Automatically apply for jobs with Zippi

Upload your resume to get started.

Chartered finance analyst skills for your resume and career

Updated January 8, 2025

1 min read

Quoted experts

Jarrad Harford Ph.D.,

Dr. Reid Cummings

Below we've compiled a list of the most critical chartered finance analyst skills. We ranked the top skills for chartered finance analysts based on the percentage of resumes they appeared on. For example, 38.7% of chartered finance analyst resumes contained cfa as a skill. Continue reading to find out what skills a chartered finance analyst needs to be successful in the workplace.

8 chartered finance analyst skills for your resume and career

1. CFA

Here's how chartered finance analysts use cfa:

Deployed evaluation procedures and techniques to grading the essay portions of Level III CFA Examinations.
Represent the University of Wisconsin in a regional CFA competition against 8 other Universities

2. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how chartered finance analysts use financial statements:

Analyzed financial statements and provided improvement recommendations
Coordinated and prepared all monthly, quarterly and annual consolidated financial statements and related data for parent and non-regulated holding company.

3. Web-Parts

Here's how chartered finance analysts use web-parts:

Developed custom Workflows, custom Web-Parts and Event Handlers using C# .net.

4. SQL Server

Here's how chartered finance analysts use sql server:

Created SQL Server 2005 data warehouse to store Monthly Revenue Schedules for the company and its units.
Perform SQL Server DBA duties which included performing backup and restoration of SQL Server databases.

5. Templates

Here's how chartered finance analysts use templates:

Deployed List instances, List types, Menu commands, Page Templates, Page instances and Event Receivers.
Worked on List templates, Site templates and Site definitions to customize the SharePoint Portal.

6. Power-Shell

Here's how chartered finance analysts use power-shell:

Developed Power-Shell Scripting for various tasks.

Choose from 10+ customizable chartered finance analyst resume templates

Build a professional chartered finance analyst resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your chartered finance analyst resume.

7. SharePoint

Here's how chartered finance analysts use sharepoint:

Simplified Purchase Requisition Creation process and implemented training to multiple business units on SharePoint and a unified Central Team process.
Coordinated DFM SharePoint information/calendar into Financial Management SharePoint site.

8. Custom Forms

Here's how chartered finance analysts use custom forms:

Designed and developed custom forms using InfoPath 2007/2010 and list form customizations.

What skills help Chartered Finance Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What chartered finance analyst skills would you recommend for someone trying to advance their career?

Jarrad Harford Ph.D.

Professor of Finance, University of Washington

They should try to enhance the practical skills to complement the foundational knowledge they learned in college. So, this could include spreadsheet modeling, programming in R, expertise with Bloomberg terminals, etc. There are plenty of online courses that can help with these types of practical skills.

What type of skills will young chartered finance analysts need?

Dr. Reid Cummings

Associate Professor of Finance & Real Estate, University of South Alabama

As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.

Do you want to know more?

List of chartered finance analyst skills to add to your resume

The most important skills for a chartered finance analyst resume and required skills for a chartered finance analyst to have include:

CFA
Financial Statements
Web-Parts

SQL Server
Templates
Power-Shell

SharePoint
Custom Forms

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse business and financial jobs