Financial Analyst resume example
Built from the O*NET occupation Financial and Investment Analyst, which is how this job is recorded officially.
A resume for a Financial Analyst needs to show the work itself: conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Day to day that means work like this: advise clients on aspects of capitalization, such as amounts, sources, or timing; analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.
Also advertised as
The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.
- Analyst
- Financial Analyst
- Investment Analyst
- Securities Analyst
- Credit Products Officer
- Equity Research Analyst
- Planning Analyst
- Portfolio Manager
- Real Estate Analyst
- Trust Officer
- CFA
- M and A Banker
- M and A Associate
- M and A Consultant
- Accounting Analyst
- Acquisition Analyst
- Acquisition Specialist
- Acquisitions Consultant
O*NET records 40 titles for this occupation in total.
What this work actually involves
Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
26 tasks are recorded in total; these are the most central.
Example bullets for this role
Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing, for [who or what it served], at [what volume].
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies, for [who or what it served], at [what volume].
- Assess companies as investments for clients by examining company facilities, for [who or what it served], at [what volume].
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts, for [who or what it served], at [what volume].
Software used in this role
Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.
- Accounting software
- ADP Workforce Now
- Advanced Portfolio Technologies Report Builder
- Advanced Portfolio Technologies Simulator
- Alteryx software
- Analyse-it
- AnalyzerXL
- Annuities analysis software
- Apache Hive
- Apache Pig
- Apple AppleWorks
- Apple Keynote
- Aspen Graphics Technical Analysis Software
- BizBench
181 software entries are recorded in total.
Tools and equipment
The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.
- 10-key calculators
- Computer data input scanners
- Desktop computers
- Laptop computers
- Laser facsimile machines
- Multi-line telephone systems
- Notebook computers
- Personal computers
- Photocopying equipment
- Tablet computers
Skills an ATS reads for
Worth naming only if they are genuinely yours. Keyword overlap is one input to a resume's score, not a verdict.
- financial modeling
- forecasting
- valuation
- SQL
- Power BI
- variance analysis
- SAP
- Tableau
- Alteryx
- Microsoft Excel
What level this role is pitched at
O*NET places this occupation in “Considerable Preparation Needed”. Most of these occupations require a four-year bachelor's degree, but some do not.
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Common questions
- What does a Financial Analyst do?
- Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Day to day that includes work like advise clients on aspects of capitalization, such as amounts, sources, or timing and Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- What software should a Financial Analyst list?
- Software recorded for this occupation includes Accounting software, ADP Workforce Now, Advanced Portfolio Technologies Report Builder, Advanced Portfolio Technologies Simulator, and Alteryx software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
- What other job titles cover Financial Analyst work?
- O*NET records 40 titles for this occupation, including Analyst, Financial Analyst, Investment Analyst, and Securities Analyst. Searching only your own job title hides most of the openings you could apply to.
- Will this resume pass an ATS for a Financial Analyst role?
- No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.
Related roles
Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.
What this page cannot tell you
- No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
- This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
- Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.
If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.
Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.