Financial Analyst Resume Examples, Skills, and Keywords
If you love spending your days building models, doing research, and being responsible for a company’s financial performance, a career in financial analysis might be the exciting career you’ve been looking for. Get all the information you need on how to tune your resume to beat out applicant tracking software and get an edge with hiring managers.
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Financial Analyst Resume Sample
As a financial analyst, you’ll never have a dull day at work. You’ll be in charge of making investing decisions and forecasting future economic conditions for your organization to thrive in today’s competitive market. If this sounds exciting to you, let’s talk about the resume.
Whether you’re seeking an entry-level position or the next move in your finance career, you’ll need a solid resume. And remember, you have to get through their applicant tracking system (ATS) before a human being reads your resume, so using the right financial analyst resume keywords is essential.
Writing a winning resume is not as difficult as you might think, but you need to be strategic about it. A well-planned, well-organized resume can be the difference between an interview and another week of job-hunting. Have a look at Jobscan’s bulletproof financial analyst resume example below to get started:
Pittsburgh, PA 15212 • (555) 555-1234 • harleydelancy@email.com • linkedin.com/in/harley-delancy
FINANCIAL ANALYST
Business and financial leader with 20+ years’ experience, a keen eye for detail, and a disciplined approach to execution. Excels at driving plans and projects through to completion based on milestones and short- and long-term metrics to evaluate and drive performance.
Change Management | Project Management | Process Improvement | Strategic Analysis Valuations | Investor Reporting | Business Controls | Credit Risk Analysis | Regulatory Compliance Leadership | Team Coordination | Complex Communication | Customer Relationship Management | Microsoft Office (Excel, PowerPoint) | Oracle | Aginity-Netezza | Investor Reporting | Quality Assurance System EDI | CLM Darts/Trax | SQL | EDI | Tableau | SharePoint
Collaborate with business partners and legal to thoroughly review documentation and actively monitor and analyze reporting activity to determine loan collectability status and designation of liability. Areas of expertise include risk assessment, root cause analysis, loss mitigation, requirements, and process confirmation.
- Subject Matter Expert (SME) on determining loan designation of liability; consistently provide support to the business by actively engaging in highly complex special projects involving data integrity analysis, research, managing exceptions, and remediation
- Assess potential concerns or issues, recommend corrective action, determine remediation plan, and execute any necessary system updates
- Collaborate with developers on business requirements for application development and enhancements to optimize integration results
- Heavily involved in system testing, troubleshooting, and analyzing data for application development and software enhancements
- Train team members and business partners, sharing knowledge on systems and processes to strengthen internal controls and operational efficiencies
- Identify opportunities to streamline processes and ensure adherence to operational risk and control objectives through periodic review of workflow and procedures
Completed all necessary required tasks (receiving new loan submissions, set-up, stacking and preparing for the Underwriting process, conducting Pre-Audits, and ordering appraisal reviews) from the time of loan approval up through the file funding and recording.
- Served liaison for customer accounts, leading in remediating concerns, summarizing data and presenting recommendations; facilitated regular meetings to determine operational needs
- Researched and conducted routine audits for specific operation requirements and managed and analyzed reports regarding non-compliance backlog
- Provided training to both internal and external clients
Worked for 3 loan officers to underwrite files from start to finish.
- During a tumultuous time in the industry, forged trusted relationships and enhanced customer loyalty by carefully identifying customer needs, exploring all options, and providing solutions
- Performed initial appraisal of potential borrowers by thoroughly examining their applications, assessing credit standings through background research, concluding on all applicable criteria, and following up with clients to clarify important points
- Finalized loan contracts and kept clients informed on reported decisions, rules, and obligations
Resume written by Lezlie Garr
Why this resume works
Financial Analyst Resume Skills and Keywords
Your first challenge is to beat the ATS. Lucky for you, the hiring manager already gave you what you need. Read the job post carefully and insert strategic keywords that match the job post. Tailor each resume you send out to the job opening. If you’re really stuck, here are thirty keywords that employers are looking for.
Top Financial Analyst Resume Skills
- Accounting
- Sarbanes-Oxley Act
- Excel formulas
- Financial analysis
- Multitasking
- Budgeting
- Accuracy
- Persuasion
- Team management
- Forecasting
- Leadership
- Strategy
- Interpersonal relationships
- Financial reporting
- Organization
- Reporting
- Communication
- Corporate finance
- Reliability
- Financial planning
- Accountability
- Mergers & Acquisitions (M&A)
- Critical thinking
- Financial modeling
- Problem-solving
- Internal controls
- Initiative
- Business analysis
- Mathematical skills
- Due diligence
- Stress management
- Pick to Light
- Analytical skills
- Business process improvement
- Corporate FP&A
- Hyperion
Now that you’ve got a few ideas for your resume, check out the recruiter-approved suggestions Jobscan’s experts put together for you.
Tip # 1: Let the numbers talk about your financial analyst experience
As a financial analyst, you’ll be crunching numbers all day. This time, you should let the digits do the work for you. Use percentages and figures to illustrate your success in previous projects and positions. The more concrete metrics you have on your resume, the better.
Recruiters and hiring managers go through dozens of resumes a day, if not hundreds, and everybody makes big claims. Show them the tangible, trackable proof of your skills to give you a necessary edge.
Swap sentences that look like this:
- Team management.
- Revenue growth.
- Loss reduction.
For statements that look like this:
- Managed a team of 50+ people.
- Increased client revenue by 13% by improving client satisfaction scores.
- Maximized accuracy in monthly financial reports, saving the company 4% in waste each cycle.
Tip # 2: Avoid keyword stuffing and exaggerating your financial analyst skills
We’ve all thought about putting every little skill we have on our resumes or exaggerating our accomplishments. We get it. The competition in the financial analysis world is fierce. Whatever you do, don’t lie. If you’re dishonest on your resume, you might get caught off-guard during the interview and wind up bombing.
Instead of using all the keywords available, stick to what you actually know. Showcase your strongest abilities so that hiring managers know what you’re bringing to the table. It also gives you a chance to reflect on what you don’t know and make a plan to get those skills on your resume in the future.
Tip # 3: Use engaging language to showcase your abilities as a financial analyst
Using action words in your resume will help you look more confident in your skills and experience. Strong and effective verbs paint a better picture of your past accomplishments. Forget about ambiguous cliches and generic pre-built terms that offer little to no relevant information. When composing your sections, steer clear of words like:
- Hardworking
- Result-oriented
- Fast-paced
- Team player
Think about what you actually did in your last jobs. What verbs best describe your responsibilities? Use those instead of vague buzzwords.
Tip # 4: Get straight to the point
The average recruiter only spends a few seconds scanning through each resume. If you keep your sentences short and straight to the point, you’ll be able to keep their interest.
Use bullet points to make each of your sections more scannable — three to six per entry should do the trick. Avoid huge walls of texts that are hard to skim through.
Tip # 5: Write a strong introduction
If you’re an aspiring financial analyst, this advice is especially important for you, but even if you’re a veteran in the field, this is a good habit to get into.
Writing a brief, but compelling, resume introduction will hook recruiters and hiring managers. It offers them an overview of who you are as a professional and what you’ve achieved, and where you want to go. Don’t worry if you’ve never worked in finance — just use the right lead-in, laying out your career objectives and previous accomplishments.
And, if you’re an industry vet, this is a good chance to showcase what makes you special, whether it’s your Excel wizardry or your team management skills. List your big projects and proudest achievements. Keep it short and compelling and remember — you’re selling a product: yourself.
