Ensure your CV format is structured to best highlight your unique experience and life situation.
Financial Analyst CV Template (Text Format)
PROFESSIONAL SUMMARY
Financial Analyst with 12 years of experience, currently at Goldman Sachs. Expert in financial modelling, budgeting, and forecasting, driving data-informed decisions and risk management. Proven success in enhancing portfolio performance and cutting costs through advanced analysis and automation. Skilled at delivering reports to executives and leading cross-functional teams.
WORK EXPERIENCE
Financial Analyst
Goldman Sachs, Canary Wharf, London | January 20XX – Present
- Develop and maintain financial models to support strategic decision-making for high-value investment projects, contributing to a 12% increase in portfolio performance
- Lead the budgeting and forecasting process, ensuring accuracy and reducing operational overheads by 7%
- Use Excel and VBA to automate financial reporting, saving over 200 man-hours annually and enhancing team productivity
- Conduct in-depth risk analysis to mitigate potential financial losses, contributing to a £1 mil. risk reduction across key investments
- Present detailed financial reports to senior executives, directly influencing strategic investment decisions
Junior Financial Analyst
Barclays, Canary Wharf, London | January 20XX – December 20XX
- Assisted in developing financial models to evaluate potential investments, resulting in a 10% expansion of the company’s portfolio
- Supported the budgeting process, improving forecast accuracy by 18% and identifying cost-saving opportunities worth £3 mil. annually
- Generated monthly financial reports, providing executives with critical insights for strategic decision-making
- Collaborated with cross-functional teams to streamline the budgeting process, reducing cycle times by 12%
- Conducted risk assessments to help reduce financial exposure by 15%, ensuring long-term business sustainability
Financial Analyst Intern
J.P. Morgan, City of London | August 20XX – December 20XX
- Assisted in building financial models for high-value investment proposals, contributing to a 10% increase in profitability for key accounts
- Supported senior analysts in data gathering and analysis, improving accuracy and timeliness in financial reporting
- Participated in budgeting and forecasting efforts, reducing forecast discrepancies by 12% and improving process reliability
- Developed Excel-based tools to automate financial data processing, enhancing efficiency across the finance team
- Gained hands-on experience in risk analysis, helping identify and mitigate potential financial risks across various projects
EDUCATION
CFA (Chartered Financial Analyst) Qualification
CFA Institute, London
Completed Level III, July 20XX
BSc (Hons) Finance and Investment
London School of Economics and Political Science (LSE), London
Graduated: July 20XX
Honours: upper second-class
A-Levels: Mathematics (A), Economics (A), Business Studies (B)
St Paul’s School, London
Graduated: June 20XX
SKILLS
- Financial modelling and analysis
- Budgeting and forecasting
- Excel and VBA automation
- Risk analysis and mitigation
- Data-driven decision-making and reporting
How to write a financial analyst CV
Before you begin writing, make sure you know how to write a CV in a way that best emphasises your strengths.
A financial analyst CV should showcase your expertise in financial modelling, forecasting, and data analysis, while demonstrating your ability to drive data-informed decisions. Here’s how to write one:
1. Write a results-focused professional summary
Your professional summary is the first thing employers will read, so it needs to be concise and impactful. Focus on your years of experience, key areas of expertise, and a notable achievement that highlights your ability to improve financial outcomes.
To align your strengths with the employer’s needs, you should also mention any tools or software that were emphasised in the job description.
Example financial analyst CV personal statement
Financial Analyst with 8 years of experience in financial modelling, risk analysis, and budgeting. Skilled in using advanced Excel functions and VBA automation to streamline financial reporting and enhance decision-making. Proven success in optimising investment strategies and driving data-informed decisions that significantly improved portfolio performance. Eager to apply analytical expertise to support [Company Name]’s financial growth.
2. Focus on measurable achievements in your work experience
Employers care about the bottom line, so in addition to outlining your professional history, the work experience section of your CV should measure the impact you’ve had at previous companies.
Metrics such as revenue growth, cost reduction, and forecast accuracy can help illustrate the contributions you made in previous roles. Where applicable, you should also specify the methods you used to achieve landmark results. This will help you demonstrate the breadth of your industry knowledge.
Example work experience entry for a financial analyst
Financial Analyst
Britannia Financial Group, London | January 20XX – Present
- Created detailed financial models to evaluate investment opportunities across multiple asset classes, leading to a reallocation of capital that improved portfolio returns on key accounts by £2 mil.
- Automated and optimised the budgeting process using advanced Excel functions and VBA, cutting manual processing time from 16 hours to 12 hours per cycle, allowing for quicker decision-making
- Performed comprehensive risk assessments on high-value investment projects, identifying critical risks and implementing strategies that reduced the firm’s potential financial exposure by £1 mil.
3. Highlight your education and certifications
In the education section of your CV, highlight your most relevant qualifications, such as your degree and any certifications that apply to the role (e.g., CFA).
Include any additional finance-related training or certifications you’ve completed to demonstrate your commitment to professional development. This not only shows your technical competence but also reinforces your dedication to continuous learning, which is highly valued in the finance industry.
Example financial analyst CV education and certifications section
CFA (Chartered Financial Analyst) Qualification
CFA Institute, London
Completed Level III, July 20XXBSc (Hons) Finance and Investment
London School of Economics and Political Science (LSE)
Graduated: July 20XX
Honours: Upper second-class (2:1)
4. Emphasise technical and analytical expertise in your skills section
Financial analysts rely heavily on technical tools and data analysis techniques, so focus on listing hard skills like financial modelling and risk analysis.
Finally, check the job listing for key skills mentioned by the employer and provide evidence of how you’ve used them to drive results in your CV’s work experience.
Example key skills for a financial analyst CV
- Financial modelling and analysis
- Budgeting and forecasting
- Excel and VBA automation
- Risk analysis and mitigation
- Data-driven decision-making
- Financial reporting
- Investment analysis
- Financial systems (e.g., SAP, Oracle)
More CV & Cover Letter Examples:
