How to Build a Resume for Financial Analyst- Do's, Don'ts, Tips

financial analyst resume
February 5, 2021
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The sole aim of this blog is to make you understand the essence of building a resume that is up to HR’s expectations. The given blog is more inclined towards a resume for financial analysts.  Here you will find what tips and tricks you can adopt while making your resume for financial analyst in order to make it attractive and informative. Often companies come across lengthy resumes and they don’t even feel like reading it. Your resume is supposed to be short and to the point in order to impress HR in one look.

With so much competition among jobs nowadays, it is highly important to make your resume informative and reasonable. Most of the candidates make their very creative with relevant information that makes resume making challenging and tricky. Even while writing a resume, you need to stand out from the crowd as this would be the first impression on the company you. To get shortlisted, companies go through your resume first to call you for an interview. Moreover, you don’t know with what perspective an HR is reading your resume in order to shortlist you. It is highly complex to understand what exact skill a company wants.

Financial Analyst

financial analyst

Before jumping on to the resume for a financial analyst or any resume for finance jobs, let us deeply understand the job of a financial analyst and what responsibility he/she has.
A financial analyst gathers a huge amount of data of a project or an entire firm. Afterwards, they must organize it in a way that fruitful information can be extracted from it in order to make important decisions. All in all, a financial Analyst makes forecasts, builds excel models, makes presentations, generates reports, generates reports, gathers data, organizes information, analyzes data, and comes out with results. The tasks of financial analysts, sometimes keep them occupied all day long.

The role of a financial analyst helps companies to make rational and fruitful investments invaluable assets. A financial Analyst is expected to be good with numbers and complex problems. Moreover, he/she should possess impressive knowledge about tax, economy, and GDP.

Hard Skills resume for Financial Analyst

financial analyst skills
  • Statistical analysis

Statistical Analysis is all about examining the data and extracting useful information out of it in order to make decisions for a particular firm. You need to understand graphs, pie charts to make calculative and useful decisions. You will encounter a huge amount of complex data in this particular field.

  • Cost accounting

In this domain, you need to keep track of all the costs incurred in a particular project. You will have to keep records and understandable Data to keep an eye on the company’s investment over several things.

  • Financial software applications

There are too many financial software applications available nowadays. You need to stay updated with them so that you can comfortably use them while working.

  • Databases

Knowledge of Databases is most important as most of the work a financial analyst will do has a direct or indirect connection with Data. Databases are basically a collection of information about a company that is suitable to extract a desired piece of information.

  • Corporate finance knowledge

There are many divisions of finance and one of them is totally dedicated to the corporate world. Corporate finance knowledge includes funding sources, investments, capital structure and etc. The more experienced you are, the more knowledge you will get.

  • Enterprise resource planning (ERP) systems

ERP systems are business process management systems that are essential for big organizations to manage and coordinate their work. It is expected from the candidate to stay updated with such systems.

  • Big data

Big Data is the collection of large data sets that are too complex to understand unless they are organized. It is the duty of a financial Analyst to break down such Data into simpler forms and extract useful information out of it.

  • Data analytical systems

There are many data analytics tools that are extremely useful for a Financial Analyst.

  • Strategic thinking

Strategic thinking involves you rationally analyze trends and patterns, and come up with the most favorable strategies.

  • Data validation techniques

There are many Data validation techniques such as source to source verification, Data issue tracking, Data certification, Workflow management, statistical data, and etc.

  • SAP

SAP is a system, applications, and products in Data processing that helps the user to properly analyze data and identify deep-rooted problems.

  • Access

Microsoft Access is a Database management system introduced by Microsoft that has various tools to suitably handle big Data.

  • SQL

The software is a structured query language which is a computer language to handle databases. It is apt software for handling low-level and small databases of firms.

Business Objects

  • Hyperion Financial Management

Oracle Hyperion Financial Management is a comprehensive and highly scalable software solution for firms to tackle their data-related issues.

  • Cognos Financial Performance Management

Cognos Financial Performance Management is introduced by IBM to enable control over forecasts that are associated with profit and loss of cooperation.

  • Budgeting

As the name suggests, budgeting is the skill to manage when and where the firm spends its money.

  • GAAP

GAAP stands for Generally Accepted Accounting Principles that comprise common and usual accounting rules for financial reporting.

  • IFRS

IFRS stands for International Finance reporting standards which are issued by the IFRS foundation.

  • Project management
  • Risk management
  • Quicken

Quicken is system software that is used as one of the personal finance management tools.

  • Accounting

Accounting is considered to be one of the most important parts of a financial analyst.

  • Mathematics

Mathematics paves a way for you to understand complex terms and think logically.

  • Business performance analysis

Business performance analysis uses a variety of techniques to study the growth of a business and understand the trend in which it is performing in the market.

  • Trend analysis
  • Asset management

The main goal of asset management is to manage the wealth of the firms by increasing invested assets.

Soft Skills of resume for financial analysts such as accuracy, management, Task management, Time management, Communication, Confidence, timing flexibility, zeal for challenges, multitasker, reporting, punctuality, leadership, team management, leader, Process management, patience, and enthusiasm.

Steps for Writing a Resume

After understanding the desired skills, let us focus on a resume for financial analysts.

We have provided a sample resume for a financial analyst for your reference so that you get clarity about writing a resume.

First Step

Compile all your information. Write down each and every small project or training on a rough piece of paper. Then filter out every relevant thing that you can consider writing in your resume.

Afterwards, you must make a list of contacts, skills, achievements on a rough paper.

Second Step

The next thing you should consider doing is choosing a layout. A sample layout is given to you. Choose a layout that highlights your relevant skills creatively and in an organized manner.

Third Step

Now you can move on to writing your resume. While writing a resume, you should always prioritize mentioning the skills that have relevance to the profile you are applying for. When you apply for a financial analyst profile, it is not necessary to mention your basketball trophy or your debating contest. You can mention them while writing about your soft skills but it is not necessary to do that. Always highlight your experiences and training instead of high school or college scores.

One more thing to prioritize is to keep on updating your resume with the skills you acquire to increase your chances of selection.

Navdeep Singh
Financial Analyst
123 Your StreetYour City, ST 12345(123)
Company, Location — Analyst Intern
Worked on DBMS, Complex Data, Excel reports, presentationsThe XXX NGO, Location — Volunteer
Worked on event Management, Data related to event ManagementCompany, Location — Trannie
Data analyst TraineeEDUCATION
School Name, Location — MBA
Scored 90%School Name, Location — BBA
Scored 87%PROJECTS
Project Name Detail
Created a Database
Statistical Analysis, Databases, Big Data, Data Analytics System.AWARDS
Won the best debater several times.LANGUAGES
English, Hindi, German.

Here, we provide you one more template of a Financial Analyst Resume. Understand how important it is to write dates. It gives clarity to the HR, that how regular and active the candidate you are.

Here, we provide you one more template of a Financial Analyst Resume. Understand how important it is to write dates. It gives clarity to the HR, that how regular and active the candidate you are.

Here are some don’ts while writing your resume

  • Prioritizing soft skills

Never prioritize or brag about your soft skills as they are important but not sufficient. Firms look for employees who can get their work done in a suitable amount of time. In that case, you need to acquire and show up your hard skills and then use soft skills to show how you will implement your ideas and what is your approach.

  • Irrelevant info on top

Often students mention irrelevant information on top to impress HR. Your resume for a financial analyst is supposed to be simple and crisp. Don’t involve too much creativity, just try to keep it simple, professional, and readable.

  • Weird email addresses

People often use weird email addresses like that sound unprofessional. Keep your email address simple and professional.

  • Unprofessional language

Professional language is important not only on a resume for a financial analyst but also during an interview. You need to be respectful and should show gratitude towards the person you are conversing with.

Here are some legitimate do’s for you

  • Proofread again and again

There will be always a scope of change in your resume, once you create it. Therefore, you must proofread it multiple times.

  • Keep it updated

Being a student, we are always up to gathering new experiences with new projects. Therefore, you must keep it updated.

  • Highlight your tech skills

The more you prioritize your tech skills, the more HR is impressed by reading that stuff as a first thing. Sometimes, HRs don’t even go through an entire resume. They just read the initial part and that part needs to have your tech skills relevant to your profile in order to get shortlisted.

Final Thoughts

While writing your resume, it is important for everyone to portray their things and achievements professionally. We need to be highly careful about the way we sound while providing our qualification in a resume for financial analysts.  Elements like bragging and being kiddish might be a huge disappointment for an HR. While going through the sample resume for a financial analyst, it is mentioned things should be portrayed simply to make it the least complex decision for HR to shortlist you.

You can also read our blog on Career options in Finance.

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