Financial Analyst CV: Example & Guide

Ensure your CV format is structured to best highlight your unique experience and life situation.

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 a CV that hits all those objectives.

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.

Build My CV Now

Skip the writer’s block and make a CV in minutes with our AI software.

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 20XX

BSc (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)

Financial analyst job outlook in 2025 — things to know

According to the Office for National Statistics (ONS), financial analysts in the UK earn an average annual salary of £50,619.

You can find information about the gender pay gap for financial analysts on the ONS’ website.