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Free resume exampleUpdated September 2026

📊 Financial Analyst resume example

A financial analyst resume example built to pass applicant tracking systems and read well to a Director of FP&A. It uses standard section headings, a single column, and the exact modeling, tool, and reporting keywords employers put in finance job posts. Every bullet pairs a modeling or reporting task with a tool and a measurable result.

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This example contains 39 of 78 ATS keywords employers use for Financial Analyst roles.

Keywords come from the same dictionary the 22skills ATS checker scores against. Matched terms are shown in green.

Example resume

Fictional example. Name, employers and numbers are invented; the structure and keywords are real.

James Okafor

Senior Financial Analyst · FP&A

Dallas, United States

About

Senior Financial Analyst with 8 years of experience spanning corporate FP&A, M&A, and equity research. Owns the annual Budgeting and quarterly Forecasting cycle for a $180M business unit, and rebuilt the Rolling Forecast process to cut close-to-forecast time from 10 days to 4. Comfortable moving between Financial Modeling in Excel (Advanced), automated reporting in SQL and Tableau, and Board Reporting for the CFO.

Experience

  • Halcyon Consumer Brands· Senior Financial Analyst, FP&ADallas, TX2022-06 – Present
    • Own the annual budgeting and quarterly forecasting cycle for a $180M business unit, cutting the close-to-forecast time from 10 days to 4 with a rolling forecast in Excel.
    • Maintain the three-statement financial model used by 5 business units and run sensitivity analysis for the annual operating plan.
    • Prepare the monthly board reporting deck with EBITDA bridges and variance analysis, presented to the CFO and VP of Finance.
    • Lead Business Partnering with sales and operations leaders on Headcount Planning and Capital Expenditure (CapEx) requests, tightening budget variance from 8% to 3%.
    • Automate reporting pipelines in SQL and Tableau, replacing manual Excel VBA / Macros processes and cutting monthly reporting time by 12 hours.
  • Meridian Capital Advisors· Financial Analyst, Corporate DevelopmentDallas, TX2019-07 – 2022-05
    • Supported M&A Analysis for 6 acquisition targets, building LBO Modeling and Comparable Company Analysis to inform valuation ranges.
    • Built DCF models with IRR and NPV outputs for board investment memos on acquisitions worth up to $60M.
    • Modeled Cap Table Analysis and Waterfall Analysis scenarios for 2 minority investment deals, presenting Investment Thesis summaries to the deal committee.
    • Screened acquisition targets across 3 sectors using Bloomberg Terminal data and industry analysis.
  • Parkline Investment Bank· AnalystDallas, TX2017-07 – 2019-06
    • Prepared financial statements analysis for 15+ client pitch books under GAAP and IFRS.
    • Calculated return on equity and gross margin comparables for client peer sets used in executive presentations.
    • Built cash flow forecasting models for a coverage universe of 20 public companies.

Education

  • Southern Methodist University· B.B.A. in FinanceFinance2013-08 – 2017-05

    Coursework: corporate finance, valuation, financial statement analysis. Member of the SMU Investment Club.

Certifications

  • CFA (Chartered Financial Analyst) · CFA Institute (Level II Candidate, 2025)
  • FMVA (Financial Modeling & Valuation Analyst) · Corporate Finance Institute (2022)

Why this example passes the ATS

  • The headline and summary name the role, the budget scope, and the core tools in the first three lines, which is where recruiters and keyword filters look first.
  • Skills are grouped by category (modeling, FP&A, tools, reporting) with the exact spelling employers use, such as "DCF (Discounted Cash Flow)" and "Financial Planning & Analysis (FP&A)", so keyword matching works without stuffing.
  • Each bullet follows model or tool + action + number: "cut close-to-forecast time from 10 days to 4". The ATS finds the keyword and the human finds the impact.
  • The certifications section states CFA progress explicitly rather than omitting it, since ATS filters and recruiters both check for exam status, not just a completed charter.
  • Both corporate FP&A and deal-side keywords (LBO Modeling, DCF, Comparable Company Analysis) appear because the career history spans both, which widens the set of ATS filters the resume can match.

Financial Analyst ATS keywords in this example

Grouped the way the checker groups them. Green terms appear in the example above; grey ones are in the dictionary but not used here.

Financial Modeling & Analysis

10/15
  • Financial Modeling
  • DCF (Discounted Cash Flow)
  • LBO Modeling
  • M&A Analysis
  • Sensitivity Analysis
  • Variance Analysis
  • Three-Statement Modeling
  • Cap Table Analysis
  • Waterfall Analysis
  • Comparable Company Analysis
  • Scenario Analysis
  • Break-Even Analysis
  • IRR / NPV
  • WACC
  • Precedent Transaction Analysis

FP&A & Corporate Finance

8/14
  • Financial Planning & Analysis (FP&A)
  • Budgeting
  • Forecasting
  • Business Partnering
  • Headcount Planning
  • Capital Expenditure (CapEx)
  • Cash Flow Forecasting
  • Rolling Forecast
  • Long-Range Planning
  • Operating Model
  • KPI Development
  • Cost Allocation
  • Working Capital Management
  • Driver-Based Planning

Tools & Platforms

8/16
  • Excel (Advanced)
  • Excel VBA / Macros
  • Power Query
  • Tableau
  • Power BI
  • SQL
  • Bloomberg Terminal
  • NetSuite
  • FactSet
  • Refinitiv Eikon
  • SAP BW
  • Hyperion Essbase
  • Anaplan
  • Adaptive Insights
  • Python (pandas)
  • R

Accounting & Reporting

6/14
  • GAAP
  • IFRS
  • Financial Statements
  • Management Reporting
  • Board Reporting
  • EBITDA
  • Revenue Recognition
  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement
  • Earnings Per Share (EPS)
  • Gross Margin Analysis
  • Return on Equity (ROE)
  • Return on Invested Capital (ROIC)

Certifications

2/8
  • CFA (Chartered Financial Analyst)
  • FMVA (Financial Modeling & Valuation Analyst)
  • CPA (Certified Public Accountant)
  • CMA (Certified Management Accountant)
  • CFP (Certified Financial Planner)
  • Series 7
  • Series 63
  • CAIA

Soft Skills & Business Acumen

5/11
  • Stakeholder Communication
  • Business Partnering
  • Analytical Thinking
  • Industry Analysis
  • Investment Thesis
  • Executive Presentation
  • Data Storytelling
  • Attention to Detail
  • Deadline Management
  • Cross-functional Collaboration
  • Market Research

How to adapt this example to your own experience

  1. 1Replace the tools and model types with the ones named in the job description, keeping the same grouped skills layout. Aim for 15 to 22 skills, not 40.
  2. 2Keep the most recent role longest, with 4-5 bullets, and shorten earlier roles to 3-4 bullets.
  3. 3Lead every bullet with the model, report, or process you own, then the number: budget size, time saved, or accuracy improved.
  4. 4State your CFA or other credential status honestly, including candidate level, since finance recruiters and ATS filters both check exam progress.
  5. 5Match the terminology to the job family: use FP&A language (rolling forecast, headcount planning) for corporate roles and deal language (DCF, LBO, comps) for banking or private equity roles.

Questions about the Financial Analyst resume

What keywords should a financial analyst resume include for ATS?

Name the model types you have built (DCF, LBO, three-statement), the tools you use (Excel Advanced, SQL, Tableau, Bloomberg Terminal), and your reporting scope (FP&A, budgeting, forecasting, board reporting). These are the terms finance ATS platforms filter on most often.

How do I list CFA progress if I have not finished all three levels?

State it precisely, for example "CFA (Chartered Financial Analyst), Level II Candidate", rather than listing just "CFA" or omitting it. Recruiters and ATS filters both look for exact exam status in finance roles.

Should FP&A and investment banking analysts use the same resume format?

The structure stays the same, but the keyword mix should shift. FP&A roles emphasize budgeting, forecasting, and business partnering; banking and private equity roles emphasize DCF, LBO modeling, and comparable company analysis. Match the language in the specific job posting.

Is this resume format safe for ATS platforms like Workday and Greenhouse?

Yes. It is a single column with standard headings (Experience, Education, Skills, Certifications), plain text bullets, and consistent dates, which is what parsers in Workday, Greenhouse, and iCIMS read reliably. Export it as a text-based PDF or DOCX, never as an image.

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All Financial Analyst ATS keywords

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