Financial Analyst CV Example
FeaturedSample CV - Rachel Kim
The people, organizations and sample achievements shown here are fictional. Use them as writing examples and replace them with your own evidence.
Personal Information
Summary
Detail-oriented Financial Analyst with 5+ years of experience in corporate finance, financial modeling, and data-driven decision making. Proficient in Excel, SQL, and financial reporting tools.
Work Experience
Senior Financial Analyst
Goldman Sachs
2022-01 - Present
Building complex financial models for M&A transactions. Preparing quarterly earnings reports and investor presentations. Analyzing market trends and providing strategic recommendations to senior management.
Financial Analyst
Deloitte
2019-07 - 2021-12
Performing financial due diligence for corporate clients. Developing budgeting and forecasting models. Creating automated reporting dashboards using Excel and Power BI.
Education
MBA in Finance
Columbia Business School
2019-06
Concentration in Corporate Finance - Dean's Honor List
Bachelor of Economics
University of Michigan
2017-05
Cum Laude - Minor in Statistics
Skills
Languages
How to write a Financial Analyst CV
A financial analyst CV must show that you can turn numbers into decisions. Hiring managers look for modeling skills, the size of the budgets or portfolios you supported, the reports you own and how your analysis changed a forecast, an investment or a cost decision.
Writing tips
- Name your modeling and BI tools precisely: advanced Excel, Power BI, SQL, Python or your ERP.
- Quantify scope and impact: budget size, variance reduced, savings identified, forecast accuracy improved.
- Mention certifications or your progress toward them, such as CFA levels or FMVA.
- Keep the layout clean and conservative — finance recruiters value clarity over decoration.
Frequently asked questions
Should I list CFA progress on my CV?
Yes. Write “CFA Level II Candidate” or “Passed CFA Level I” with the date. It signals commitment even before you hold the charter.
How technical should a financial analyst CV be?
Specific enough to show real modeling ability — three-statement models, DCF, scenario analysis — but always tied to business outcomes the reader understands.