# Financial analyst CV example and résumé tips

> A financial analyst CV example covering forecasting, modelling and business partnering, with the skills, keywords and bullet points recruiters look for.

Updated 2026-10-07 by Litjob. Web version: https://getlitjob.com/cv-examples/financial-analyst

Financial analysts are hired to make the numbers useful for decisions. This example shows an analyst who pairs every model and report with the decision it supported and the money involved.

## Sample CV

The person and companies below are fictional.

### Arjun Mehta, Financial Analyst

Financial analyst with 4 years in FP&A for consumer and logistics companies. I build forecasts and models that leaders trust, and I explain what the numbers mean for the next decision.

#### Experience

**Financial Analyst, FP&A, Straits Freight Group** (Singapore), 2023 to present

- Own the rolling 18-month forecast for a S$400M revenue business, keeping accuracy within 3% for 6 straight quarters.
- Built a route profitability model that led to renegotiating 4 contracts and S$2.3M in annual margin improvement.
- Prepare the monthly performance pack for the CFO and 5 business unit heads.

**Junior Financial Analyst, Lumen Consumer Brands** (Mumbai, India), 2021 to 2023

- Supported the annual budget across 9 cost centres and tracked monthly variances.
- Automated sales reporting with Power Query, saving 6 hours a week.
- Modelled the payback of a new distribution centre, used in the board’s approval decision.

#### Education

- MBA (Finance), Narsee Monjee Institute of Management Studies (2021)
- B.Com., University of Mumbai (2019)

#### Skills

- Finance: Financial modelling, Forecasting, Budgeting, Variance analysis, Valuation (DCF)
- Tools: Excel (advanced), Power BI, SAP, Anaplan, SQL (basic)

## Financial analyst summary examples

**Graduate:** Finance graduate with an internship in corporate finance, where I built a three-statement model used in a pricing review. Advanced Excel, CFA Level I passed.

**Senior or FP&A manager:** FP&A manager with 9 years partnering with commercial leaders in tech and retail. Lead a team of 4 analysts and own planning for a $1.2B business.

## Skills for a financial analyst CV

- Hard skills: Financial modelling (three-statement, scenario, DCF), Budgeting and forecasting, Variance and performance analysis, Advanced Excel (lookups, pivots, Power Query), BI tools (Power BI, Tableau), ERP and planning systems (SAP, Oracle, Anaplan), Presenting financial information
- Soft skills: Business partnering, Commercial thinking, Clear storytelling with numbers, Attention to detail (show these through your bullet points)

## Keywords recruiters and ATS look for

financial analyst, FP&A, financial modelling, forecasting, budgeting, variance analysis, Excel, financial reporting, business partnering, KPIs, valuation, Power BI

Compare your CV with a specific job ad using the free CV keyword checker: https://getlitjob.com/cv-keyword-checker

## Bullet points: before and after

- Weak: Prepared financial reports.
  Stronger: Prepared the monthly board pack, highlighting the 3 variances that most affected profit.
- Weak: Built financial models.
  Stronger: Built a pricing model that supported a 4% price rise with no measurable drop in volume.
- Weak: Helped with the budget.
  Stronger: Coordinated a $60M annual budget across 12 departments, delivered 2 weeks ahead of deadline.
- Weak: Analysed costs.
  Stronger: Found $500,000 in avoidable freight costs through a carrier-level cost analysis.

## Tips for financial analyst CVs

### Show the decision behind each model

Models are tools. Say what they were used to decide and how big the decision was.

### Quantify the business size

Revenue, budget or portfolio size shows the scale you are used to working with.

### List qualifications and progress

CFA, ACCA, CIMA or CPA progress helps you pass filters. Say which level you have passed or are sitting.

### Be specific about Excel

Every analyst lists Excel. Mention modelling, Power Query or automation to stand out.

## Financial analyst interview questions

### Walk me through the three financial statements and how they link.

Practise explaining how net income, cash and the balance sheet connect, simply.

### How would you build a forecast for a new product?

Cover drivers (volume, price, costs), assumptions, scenarios and how you would test them.

### Tell me about a time your analysis changed a decision.

Use a real example with the amount of money involved.

### Expect an Excel or modelling test.

Practise building a small model quickly and clearly, with assumptions on a separate tab.