Create a Winning Document With our Financial Analyst Resume Template for Word

Step 1: Writing Your Summary Statement

In the past, people used to write their “objective” for creating and sending a resume. This practice is now outdated, since getting a job is the only reason why you would submit a resume to a hiring manager. Instead, you’ll write a summary statement, which concisely sums up everything that you’re about to elaborate upon, like your skills, work history, education and character. Decide whether you want to write about three short sentences or three short bullet points, and use these examples and our financial analyst resume template for Word for additional guidance.

Summary Statement Example 1:

Financial analyst with 10 years’ experience in corporate business. Expert on global economics. Strong communication skills and pays close attention to detail.

Summary Statement Example 2:

Financial analyst with four years of experience as a government adviser. Specialize in stock market and interest rates. Personable and critical thinker.

Summary Statement Example 3:

Financial analyst with 20 years of experience in global finance. Can speak German, English and Chinese and is an expert on contemporary trade. Prompt, courteous and professional.

Summary Statement Example 4:

Financial Analyst
•Ten years’ experience as an independent adviser
• Specialize in stock, investment and market trends
• Avid listener with strong critical thinking skills

Step 2: Writing Your Skills Section

No matter how many skills you have, in your skills section, you need to include skills that are only relevant to the job by thinking carefully about the industry you work in and about any significant keywords and phrases in the job posting. By focusing on and using those keywords, employers immediately know that you thoroughly read a job description and aren’t just submitting vague resumes to a lot of companies. With the following guidelines and our financial analyst resume template for Word, you’ll have a skills section typed out in no time.

•Use a table to clearly and efficiently present this information.
•Only include three or four items per column in the table.
•Use sentence fragments without periods to save space and time for the reader.

Here are some of the most important skills that employers look for in financial analysts:

•Critical Thinking
•Writing
•Speaking
•Mathematics
•Active listening
•Reading comprehension
•Judgment and decision making

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Step 3: Writing Your Work History Section

Many mediocre resumes only list a brief and empty list of an applicant’s former jobs. However, to prove that you have the skills that you listed in the previous section, it’s extremely important that you not only state for whom and when you worked in the past but what you did in each position, what you accomplished and if you received any awards or recognition. The following tips and our financial analyst resume template for Word offer some further guidance for writing an excellent work history section.

•Try to include between five and seven bullet points per job you list.
•Start with your most recent employer and move backwards chronologically.
•Stay consistent and either list just years or months and years, don’t mix the two.

These are some fine examples of financial analyst work history points:

•Helped plan 2014 state legislation
•Created expected sales projections for three separate corporate clients
•Worked with investors to help them understand the market’s tendencies
•Created the projection and plan that helped (company’s) 2013 ascent

Step 4: Writing Your Education Section

The education section follows the work history section because unless you’re applying right out of college or high school, the work history tends to have a greater impression on employers. The education section is relatively simple, since you just have to list your formal education and any relevant courses, organizations, internships or anything else that has contributed to your skills as a financial analyst. In addition to our financial analyst resume template for Word, here are a few additional guidelines.

•If you’re submitting a resume prior to graduation, simply write something like “anticipated graduation in...” or “in progress.”
•List any certificates and licenses that are relevant.
•List relevant coursework even if it didn’t go toward a completed degree.

Example of Education Section for Financial Analyst:

Bachelor in Finance
Northern Illinois University – DeKalb, IL
Coursework: Finance, marketing, mathematics
Additional courses in finance and corporate software
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