Business & Finance

Financial Analyst Resume Example

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Rachel Simmons - Profile Photo

Rachel Simmons

Senior Financial Analyst

[email protected]+1 (555) 284-9130Chicago, ILClass C — Valid U.S. Driver's License

Professional Summary

Detail-oriented senior financial analyst with 6+ years of experience in financial modeling, forecasting, and strategic planning. Skilled at translating complex data into actionable insights that drive business growth across diverse industry sectors. Successfully managed budgets exceeding $50M and delivered recommendations that increased profitability by 18% year-over-year. Adept at collaborating with cross-functional teams and presenting findings to C-suite executives to guide long-term investment and capital allocation decisions.

Work Experience

Senior Financial Analyst

Meridian Capital Group

Mar 2022 - Present

  • Built and maintained financial models for a $200M revenue portfolio, improving forecast accuracy by 25%
  • Led quarterly budget reviews across 4 business units, identifying $3.2M in cost-saving opportunities
  • Presented monthly financial reports and variance analyses to C-suite executives, supporting data-driven strategic decisions
  • Spearheaded the migration of reporting workflows from Excel to Tableau, reducing manual effort by 40% and enabling real-time dashboard access for 30+ stakeholders
  • Collaborated with FP&A leadership to develop a rolling 12-month forecast model, improving capital planning accuracy and reducing budget variances by 15%

Financial Analyst

Stratton & Whitfield Consulting

Jun 2019 - Feb 2022

  • Developed discounted cash flow and comparable company valuation models for 15+ M&A transactions totaling $800M
  • Automated monthly reporting processes using advanced Excel and VBA macros, reducing report generation time by 60%
  • Conducted scenario analyses that informed a $45M capital allocation decision, yielding a 22% ROI within 18 months
  • Prepared investor-ready pitch decks and financial summaries for 8 client engagements, contributing to $120M in successfully closed funding rounds
  • Mentored 3 junior analysts on financial modeling best practices, improving team output quality and reducing revision cycles by 30%

Junior Financial Analyst

Lakeview National Bank

Aug 2017 - May 2019

  • Analyzed loan portfolios valued at $120M, identifying risk concentrations and recommending rebalancing strategies
  • Prepared detailed financial reports and dashboards for senior management, tracking 30+ key performance indicators
  • Assisted in the annual budgeting process for 6 departments, ensuring alignment with corporate financial targets
  • Performed credit risk assessments for 50+ commercial lending applications, supporting the underwriting team in maintaining a default rate below 1.5%

Education

M.S. Finance

DePaul University, Kellstadt Graduate School of Business

2019 - 2021

B.S. Finance

University of Illinois at Urbana-Champaign

2013 - 2017

Courses & Certifications

Chartered Financial Analyst (CFA) Level II

CFA Institute

2023

Financial Modeling & Valuation Analyst (FMVA)

Corporate Finance Institute (CFI)

2022

Bloomberg Market Concepts (BMC)

Bloomberg LP

2020

Languages

English

Speaking: NativeListening: NativeWriting: Native

Mandarin Chinese

Speaking: IntermediateListening: IntermediateWriting: Basic

Spanish

Speaking: BasicListening: IntermediateWriting: Basic

Skills

Financial ModelingForecasting & BudgetingVariance AnalysisValuation (DCF, Comps)Excel & VBASQLTableauSAPBloomberg TerminalFinancial ReportingRisk AssessmentData Analysis

This is a sample resume. Customize it with your own experience using our free resume builder.

Tips for Your Financial Analyst Resume

Quantify Financial Impact

Use dollar amounts, percentages, and portfolio sizes to demonstrate your impact. Instead of 'Managed budgets', write 'Managed $50M annual budget across 4 business units, identifying $3.2M in savings'. Numbers prove your value.

Showcase Technical & Analytical Tools

List specific tools like Excel (advanced formulas, pivot tables, VBA), SQL, Tableau, Bloomberg Terminal, and SAP. ATS systems scan for these exact keywords, and hiring managers expect proficiency in industry-standard platforms.

Highlight Business Impact, Not Just Tasks

Go beyond listing duties. Show how your analysis influenced decisions. For example, 'Scenario analysis informed a $45M capital allocation yielding 22% ROI' is far stronger than 'Performed financial analysis'.

Include Relevant Certifications

Certifications like CFA, CPA, or FMVA carry significant weight in finance. Place them prominently on your resume. Even in-progress certifications (e.g., CFA Level II Candidate) demonstrate commitment to the profession.

Key Skills for a Financial Analyst Resume

Financial ModelingForecasting & BudgetingVariance AnalysisValuation (DCF, Comps)Excel & VBASQLTableauBloomberg TerminalFinancial ReportingRisk AssessmentStrategic PlanningData Visualization

Frequently Asked Questions

What should a financial analyst resume include?

A strong financial analyst resume should include a professional summary with years of experience and key competencies, work experience with quantified financial achievements (portfolio sizes, cost savings, ROI), technical skills such as Excel, SQL, and financial modeling tools, relevant education in finance or accounting, and certifications like CFA or CPA.

How do I make my financial analyst resume stand out?

Focus on measurable outcomes rather than responsibilities. Use specific dollar amounts, percentages, and portfolio sizes. Highlight the business decisions your analysis influenced. Include relevant certifications and technical skills that match the job description.

What skills are most important for a financial analyst resume?

Key skills include financial modeling, forecasting, budgeting, variance analysis, valuation methods (DCF, comparable companies), Excel (advanced functions and VBA), SQL, data visualization tools like Tableau or Power BI, ERP systems like SAP, and strong communication skills for presenting to stakeholders.

Can I create a financial analyst resume for free?

Yes. NoBsResume is 100% free. Choose an ATS-friendly template, fill in your finance experience, and download as PDF instantly. No signup required.

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