Financial Analyst Skills

Use a simple, clean format that highlights your skills and experiences. Focus on readability by using bullet points and short phrases to present your skills. Properly organize your resume into education, experience, and skills sections.

“Adding a skills section to your resume is a great way to draw the recruiter’s attention to your most relevant strengths and competencies.”

– Ashley Watkins, NCRW, NCOPE, Job Search Coach

For example, a financial analyst’s bullet points might look like this:

• Financial analysis: financial modeling, forecasting, strategic decision-making.
• Accounting: knowledge of accounting principles, bookkeeping, and tax compliance.
• Risk management: risk assessment, mitigation, regulatory compliance.

Hitting all the top job requirements with your skills list will help you rank highly for a keyword search within an applicant tracking system. But don’t stop there. Add context for every skill elsewhere in your work experience.

If a recruiter is excited by your bookkeeping skills, for example, the first thing they’ll do is skim your work experience to figure out when, how, and how much you used that skill.

As you list your responsibilities, it’s also important to highlight your specific achievements wherever you can.

“For soft skills, it’s often more effective to demonstrate them in the context of your past work experience. Instead of merely stating “excellent team player”, you are better off saying “collaborated with a cross-functional team of 6 on a new product launch that boosted sales by 30% in one year”. Examples of specific accomplishments or business outcomes speak louder than buzzwords.”

– Ana Lokotkova, Career Coach and Advisor

For example, if your forecasting models were highly accurate, be sure to mention this accomplishment.

Instead of saying,

“Created financial models to project future financial performance.”

You could say,

“Created financial forecasting models to project future financial performance, resulting in a 95% accuracy rate.”

This demonstrates your level of expertise with the skills you listed. It gives the recruiter more reason to be interested in you as a result.

If you’re applying for a role requiring a broad skillset, categorize your skills.

“If you opt to include a designated skills section on your resume, include up to 10 of your core competencies. Excessive skills lists are overwhelming and sometimes confusing to the reader.”

– Kelli Hrivnak, Marketing and Tech Recruiter

For example, someone applying for a role as a financial analyst might benefit from segmenting their skill lists as follows:

Financial Analysis Skills:

• Financial modeling and forecasting.
• Risk assessment and management.
• Investment analysis and evaluation.

Financial Reporting Skills:

• Tax compliance and regulatory reporting.
• Financial statement preparation and analysis.
• Budgeting and cost analysis.

Use numbers to quantify your achievements wherever possible. This helps potential employers understand your abilities and the impact you can have on their organization.

“Recruiters and hiring managers are looking for relevancy of how and when you applied those skills, so provide examples of this in your experience section. Bonus tip: Don’t just insert the skill like a task–include results.”

– Kelli Hrivnak, Marketing and Tech Recruiter

Instead of saying,

“Automated financial reporting processes using Excel macros.”

You could say,

“Automated financial reporting processes using Excel macros, resulting in a 50% reduction in manual data entry.”

By using numbers, you give hiring managers a better sense of your value.

Read the description carefully and emphasize the relevant skills and experiences. Highlight the skills that the employer seeks and provide examples of how you’ve used those skills in your previous roles. Doing so can demonstrate that you’re a strong fit for the position and increase your chances of being invited to an interview.

“The ‘one-size-fits-all’ approach doesn’t work when it comes to your resume. For every job application, tailor your skill set to match the job description. Most companies use Applicant Tracking Systems (ATS) that filter candidates based on keywords and skills listed in the job description. So, research the role you’re applying for and distill the skills required.”

– Ana Lokotkova, Career Coach and Advisor

In order to do this, “you must first understand what skills are most important for the target role,” says Ashley Watkins.

Here’s an example of how to tailor a financial analyst’s resume to a job description:

Job Title: Financial Analyst

Requirements:

• Strong analytical and problem-solving skills with attention to detail.
• Experience in financial modeling, forecasting, and data analysis.
• Proficiency in financial software such as Excel, Bloomberg, and other data management tools.

Tailored Resume Description:

• Performed thorough risk assessments for new investment opportunities, demonstrating strong attention to detail and analytical skills
• Developed and maintained complex financial models and performed forecasting and data analysis to support business decisions.
• Conducted financial analysis using Bloomberg and other data management tools such as Excel to support investment decision-making.

“Focus on the sought-after and in demand skills. A great way to figure out what is currently in demand is by researching current job openings from your preferred companies and reading through the posting. Pay close attention to the preferred requirements section and build your skills section based on this list.”

– Chelsea Jay, Career & Leadership Development Coach – Seasoned and Growing

Start each bullet point with an action verb. An action verb expresses an action, such as “create,” “build,” “manage,” “lead,” or “implement.”

Action verbs grab the reader’s attention and paint a vivid picture of what you accomplished at work.

Action verbs make your resume more interesting to read. They also show the kind of can-do attitude that employers are looking for.