Financial analyst CV example

How to present your contact details

The contact section of your CV is crucial, as it’s where recruiters will reach out to you for the next steps. Ensure your details are accurate and easy to find, and remember, this section should be placed at the top of your CV for maximum visibility. Here’s how to format this section effectively:

• Full Name – Include both your first and last name
• Location – State your city or region
• Phone Number – Provide the best number to reach you
• Email Address – Use a professional email address

Example of a contact section

How to write your financial analyst’s personal statement

Your personal statement (professional summary) is a crucial part of your financial analyst CV, as it provides recruiters with a quick snapshot of who you are and what you can offer. In a matter of seconds, they should be able to understand your key strengths, areas of expertise, and how you can contribute to their organisation’s financial success. 

This brief yet impactful summary is important because recruiters often review many CVs quickly and need to identify your value at a glance. It’s your chance to make a strong first impression and stand out from the competition. Here’s how to structure it effectively:

• Introduction and background: Start by briefly introducing your career in financial analysis, mentioning your areas of expertise, such as financial modelling, budgeting, or data analysis. Highlight your total years of experience.
• Key skills: Focus on the skills that make you a strong financial analyst, such as your ability to analyse complex data, identify trends, and communicate insights. 
• Include one or two achievements: Where possible, mention specific achievements from your previous roles, such as improving financial reporting accuracy, optimising budgeting processes, or providing insights that led to cost-saving initiatives. Use metrics, like percentage increases to highlight your impact.
• Tailor to the role: Customise your personal statement to the specific financial analyst position you are applying for. Whether the role focuses on business analysis, financial reporting, or investment analysis, align your skills and experience with the job description.

Example financial analyst personal statement

How to structure your work experience as a financial analyst

The work experience section is one of the most important parts of you CV, as it demonstrates your practical skills, expertise, and the value you can bring to a potential employer. This section gives employers insight into your ability to handle financial analysis, make data-driven decisions, and deliver actionable insights that drive business success. It’s your opportunity to showcase how your contributions have resulted in improvements.

A well-organised work experience section can set you apart from other candidates and prove your readiness for the role. Here’s how to structure it effectively:

• Use a reverse chronological format: Start with your most recent role and work backwards. This allows employers to track your career progression easily. Include the company name, job title, and dates of employment.
• Be specific: Quantify your achievements whenever possible. For example, “Developed financial models that improved forecasting accuracy by 15%, leading to more effective budgeting decisions.”
• Tailor your experience: Customise this section to reflect the specific financial analyst role you’re applying for. Highlight relevant skills, such as financial modelling, data analysis, reporting, and cost management.
• Be concise but detailed: Use bullet points to outline key responsibilities and achievements. Focus on the most relevant experiences and avoid unnecessary details to keep the section readable and impactful.

Example of a financial analyst work experience

Key skills to include on your financial analyst CV

When creating a financial analyst CV, it’s essential to highlight both your technical financial analysis skills and your ability to collaborate with key stakeholders, such as senior management, business teams, and external partners. Employers will look for evidence that you can analyse data effectively, provide insightful financial recommendations, and contribute to the overall financial success of the company. The ideal CV will showcase both your technical and general skills, and you should aim to include 6-10 CV key skills. Use bullet points when listing your skills.

How to display your education and qualifications

Recruiters often check the education and professional qualifications section of your CV to assess your foundational knowledge and expertise. A well-organised education section not only highlights your academic background but also demonstrates your commitment to professional development. Relevant qualifications and certifications show recruiters that you have the skills required for the role and that you stay current with industry standards and best practices.

Begin by listing your most recent qualifications, including the institution, qualification title, and dates of attendance. If you’ve completed relevant courses or training, such as financial analysis, data analytics, or accounting principles, make sure to include these as well as they can help you stand out as a candidate. 

Example of an education section