Financial Analyst resume example
Financial analyst resumes are read by people who love numbers, so every claim needs one. This example shows forecasting, variance analysis, business partnering and modelling skills, with clear results.
Called a CV in the UK, Ireland, India, Africa, Australia and many other places, and a resume in North America. The layout below works for both.
Rohan Kapoor
Financial Analyst | FP&A, Forecasting and Business Partnering | Advanced Excel and Power BI
Gurugram, India rohan.kapoor@example.com
Summary
Financial analyst with four years in FP&A for consumer and technology businesses. Builds forecasts and models that managers actually use, explains variances in plain language and finds practical savings. Qualified chartered accountant.
Skills
- Financial planning and analysis (FP&A)
- Budgeting and forecasting
- Variance analysis
- Financial modelling
- Advanced Excel (INDEX-MATCH, Power Query)
- Power BI
- SAP
- Business partnering
- Management reporting
- Scenario analysis
Experience
Financial Analyst, FP&A
Aug 2022 to Present
Saffron Foods, Gurugram, India
- Own the monthly forecast for a business unit with 8 product lines, improving forecast accuracy from within 8% to within 3%.
- Built a pricing scenario model used by leadership to set prices during a period of rising input costs.
- Partnered with the supply chain team to identify freight savings of about 4% of annual logistics spend.
- Automated monthly management reports in Power BI, cutting preparation time by 3 days.
Audit Associate
Jul 2020 to Jul 2022
Kapur and Sinha Chartered Accountants, New Delhi, India
- Audited 12 clients across manufacturing, retail and services.
- Tested controls and reconciliations, identifying issues that led to improved month-end processes at 3 clients.
- Prepared audit working papers reviewed with no major corrections in the final year.
Education
B.Com (Hons)Yamuna College of Commerce, New Delhi, India
2019
Certifications
- Chartered Accountant (ICAI)
- Financial Modelling and Valuation course
Languages
English (fluent) · Hindi (native) · Punjabi (conversational)
This example is fictional: the person, employers and figures are invented to show good structure. Use it as a guide and write your own, true details.
What makes this resume work
- 1Forecast accuracy is a clear, measurable FP&A result that finance managers recognise.
- 2Business partnering is shown through a real saving achieved with another team.
- 3Modelling is tied to a leadership decision, proving the work was used.
- 4Audit experience is presented as a foundation for analysis, which is a common career path.
- 5The professional qualification is in the summary and certifications for quick screening.
Common mistakes to avoid
- Listing duties like 'prepared reports' without saying what decisions they supported.
- Overloading the resume with Excel functions instead of showing what you built.
- Hiding a professional qualification at the bottom of the page.
Applying for a financial analyst job?
Pair your resume with a short, specific cover letter. See the financial analyst cover letter example, or draft your own with the cover letter generator.
Questions people ask
What is FP&A?
Financial planning and analysis: budgeting, forecasting, analysing performance against plan, and supporting business decisions with financial insight.
Is a professional qualification needed for financial analyst roles?
Not always, but qualifications such as CA, ACCA, CIMA or CFA are often preferred and can help you progress.
Which tools should a financial analyst list?
Advanced Excel is essential. Add the ERP and BI tools you have used, such as SAP, Oracle, Power BI or Tableau.