Financial Analyst CV Example & Writing Guide
Financial analyst CVs need to convey analytical rigour, financial modelling capability, and commercial impact in tight, metrics-driven language. Whether you're targeting FP&A, corporate finance, investment banking, or private equity, the fundamentals are the same: show what models you built, what decisions they informed, and what the business outcome was. ATS systems filter for technical skills (Excel, financial modelling, DCF, VBA, Power BI, SQL) and professional qualifications (CFA, CIMA, ACA). Hiring managers look for evidence of independent analytical thinking and the ability to translate numbers into business recommendations.
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Financial Analyst CV Example — Sample
Alex Johnson
Senior Financial Analyst — FP&A
alex.johnson@email.com · London, UK · linkedin.com/in/alexjohnson
Professional Summary
CFA Level II candidate and financial analyst with 4 years of experience in FP&A and corporate finance. Built financial models for M&A transactions totalling £340M in deal value. Strong Excel and Power BI skills; experience presenting to CFO and board-level stakeholders.
Experience
Senior Financial Analyst — FP&A
Halton Group plc
- —Own group budgeting, forecasting, and variance analysis across 5 business units (combined £240M revenue)
- —Built integrated 3-statement model and 5-year forecast used in £180M refinancing process
- —Automated monthly reporting pack (18 slides) using Power BI, saving 3 days of manual work per month
Financial Analyst
GreenCap Advisory
- —Built DCF, LBO, and comparable company analysis models for 6 M&A transactions (£20M–£160M deal values)
- —Prepared information memoranda, management presentations, and buyer due diligence responses
- —Supported two sell-side mandates from kick-off to completion; both closed within 6 months
Skills
Financial modelling, DCF, LBO, M&A analysis, Excel (advanced/VBA), Power BI, SQL, SAP, budgeting & forecasting, variance analysis, board reporting, CFA Level II
Sample CV for illustration. Build yours free with CVmake — AI fills in your real details.
How to write a Financial Analyst CV Example: 6 key tips
- 1
Mention your CFA, CIMA, ACA, or other qualification status — it is a hard filter for many roles
- 2
Include the deal or transaction values you've worked on — scale matters
- 3
Be specific about modelling: DCF, LBO, 3-statement, scenario analysis — not just "financial models"
- 4
List every tool: Excel, Power BI, SQL, SAP, Hyperion — ATS systems filter for these
- 5
Show impact beyond the model: what decision did your analysis support?
- 6
Tailor for FP&A vs investment banking vs PE — the vocabulary and priorities are different
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