MyLiveCV

Financial Analyst Resume Guide

Financial Analyst hiring weighs technical depth (modelling, valuation, accounting fluency) and stakeholder credibility (executive comfort, board-level reporting). Strong resumes prove both with specific deliverables — models built, decisions influenced, deals closed, forecasts improved.

Resume Tips

  • Lead with credentials: CFA level, MBA, CPA, FMVA — these pass ATS filters and gate many roles.
  • Quantify model scope: revenue size modelled, accuracy achieved, decisions enabled.
  • Show stakeholder breadth: executive presentations, board materials, investor decks.
  • List tooling: Excel (advanced), SQL, Power BI, Bloomberg, Capital IQ, Hyperion, NetSuite.

Recommended Keywords

Financial ModellingValuationDCFFP&AForecastingVariance AnalysisExcelBloombergSQLM&A

Recommended Skills

Financial ReportingBudgetingForecastingStakeholder ManagementExcel ModellingStrategic Analysis

How to Write Your Resume

1

Lead with credentials

CFA, MBA, CPA, or FMVA belong near the top — they pass filters and signal rigour.

2

Quantify modelling work

Revenue modelled, deal size, forecast accuracy improvement — concrete numbers separate strong analysts from generic ones.

3

Show stakeholder work

Board presentations, executive memos, investor decks — proves credibility beyond the spreadsheet.

4

List tooling fluency

Advanced Excel, SQL, Bloomberg, Capital IQ, Hyperion — depth here signals modern FP&A maturity.

Resume Example

Ryan Mitchell

Financial Analyst | Valuation · Financial Modelling · Equity Research

Summary

Entry-level Financial Analyst with strong foundations in financial modelling, valuation, and equity research. Built DCF and LBO models during internships at Goldman Sachs and Deloitte. CFA Level I candidate with advanced Excel and Python skills.

Experience

Goldman Sachs
Investment Banking Summer Analyst
June 2023 to August 2023
New York, NY
  • Built DCF and comparable company models for 3 M&A transactions totalling $2.1B in deal value.

  • Prepared client pitch books and CIMs for healthcare and technology sector deals.

  • Conducted industry research and competitive analysis supporting senior bankers.

Deloitte
Financial Advisory Intern
June 2022 to August 2022
New York, NY
  • Assisted in due diligence for 2 private equity transactions, analysing financial statements and identifying $4M in working capital adjustments.

  • Automated monthly reporting dashboards using Excel VBA, saving 15 hours per week.

Education

New York University — Stern School of Business
New York, NY
GPA 3.7 / 4.0
August 2020 to May 2024
B.S. Finance

Relevant coursework: Corporate Finance, Financial Accounting, Econometrics, Derivatives.

Frequently Asked Questions

Is the CFA worth listing if I'm only at Level I?
Yes. List "CFA Level I Candidate" or "Passed Level I (June 2025)" — it signals commitment and is widely recognised.
Should I name companies I've modelled?
If allowed by NDA. Naming 2-3 deals or comparables you analysed adds significant credibility.
How important is Excel modelling on a resume?
Critical. Mention specific model types (3-statement, DCF, LBO, merger model) and complexity scope. "Built financial models" is generic; "Built 3-statement model for $200M acquisition" wins.

Build Your Financial Analyst Resume

Create a professional, ATS-friendly resume in minutes with our free builder.