Financial Analyst resume example

A complete example below. The person is invented; the writing is not. The notes on the right point at what's worth copying — swap in your own names, companies and numbers.

Michael Torres

Financial Analyst | Chicago, IL | michael.torres@example.com | (555) 016-8834

Summary

Financial analyst with 4 years in FP&A and corporate development. Built the driver-based forecast used for a $240M annual budget and supported valuation on two acquisitions. CFA Level II candidate.

Education

University of Illinois — B.S. Finance2016 - 2020

    Experience

    Consumer Products Manufacturer — Senior Financial Analyst, FP&AMar 2023 - Present
    • Rebuilt the annual budget model ($240M opex) as a driver-based forecast; forecast error fell from 8% to 3%
    • Own monthly variance analysis for 4 business units and present results to the CFO
    • Built DCF and comparable-company models for two acquisitions ($35M and $60M); one closed at a price 9% below initial ask
    • Automated month-end reporting with SQL and Power Query, saving 2 days per close
    Mid-size Logistics Company — Financial AnalystJul 2020 - Feb 2023
    • Built a lane-level profitability model that identified $3.1M in underpriced contracts for renegotiation
    • Prepared quarterly rolling forecasts and capex analysis for a $45M fleet program
    • Supported the annual audit by preparing reconciliations and variance commentary

    Skills

    • Modeling: three-statement, DCF, comparable companies, driver-based forecasting
    • FP&A: budgeting, rolling forecasts, variance analysis, management reporting
    • Tools: Excel (INDEX/MATCH, pivot tables, VBA), SQL, Power BI, Anaplan
    • ERP: SAP, Oracle NetSuite
    • Certification: CFA Level II candidate
    Plain-text (Markdown) version

    Paste it into Word, Notion or ChatGPT — the structure survives.

    Three mistakes this example avoids

    • Writing "proficient in Excel" instead of naming the models and functions (INDEX/MATCH, pivot tables, VBA) you use.
    • No dollar scale anywhere, so a $5M and a $500M budget look identical.
    • Burying CFA progress or a CPA track at the bottom where a quick scan misses it.

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