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Finance resume example

Financial Analyst resume example

A financial analyst resume that shows forecasts, models and the decisions they informed, with the sums involved.

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The example resume

James Whitfield

Financial Analyst

Financial analyst with five years in FP&A at a retail group. I build models that leadership plans with, and explain the numbers behind them.

Experience

Senior Financial Analyst, Harbour Retail Group 2021–now

Retailer with 180 stores and £600m revenue.

  • Own the annual budget and monthly forecast for a £120m division.
  • Built the store-level profitability model used to decide 14 closures and 6 openings.
  • Cut month-end reporting from eight days to four by automating consolidations.

Financial Analyst, Grant & Co. 2019–2021

Mid-sized accounting and advisory firm.

  • Built valuation models for eight mid-market acquisitions, from £5m to £40m.
  • Prepared board packs and variance analysis for three clients.

Education

BSc, Economics, University of Warwick 2018

Certifications

CFA Level II, CFA Institute 2022

Skills

  • Finance: Forecasting, Budgeting, Financial modelling, Valuation, Variance analysis
  • Tools: Excel, Power BI, SAP, Anaplan