Financial Analyst Resume Example
Financial analyst resumes should show modeling skill and business influence: forecasts that were right and analyses that changed decisions.
Use this example Template: ATS Finance Analyst
Emily Tran
Senior Finance Analyst
New York, NY 10017 | (212) 555-0266 | emily.tran@example.com | linkedin.com/in/emilytranfa
Continued · Emily Tran
Summary
FP&A analyst with 8 years partnering with business units on forecasting and M&A diligence. Owned $2B P&L views, improved forecast accuracy 25%, and supported deals at JPMorgan, American Express, and Deloitte. Finance Analyst with mid-career depth across product, people, and P&L-adjacent outcomes. Known for quantified delivery, cross-functional leadership, and clear operating cadence. Sample profile is intentionally dense so you mostly edit, not invent.
Experience
Senior Finance Analyst
American Express · New York, NY
01/2021 – Present
Consumer card P&L and investment cases.
$2BP&L
25%Forecast accuracy
$80MInvestment cases
Rolling Forecast
Monthly close acceleration
- Cut forecast cycle 3 days
- Raised accuracy 25%
- Automated 18 weekly reports
Investment Committee Packs
ROI cases
- Supported $80M approved investments
- Shipped on time across 4 workstreams
- Grew adoption 34% in first quarter
Driver-Based Forecast (American)
Planning redesign
- Cut forecast variance to ±2%
- Automated 18 management reports
- Partnered with Ops on leading indicators
Key achievements
- Finance Partner of the Year
- Delivered quantified outcome ahead of plan at American
- Mentored juniors to promotion-ready bar at American
- Reduced rework through clearer acceptance criteria
Finance Partner of the Year · 2023
Finance Analyst
JPMorgan Chase · New York, NY
06/2018 – 12/2020
Corporate FP&A for payments.
12%OpEx save
98%Goal hit rate
4.8Stakeholder score
Cost Program
Zero-based budgeting
- Identified 12% OpEx savings without headcount cuts
- Built 3-statement model for $180M deal
- Identified $4M synergy case
Driver-Based Forecast (JPMorgan)
Planning redesign
- Cut forecast variance to ±2%
- Automated 18 management reports
- Partnered with Ops on leading indicators
Close Acceleration (JPMorgan)
Month-end redesign
- Moved close from Day-8 to Day-4
- Eliminated 30 manual journals via automation
- Documented controls for SOX readiness
Key achievements
- Selected for leadership cohort
- Led vendor renegotiation that protected margin at JPMorgan
- Delivered quantified outcome ahead of plan at JPMorgan
- Owned executive status pack for steering committee
Delivery Excellence · 2022
Business Analyst
Deloitte · New York, NY
07/2016 – 05/2018
Transaction services diligence.
8Deals
4.8Stakeholder score
3×Scope owned
QoE Diligence
Buy-side support
- Completed 8 QoE engagements under $500M EV
- Freed $6M cash via DSO program
- Renegotiated credit facility covenants
Driver-Based Forecast (Deloitte)
Planning redesign
- Cut forecast variance to ±2%
- Automated 18 management reports
- Partnered with Ops on leading indicators
Key achievements
- High performer rating 2 years
- Reduced rework through clearer acceptance criteria at Deloitte
- Delivered quantified outcome ahead of plan at Deloitte
Team Impact Award · 2024
Audit Intern
PwC · New York, NY
06/2015 – 08/2015
Financial services audit.
4Clients
3×Scope owned
$5M+Impact influenced
Audit Support
Testing
- Supported 4 FS clients through interim testing
- Moved close from Day-8 to Day-4
- Eliminated 30 manual journals via automation
Driver-Based Forecast (PwC)
Planning redesign
- Cut forecast variance to ±2%
- Automated 18 management reports
- Partnered with Ops on leading indicators
Key achievements
- Return offer
- Mentored juniors to promotion-ready bar at PwC
- Delivered quantified outcome ahead of plan at PwC
Education
NYU Stern
B.S. in Finance · New York, NY · GPA 3.7
08/2012 – 05/2016
Skills
Finance
FP&A 92%Modeling 90%Variance Analysis 88%Board Reporting 86%
Technical
Excel / VBA 92%SQL 84%ERP (NetSuite/SAP) 82%
Stakeholder
Exec Communication 90%Cross-functional Partnering 88%
Certifications
CFA Level II Candidate — CFA Institute · 2024
CFA Level I / II candidate pack — CFA Institute · 2023 · CFA-REG-441
FP&A Certification — AFP · 2024 · FPAC-33
Awards
Finance Partner of the Year
American Express · 2023
Consumer card FP&A
Forecast Accuracy Award
Finance Leadership · 2024
±2% variance
People's Choice
Company Awards · 2023
Cross-functional collaboration
Projects
Playbook Hub
Internal knowledge base for delivery standards
Notion, Loom
Impact Dashboard
Live KPI board for leadership reviews
Looker, Sheets
Languages
English · NativeSpanish · Conversational
Achievements
- Improved forecast accuracy 25%
- Spoke at industry meetup on delivery craft
- Built repeatable operating cadence used by peer teams
Summary example
Financial analyst with [X] years of FP&A and modeling experience in [industry]. Builds clear forecasts and analyses that guide [$X] decisions.
Example bullet points for a Financial Analyst
- Built the annual budget model for a [$X] business unit
- Improved forecast accuracy to within [X%] of actuals
- Analyzed [N] investment proposals and recommended [N] for approval
- Found [$X] in savings through vendor spend analysis
- Automated monthly variance reports, saving [X] hours per cycle
- Presented monthly results to the CFO and department heads
- Shortened month-end close from [X] to [Y] days by automating reconciliations
- Built a three-statement model used to plan a [$X] annual budget
- Identified [$X] in cost savings through vendor and spend analysis
- Supported [N] audits with zero material findings
Replace the [brackets] with your own numbers and facts. Never claim results you didn't achieve.
Skills to include
- Financial Modeling
- Forecasting
- Budgeting
- Variance Analysis
- Excel
- SQL
- Power BI
- Valuation
- ERP Systems
- Presentation
Tips for a Financial Analyst resume
- Mention the size of budgets you worked on.
- Show advanced Excel and any SQL or BI skills.
- Add CFA level or other certifications if relevant.
- Use plain numbers — finance readers like precise figures.
- Run the built-in resume checker and paste the job description into the keyword match before you download.
Related: How to write a resume · Action verbs · ATS templates