11 Entry-Level Financial Analyst Resume Examples for 2025

Creating a resume for entry-level financial analyst positions can seem tough. We provide real resume examples and strategic advice. You will learn key sections, essential skills, and proper formatting. Discover what hiring managers look for and how to present your achievements clearly.

  Compiled and approved by Grace Abrams
  Last updated on See history of changes

  Next update scheduled for

At a Glance

Here's what we see in the best resumes for financial analysts:

  • Show Impact With Numbers: The best resumes use numbers to show impact. Common metrics include revenue growth, cost reduction, budget accuracy, and investment returns. These metrics prove value to employers.

  • Include Relevant Skills From Job Descriptions: Include skills on your resume that you have and are mentioned on the job description. Some popular ones are financial modeling, data analysis, Excel, SQL, and forecasting. But don't include all of them, choose the ones you have and are mentioned in the JD.

  • Highlight Internships And Projects: Employers like to see practical experience. Use phrases like analyzed market trends or created financial models to show what you did in internships or projects.

Example #1

Entry-Level Financial Analyst
Resume Sample

Your Name
Entry-Level Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Bank of America January 2022 - Present
Financial Analyst Intern
Developed financial models that improved forecasting accuracy by 15%, resulting in better budget allocations.
Analyzed quarterly financial reports and identified cost-saving opportunities, reducing departmental expenses by 8%.
Collaborated with senior analysts to prepare investment reports, contributing to a portfolio that grew by 10% YOY.
Streamlined data collection processes using Python, reducing data processing time by 25% and increasing team efficiency.
Utilized advanced Excel functions to automate financial reporting, saving 10 hours per week.
JP Morgan Chase July 2021 - December 2021
Financial Analyst Intern
Conducted variance analysis on monthly expenditure, leading to a 5% reduction in operational costs.
Prepared financial statements according to GAAP, enhancing the accuracy of annual reports by 10%.
Supported the investment team by assessing the financial viability of new projects, contributing to an 8% ROI.
Resume Worded August 2020 - June 2021
Junior Accountant
Enhanced the efficiency of auditing processes using QuickBooks, reducing audit completion time by 15%.
Analyzed revenue streams and identified areas for improvement, leading to a 12% increase in profitability.
Assisted in the preparation of tax returns, ensuring compliance and securing $20,000 in tax savings for clients.
Coached.com June 2019 - July 2020
Finance Intern
Compiled financial reports for bi-monthly reviews, streamlining the report generation process and saving 5 hours per week.
Implemented data visualization tools like Tableau, improving the clarity of financial presentations by 20%.
Assessed market trends to provide data-driven recommendations, resulting in a 7% increase in investment returns.
EDUCATION
Resume Worded Institute December 2021
Chartered Financial Analyst (CFA) - Level I
Completed rigorous finance and investment training
Part-time studies alongside full-time internship
Resume Worded University May 2020
Bachelor of Science in Finance
Specialization in Quantitative Analysis
Cum Laude - GPA: 3.8/4.0
SKILLS
Financial Modeling: Excel, VBA, Python (NumPy, pandas), Bloomberg Terminal, DCF, Monte Carlo Simulations
Data Analysis: SQL, R, MATLAB, SPSS, Tableau, Power BI
Statistical Techniques: Regression Analysis, Time-Series Analysis, Hypothesis Testing, Factor Analysis, ANOVA
Languages: English (Native), Spanish (Conversational)

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Example #2

Entry-Level Financial Analyst
Resume Sample

Your Name
Entry-Level Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Wells Fargo January 2022 - Present
Financial Analyst Intern
Created detailed financial spreadsheets that improved quarterly forecast accuracy by 12%, influencing strategic planning.
Analyzed customer data trends using SQL, leading to the identification of high-value clients and a 10% increase in retention rates.
Collaborated with finance managers to develop budget plans, optimizing resource allocation and reducing inefficiencies by 15%.
Automated financial reporting processes with VBA, saving 8 hours of manual work per week and increasing productivity.
Provided analytical support for investment decisions, contributing to a 5% growth in portfolio value.
Goldman Sachs June 2020 - December 2021
Finance Associate
Conducted in-depth financial analysis for investment projects, contributing to a 10% increase in ROI.
Used financial modeling to predict market trends, resulting in improved investment strategies and 7% higher returns.
Streamlined financial data collection, decreasing data entry errors by 20%.
Resume Worded July 2018 - May 2020
Junior Financial Analyst
Enhanced financial forecasting using statistical analysis, leading to a 6% improvement in budget accuracy.
Collaborated with cross-functional teams to assess financial performance, resulting in a 3% savings in operational costs.
Prepared monthly financial statements, ensuring compliance with regulatory standards and increasing report accuracy by 15%.
Coached.com May 2017 - June 2018
Finance Intern
Developed financial dashboards with Power BI, enhancing data visualization and decision-making processes by 10%.
Assisted in the evaluation of financial risks, contributing to a 5% reduction in potential losses.
Conducted market research to identify investment opportunities, supporting strategy development and increasing potential ROI by 4%.
EDUCATION
Resume Worded Institute December 2021
Chartered Financial Analyst (CFA) - Level I
Achieved above 90th percentile on all sections
Participated in the investment strategies workshops
Resume Worded University May 2016
Bachelor of Science in Finance
Cum Laude, GPA: 3.8/4.0
Relevant coursework: Advanced Financial Modeling, Econometrics
SKILLS
Financial Analysis: Quantitative Analysis, Cost Accounting, Risk Assessment, Financial Reporting, ROI Analysis, Budgeting
Technical Skills: Advanced Excel, Stata, QuickBooks, SAP, Oracle, SQL
Modeling & Valuation: DCF Valuation, Comparable Company Analysis, Precedent Transactions, Leveraged Buyout (LBO)
Software & Tools: Tableau, Bloomberg Terminal, MATLAB, Microsoft Access, VBA, Python (Basic)
OTHER
Certifications: Series 7 and Series 63 licenses
Leadership & Volunteering: Volunteer Tax Preparer for VITA Program, Finance Mentor for local high school
Projects:
Training: Completed intensive investment banking training program by Wall St. Prep

Highlight your education early

If you are seeking a position as an entry-level finance analyst, show your educational background at the top of your resume. This is important if your degree is in a field directly related, like finance, economics, or accounting. It tells the hiring manager that you have the foundation needed for the job. Make sure to list any relevant coursework or projects that demonstrate your skills.

For those who have recent educational achievements like a master's degree or special certifications, highlighting these can show a commitment to the industry. Include details like GPA, honors, or awards only if they are particularly strong. If you have practical experience from internships or part-time jobs in finance, list them directly after your education to build a well-rounded profile.

Example #3

Entry-Level Financial Analyst
Resume Sample

Your Name
Entry-Level Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Citibank January 2022 - Present
Financial Analyst Intern
Created financial models that improved project cost estimations by 18%, enhancing budget planning accuracy.
Analyzed financial statements to identify trends, contributing to strategic decisions that reduced costs by 12%.
Implemented automated data processing with Excel macros, saving 7 hours per week in manual entry tasks.
Participated in quarterly financial reviews, providing insights that improved financial performance by 10%.
Presented financial data to stakeholders, increasing transparency and trust in financial processes by 15%.
Morgan Stanley July 2021 - December 2021
Finance Intern
Prepared financial reports in compliance with SEC regulations, increasing report approval rate by 10%.
Conducted quantitative analysis on investment portfolios, aiding in the decision-making process and achieving a 6% higher return rate.
Optimized data collection methods, resulting in a 15% improvement in data accuracy.
Resume Worded August 2020 - June 2021
Accounting Intern
Analyzed revenue and expenditure trends, identifying inefficiencies and improving budgeting accuracy by 12%.
Utilized Sage software to streamline accounting processes, reducing processing time by 20%.
Supported end-of-month financial closures, decreasing error rates by 8% and saving 12 hours monthly.
Coached.com June 2019 - July 2020
Finance Assistant
Prepared detailed spreadsheets for financial analysis, increasing data reliability by 10%.
Implemented financial reporting tools, improving the timeliness of reports by 20%.
Assisted in the preparation of annual budgets, contributing to a 5% reduction in overall expenses.
EDUCATION
Resume Worded University May 2022
Bachelor of Science in Finance
Relevant coursework: Financial Analysis, Investment Management
Dean's List 2021 (Top 10%)
Resume Worded Institute June 2021
Chartered Financial Analyst (CFA) - Level I
Passed on first attempt
SKILLS
Financial Modeling: DCF, NPV, LBO, M&A, Monte Carlo Simulation, Variance Analysis
Financial Analysis: Financial Modeling, Valuation, Risk Assessment, Financial Statement Analysis, Financial Forecasting, Budgeting
Data Analysis: Excel (Advanced), Power BI, SQL, Python (pandas, numpy), Tableau, Bloomberg Terminal
Software & Tools: Excel (Advanced), Bloomberg Terminal, SAP, QuickBooks, SQL, Power BI
Accounting Software: QuickBooks, Sage 50 Accounting, FreshBooks, Xero, Zoho Books, Wave
Certifications: Certified Financial Analyst (CFA) Level I, Financial Risk Manager (FRM)
Financial Regulations: GAAP, Sarbanes-Oxley (SOX), SEC Filings, Basel III, Dodd-Frank, FATCA
Languages: English (Native), Spanish (Conversational)
OTHER
Certifications: Introduction to Data Analytics, Coursera (May 2020)
Certifications: Bloomberg Market Concepts (BMC) Certification (2021)
Volunteering: Volunteer Financial Advisor, Resume Worded Community Center (2020 - Present)
Technical Training: Advanced Financial Modeling & Valuation Course – Corporate Finance Institute (2020)
Awards: Morgan Stanley Intern of the Quarter (Q3 2021)
Leadership & Volunteering: Treasurer for Resume Worded Finance Club, Oversaw budget of $20k (2018-2020)
Projects: Developed a financial model for a startup, leading to successful seed funding
Professional Memberships: Member of CFA Institute, Association for Financial Professionals (AFP)

Highlight financial internships

For a position as a financial analyst, internships can be as valuable as full-time experience. Highlight any internships where you performed financial analysis or related tasks.

Include specific projects or results from your internships. For example, if you helped with budgeting or financial reports, detail that experience to make your resume stand out.

Example #4

Junior Financial Analyst
Resume Sample

Your Name
Junior Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Ernst & Young January 2022 - Present
Junior Financial Analyst
Developed financial models to forecast growth trends, increasing budget accuracy by 15%.
Assisted senior analysts in the preparation of quarterly financial statements, reducing errors by 10%.
Conducted variance analysis, identifying cost-saving opportunities that reduced department expenses by 8%.
Used Python to automate data analysis processes, saving 12 hours per week.
Collaborated with team members to compile detailed financial reports, improving report timeliness by 20%.
Resume Worded July 2021 - December 2021
Finance Assistant
Compiled and analyzed financial data for monthly reviews, increasing report accuracy by 10%.
Enhanced financial tracking systems, reducing data entry errors by 15%.
Supported budget preparation processes, contributing to a 5% reduction in operational costs.
Coached.com August 2020 - June 2021
Accounting Intern
Prepared financial statements and reports, improving compliance with regulations by 12%.
Assisted in the audit process, reducing audit completion time by 10%.
Utilized QuickBooks to streamline accounting tasks, increasing efficiency by 15%.
PwC June 2019 - July 2020
Finance Intern
Implemented data analysis tools to identify investment opportunities, increasing potential ROI by 7%.
Developed financial dashboards for real-time reporting, improving data visualization by 20%.
Assisted in financial risk assessments, contributing to a 5% reduction in potential losses.
EDUCATION
Resume Worded University May 2021
Master of Science in Finance
Specialization in Corporate Finance
Recipient of the Resume Worded Scholar Award for Academic Excellence
Resume Worded Academic Center December 2020
Chartered Financial Analyst (CFA) - Level I
Successfully completed Level I examination
Part-time study while working full-time
SKILLS
Financial Analysis: Variance Analysis, ROI Analysis, Trend Forecasting, Cost Management, Budgeting, Financial Reporting
Accounting Software: QuickBooks, FreshBooks, Xero, Wave, Zoho Books, Sage 50cloud
Data Analysis Tools: Excel (Advanced), Power BI, Tableau, SQL (Intermediate), Python (Pandas & NumPy), VBA
Regulatory Compliance: GAAP, Sarbanes-Oxley (SOX), SEC Reporting, IFRS, Dodd-Frank, Basel III
OTHER
Certifications: Financial Risk Manager (FRM) Part I passed (2022)
Leadership & Volunteering: Treasurer at Resume Worded Non-Profit Organization, Financial Literacy Workshop Facilitator
Professional Development:
Awards: Ernst & Young Analyst of the Quarter (Q3 2022), PwC Outstanding Intern Award (2020)

Making your resume readable

Your resume's readability is crucial. Hiring managers often skim through resumes quickly. Use a clear font and size that makes your resume easy to read. Avoid tiny margins or small fonts. Instead, it's better to present your qualifications clearly, even if it means using a second page for overflow information.

For your financial analyst role, your resume's first page should focus on your most relevant skills, such as data analysis and understanding of financial modeling. Be sure the most important information catches the eye right away. If you have additional information that showcases your fit for the role, consider a second page, but only if it adds substantive value to your candidacy.

Example #5

Senior Financial Analyst
Resume Sample

Your Name
Senior Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs January 2020 - Present
Senior Financial Analyst
Led a team of junior analysts in developing financial forecasts, increasing accuracy by 20% and project ROI by 15%.
Conducted comprehensive market analysis, identifying strategic investment opportunities, resulting in a 10% portfolio growth.
Streamlined financial reporting processes with automation tools, saving 30 hours per month and reducing errors by 25%.
Collaborated with senior management on financial planning, optimizing budget allocations and reducing costs by 12%.
Provided training and mentorship to junior staff, improving overall team performance by 10%.
Morgan Stanley May 2017 - December 2019
Financial Analyst
Developed financial models to support long-term planning and investment decisions, increasing accuracy by 15%.
Analyzed quarterly financial data, identifying trends and providing actionable recommendations that led to a 7% increase in revenue.
Implemented advanced Excel functions to automate data processes, reducing manual entry time by 25%.
Resume Worded July 2015 - April 2017
Junior Financial Analyst
Conducted variance analysis and reported findings to senior management, contributing to a 5% reduction in expenses.
Supported the preparation of financial statements, ensuring compliance and reducing errors by 12%.
Utilized Power BI for data visualization, improving the clarity of financial presentations by 15%.
Coached.com June 2014 - June 2015
Financial Analyst Intern
Assisted in the development of financial reports, improving timeliness and accuracy by 10%.
Implemented automated solutions for data processing, reducing reporting time by 20%.
Conducted market research to inform investment strategies, contributing to a 5% increase in ROI.
EDUCATION
Resume Worded University May 2020
Master of Business Administration (MBA) - Finance
Part-time while working at Goldman Sachs
Resume Worded University May 2015
Bachelor of Science - Finance
Dean's List 2013-2015 (Top 10%)
SKILLS
Financial Modeling & Analysis: DCF, NPV, LBO, M&A, Monte Carlo Simulation, CAPM
Financial Analysis Tools: Bloomberg Terminal, MS Excel (Advanced), QuickBooks, SAP, Oracle Hyperion, Tableau
Data Analysis Tools: Excel (Advanced, VBA & Macros), SQL, Tableau, SAS, Stata, Bloomberg Terminal
Financial Techniques: Financial Modeling, Budgeting & Forecasting, Valuation (DCF, Comps), Mergers & Acquisitions, Risk Management, Financial Reporting
Programming & Scripts: SQL, VBA, Python (for Finance), R (Data Analysis), MATLAB, SAS
Statistical Software: SPSS, EViews, R (Time Series Analysis Package)
Languages: English (Native), Spanish (Conversational)
Reporting & Compliance: GAAP, IFRS, SOX Compliance, Financial Reporting, Hyperion, QuickBooks
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level II
Certifications: Chartered Financial Analyst (CFA) - Level II (2019)
Leadership & Volunteering: Finance Club (President), Goldman Sachs Community TeamWorks (Volunteer)
Industry Contributions: Published Article: 'Leveraging Econometrics in Portfolio Management' in Finance & Risk Review (2021)
Professional Affiliations: Member of the Association for Financial Professionals, CFA Society New York
Continuous Learning: Advanced Financial Modeling & Valuation Course - Wall Street Prep (2018), Risk Management Course - NYIF (2020)

Certifications to boost your resume

Consider obtaining certifications like CFA Level 1 or financial modeling courses. These credentials can set you apart from other entry-level candidates.

List these certifications prominently on your resume. It shows your commitment to the field and helps you gain a competitive edge.

Example #6

Entry-Level Financial Analyst with Data Analysis specialization
Resume Sample

Your Name
Entry-Level Financial Analyst with Data Analysis specialization
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Bank of America January 2022 - Present
Financial Analyst Intern
Analyzed financial data using Python, improving the accuracy of forecasting models by 15%.
Conducted detailed variance analysis, reducing departmental expenses by 10%.
Collaborated with data science team to develop predictive financial models, increasing investment returns by 7%.
Utilized SQL to extract and analyze large datasets, saving 10 hours per week in data processing.
Implemented data visualization techniques using Tableau, enhancing the clarity of financial presentations by 20%.
Resume Worded June 2021 - December 2021
Data Analyst Intern
Developed data dashboards that improved decision-making processes, leading to a 10% increase in efficiency.
Conducted data cleaning and preprocessing, reducing data inconsistencies by 15%.
Analyzed customer data to identify market trends, contributing to a 5% increase in product sales.
Coached.com August 2020 - May 2021
Finance Assistant
Prepared financial reports using advanced Excel functions, improving accuracy by 12%.
Collaborated with the finance team to analyze cost structures, identifying opportunities for a 10% cost reduction.
Assisted in the automation of financial data collection, saving 8 hours per week.
PwC June 2019 - July 2020
Research Assistant
Conducted extensive market research to support financial analysis, increasing the reliability of investment predictions by 7%.
Utilized R for data analysis, enhancing the accuracy and depth of research outcomes by 15%.
Developed and presented research reports that informed strategic decisions, leading to a 5% improvement in project outcomes.
EDUCATION
Resume Worded University May 2021
Bachelor of Science - Finance
Minors in Economics and Data Science
Graduated with honors, Dean's List for 4 semesters
Resume Worded Institute June 2022
Chartered Financial Analyst (CFA) - Level I
Focused on ethics, financial reporting, and investment analysis
SKILLS
Data Analysis: Microsoft Excel, Python (Pandas, NumPy), SQL, R, Tableau, Power BI, Google Analytics
Financial Analysis: Financial Modeling, Budgeting, Forecasting, Valuation, Equity Research, Risk Analysis
Financial Modeling: DCF, NPV, Monte Carlo Simulation, Sensitivity Analysis, LBO, M&A models, Bloomberg Terminal
Data Analysis: SQL, Python (pandas, numpy), Excel (Advanced), R, Tableau, Power BI
Statistical Tools: SPSS, STATA, SAS, MATLAB, EViews, JMP
Tools & Software: Microsoft Office Suite, Bloomberg Terminal, SAS, SPSS, QuickBooks, SAP
Software & Platforms: QuickBooks, Oracle Financial Services, SAP, MS Office Suite, Salesforce
OTHER
Certifications: Microsoft Excel Certification (2019), Google Data Analytics Professional Certificate (2021)
Certifications: Bloomberg Market Concepts (BMC) Certification (2022)
Leadership & Volunteering: Treasurer, Finance Society at Resume Worded University (2020-2021); Fundraised $10,000 for student events
: Treasurer for Local Non-Profit Organization (2019-2021), Financial Literacy Volunteer (2022-Present)
Projects: Developed a financial forecasting model for a local startup, improving revenue predictions by 15%
Projects: Developed a predictive stock price model as part of a Masters Thesis, Yield Curve Analysis for predicting economic movements (2021)
Awards: Recipient of the Resume Worded Academic Excellence Scholarship (2020), Dean's List at Resume Worded University (2019-2021)

Navigating resume screeners

As you apply for entry-level roles in finance analysis, understand that your resume may first be read by software, not a person. These systems, called Applicant Tracking Systems (ATS), sort and rank resumes. To get through this first step, you need to format your resume properly.

Here are some tips to help your resume show up strong in ATS:

  • Use a simple, clean resume format with standard fonts like Arial or Times New Roman. Fancy designs can confuse the ATS.
  • Include keywords from the job description, such as 'financial modeling,' 'data analysis,' or 'risk assessment.' But do not overstuff your resume with them. Use them naturally as you show your skills and experience.

Make sure you highlight your understanding of financial principles and your ability to work with numbers, as these are key for financial analysts even at the entry level. By following these guidelines, you increase the chance that your resume will be seen by a hiring manager.

Example #7

Aspiring Financial Analyst with Diverse Background
Resume Sample

Your Name
Aspiring Financial Analyst with Diverse Background
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Amazon January 2020 - Present
Customer Service Supervisor
Led a team of 15 customer service representatives, improving customer satisfaction ratings by 20%.
Analyzed customer feedback data to identify trends, leading to the implementation of service improvements that reduced complaints by 15%.
Utilized Excel for data tracking and reporting, saving 5 hours per week in manual processing.
Developed training programs, increasing team efficiency by 10% and reducing onboarding time by 25%.
Implemented new scheduling algorithms, optimizing staff utilization and reducing overtime costs by 10%.
Best Buy June 2018 - December 2019
Sales Assistant
Analyzed sales data to identify purchasing trends, contributing to a 12% increase in quarterly sales.
Utilized CRM software to track customer interactions, improving follow-up processes and increasing sales conversion rates by 10%.
Collaborated with marketing team to plan promotional events, driving a 15% increase in foot traffic.
Resume Worded July 2016 - May 2018
Assistant Store Manager
Assisted in budgeting and financial planning, reducing operating costs by 8% and increasing profit margins.
Streamlined inventory management processes, decreasing stock discrepancies by 20%.
Used advanced Excel functions for sales reporting, saving 4 hours per week in manual data entry.
Coached.com June 2015 - June 2016
Finance Intern
Compiled financial data for quarterly reports, improving report accuracy by 10%.
Conducted market research to support financial analysis, leading to informed investment decisions.
Assisted in the preparation of budget plans, contributing to a 5% reduction in expenses.
EDUCATION
Resume Worded University May 2020
Master of Business Administration - Finance
Part-time while working full-time at Amazon
Awards: Dean's List 2019 (Top 10%)
Resume Worded Academic Center June 2016
Bachelor of Science - Finance
Minors in Economics and Business Management
Graduated with Honors
SKILLS
Financial Modeling & Analysis: DCF Valuation, NPV/IRR, Monte Carlo Simulation, Sensitivity Analysis, Pivot Tables, Variance Analysis
Technical Skills: Microsoft Excel (Advanced), SQL, Python (Intermediate), Financial Modeling, Data Analysis, Bloomberg Terminal
Data Management: SQL, Excel (Advanced), Power BI, Tableau, VBA, Bloomberg Terminal
Certifications: Certified Financial Analyst (CFA) Level II, Microsoft Office Specialist: Excel Expert
Financial Software: QuickBooks, FreshBooks, SAP, Oracle Financial Services, Microsoft Dynamics NAV, Hyperion
Statistical Analysis: SPSS, SAS, R, Stata, MATLAB, Python (pandas, numpy)
OTHER
Certifications: Financial Risk Manager (FRM) - Anticipated completion in 2023
Certifications: Certified Financial Analyst (CFA) Level I
Volunteering: Treasurer for Finance for All Nonprofit, Budget Advisor for local small businesses
Leadership & Volunteering: Volunteer Financial Advisor, Resume Worded Community Financial Literacy Program
Projects:
Projects: Led a financial data analysis project at Amazon, which resulted in a 10% increase in operational efficiency
Professional Affiliations: Member of the Global Association of Risk Professionals, Member of the CFA Institute

Make your resume job-specific

When you're applying for an entry-level role in finance, you must show how your past work and studies are good for the job. You tell us how you have strong skills in math and data. These details tell us you're ready for the job.

  • Show your experience with financial software by listing those you've used, like QuickBooks or Microsoft Excel.
  • If you have led a project, even a small one, make sure to share that to show you can manage things and work with a team. Example: Led a team of five in a university project analyzing stock trends.
  • For those changing careers, link your old job to the new one. Show us how you worked with numbers or managed a budget. Example: Managed a retail store's daily accounting.
Example #8

Experienced Portfolio Analyst
Resume Sample

Your Name
Experienced Portfolio Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
J.P. Morgan Chase & Co. March 2020 - Present
Senior Portfolio Analyst
Developed a comprehensive portfolio management strategy that increased annual portfolio returns by 12%, utilizing advanced financial modeling techniques and risk assessment tools.
Led a team of junior analysts in conducting in-depth market research, resulting in the identification and acquisition of high-performing assets worth $250 million.
Implemented an automated reporting system using Python and SQL, reducing reporting time by 40% and ensuring real-time data accuracy.
Optimized asset allocation across client portfolios by integrating machine learning algorithms, leading to a 15% reduction in volatility.
Advised high-net-worth clients on investment strategies, achieving a client satisfaction rate of 95% and increasing client retention by 20%.
Collaborated with risk management teams to conduct stress tests and scenario analysis, enhancing portfolio resilience during market downturns.
Promoted in March 2021 from Portfolio Analyst to Senior Portfolio Analyst based on outstanding performance and leadership skills.
Goldman Sachs January 2018 - March 2020
Portfolio Analyst
Analyzed financial statements and market trends to identify investment opportunities, contributing to a 10% increase in portfolio value.
Developed and maintained complex financial models to forecast asset performance, improving accuracy by 25%.
Conducted due diligence on potential investments, leading to the acquisition of assets that outperformed the market by 8%.
Implemented a new risk assessment framework that reduced portfolio risk by 5% while maintaining high returns.
Collaborated with portfolio managers to rebalance portfolios, achieving optimal asset distribution and enhancing overall portfolio performance.
Morgan Stanley June 2015 - January 2018
Investment Analyst
Spearheaded the analysis of emerging markets, resulting in strategic investments that yielded a 15% return.
Developed an automated data collection tool using VBA, reducing data gathering time by 50%.
Assisted in the preparation of investment committee reports that facilitated decision-making on $500 million worth of assets.
Enhanced the accuracy of financial forecasts by 20% through the development of advanced predictive models.
Conducted quarterly performance reviews, identifying underperforming assets and recommending strategic divestitures.
Citibank June 2014 - June 2015
Financial Analyst Intern
Assisted in the analysis of financial data to support investment decisions, contributing to an increase in portfolio returns by 5%.
Developed presentations that communicated complex financial information to senior management, improving decision-making processes.
Conducted market research and competitive analysis, identifying trends and opportunities that informed investment strategies.
Performed variance analysis on monthly financial statements, identifying discrepancies and suggesting corrective actions.
EDUCATION
Resume Worded University May 2018
Master of Business Administration (MBA) - Finance
Specialized in Investment Strategies
Resume Worded Institute October 2017
Chartered Financial Analyst (CFA) - Level II
SKILLS
Financial Analysis: Quantitative Analysis, Risk Assessment, Financial Modeling, Asset Valuation, Portfolio Management, Investment Strategy
Financial Analysis Tools: Bloomberg Terminal, FactSet, Capital IQ, Morningstar, YCharts, Microsoft Excel (Advanced)
Financial Analysis Tools: Bloomberg Terminal, FactSet, Morningstar, Capital IQ, Microsoft Excel (Advanced), SQL
Portfolio Management: Asset Allocation, Performance Attribution, Risk Management, Equity Research, Fixed Income Analysis, Derivatives
Techniques & Frameworks: Risk Management, Financial Modeling, Portfolio Optimization, Asset Valuation, Quantitative Analysis, Equity Research
Software & Tools: Bloomberg Terminal, Morningstar Direct, FactSet, Microsoft Excel (Advanced), SQL, Alteryx
Technical Skills: Python (Intermediate), VBA, R (Intermediate), Tableau, Power BI, MATLAB
Certifications: Series 7, Series 63, CFA Level II
Regulatory Knowledge: SEC Regulations, FINRA, Dodd-Frank, Sarbanes-Oxley, Basel III, MiFID II
Languages: English (Native), Spanish (Conversational)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level II, Financial Risk Manager (FRM) - Part I
Certifications: Certified Investment Management Analyst (CIMA)
Certifications: Passed CFA Level III exam, Candidate for CFA Charter
Leadership & Volunteering: Vice President, Finance Club at Resume Worded University
Leadership & Volunteering: Big Brothers Big Sisters of America (Mentor), Junior Achievement (Financial Literacy Instructor)
Volunteering: Volunteer Financial Advisor, Resume Worded Community Development Initiative
Awards: J.P. Morgan Star Performer Award (2021)
Awards: J.P. Morgan Chase & Co. Rising Star Award (2021)
Awards: Recipient of Resume Worded Financial Analyst Excellence Award, 2021
Projects: Led a cross-functional team to develop a predictive analytics model for portfolio risk management
Projects: Led a cross-functional team to develop a new risk assessment model, resulting in a 15% reduction in portfolio risk exposure

Essential skills for financial analysts

If you're aiming to start your career as an entry-level financial analyst, it's crucial to highlight specific skills on your resume. These are the tools and techniques that will show employers you have the right foundation for the job.

Here are some skills you should consider including:

  • Quantitative analysis
  • Financial modeling
  • Data interpretation
  • Statistical analysis
  • Microsoft Excel
  • SQL databases
  • Financial reporting
  • Risk management
  • ERP systems
  • Business intelligence software

Include these skills in a dedicated section on your resume. This makes it easier for hiring managers to see your qualifications at a glance. Also, many companies use Applicant Tracking Systems (ATS) to filter resumes. By listing your skills clearly, you can improve your chances of your resume being noticed. Remember, you don't need to have every skill listed, but focus on those that match your interests and the job description. It's better to show you're strong in a few areas than to list many skills you're not familiar with.

Example #9

Associate Financial Analyst
Resume Sample

Your Name
Associate Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs January 2023 - Present
Associate Financial Analyst
Developed financial models that improved performance tracking, leading to a 10% increase in client satisfaction scores by accurately forecasting budgetary requirements
Analyzed quarterly financial statements to identify trends and variances, helping to reduce company expenditures by 5% over two fiscal quarters
Collaborated with the risk management team to mitigate financial risks, resulting in a 12% reduction in risk exposure
Implemented an automated reporting system using Python, cutting down report preparation time by 20 hours per month
Coordinated with various departments to consolidate financial data, streamlining budgeting and cutting down preparation time by 15%
Generated detailed monthly financial reports using SQL, improving visibility into financial performance across departments and leading to more informed decision-making
Facilitated a cost-benefit analysis for new projects, enabling better use of capital expenditures, resulting in a 7% higher ROI for new initiatives
JP Morgan Chase June 2021 - December 2022
Junior Financial Analyst
Conducted in-depth analysis of quarterly performance metrics, contributing to strategic decisions that increased net earnings by 8%
Optimized the financial reporting process using advanced Excel functionalities, saving 10 hours per month in report generation time
Assisted in the preparation of variance analysis reports, which helped senior management to make corrective decisions leading to a 6% reduction in operational costs
Supported the deployment of a new financial software system, training 15 team members, resulting in a 25% increase in team productivity
Morgan Stanley May 2020 - August 2020
Financial Analyst Intern
Generated ad hoc financial reports using SQL, contributing to more nuanced insights for senior analysts
Participated in collaborative forecasting sessions, helping to increase forecast accuracy by 8%
Developed a streamlined process for data collection, reducing the time spent on data gathering by 20%
Bank of America June 2019 - August 2019
Finance Intern
Supported the finance team by preparing weekly financial summaries using Excel, which were used in management meetings to track financial performance
Assisted in the reconciliation of monthly balance sheets, identifying discrepancies that resulted in a 5% improvement in accuracy
Compiled and analyzed daily sales reports to identify key trends, aiding in sales strategy formulation that boosted weekly sales by 3%
EDUCATION
Resume Worded Academic Center May 2021
Master of Business Administration - Finance
GPA: 3.9/4.0
Resume Worded University May 2019
Bachelor of Science - Financial Management
Minors in Economics and Accounting
Dean's List 2017 & 2018
SKILLS
Financial Analysis: Financial Modeling, Forecasting, Budgeting, Variance Analysis, Mergers & Acquisitions, Cost Analysis
Tools & Software: Excel (Advanced), SQL, Tableau, Bloomberg Terminal, SAP, QuickBooks
Certifications: Chartered Financial Analyst (CFA) Level II, Certified Public Accountant (CPA) - In Progress
OTHER
Certifications: Financial Risk Manager (FRM) - Certified May 2022
Projects: Led financial analysis for cross-departmental project resulting in a 10% reduction in costs at JP Morgan Chase
Leadership & Volunteering: Treasurer for Finance Club at Resume Worded University (2018-2019)

Show leadership in your resume

If you have taken on leadership roles or been promoted, show this on your resume. Employers look for evidence that you can grow and lead. Here are ways you can display this:

  • Include any titles or roles that show you were in charge of a project or team. For example, 'team leader for annual budget project.'
  • List any awards or recognition you received for your leadership or work performance. For instance, 'recipient of the 2021 Best Team Player Award.'

Think about your experiences. Even if you were not officially a 'leader,' you might have done things that show leadership skills. For example:

  • Mentoring new interns or colleagues shows you can guide and support others.
  • Leading a group project in college or a workshop demonstrates you can manage tasks and people.
Example #10

Financial Analyst in Energy Sector
Resume Sample

Your Name
Financial Analyst in Energy Sector
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
ExxonMobil June 2020 - Present
Senior Financial Analyst
Led a cross-functional project to optimize asset management processes, increasing operational efficiency by 18% through the integration of advanced analytics and AI-driven forecasting tools.
Implemented a strategic budgeting initiative that reduced operational costs by $3.5 million annually by streamlining capital expenditure forecasting and resource allocation.
Analyzed market trends to provide strategic investment recommendations to executive leadership, contributing to a 25% increase in ROI for new energy projects.
Developed a predictive financial model using SAP FICO, which improved accuracy in financial forecasting by 22%, aiding in better decision-making processes.
Collaborated with the data science team to establish automated reporting dashboards, reducing report generation time by 45% and enhancing real-time data visibility.
Managed a team of three junior analysts, resulting in a 30% increase in team output and efficiency through targeted skill development and agile project methodologies.
Promoted from Financial Analyst to Senior Financial Analyst within 18 months based on exceptional performance and process improvement initiatives.
Chevron January 2018 - May 2020
Financial Analyst
Conducted financial analysis on energy trading operations, identifying a 12% opportunity for margin improvement which was approved by senior management.
Streamlined financial reconciliation processes, saving 10 hours of manual work weekly and reducing errors by 40% through the application of VBA scripting.
Collaborated with product and finance teams to align budget forecasting with market demand, leading to a $2 million increase in aggregate annual revenue.
BP July 2015 - December 2017
Junior Financial Analyst
Assisted in restructuring contract negotiations, achieving a 15% cost-saving on financial services over two years by leveraging financial modeling techniques.
Developed monthly expenditure reports utilizing Excel pivot tables, resulting in 25% faster report generation and enhanced budgetary oversight.
Analyzed quarterly financial performance against market benchmarks, helping to pinpoint areas for improvement and contributing to increased departmental effectiveness.
ConocoPhillips June 2014 - August 2014
Financial Analyst Intern
Supported financial review meetings by gathering and analyzing financial data from various business units, contributing to a 5% improvement in sales forecast accuracy.
Created visual data reports using Microsoft Power BI, simplifying complex datasets and improving managerial review processes by 20%.
Assisted with the project evaluation process by analyzing cost-benefit data, helping to secure approval for three new projects with a projected revenue growth of $500,000.
EDUCATION
Resume Worded University May 2020
Master of Business Administration - Finance
Thesis on Financial Risk Management in Energy Sector
Resume Worded Academic Center May 2015
Bachelor of Business Administration - Finance
Graduated cum laude
SKILLS
Financial Analysis Tools: Bloomberg Terminal, FactSet, Microsoft Excel (Advanced), SAP, QuickBooks, Oracle Hyperion
Financial Techniques: Financial Modeling, Risk Assessment, Variance Analysis, Budgeting, Forecasting, Mergers & Acquisitions
Compliance & Standards: GAAP, IFRS, SOX Compliance, Financial Reporting, Audit Procedures, SEC Filings
Languages: English (Native), Spanish (Conversational)
OTHER
Certifications: Chartered Financial Analyst (CFA) Level I, Financial Risk Manager (FRM) - GARP
Leadership & Volunteering: Volunteer for Financial Literacy Workshops in underprivileged communities
Professional Associations: Member of the CFA Institute and the Global Association of Risk Professionals (GARP)
Awards: ExxonMobil Excellence Award for Innovation in Financial Modeling (2022)

Quantify your financial impact

As a hiring manager, I look for clear evidence of impact in resumes. You must show your value through numbers. For entry-level financial analysts, this means detailing how you've influenced financial decisions or improved processes. Consider how you've contributed to projects or tasks in previous roles or internships, and quantify that impact.

Here are ways to think about your experiences:

  • Did you analyze data that led to cost savings? Note the percentage of savings with cost reduction percentages.
  • If you helped improve a financial model, specify how much time it saved with time efficiency gains.
  • When involved in budgeting, indicate any budget adherence improvements you contributed to.
  • Mention any revenue increases from investment strategies you suggested.
  • Did you streamline a process? State the increase in process efficiency.
  • For financial reporting, detail any reduction in report generation time.
  • If you interned in a team, how much did accuracy improve under your analysis? Frame it as error rate reduction.
  • If you were part of customer-facing financial services, quantify the growth in customer satisfaction scores.

Remember, even if you're unsure about the exact numbers, make an educated guess based on outcomes you observed. Employers value your ability to understand and communicate the measurable value of your work.

Example #11

Financial Planning Analyst
Resume Sample

Your Name
Financial Planning Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs March 2023 - Present
Financial Planning Analyst
Developed an advanced financial forecasting model that improved budget projection accuracy by 15%, leveraging Python and advanced Excel functions.
Facilitated a 20% reduction in operational costs through comprehensive variance analysis and implementation of cost-saving initiatives.
Collaborated with cross-functional teams to integrate new financial software, reducing monthly reporting preparation time by 30%.
Executed detailed profitability analysis for new product lines, leading to strategic decision-making that increased revenue by $2 million.
Led a team of junior analysts in performing cash flow analysis, improving cash liquidity forecasting accuracy by 10 days.
Presented quarterly financial reviews and strategic planning updates to executive leadership, enhancing decision-making processes with data-driven insights.
Streamlined the budgeting process by implementing a dashboard that reduced manual data entry time by 120 hours per year.
JPMorgan Chase & Co. August 2020 - February 2023
Financial Analyst
Conducted detailed financial analyses, resulting in a 25% increase in department efficiency by implementing automated financial reporting tools.
Identified and resolved a recurring billing error, recovering $750,000 in revenue over four financial quarters.
Enhanced portfolio performance tracking by integrating VBA scripts, reducing data extraction time by 40% and improving accuracy.
Bank of America June 2018 - July 2020
Junior Financial Analyst
Created monthly financial reports instrumental in decision-making, directly contributing to a 10% increase in profit margins.
Improved data accuracy by 15% through meticulous data reconciliation processes across multiple financial systems.
Reduced report generation time by 20 hours per month by automating recurring reporting tasks with Excel macros.
Morgan Stanley January 2018 - May 2018
Financial Analyst Intern
Assisted in developing a financial model that projected an anticipated 5-year growth rate, leading to a refined investment strategy.
Supported senior analysts in compiling and analyzing quarterly data, which enhanced the firm's investment decision-making accuracy.
Conducted a competitor market analysis that identified potential growth opportunities, contributing to strategic planning efforts.
EDUCATION
Resume Worded University May 2020
Master of Business Administration (MBA) - Finance
Thesis on Innovative Financial Instruments
Resume Worded University May 2018
Bachelor of Science in Finance
Graduated with Honors, Member of the Financial Analysis Club
SKILLS
Financial Modeling: Monte Carlo Simulation, DCF Valuation, Sensitivity Analysis, Scenario Analysis, Budgeting, Forecasting
Software and Tools: Excel (Advanced), Bloomberg Terminal, SAP, Tableau, SQL, Power BI
Techniques: Risk Assessment, Financial Reporting, Variance Analysis, Investment Analysis, Cost Analysis, Benchmarking
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level I (2021)
Leadership & Volunteering: Treasurer at Finance Professionals Network (2022-Present)
Awards: JPMorgan Chase Rising Star Award (2022)

Highlight leadership and growth

When crafting your resume for an entry-level financial analyst role, showing evidence of leadership and upward movement is key. Even if you are just starting out, reflect on your experiences where you took charge or advanced in any way.

  • For instance, if you were part of a student organization, detail how you led a team to organize events or managed a budget. Use phrases like 'Led a team of 4 in organizing annual finance symposium, resulting in a 20% increase in attendance.'
  • If you had a job or internship where you were given more responsibility over time, mention that. You could say 'Promoted to senior cashier within 6 months due to strong performance and leadership in customer service.'

These examples show employers that you have the potential to grow and lead. They look for candidates who are ready to take on challenges and move up within the company. Think through your past experiences and find moments where you took the lead or were recognized for your work. This will help your resume stand out.

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Samples

Entry-Level Financial Analyst

Resume Sample #1

Entry-Level Financial Analyst

Resume Sample #2

Entry-Level Financial Analyst

Resume Sample #3

Junior Financial Analyst

Resume Sample #4

Senior Financial Analyst

Resume Sample #5

Entry-Level Financial Analyst with Data Analysis specialization

Resume Sample #6

Aspiring Financial Analyst with Diverse Background

Resume Sample #7

Experienced Portfolio Analyst

Resume Sample #8

Associate Financial Analyst

Resume Sample #9

Financial Analyst in Energy Sector

Resume Sample #10

Financial Planning Analyst

Resume Sample #11


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