Financial Analyst Resume Example

Hiring managers read a financial analyst resume for proof that your models changed decisions: forecasts that held, variances explained, investments approved. This example shows how to pair modeling and Excel depth with the business impact behind each analysis.

Priya Raman

Senior Financial Analyst

priya.raman@email.com · +1 (555) 214-7781 · linkedin.com/in/priyaraman

Professional Summary

Financial analyst with 6 years of FP&A experience supporting budgets, forecasts and investment decisions for a $450M consumer goods business. CFA Level II candidate who kept forecasts within 2% of actuals and built the models behind $30M in approved capital projects.

Experience
Senior Financial Analyst — Harborline Consumer Brands

Feb 2022 – Present

  • Lead the annual budget and monthly rolling forecast for a $450M division, staying within 2% of actuals
  • Built DCF and scenario models for 9 capital projects totaling $30M, all approved by the CFO
  • Automated variance reporting in Power BI and SQL, saving 25 analyst hours per month
Financial Analyst — Westgate Industrial Supply

Jul 2018 – Jan 2022

  • Prepared monthly P&L variance analysis for 6 regional managers
  • Developed a customer profitability model that led to repricing 120 accounts and a 3-point margin gain
Education
B.B.A. Finance — University of Texas at Austin

Austin, TX · Aug 2014 – May 2018

Skills
Financial Modeling Budgeting & Forecasting Variance Analysis DCF Valuation Excel (VBA) SQL Power BI Adaptive Planning SAP CFA Level II Candidate

Financial Analyst resume summary examples

Entry level

Finance graduate with an FP&A internship building monthly variance reports for a 400-person manufacturer. Skilled in Excel modeling, SQL and Power BI, and a CFA Level I candidate.

Mid-level

Financial analyst with 5 years in FP&A supporting a $300M business unit with budgets, rolling forecasts and investment cases. Kept quarterly forecasts within 2.5% of actuals and built the pricing model behind a 4-point margin gain.

Senior

Senior financial analyst and CFA charterholder leading planning for a $1.2B division and a team of 3 analysts. Redesigned the driver-based forecast that cut the budget cycle by 40% and evaluated $85M in capital projects for the executive committee.

Best skills for a Financial Analyst resume

Hard skills

Financial modeling (DCF, LBO) Budgeting & forecasting Variance analysis Advanced Excel & VBA SQL Power BI / Tableau Valuation FP&A software (Adaptive, Anaplan)

Soft skills

Business acumen Analytical thinking Attention to detail Executive communication Storytelling with data Time management

Financial Analyst resume FAQ

What should a financial analyst put in the resume summary?

State your years of experience, the size of the business you support and one measurable result. For example: "FP&A analyst supporting a $250M product line; kept forecasts within 3% of actuals." Add CFA or FMVA status and the tools you use daily, such as Excel, SQL and Power BI, so screeners see the match immediately.

Is the CFA worth listing on a financial analyst resume if I only passed Level I?

Yes. Write "CFA Level I passed" or "CFA Level II candidate" with the exam date. It signals commitment and covers valuation, accounting and portfolio knowledge that corporate finance and investment roles value. Put it in the header or right after your name, and again in a Certifications section.

How do I show financial modeling skills on a resume?

Describe the model, its purpose and the outcome instead of just listing "financial modeling". For example: "Built a three-statement model for a $40M plant expansion that the board approved." Mention the methods (DCF, scenario analysis, sensitivity tables) and offer a sample model in an interview if allowed.