Finance Analyst Resume Sample

Financial analysts are responsible for the financial projecting and planning of an organization. Their main duties include analyzing financial data, preparing reports on analysis done, making financial estimates, identifying financial potential risks and suggesting recommendations, developing financial models and providing financial guidance.

For many, writing a resume can be daunting. If you are working on your own, it is easy to become overwhelmed with the amount of information you need to include and how best to present yourself.

The sample resumes below provide great examples of how to write an effective resume.

The Best Finance Analyst Resume Samples

These are some examples of accomplishments we have handpicked from real Finance Analyst resumes for your reference.

Finance Analyst Resume Sample 1

  • Worked as a part-time analyst with a city financial services company; Helped to establish an efficient asset database and streamline pricing procedures for an institutional client service group.
  • Assisted with preparation of monthly, quarterly, and annual financial statements; Reviewed monthly reports for balance sheet discrepancies and reconciled accounts receivable.
  • Managed the department’s daily operations; monitored the status of daily operations to ensure compliance with CFTC guidelines and established benchmarks for customer service representatives.
  • Acquired knowledge of S&P 500 stocks; evaluated company fundamentals (e.g. market capitalization, P/E) and projected stock price trends over time.
  • Processed information gathered from a large data set; created a stock portfolio tailored to the client’s specific financial needs.

Finance Analyst Resume Sample 2

  • Researched banking and financial services information for use in other managers’ reports. Analyzed loans for compliance with regulatory requirements and assigned them to various programs.
  • Gave program managers support in the analysis and approval of loans for lending.
  • Trained new employees and helped existing employees with their responsibilities, such as loan approval, underwriting, servicing, and float analysis.
  • Achieved award for productivity; allocated 150 hours per week.
  • Achieved award for customer service; effectively addressed the needs and concerns of clients while adhering to banks’ guidelines regarding authentication, disclosure, and customer service.

Finance Analyst Resume Sample 3

  • Earned a spot on the Corporate Honor Roll by completing 612 documentation edits within 90 days on target; exceeded department’s quarterly quota by 20%.
  • Processed real estate loans in a timely manner according to FHA, Fannie Mae, Freddie Mac lending guidelines. Examined titles for servitudes and ordered subordinations.
  • Received an Award of Recognition from the COO for quality control achievement; seamlessly implemented processes requiring superior accuracy and attention to detail.
  • Achieved award for meeting customer satisfaction goals; upheld industry’s high standards of ethics.
  • Achieved award for productivity; accurately processed and documented 5,000+ loans within 1 year.

Finance Analyst Resume Sample 4

  • Improved Fannie Mae and Freddie Mac portfolios by researching the companies’ strategic plans; analyzed earnings, cost of capital, and creditworthiness.
  • Achieved award for production; reduced the time to complete an underwriting on an investment property from month to month.
  • Achieved award for minimal risk; monitored the accuracy of new construction loan fees and ensured compliance with standard pricing models.
  • Identified areas of opportunity for growth and developed a business plan to increase profitability.
  • Identified candidate properties for underwriting that would yield a high return on investment but that were not supported by marketable reports.

Finance Analyst Resume Sample 5

  • Accomplished by understanding current and future financial trends.
  • Accomplished by providing accurate, timely estimates to management.
  • Achieved by exceeding customer satisfaction objectives.
  • Achieved by demonstrating a thorough knowledge of financial products and services. Accomplished by achieving an understanding of how credit is used in the commercial marketplace.
  • Accomplished by identifying financing needs and assessing the risks associated with proposed financing terms. Accomplished by analyzing third party’s capital requirements for establishing a loan package for consideration, as well as conducting an assessment of the creditworthiness of proposed borrowers in accordance with internal procedures for credit searches.

Finance Analyst Resume Sample 6

  • Achieved award for attaining targets; prepared reports that contributed to a positive bottom line.
  • Received award for exceeding quota; maintained 98% accuracy rate within budget.
  • Developed software that increased the efficiency of the back office while driving up sales and profits by 50%.
  • Earned recognition as an initiative taker; implemented cost-cutting measures through purchasing, streamlining administration, and improving productivity.
  • Attained achievement award for being a team player; resolved customer concerns regarding policy charges through data collection, analysis, and reporting. Resolved open general ledger discrepancies for $7M in assets.

Finance Analyst Resume Sample 7

  • An initiated investigation into alleged money laundering; identified over $2 million in excess funds.
  • An obtained new account with the major financial corporate client; recognized by President for achieving high levels of customer satisfaction.
  • Achieved award for exceeding customer service goals; maintained industry’s highest level of trust and integrity.
  • Achieved award for achieving cash flow goals; enabled company to acquire new accounts and meet payroll.
  • Completed multiple month-end closings in a timely fashion (3–4 days) while ensuring that all documentation had been properly coded and categorized according to Federal Reserve guidelines.

Finance Analyst Resume Sample 8

  • Supported a company-wide credit risk contingency analysis.
  • Assessed the impact of new and existing policies and procedures on credit risk while developing a strategic plan to address the issues.
  • Developed, implemented, and administered all internal accounting systems; conducted various financial projections to support business and financial objectives.
  • Analyzed financial statements for consistency in reporting; provided superior loan and deposit reports to lending division.
  • Recognized as a top analyst in a field that does not have titles assigned; excelled as an expert in statistical analysis of asset-liability ratios, liquidity needs, and loss provisions for your division’s activities throughout the year.

Finance Analyst Resume Sample 9

  • Worked as a P&L analyst for multiple divisions within a global financial services consulting firm for over one and a half years.
  • Analyzed and quantified revenue, cash flow, and profitability profiles at the level of individual companies.
  • Assisted in the analysis of financial statements by identifying issues and errors, recommending possible solutions.
  • Assisted in the management of client relationships; demonstrated credibility by writing substantive client letters.
  • The achieved award is an outstanding self-starter; a demonstrated initiative with proven preparation skills for financial analysis.

Finance Analyst Resume Sample 10

  • Charted procedures and developed methodologies to streamline the auditing process.
  • Redefined the company’s accounting principles to increase revenues by $1.5 million; restructured departmental improvements resulting in an 18% productivity increase.
  • Increased sales by 7% and streamlined production time by 5 days by revising credit agreements and computerizing data entry procedures.
  • Enhanced performance by implementing a new system that reduces expenditures and accomplishes tasks more efficiently.
  • Provided leadership in resolving accounting issues for the company; supervised and directed a team of 6.

Finance Analyst Resume Sample 11

  • Helped a company identify the financial needs of its business.
  • Contributed to the success of the division’s objectives and the achievement of divisional goals by researching and analyzing financial trends and setting a trend for analysis in future cycles.
  • Proactively took action based on knowledge and intelligence on industry matters in order to support the division’s objectives; collaborated with senior management to develop data-driven projections.
  • Built strategic relationships with external parties requiring expertise, insight, or data to meet our objectives; interacted with business partners in facilitating partnerships that strengthened our competitive position.
  • Created and implemented plans to increase our business equity, while maintaining compliance with regulations.

Finance Analyst Resume Sample 12

  • Used accounting software to identify and correct errors, such as taxation discrepancies and computer malfunction. Analyzed actions of corporate officers in preparation for annual securities review.
  • Maintained bookkeeping system to ensure complete entries after every deposit; fastened loss-prevention measures to prevent fraud and embezzlement.
  • Reviewed financial records of new acquisitions, which affected the company’s bottom line, in preparation for the Annual Financial Plan.
  • Delivered results to management for annual planning; prepared financial statements meticulously for review by outside accountants; earned recognition from the board of directors for outstanding performance.
  • Identified a discrepancy of $500,000; documented the error and suggested a plan for recovery of the funds.

Wrap Up

To work as a finance analyst, you require a bachelor’s degree in finance or its equivalent and certification by the Chartered Financial Analyst (CFA). Financial analysts must demonstrate analytical skills, technical skills, numerical skills, communication skills, organizational skills, leadership skills and teamwork.

Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally. To create the perfect resume, think about what skills and qualities you want your future employer to see.

Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.


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