Writing a Financial Analyst Resume (With Template and Example)

How to write a finance resume that stands out!

Include a personal profile or introduction statement at the top of your resume

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Add an infographic element that displays your best traits and accomplishments

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Add Infographic - Jobboardly X Webflow Template — Erat scelerisque eu dui diam varius in proin sit elementum amet vitae et.

Use headings and subheadings throughout your resume to highlight key sections and make the information easier to read

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Utilize space by using bullet points to outline skills and job qualifications

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Incorporate visuals and images such as graphs and charts

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Want more tips? Check out our article on writing a strong financial analyst resume.

What Makes a Financial Analyst Resume Stand Out?

Financial analyst resumes are often reviewed in under 30 seconds — sometimes by bankers, not HR. That means you need to communicate sharpness, technical ability, and business intuition fast. Numbers matter. So do formatting and clarity.

Below, you can toggle between a good and bad resume to see exactly how tone, structure, and detail make all the difference.

Alex Johnson

555-321-9876 | alex.j@email.com
New York, NY | linkedin.com/in/alexjohnson

EXPERIENCE

Financial Analyst – ABC Capital Partners, New York, NY

July 2021 – Present

Delivered financial modeling and valuation analyses on Fortune 500 and mid-market companies, supporting $350M in successful M&A transactions.
Partnered cross-functionally with Corporate Development, FP&A, and Strategy to evaluate capital allocation opportunities.
Conducted scenario and sensitivity analyses, reducing forecast error by 18% and improving decision-making.
Designed automated Excel and Power BI dashboards, cutting reporting time by 25% and enhancing visibility for leadership.

Investment Analyst Intern – XYZ Asset Management, New York, NY

Summer 2020

Researched equity markets and produced weekly stock pitch reports that influenced portfolio decisions.
Benchmarked portfolio performance vs. S&P 500 and sector indices, recommending reallocation strategies.
Reviewed compliance guidelines for a $500M institutional portfolio to ensure SEC/FINRA standards.

LEADERSHIP & COMMUNITY INVOLVEMENT

Vice President – Finance Club, University of Pennsylvania

Led 12-person exec team to organize national stock pitch competitions with 150+ participants.
Mentored students in DCF modeling and Excel, building a strong pipeline of finance talent.

Financial Volunteer – Volunteer Tax Assistance Program, Philadelphia, PA

Prepared 100+ IRS-compliant tax returns for underserved families, increasing financial access.

SKILLS

Technical: Excel (advanced modeling, macros), Power BI, Tableau, Bloomberg, FactSet, Capital IQ
Languages: English (native), Spanish (conversational)
Certifications: CFA Level I Candidate

EDUCATION

University of Pennsylvania, Wharton School — Bachelor of Science in Economics, Finance (May 2021)

Why the Good Resume Works (and the Bad One Doesn’t)

Specific vs. Fluffy: The good resume uses action, numbers, and ownership. The bad resume relies on vague phrases like “synergy” and “stakeholder engagement.”
Clear Impact: It’s obvious what Alex accomplished — M&A deals, reduced forecast errors, and client wins. The bad version tells you nothing measurable.
Skills That Signal Value: The good resume shows real tools and fluency. The bad one just lists buzzwords.
Leadership That Matters: Mentorship, competitions, and community impact show up clearly — not just "helped with events."
Tailored and Professional: It’s precise, clean, and speaks like a real analyst — not a random bullet generator.

A strong analyst resume reads like your modeling: clean, accurate, and outcome-driven.