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Financial Analyst CV Template

Financial analysts translate numbers into decisions. Your CV needs to demonstrate both technical rigour (modelling, forecasting) and commercial acumen — understanding what the numbers mean for the business.

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Critical Keywords for Financial Analyst CVs

ATS systems filter applications against these terms before a human ever reads your CV. ProCV automatically pins missing keywords into your generated output.

Financial ModellingDCF / LBOExcel / VBASQLFP&AVariance Analysis

3 CV Tips That Get Financial Analysts Interviews

1

Quantify every model: "Built 3-statement LBO model for $240M PE acquisition" beats "Built financial models". Include deal size or AUM where possible.

2

Include your CFA level if you're a charterholder or candidate — it's a pass/fail filter at many firms, so place it prominently.

3

State your tool stack: Excel / Power BI / Tableau / Python / SQL — hiring managers match your tools against their stack before reading bullets.

Frequently Asked Questions

Should I include GPA on a finance CV?
Include it if 3.5+ (US) or First / 2:1 (UK). If you graduated more than 5 years ago, omit GPA but keep the degree and institution.
How do I show deal or transaction experience?
List each transaction on a separate line under the role: "Advised on £80M Series C — led financial due diligence and IM drafting". If under NDA, describe deal type and size range without naming the company.
Is a one-page rule enforced in finance?
In investment banking, yes — one page for analysts is a firm rule at most banks. In corporate finance and FP&A, two pages is acceptable for 5+ years of experience.

Also Known As

The same role goes by different names depending on the employer, country, and seniority level. ProCV recognises all of these and tailors your CV accordingly.

Finance AnalystFP&A AnalystInvestment AnalystEquity AnalystBusiness Analyst

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