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Resume Examples

Financial Analyst resume examples.

2 complete financial analyst resumes, each written for a real job search and drawn in a different template. Read why each one works, then build yours from the layout you prefer.

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2 complete financial analyst resume examples

Each one is written in full for one person and one job search, and drawn in the template it ships with. The notes beside each say what the resume does well.

Adrian Volkov

Financial Analyst

Detail-oriented financial analyst with seven years across forecasting, budgeting and investment analysis. Builds the models a leadership team decides on, from a three-statement forecast to a deal valuation, and turns the numbers into a recommendation a board can act on.

Adrian Volkov
New York, NY
+1 212 555 0148
adrian.volkov@mailhub.io

Professional Experience

Nov 2023 – Present

New York, NY

Hollis & Brandt Capital

Senior Financial Analyst

  • Lead the annual budget and the quarterly reforecast for a $420 million portfolio, with variance commentary for the investment committee
  • Identified $3.1 million of cost savings across two portfolio companies through a line-by-line review of operating expenses
  • Built the valuation model behind a $50 million acquisition, from the discounted cash flow to the sensitivity tables the deal was priced on

Jul 2021 – Oct 2023

New York, NY

Meridian Foods Group

FP&A Analyst

  • Owned the monthly close pack for four business units, reporting revenue, margin and headcount against plan within five working days
  • Rebuilt the demand forecast in Power BI, cutting forecast error from 14% to 6% over three quarters

Jun 2019 – Jun 2021

New York, NY

Corvane Partners

Investment Analyst

  • Ran due diligence on eleven mid-market opportunities, with three completed at a combined $85 million
  • Tracked portfolio performance monthly and recommended two rebalances that returned 20% above the benchmark

Education

2017 – 2019

New York, NY

Master of Business Administration

NYU Stern School of Business

2013 – 2017

New York, NY

Bachelor of Science in Finance

Fordham University

Skills

Financial modelling, Forecasting and budgeting, Valuation, Excel, Power BI, SQL.

Languages

English

Spanish

French

Areas of Expertise

Analysis: Variance analysis, scenario planning, working-capital review.

Reporting: Board packs, KPI dashboards, month-end commentary.

Example 1 of 2 · Pewter template

Adrian Volkov, Financial Analyst

Adrian Volkov is a financial analyst seven years into forecasting, budgeting and investment work, now senior analyst at a capital firm, and applying for a lead FP&A or senior analyst role. Finance hiring turns on the size of what was modelled and what the model changed, so this resume states a portfolio value, a savings figure, a deal size and a forecast-error improvement, each tied to the role it happened in.

Why this resume works

  • The current role opens on the scale of the budget owned, a $420 million portfolio, before the $3.1 million of savings found in it, so the number is read against its base.
  • The acquisition bullet names the model that priced the deal, a discounted cash flow with sensitivity tables, which tells a finance lead exactly what was built rather than that a deal closed.
  • The FP&A years carry one measurable improvement, forecast error cut from 14% to 6%, and the tool it was rebuilt in, so the Power BI skill is evidenced in the history as well as listed.
  • An Areas of Expertise section the writer added groups the work into Analysis and Reporting, each a bold label followed by three plain terms, which is the shape a hiring manager scans for coverage.
  • Skills are one comma-divided sentence and languages three bars across a row, so the page keeps its attributes to four lines and its history to the rest.

William Hartley

Financial Analyst

New York, NY
+1 212 555 0478
w.hartley@financegroup.com
linkedin.com/in/williamhartley

Professional Summary

CFA-qualified financial analyst with 6 years of experience in investment banking and asset management. Skilled in financial modelling, DCF valuation, and equity research. Consistently identified alpha-generating opportunities across mid-cap healthcare and technology sectors.

Work History

Associate — Equity Research

Jul 2020 – Present

Goldman Sachs-New York, NY

  • Cover 14 mid-cap healthcare companies with combined market cap of $38B

  • Built 3-statement financial models used by institutional clients managing $12B AUM

  • Published 40+ research reports rated #1 by clients for actionability

Financial Advisory Analyst

Aug 2018 – Jun 2020

PwC-New York, NY

  • Supported M&A due diligence on 8 transactions totalling $2.4B

  • Developed LBO models and valuation analyses for private equity clients

Education

MBA Finance, 2016 – 2018

Columbia University-New York, NY

BSc Economics, 2012 – 2016

University of Michigan-Ann Arbor, MI

Skills

Financial Modelling
DCF Valuation
Bloomberg Terminal
Excel / VBA
Equity Research

Certifications

  • Chartered Financial Analyst (CFA) — Level III (2021)
  • Series 7 & 63 Licences — FINRA

Example 2 of 2 · Classic template

William Hartley, Financial Analyst

William Hartley is a CFA-qualified financial analyst with six years across equity research at Goldman Sachs and financial advisory at PwC. The resume is written for a research or buy-side role, where coverage scope and model quality are what get discussed.

Why this resume works

  • The summary opens with the CFA qualification and the certifications section repeats it with the level and year, so the credential is found whether the reader starts at the top or the bottom.
  • Coverage is quantified in companies and market capitalisation, and the models are tied to the assets under management of the clients who use them.
  • The PwC entry names the deal count and total transaction value, which is the standard way advisory experience is compared.
  • Two degrees are listed with the MBA first, and the dots skill display keeps the five finance skills to one short block.

Templates for this resume

The layouts the examples above are drawn in, with the detail on what each one does with your sections, and the full catalogue if none of them is the right fit.

Written and reviewed by the Resumarc team · Last reviewed 7 September 2026How we write our guidance