brought about in the company and how the experience contributed to your professional development. You do not have to write about why your tenure at each workplace ended, but be prepared to answer such questions at your interview.


Key Skills and Hobbies:

This article includes a list of key skills that you are required to have as a financial analyst. State the skills that you think would help you with the job. Also, include your hobbies and interests here. This will enable the recruiter to see that there is more to your personality than what you are professionally qualified to do.


Certifications:

Make a list of any and all certifications that you may have received. Especially when it comes to software, such short-term courses are likely to benefit you massively. The certifications will add weight to your resume.

Entry Level Financial Analyst Resume

Entry level financial analysts perform specific roles in the company. These could be called subtasks of the main job of a financial analyst. Here is a website that explains what your role would be as an entry level financial analyst. While crafting an entry level resume, you would notice that you would not have much to say under ‘work experience’. To compensate for this, highlight your interpersonal skills and emphasise the fact that you are proactive and that you take initiative. Make a mention of internships and college projects. Many companies specifically look for fresh graduates, because their mindsets are not tainted by past experience. So, do not be let down, your lack of experience may very well work in your favour. This is how you can craft your resume to perfection.

Junior Financial Analyst Resume

As a junior financial analyst, you would be working under senior professionals. You might also have to guide the fresh graduates and entry level employees. Here is a resource that tells you what your role would entail. Highlight your work experience and talk about each role. Talk about how they contributed to your overall growth and what your contributions were to the company. Make specific mentions of your interpersonal and leadership skills, and examples of situations that endorse these skills. This will help you climb the ranks. Here is how you can write a good resume for the post of a junior financial analyst.

Senior Financial Analyst Resume

As a senior, you would be assigned the task of leading teams and delegating work. You would have to make the final call for a lot of business decisions. You might have to micromanage a set of junior and entry level financial analysts. You can find a detailed job description here. To increase your chances of being hired, emphasise your leadership skills, organisational and time management skills, and interpersonal skills. Make sure to give relevant examples of situations where these skills have come in handy. Leadership is an essential skill for the role of a senior financial analyst.

Financial Analyst Resume: Key Skills

Recruiters will be very strict in their process of filtration. They will look for a candidate with the right mix of soft skills and hard skills. It is necessary that you work on the following skills, if you want to do well as a financial analyst.

Financial Literacy:

Your success as a financial analyst would be heavily reliant on how much you know about finance. Your knowledge of how finance works, how businesses work, investments, trading, banking, etc. will help you do a good job as an analyst. These terms will get thrown around a lot, and you would have to have a good grasp on what they mean. You would also need to explain these terms to people who don’t have a finance background. Managerial roles of the company will have a role to play in the decisions you make, even if they don’t have the necessary skillset. So, it would be your job to explain things to them in a comprehensive manner.

Software:

The everyday process that a financial analyst uses is comprised of various steps, each of which uses a specific tool. These tools perform different functions, and they can vary according to the size of the company and the kind of service it provides. You would have to have a professional knowledge of these tools. The job description will mention the software you would need to know. Remember to keep this in mind while applying for the job. Some of the common financial analysis software are SAS, Balanced Scorecard, etc. Here is a complete list of these tools.

Accounting:

While assessing the status of a company in order to make business recommendations, you would need to record the financial transactions of the company. You would need to maintain ledgers, and summarise and report this data as part of your job. This involves a fair amount of mathematical and statistical skills. You would need to use this information to make business recommendations, which include advice on cost-cutting solutions and investments.

Critical Thinking:

Your primary responsibility is to comb through the financial records of a company, study the potential investment opportunity and arrive at conclusions. For this, you would need to be able to analyse the facts critically. You would have to go through multiple steps like observation, analysis, interpretation, reflection, inference, explanation, etc. This would help you solve a given problem and make the correct business recommendations.

Communication Skills:

Since finance is a fairly technical field, you may have to explain several things to the rest of the team. You would have to present your findings to a large group of people and discuss your suggestions with them. Financial analysts who work for multinational companies usually have their work cut out for them, because for any specific thing that the company undertakes – a project, an investment, etc., – at least fifty people would have a role to play. As an expert in your field, you would have to communicate your strategies with all of these people, effectively. This could be via oration, or through reports.

Creativity and Innovation:

Using all of the data that you have combed through, you would need to think outside the box and devise a strategy from which the company will most certainly benefit. Although there seem to be certain systems in place, the role of a financial analyst doesn’t end there. You could come up with a new technique for managing a company’s finances, a new data-collection methodology, etc. This way, you could revolutionise the industry itself, once and for all.

Financial Analyst Resume Samples

Given how important the role of a financial analyst is, crafting a resume for it can be a daunting task. You could find it difficult to decide which details to include and which ones not. Some of these details may be obvious, but it’s important to verify things beforehand. The internet has dozens of sample resumes that you could use as reference. These are professionally crafted resumes with good design and the correct details to include. Some of these samples also come with customisable templates – the design elements and the subheadings will be ready; all you have to do is fill it up with your details. This not only makes your task easier; it also helps you look professional and serious. Here is a website that provides these resources.

Financial Analyst Resume Examples

While writing your resume, be sure to sell yourself, but stay humble. Do not undermine the recruiting officials in any way, and refrain from condescension. Make sure not to include personal details like your relationship status, etc. These are inappropriate at the workplace. If you find these specifics confusing, you could use successful resume examples for your reference. These resumes have actually managed to bag their owners an interview. Here are some financial analyst resume examples.

Financial Analyst Resume Summary


A resume summary is the first few lines of the resume. It is written before any other detail. So, essentially, it is the first impression you make on the minds of the recruiting officials. If the summary is not effective, a potential employer could stop reading your resume right there and move on to the next one. Your odds would be low without a good resume summary. A good resume summary offers a basic idea of who you are, what you want to do and what you bring to the table. It is crisp and catchy; not more than one or two sentences. Use this space to talk about yourself and sell yourself as the right choice for the company. Here is a guide to writing an effective resume summary.


Financial Analyst Resume Objective


An objective statement goes right after the summary. It is a set of sentences that explains your long-term goals in the field – the kind of positive change that you want to bring about in the industry. This space is used to tell the recruiters the kind of trajectory you want your career take. It helps the recruiter see that you are an ambitious and goal-oriented professional. You could also make a mention of the skills and experience that would contribute to achieving these objectives. However, this portion also needs to be catchy, crisp and to the point. No one wants to read a giant block of information without any context. Here is a guide to writing a good resume objective statement.


A financial analyst is an important professional. They could be the one person who is entirely responsible for the company’s growth or downfall. An investment strategy that an analyst recommends could make or break the company. There are several examples of this in the real world. Always be sure to understand the kind of responsibility that would land on your shoulders if you make it. This sense of seriousness over not just your career, but also over the entire company and its employees, will help you craft a good summary, give a confident interview and perform well at the job.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s