12 Finance Analyst Resume Examples

Five Key Resume Tips For Writing A Finance Analyst Resume:

1.
Relevant Experience
Make sure that the jobs, experience, and accolades that you include are relevant to the position you’re applying for.
2.
The Right Skills
This is a great time to run wild with those keywords from the job description. For example, if they’re looking for someone with experience in Financial Statements, be sure to list it in your resume’s skills section.
3.
Quantifiable Achievements
Your workplace accomplishments tell the story of the unique value you bring to an organization. Stay away from dry descriptions of job duties. Use numbers to help contextualize your achievements..
4.
ATS-Friendly
An applicant tracking system (ATS) is a piece of software employers use to collect, scan, organize, and rank applications. The key to getting your resume past ATS and into the hands of hiring managers is smart keyword usage.
5.
Impeccable Formatting
Formatting a resume so that it looks professional and attractive is important. With Zippia’s resume builder, you can put together a modern-looking resume in less than 10 minutes. Just choose a resume template that suits your style, answer some questions about your background, and you’ll have a resume that’ll pass muster with both the ATS and the hiring manager.
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Choose From 10+ Customizable Finance Analyst Resume templates

Zippia allows you to choose from different easy-to-use Finance Analyst templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Finance Analyst resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

 
Margaret Brown
Finance Analyst
Contact Information
College Park, MD
(960) 555-0021
mbrown@example.com
Skills
  • Adequate Liquidity
  • Special Projects
  • Project Management
  • Financial Policies
  • Financial Statements
  • Treasury Management
  • Mergers
  • Financial Institutions
  • Financial Transactions
  • SAS
 
 
Employment History
Finance Analyst2014 - Present
American Red Cross
College Park, MD
  • Analyzed compensation and benefits, productivity rates, financial ratios and prepared audit schedules.
  • Supported external clients with special projects, including providing in-depth project specific production forecasting.
Treasury Analyst2005 - 2014
Booz Allen Hamilton
College Park, MD
  • Created analyses and tracking worksheets to ensure accurate financial statements and proper historical data documentation.
  • Facilitated knowledge transfer by establishing financial analyst procedures tailored specifically to contract and provided hands-on training.
  • Prepared and maintained financial statements.
  • Produced and analyzed Financial Statements.
  • Supported analysis of federal financial statements and accompanying data.
Finance Management Analyst2003 - 2005
United States Department of Defense
College Park, MD
  • Analyzed and established efficient logistics.
  • Prepare financial statements that result in clean compilation, as well as reconciliations when necessary.
  • Provided guidance on proposed budget-related laws, regulations, policies, and procedures.
  • Advise on work methods, practices, procedures, and supports senior leadership in identifying the components of a viable solution.
  • Prepared budget reports and narratives.
  • Oversee, process and monitor the execution of the annual budget.
Education
Bachelor's Degree of Accounting2000 - 2003
University of Maryland - College Park
College Park, MD
 
 
Jean Shaw
Finance Analyst
Contact Info
Armonk, NY
(480) 555-6726
jshaw@example.com
Skills
Pitch Books
Project Performance
Customer Service
Financial Goals
Ad-Hoc Analysis
Financial Objectives
Co-Op
Financial Statements
Credit Analysis
Portfolio
Employment History
Finance Analyst2011 - Present
IBMArmonk, NY
  • Hired as Financial Analyst upon completion of Master's Degree and was promoted over time to Program Manager.
  • Liaised between Financial Systems Architects and End Users.
  • Formulated financial models detailing pro-forma financial statements forecasting 5-10 years forward.
  • Analyze forensic and other pertinent data from multiple OS platforms including Linux, AIX, Windows, and other operating systems.
  • Managed accounting data ensuring accurate financial records and data in accordance with GAAP rules.
Finance Associate2005 - 2011
CitiNew York, NY
  • Excelled in cross selling bank products and services, compliance and client relations.
  • Processed routine financial transactions for clients including Wire transfers, redemption/exchange of foreign currency.
  • Prepared quarterly and year-end GAAP financial statements and other supporting schedules, including financial highlights.
  • Managed a portfolio of $200MM in AUMs for high net worth offshore Latin American clients.
Equity Analyst2002 - 2004
JPMorgan ChaseChicago, IL
  • Delivered a PowerPoint presentation to managing directors and then submitted my report to the Federal Reserve.
  • Supported a team of three Portfolio Managers managing ~$400 AUM in value-oriented, tax aware investment strategies !
  • Project management to ensure that Standard Operating Procedures are updated from the Credit Risk group s transition.
  • Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force.
Education
Master's Degree of Business2004 - 2005
Strayer UniversityWashington, DC
Bachelor's Degree of Business1999 - 2002
Liberty UniversityLynchburg, VA
 
 
Janet Tucker
Finance Analyst
Saint Louis, MO
(690) 555-6893
jtucker@example.com
Experience
Finance Analyst2019 - Present
VerizonSaint Louis, MO
  • Developed annual budget requirements and partnered with business planning during the target setting process.
  • Placed and followed-up on Work Flow Management System Task Manager requests.
  • Documented business processes and analyzed procedures to see that they would meet changing business needs.
Finance Analyst2014 - 2019
BoeingSaint Louis, MO
  • Develop comprehensive strategic plans and business plans using business development, marketing, sales and programmatic inputs.
  • Designed Excel financial models for return-on-investment, cash flow, financial forecasting, a and lease-vs-buy?nalysis.
  • Utilize historical and forecast data to demonstrate trend analysis, earned value management, variance analysis and risk assessments.
  • Develop Long Range Business Plan for multi-program business area.
Real Estate Internship2013 - 2014
Coldwell Banker FloridaChicago, IL
  • Conducted daily searches using MLS system.
  • Researched, analyzed, and performed valuations on commercial real estate assets.
  • Helped buyers and seller in the process of real estate sales.
  • Locate and assess real estate properties for purchase and rehab.
  • Managed outsourced attorneys, architectural, engineering and title companies.
  • Design and execute fully scalable pro forma and operating models that analyze and grade potential acquisitions of multi-family real estate communities.
Skills
Balance SheetCpffCustomer ServiceReal EstateExternal AuditorsLegal DocumentsSpecial ProjectsTitle CompaniesFinancial StatementsSQL
Education
Bachelor's Degree In Finance2010 - 2013
University of Illinois at ChicagoChicago, IL
 
 
Amy Cunningham
Finance Analyst
Employment History
Finance Analyst2019 - Present
Merck & Co.Main, PA
  • Help drive data-oriented decision making by deploying efficient data analysis techniques and tools for the production plan in financial terms.
  • Project Team Leader for stock option process redesign.
  • Served as key contact for all audits interfacing with both Internal and External auditors.
Finance Executive2014 - 2019
First KeystoneMain, PA
  • Researched and resolved problems identified on accounts for internal and external customers.
  • Analyzed monthly financial statements; identified and explained significant budget-to-actual-variances.
  • Managed licensed platform specialists and trained them to sell insurance and investment products.
  • Implemented and reviewed policies and procedures based on regulatory changes, internal audits, and examinations by regulatory agencies.
Summer Analyst2011 - 2014
Merck & Co.Main, PA
  • Performed resource estimations and analysis in support of trial execution derived from consolidated clinical portfolio prioritization plans.
  • Created telecom documentation procedures for all Medco locations.
  • Develop guidance documents to ensure compliance with expense reporting and procurement requirements.
  • Provided monthly franchise cycle data scrub and maintenance of portfolio plans.
Education
Bachelor's Degree In Finance2008 - 2011
Pennsylvania State UniversityMain, PA
 
 
Contact Information
Main, PA
(240) 555-4014
acunningham@example.com
Skills
Due Diligence
Institutional Clients
Bank Products
Financial Models
Business Development
Income
Financial Institutions
Strategic Plan
Project Management
Capital Expenditures
 
 
Christian Sims
Finance Analyst
Islandia, NY
(420) 555-8584
csims@example.com
Skills
Rate CasesFinancial ModelsLaw EnforcementFinancial StatementsVariance AnalysisFinancial GoalsSQLInsurance CompaniesGovernment ContractsData Analysis
 
 
Employment History
Finance Analyst2019 - Present
CitiIslandia, NY
  • Document procedures, perform Audits, manage performance databases/spreadsheets, and input timesheets.
  • Provided product knowledge regarding banking products and crossed sold banking benefits based on client needs.
  • Implement and monitor controls of the department to comply with organizations policies and procedures.
Rate Analyst2017 - 2019
CitiNew York, NY
  • Complete reports linked to anti-money laundering alerts.
  • Participated in activities related to compliance with procedures and controls.
  • Experience with SharePoint, Military Portal, and other foreclosure databases.
Finance/Accounting Analyst2015 - 2017
MORGAN FINANCIALNew York, NY
  • Validated accuracy of financial statements as well as all relative information from income estimate through close process.
  • Administered and reviewed the annual self-assessment and financial performance attestation questionnaires (FDICIA requirement).
  • Prepared and reviewed financial statements and audit packages on a semi-annual and annual basis for back-up and audit purposes.
  • Monitor financial position of risks via pursuit and analysis of interim financial statements and work in progress data as appropriate.
  • Analyzed and briefed $1B benefit plan financial statements and made financial recommendations to senior management.
Education
Bachelor's Degree of Finance2012 - 2015
Baruch College of the City University of New YorkNew York, NY
 
 
Margaret Brown
Finance Analyst
Contact Information
College Park, MD
(960) 555-0021
mbrown@example.com
Skills
  • Adequate Liquidity
  • Special Projects
  • Project Management
  • Financial Policies
  • Financial Statements
  • Treasury Management
  • Mergers
  • Financial Institutions
  • Financial Transactions
  • SAS
 
 
Employment History
Finance Analyst2014 - Present
American Red Cross
College Park, MD
  • Analyzed compensation and benefits, productivity rates, financial ratios and prepared audit schedules.
  • Supported external clients with special projects, including providing in-depth project specific production forecasting.
Treasury Analyst2005 - 2014
Booz Allen Hamilton
College Park, MD
  • Created analyses and tracking worksheets to ensure accurate financial statements and proper historical data documentation.
  • Facilitated knowledge transfer by establishing financial analyst procedures tailored specifically to contract and provided hands-on training.
  • Prepared and maintained financial statements.
  • Produced and analyzed Financial Statements.
  • Supported analysis of federal financial statements and accompanying data.
Finance Management Analyst2003 - 2005
United States Department of Defense
College Park, MD
  • Analyzed and established efficient logistics.
  • Prepare financial statements that result in clean compilation, as well as reconciliations when necessary.
  • Provided guidance on proposed budget-related laws, regulations, policies, and procedures.
  • Advise on work methods, practices, procedures, and supports senior leadership in identifying the components of a viable solution.
  • Prepared budget reports and narratives.
  • Oversee, process and monitor the execution of the annual budget.
Education
Bachelor's Degree of Accounting2000 - 2003
University of Maryland - College Park
College Park, MD
 
 
Jean Shaw
Finance Analyst
Contact Info
Armonk, NY
(480) 555-6726
jshaw@example.com
Skills
Pitch Books
Project Performance
Customer Service
Financial Goals
Ad-Hoc Analysis
Financial Objectives
Co-Op
Financial Statements
Credit Analysis
Portfolio
Employment History
Finance Analyst2011 - Present
IBMArmonk, NY
  • Hired as Financial Analyst upon completion of Master's Degree and was promoted over time to Program Manager.
  • Liaised between Financial Systems Architects and End Users.
  • Formulated financial models detailing pro-forma financial statements forecasting 5-10 years forward.
  • Analyze forensic and other pertinent data from multiple OS platforms including Linux, AIX, Windows, and other operating systems.
  • Managed accounting data ensuring accurate financial records and data in accordance with GAAP rules.
Finance Associate2005 - 2011
CitiNew York, NY
  • Excelled in cross selling bank products and services, compliance and client relations.
  • Processed routine financial transactions for clients including Wire transfers, redemption/exchange of foreign currency.
  • Prepared quarterly and year-end GAAP financial statements and other supporting schedules, including financial highlights.
  • Managed a portfolio of $200MM in AUMs for high net worth offshore Latin American clients.
Equity Analyst2002 - 2004
JPMorgan ChaseChicago, IL
  • Delivered a PowerPoint presentation to managing directors and then submitted my report to the Federal Reserve.
  • Supported a team of three Portfolio Managers managing ~$400 AUM in value-oriented, tax aware investment strategies !
  • Project management to ensure that Standard Operating Procedures are updated from the Credit Risk group s transition.
  • Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force.
Education
Master's Degree of Business2004 - 2005
Strayer UniversityWashington, DC
Bachelor's Degree of Business1999 - 2002
Liberty UniversityLynchburg, VA
 

What Should Be Included In A Finance Analyst Resume

1

1. Add Contact Information To Your Finance Analyst Resume

Your name should be the biggest text on the page and be at or near the top of the document.

Your address doesn't need to include your street name or house number - listing your city and state works just fine.

Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching).

Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

Finance Analyst Resume Contact Information Example #1
JANE MOORE
Montgomery, AL 36043| 333-111-2222 | jane.moore@email.com

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2

2. Add Your Relevant Education To The Resume

Your resume's education section should include:

  • The name of your school
  • The date you graduated (Month, Year or Year are both appropriate)
  • The name of your degree
If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

  • Academic awards (Dean's List, Latin honors, etc. )
  • GPA (if you're a recent graduate and your GPA was 3.5+)
  • Extra certifications
  • Academic projects (thesis, dissertation, etc.)

Other tips to consider when writing your education section include:

  • If you're a recent graduate, you might opt to place your education section above your experience section
  • The more work experience you get, the shorter your education section should be
  • List your education in reverse chronological order, with your most recent and high-ranking degrees first
  • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Majors
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Finance Analyst Resume Relevant Education Example #1
Bachelor's Degree In Accounting 2014 - 2016
University of Maryland - College Park College Park, MD
Finance Analyst Resume Relevant Education Example #2
Master's Degree In Business 2014 - 2016
Strayer University Washington, DC
3

3. Next, Create A Finance Analyst Skills Section On Your Resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

  • Include 6-12 skills, in bullet point form
  • List mostly hard skills; soft skills are hard to test
  • Emphasize the skills that are most important for the job
Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Top Skills for a Finance Analyst
Source: Zippia.com
Not sure which skills are really important?
3 Big Tips For Listing Skills On Your Resume
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4

4. List Your Finance Analyst Experience

The most important part of any resume is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of engineers" and "Managed a team of 6 engineers over a 9-month project."

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

What experience really stands out on Finance Analyst resumes?

Kim Tan Ph.D.

Professor, Accounting, Chair, California State University - Stanislaus

Membership in student clubs. Leadership position in a student organization. Recipient of scholarship. Some work experience or internship.Show more


Work History Example # 1
Finance Analyst
Johnson & Johnson
  • Deployed improved and standardized metrics methodologies to pharmaceutical affiliate Site Coordinators and trained them on all new policies and procedures.
  • Redesigned foreign affiliate intercompany sales report.
  • Purchased and configured Dell Servers and Workstations, installed Windows XP and 2003 Enterprise Server with Active Directory.
  • Reported 2013 year standard cost changes within Johnson & Johnson Standard Cost Reporting program.
  • Prepared PowerPoint presentations for upper level management that demonstrated the financial performance of the group.

Work History Example # 2
Finance Analyst
AT&T
  • Analyzed and interpreted variances to actual, budget, and forecast and communicated material explanations to the CFO.
  • Prepared and created daily, weekly and bi-weekly reports to keep company and vendors abreast of all business development activity.
  • Handled escalations on order discrepancies including incorrect equipment, wrong rate plans applied or billing issues.
  • Developed user interface using JSP, HTML, Java script, JQuery.
  • Established SharePoint site with real-time data on Employee Disaster Relief program.

Work History Example # 3
Financial Analyst Internship
Lockheed Martin
  • Acted as the primary point of contact and lead analyst responsible for various program functions and data interpretation/presentation.
  • Coded webpages for the RIMSonline GUI using a combination of PHP, JavaScript, HTML, and CSS.
  • Worked with 48-month Integrated Master Plan and Integrated Master Schedule for Engineering and Manufacturing Development phase of new aircraft.
  • Facilitated migration of webserver to Windows Server 2008 and IIS.
  • Performed Weekly Earned Value calculations using integrated cost and scheduling software.

Work History Example # 4
Financial Analyst Internship
Merrill Co
  • Prepared equity research department materials for the morning sales force meeting.
  • Advised and educated clients on Equity, Bonds, Mutual Fund and Options investments.
  • Analyzed Exchange to determine stability/customization needed to satisfy Merrill's enterprise-wide email requirements
  • Established a strong client relationship by guiding clients on an offshore fishing excursion in the Gulf of Mexico.
  • Developed charts/graphs specifically for PowerPoint presentations including sales points, firm history, and client specific information.

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5

5. Highlight Your Finance Analyst Certifications On Resume

Certifications can be a powerful tool to show employers that you know your stuff. If you have any of these certifications, make sure to put them on your finance analyst resume:

  1. Certified Management Accountant (CMA)
  2. Chartered Financial Analyst (CFA)
  3. Certified Resume Specialist: Accounting and Finance (CRS+AF)
  4. Project Management Professional (PMP)
  5. Chartered Certified Accountant (ACCA)
  6. Certified in Financial Management
  7. International Accredited Business Accountant (IABA)
  8. Chartered Global Management Accountant (CGMA)
  9. Certified Financial Risk Manager (FRM)
  10. Certified Associate in Project Management (CAPM)

6

6. Finally, Add A Summary Or Objective Statement

A resume summary statement is a 1-3 sentence spiel at the top of your resume that quickly summarizes who you are and what you have to offer. In this section, include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to address skills and experiences that are emphasized in the job description.

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Updated October 6, 2021