Andrew Walsh
Financial analyst with 5 years of experience in FP&A for healthcare and technology companies. Builds budgets, forecasts and financial models that support decisions on $150M+ in annual spend. Advanced in Excel and SQL and skilled at explaining variances clearly to department leaders.
- Manage the annual budget and monthly forecasts for 6 departments with $150M in combined spend
- Built a driver-based forecast model that improved forecast accuracy from 88% to 96%
- Identified $2.1M in vendor and staffing savings through cost analysis
- Prepare monthly variance reports and present results to department directors
- Supported quarterly forecasts and board reporting for a $60M SaaS business
- Automated revenue reports with SQL and Excel, saving 10 hours per month
- Modeled pricing scenarios used in a plan that raised average contract value by 9%
Financial modeling • Budgeting & forecasting • Variance analysis • Excel (advanced) • SQL • Power BI • NetSuite • Hyperion • Scenario analysis • Executive reporting
Financial Analyst resume summary examples
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Financial Analyst resume bullet points
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- Managed budgets and forecasts for departments with $150M in annual spend
- Built a driver-based forecast model that raised accuracy from 88% to 96%
- Identified $2.1M in annual savings through vendor and staffing analysis
- Prepared monthly variance reports and explained drivers to directors
- Automated revenue reporting with SQL and Excel, saving 10 hours per month
- Modeled pricing scenarios that supported a 9% increase in contract value
- Supported quarterly board reporting and investor materials
- Built Power BI dashboards for spend, headcount and margin
- Evaluated capital projects using NPV, IRR and payback analysis
- Partnered with accounting to improve month-end close timing by 2 days
Top skills for a financial analyst resume
Hard skills
Soft skills
ATS keywords for financial analyst resumes
These terms appear often in financial analyst job descriptions. Use the ones that truthfully describe your experience, in the same words the posting uses. To see exactly which keywords your resume is missing for a specific job, try the job description matcher.
How to write a financial analyst resume
1. Show the scale of what you analyze
Mention budget sizes, revenue or the number of departments you support so recruiters understand your scope.
2. Connect analysis to decisions
Explain what your models led to, such as savings found, pricing changes or better forecast accuracy.
3. Be precise and accurate
Finance resumes are read by detail-focused people. Check every number, date and title, and use only figures you can explain in an interview.
4. List credentials correctly
For designations like the CFA, write the exact status, for example "CFA Level II Candidate". Only use "CFA" after your name if you are a charterholder.
5. Highlight your Excel and systems skills
Name specific skills such as financial modeling, pivot tables, INDEX/MATCH or Power Query, and the ERP and planning tools you use.
New to resumes? Read our full guide on how to write a resume or browse ATS-friendly resume templates.
Frequently asked questions
What should a financial analyst resume include?
A summary, technical skills, and experience with budgeting, forecasting, modeling and measurable impact, plus your degree and any finance certifications or exam progress.
How do I write a financial analyst resume with no experience?
Feature internships, finance coursework, case competitions and personal modeling projects. Describe the analysis you did and what it showed.
Is the CFA necessary for financial analysts?
No. It is valued in investment roles, but many corporate FP&A analysts succeed without it. Experience and strong modeling skills often matter more.
What is the difference between a financial analyst and an accountant?
Accountants record and report past financial activity, while financial analysts use that data to plan, forecast and support future decisions.
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