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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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.

Curious how to craft a financial analyst resume that actually gets interviews? Check out our full article on writing a strong financial analyst resume.

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

Built financial models to evaluate M&A opportunities, supporting $350M in successful transactions.
Conducted sensitivity analyses on revenue projections, reducing forecast error by 18%.
Collaborated with senior associates to prepare pitch decks, helping secure 3 new institutional clients.
Automated Excel templates for variance analysis, cutting monthly reporting time by 25%.

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

Summer 2020

Researched equity markets and presented weekly stock pitch reports to the CIO.
Monitored portfolio performance vs. benchmarks, identifying sector underperformance of 5%.
Reviewed investment guidelines for a $500M portfolio in partnership with compliance team.

LEADERSHIP & COMMUNITY INVOLVEMENT

Vice President – Finance Club, University of Pennsylvania

Sept 2019 – May 2021

Led 12-member team to organize stock pitch competitions attracting 150+ participants.
Mentored underclassmen on Excel modeling and valuation techniques.

Financial Volunteer – Volunteer Tax Assistance Program, Philadelphia, PA

2019 – 2020

Assisted low-income families with annual tax returns, ensuring IRS compliance.

SKILLS

Technical: Excel (VLOOKUP, Pivot Tables, Macros), PowerPoint, Bloomberg, FactSet
Languages: English (native), Spanish (conversational)
Certifications: CFA Level I Candidate

EDUCATION

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

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

Quantified Impact: The good resume uses numbers to show value -> revenue supported, errors reduced, clients won. The bad one is too vague to evaluate.
Bullet Structure: Each line in the good resume starts with a strong verb and shows results. The bad version lists duties with generic phrasing like “worked on…”
Technical Clarity: Tools like Excel, Bloomberg, and FactSet are named specifically in the good version. The bad one just says “Microsoft Office.”
Leadership Signals: The good resume outlines specific leadership actions (e.g., competitions, mentoring). The bad version just says “helped.”
Professional Format: The good version is structured and clean. The bad one feels like a placeholder with no proof of excellence.

Your resume should reflect the level of thought and precision you bring to your work. Let it speak clearly and confidently.