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CV & Careers · CourseToJob

Financial Analyst CV example

What to include in a financial analyst cv: relevant evidence, skills, sample achievement structures and template suggestions.

A useful starting point

Show a model or pack that changed a decision. Two pages. Skip “strong analytical skills” with no artefact. Skip this if you are a bookkeeper — the artefacts are different.

These examples illustrate structure, not a real applicant’s history. Replace every sample detail with your own evidence. Follow the employer’s instructions on qualifications, registration, document length and file format.

Evidence to consider

  • Forecasting or FP&A
  • A decision supported
  • Tools (Excel, a planning system)
  • Stakeholder

Illustrative achievement bullets

  • Built a 24-month cash model used in weekly treasury huddles
  • Explained a 6% margin miss to the commercial team with a bridge they reused
  • Automated a variance pack; saved a day each month-end
  • Supported a pricing paper that raised average contract value 4%

Relevant skills to substantiate

FP&A · Excel · Forecasting · Variance analysis · Power BI · Stakeholder packs

What to leave out

  • Photos
  • Unowned board numbers
  • Every CFA level you have not passed

Choose a layout

Explore the classic template or use it in the CV builder. This is a suggested layout; follow the vacancy’s requirements.

Related roles

Frequently asked questions

CFA on the CV?

Passed levels only, with dates. “Level 1 candidate” is honest if true.

Should I attach a model?

No, unless they asked. Describe the model. Send files through their process.

Template?

Classic or Professional. Single column.