Financial Analyst resume example. Plus the keywords recruiters search for.
A financial analyst resume that shows forecasting accuracy and savings — with the modeling and reporting keywords finance recruiters screen for.
Reviewed by Nazir Elmurodov · Updated
/ The example
Financial Analyst resume example.
Olivia Bennett
Senior Financial Analyst
New York, NY · olivia.bennett@email.com · linkedin.com/in/oliviabennett
Summary
Financial analyst with 5 years in FP&A for consumer and tech companies. I build the models leadership uses to plan budgets, price products and allocate capital.
Experience
Senior Financial Analyst, Harbor Brands · May 2022 – Present
- • Own the $240M annual operating budget model for 6 business units
- • Improved revenue forecast accuracy from ±9% to ±3% by adding driver-based modeling
- • Identified $3.1M in vendor savings through a cost review with procurement
- • Cut month-end reporting time from 6 days to 3 by automating variance reports
Financial Analyst, Metro Software · Jul 2019 – Apr 2022
- • Built a pricing model used to launch 3 new subscription tiers
- • Prepared monthly board reporting packs and variance analysis for the CFO
Education & certifications
B.S. Finance, New York University, 2019 · CFA Level II candidate
Skills
Financial modeling · FP&A · Budgeting · Forecasting · Variance analysis · Excel · SQL · NetSuite · Power BI · DCF valuation
Olivia Bennett
Senior Financial Analyst
olivia.bennett@email.com · New York, NY
linkedin.com/in/oliviabennett
Summary
Financial analyst with 5 years in FP&A for consumer and tech companies. I build the models leadership uses to plan budgets, price products and allocate capital.
Experience
Senior Financial Analyst — Harbor Brands
May 2022 – Present
• Own the $240M annual operating budget model for 6 business units
• Improved revenue forecast accuracy from ±9% to ±3% by adding driver-based modeling
• Identified $3.1M in vendor savings through a cost review with procurement
• Cut month-end reporting time from 6 days to 3 by automating variance reports
Financial Analyst — Metro Software
Jul 2019 – Apr 2022
• Built a pricing model used to launch 3 new subscription tiers
• Prepared monthly board reporting packs and variance analysis for the CFO
Education
New York University
B.S. Finance · 2019
Certifications
CFA Level II candidate
Skills
Financial modeling, FP&A, Budgeting, Forecasting, Variance analysis, Excel, SQL, NetSuite, Power BI, DCF valuation
Why it works
It quantifies the size of what you manage and the accuracy or savings you delivered, and uses the same finance terms — FP&A, variance analysis, DCF — that appear in job posts.
Use this as your starting point
Opens in the editor with every section filled in. Swap in your own details and download a PDF or Word file free.
Start from this exampleSample resume. Names, companies and figures are illustrative.
/ Summary examples
Three summary examples. Pick the one closest to you.
Two or three lines: your level, your field and one result.
- Entry level
Finance graduate with internship experience in corporate FP&A. Built a three-statement model for a $40M business unit and automated weekly cash reporting.
- Mid level
Financial analyst with 5 years in FP&A. I own a $240M budget model and improved forecast accuracy from ±9% to ±3%.
- Senior
Finance manager who has led FP&A teams of 4, partnering with executives on planning, M&A models and capital allocation for a $1B business.
More for other jobs and situations (no experience, career change, senior): resume summary examples.
/ Bullet points
Bullet point examples. From duty to result.
Turn duties into results: what you did, how, and what changed.
Forecasting
Instead of: Prepared forecasts
Write: Improved revenue forecast accuracy from ±9% to ±3% with driver-based models
Savings
Instead of: Helped reduce costs
Write: Identified $3.1M in vendor savings through a cost review with procurement
Reporting
Instead of: Did monthly reporting
Write: Cut month-end reporting from 6 days to 3 by automating variance reports
Pricing
Instead of: Worked on pricing
Write: Built the pricing model behind 3 new subscription tiers
/ Keywords
Keywords and skills for financial analysts.
These come up often in financial analyst job posts. Include only the ones you can back up in an interview, and use the exact wording from the post you're applying to.
- Financial modeling
- FP&A
- Budgeting
- Forecasting
- Variance analysis
- Excel
- Financial reporting
- DCF
- Valuation
- SQL
- Power BI
- NetSuite
- SAP
- GAAP
- KPI reporting
/ ATS tips
ATS tips for financial analysts.
State the scale
Budget size, revenue covered or number of business units shows your level instantly.
Spell out acronyms once
Write "Financial Planning & Analysis (FP&A)" so both versions are matched.
List systems by name
SAP, NetSuite, Oracle and Hyperion are common screening terms.
Put certifications in plain text
CFA, CPA or progress toward them belongs in education, not in a badge image.
How does your financial analyst resume compare?
Free ATS score, missing keywords and fixes in about 10 seconds.
/ Questions
Financial Analyst resume FAQ.
Writing the cover letter too? See Olivia's cover letter, annotated
What skills matter most for a financial analyst resume?
Financial modeling, forecasting and Excel are expected. SQL, BI tools and ERP systems help you stand out.
Should I include my GPA?
Include it in your first two years after graduating if it's 3.5 or higher, or if the employer asks for it.
How do I show impact in a support role?
Describe the decisions your analysis informed and any time saved, accuracy gained or costs found.