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Entry-Level Financial Analyst Resume Examples and Templates for 2024

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How To Write an Entry-Level Financial Analyst Resume

• Resume Text Examples

To write a strong entry-level financial analyst resume, leverage the most compelling aspects of your academic projects, internships, and industry knowledge. Without an extensive work history, you’ll have to rely on your financial analysis skills and education to generate job interviews on the open market. Focus on incorporating qualifications that demonstrate your understanding of complex financial concepts. This guide provides expert tips and insights to help build an accomplishment-driven resume.

• Entry-level
• Senior-level

1. Write a dynamic profile summarizing your entry-level financial analyst qualifications

Craft an engaging snapshot of your qualifications and experience to grab the hiring manager’s attention. Start with an opening sentence with your current title and three to four specializations that align with the job description. As an entry-level financial analyst, draw attention to any relevant experience you’ve garnered during an internship or your academic career. Send a strong message to prospective employers that you have the knowledge and skill sets to succeed. For example, if a company seeks a candidate who excels in business intelligence, you could highlight your ability to enhance financial reporting for data-driven decision-making.

Professional Profile - Example #1

A financial analyst with entry-level experience specializing in accounting, financial modeling, business intelligence, and data-driven decision-making. Adept at identifying opportunities to enhance financial reporting, and improve profitability for client businesses.

Professional Profile - Example #2

A financial analyst with entry-level experience specializing in economics, finance, financial modeling, and accounting principles. A proven track record of developing and refining financial reporting for small and medium-sized businesses across various market verticals.

2. Add a compelling section featuring your entry-level financial analyst experience

Craft a professional experience section that encapsulates strong accomplishments and experience you’ve garnered in your internships and entry-level jobs. Incorporate numbers, monetary figures, and metrics whenever possible to establish a sense of scope for your achievements and grab the attention of prospective employers. For example, if your financial analysis contributed to increased return on investment (ROI) or cost savings, feature these metrics prominently in your bullet points.

If you have no relevant internships or work experience, you can still demonstrate your financial knowledge and qualifications by featuring academic projects. Rather than simply listing the projects, craft detailed bullet points to show hiring managers the knowledge you’ve gained while pursuing your degree. Emphasize the type of analysis you performed or the financial models you created. Send a strong message that you’re worth hiring, even without years of hands-on professional experience.

Professional Experience - Example #1

Entry-Level Financial Analyst, SouthWest Financial Services Inc., Nashville, TN | May 2023 – present

• Analyze financial operations and reporting for five client accounts valued at $100,000 to $250,000, including operating expenses, vendor relationships, labor costs, and revenue cycle management
• Interface with client teams to evaluate financial reporting, analyze variance to actuals, perform forecasting, develop operating plans, and conduct headcount planning
• Develop financial models and strategies in coordination with senior financial analysts, including creating short-term and long-term financial plans based on key performance indicators (KPIs)

Professional Experience - Example #2

Entry-Level Financial Analyst, Coleman Financial Firm, New York, NY | May 2023 – present

• Perform comprehensive financial analysis on business financials, product use cases, and market indicators to inform investment decision-making for a premier financial firm
• Conduct due diligence on an investment in a startup food delivery service based on competitive analysis and cash flow, resulting in a potential ROI of up to 150%
• Coordinate with financial analysts and accounting teams to evaluate risk factors and conduct financial reporting on investment opportunities

3. Add entry-level financial analyst education and certifications

Showcase any relevant experience, coursework, and certifications to generate job interviews at the entry level. List your degree, college institution, and graduation date. Highlight academic achievements, such as awards or your GPA. Consider pursuing industry certifications to show prospective employers your strong foundational knowledge of finance. Your priority should be obtaining a Chartered Financial Analyst (CFA) credential from The Financial Industry Regulatory Authority (FINRA).

• [Degree Name]
• [School Name], [City, State Abbreviation] | [Graduation Year]
• Bachelor of Science (B.S.) Economics
• Temple University, Philadelphia, PA | 2023

Certifications

• [Certification Name], [Awarding Organization], [Completion Year]
• Chartered Financial Analyst (CFA), FINRA, 2023

4. List key entry-level financial analyst skills and proficiencies

Showcase the relevant key skills that match the job description to achieve compliance with Applicant Tracking Systems (ATS). Employers utilize software algorithms to parse resumes for specific keywords from the job description. If your document lacks a sufficient number of key terms, your application will likely be rejected before it reaches the hiring manager. To mitigate this risk, tactically integrate a mix of financial analysis and industry terms into your profile, professional experience, and skills section.

Below are potential keywords you may encounter while applying for financial analyst positions.

How To Pick the Best Entry-Level Financial Analyst Resume Template

When selecting your resume template, avoid formats with multiple columns and flashy visual elements. A single-column template with limited color provides an organized, sequential reading experience without distracting the hiring manager from your content. Be sure to use a simple, elegant 11 or 12-point font, such as Cambria, Garamond, or Calibri. When in doubt, always prioritize structure and readability over aesthetics.

Entry-Level Financial Analyst Text-Only Resume Templates and Examples

Harold Burmont (123) 456-7890 [email protected] 123 Your Street, New York, NY 12345

A Financial Analyst with entry-level experience specializing in economics, finance, financial modeling, and accounting principles. A proven track record of developing and refining financial reporting for small and medium-sized businesses across various market verticals.

Professional Experience

Entry-Level Financial Analyst, Boutique Fashion Co., New York, NY May 2021 – Present

• Conduct financial reporting on monthly and annual performance of clothing products for a boutique fashion company, conduct forecasting, and provide financial insights to the business intelligence team to facilitate data-driven decision making
• Perform audits on operating costs for the business and identify opportunities to reduce expenses by 15% through the outsourcing of IT processes to an external vendor
• Coordinate with the accounting team to perform month-end and year-end close

Academic Experience

Financial Analyst Projects, Columbia University, New York, NY September 2020 – May 2021

• Developed financial documentation for a three-month simulation of a startup e-commerce business, which included translating hypothetical business events into financial reporting
• Created 12 pages of journal entries and financial statements using MS Excel, including reconciliations and month-end close

Bachelor of Science (B.S.) Accounting Columbia University, New York, NY  September 2017 – May 2021

• Financial Analysis
• Financial Reporting
• Data Analysis
• Accounting Principles
• Business Analytics

Alicia Jameson (123) 456-7890 [email protected] 123 Your Street, San Diego, CA12345

A Financial Analyst with entry-level experience specializing in investment strategy, market analysis, financial analysis, and risk management. Adept at coordinating with investors to evaluate ROI potential and risks for acquisitions and investment opportunities.

Entry-Level Financial Analyst, Coleman Financial Firm, New York, NY May 2021 – Present

• Perform comprehensive financial analysis on business financials, product use cases, and market indicators to inform investment decision making for a premier financial firm
• Conduct financial modeling for a simulated retail business, which included evaluating company financials, developing financial reporting, and performing market research to assess risks and long-term economic outlook

Bachelor of Science (B.S.) Finance Columbia University, New York, NY  September 2017 – May 2021

• Financial Modeling
• Investment Strategy
• Business Intelligence
• Risk Management

Bob Laurence (123) 456-7890 [email protected] 123 Your Street, Nashville, TN 12345

A Financial Analyst with entry-level experience specializing in accounting, financial modeling, business intelligence, and data-driven decision making. Adept at identifying opportunities to enhance financial reporting and improve profitability for client businesses.

Entry-Level Financial Analyst, SouthWest Financial Services Inc., Nashville, TN May 2021 – Present

• Analyze financial operations and reporting for five client accounts valued at $100K-$250K, including operating expenses, vendor relationships, labor costs, and revenue cycle management
• Develop financial models and strategies in coordination with senior financial analysts, including creating short-term and long-term financial plans based on KPIs

Financial Analyst Internship, Aegis Investment Firm, Nashville, TN January 2021 – April 2021

• Supported financial analysts in conducting financial reporting, evaluating business financials, and identifying risk factors for investors
• Coordinated with the finance team to create presentations on business intelligence reports and due diligence on businesses to determine investment viability

Bachelor of Science (B.S.) Economics University of Nashville, Nashville, TN September 2017 – May 2021

• Microsoft Excel
• Forecasting

Frequently Asked Questions: Entry-Level Financial Analyst Resume Examples and Advice

What are common action verbs for entry-level financial analyst resumes -.

Start each bullet point with a strong action verb to infuse a dynamic and engaging element into your writing. Avoid cliche and passive language such as “responsible for,” “worked,” or “helped.”

That being said, you may run short on action verbs during the resume-building process. Only a few verbs can often convey your experience, especially at the entry-level.

We’ve compiled a list of action verbs to craft your professional experience section:

How do you align your resume with an entry-level financial analyst job description? -

According to the Bureau of Labor Statistics , the average annual salary for financial analysts was $95,570 in 2023 with over 32,000 new job opportunities opening each year. Despite these positive projections, you’ll face stiff competition in the open market due to the lucrative nature of these roles. To break into the industry and generate job interviews at the entry level, carefully align your resume with the job description.

For example, if a company is seeking an entry-level financial analyst for a job focused on financial reporting, you’d demonstrate your knowledge of tools such as SAP, NetSuite, Oracle, or QuickBooks. If an organization is looking for a candidate to interpret complex data sets and conduct financial forecasting, you’d emphasize your ability to identify patterns and trends in financial data. Tailor your resume towards each individual job you apply for to advance your career and land your next big job opportunity.

What is the best entry-level financial resume format? -

At the entry level you might opt for a functional resume format if you lack a robust work history, but this approach is generally considered outdated by most hiring managers and recruiters.

Rather than only listing your skills, craft detailed bullet points for your academic projects to demonstrate your industry knowledge. If you’ve completed an internship, utilize the reverse chronological format to place this experience towards the top of your document.

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Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).

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Entry Level/Junior Financial Analyst Resume Examples: Proven To Get You Hired In 2024

Jump to a template:

• Entry Level/Junior Financial Analyst
• Entry Level/Finance Associate
• Entry Level/Credit Analyst
• Entry Level/Business Analyst
• Entry Level/Investment Analyst

Get advice on each section of your resume:

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• Entry Level/Junior Financial Analyst Resume Tips

Entry Level/Junior Financial Analyst Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., entry level/junior financial analyst resume sample.

As an Entry Level/Junior Financial Analyst, you're at the beginning of an exciting journey in a dynamic field. The finance industry is currently experiencing a significant shift towards digitalization and data-driven decision making. In this space, being tech-savvy and having a solid grounding in data analysis are increasingly valuable. On your resume, it's pivotal to showcase not only your financial acumen but also your adaptability and forward-thinking mindset. Exude passion for the finance sector, because employers are keen on candidates who are genuinely interested in their line of work. Be sure to highlight any coursework or projects you've completed that are relevant to the job, and don't shy away from showcasing your soft skills, such as critical thinking or teamwork. These assets can set you apart from other applicants.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your entry level/junior financial analyst resume in 2024,    highlight data analysis skills.

As this role is often centered around interpreting financial data, it's essential to emphasize any experience you have with data analysis. Have you worked on a project or took a course that involved analyzing data sets? Highlight that on your resume and demonstrate your competency in this area.

   Showcase Technological Proficiency

With the finance industry's ongoing digital transformation, being comfortable with technology is a critical skill. If you've used financial analysis software or other technical tools in school or a previous job, definitely include those details. This could be as simple as being an Excel whizz or as complex as knowing how to use specific finance software.

Junior financial analysts typically collect and analyze data, create reports, and make policy recommendations based on their findings. While you can get this entry-level job with little to no prior work experience, you’ll be a more competitive candidate if you’ve studied business, finance, economics, or a related field in school. Use your resume to emphasize your educational background, and don’t forget to also list any relevant internships you’ve done.

   Lead with your educational history

If your work history is fairly short, it’s best to lead your resume with your educational history, especially if you majored in a relevant subject area. If you have a bachelor’s degree in business with a minor in analytics and management, mention that up-front to show hiring managers that you’re starting with at least some background in the field.

   Discuss any relevant internship experience (or tailor non-relevant experience to the role)

You may not have held many jobs at this stage in your career, but if you’ve interned in financial analytics, make sure to highlight your internships on your resume. Treat them as you would treat any work experience, adding bullet points to explain what you achieved (such as “generated 10+ new clients through cold calling”).

Entry Level/Finance Associate Resume Sample

Entry level/credit analyst resume sample, entry level/business analyst resume sample, entry level/investment analyst resume sample.

As a hiring manager who has recruited for top companies like Goldman Sachs, JPMorgan Chase, and Citi, I've reviewed hundreds of resumes for entry-level financial analyst positions. Based on my experience, I've compiled a list of essential tips to help you create a standout resume that will catch the attention of potential employers in the finance industry.

   Highlight your analytical skills

Employers are looking for candidates who can demonstrate strong analytical skills. Showcase your ability to analyze financial data and provide insights by including specific examples in your resume.

• Analyzed financial statements of 10+ companies and identified cost-saving opportunities, resulting in a 15% reduction in expenses
• Conducted market research and competitor analysis to support investment decisions, leading to a 20% increase in portfolio returns

Avoid generic statements that don't provide concrete evidence of your skills:

• Familiar with financial analysis
• Experienced in market research

   Emphasize your proficiency in financial software

Proficiency in financial software is a must-have skill for entry-level financial analysts. Highlight your experience with tools like:

• Microsoft Excel (including advanced functions like VBA and pivot tables)
• Bloomberg Terminal

Provide specific examples of how you've used these tools to analyze data and make informed decisions:

• Used Bloomberg Terminal to monitor market trends and identify investment opportunities, resulting in a 25% increase in portfolio value
• Created financial models using Excel to forecast revenue growth and assess risk, leading to a successful $5M capital raise

   Include relevant coursework and certifications

As an entry-level candidate, your relevant coursework and certifications can help you stand out from other applicants. Include courses like:

• Financial Accounting
• Corporate Finance
• Investment Analysis
• Quantitative Methods

Also, highlight any certifications you've earned or are working towards, such as:

• Chartered Financial Analyst (CFA)
• Financial Risk Manager (FRM)
• Certified Financial Planner (CFP)

These certifications demonstrate your commitment to the field and can give you a competitive edge in the job market.

   Showcase your communication skills

Financial analysts must be able to effectively communicate complex financial information to both technical and non-technical audiences. Demonstrate your communication skills by including examples of:

• Presentations you've given to senior management or clients
• Reports or analyses you've written
• Collaborations with cross-functional teams

Prepared and delivered quarterly financial reports to executive team, highlighting key performance indicators and providing actionable insights for strategic decision-making

Avoid using vague or generic statements that don't showcase your specific communication abilities:

• Strong communication skills
• Experienced in presenting financial information

   Quantify your achievements

Whenever possible, quantify your achievements using numbers, percentages, and dollar amounts. This helps employers understand the impact you've made in previous roles or projects.

• Analyzed financial data for a $10M portfolio, identifying opportunities that led to a 15% increase in returns
• Created financial models that helped secure $5M in funding for a startup venture
• Conducted market research that informed a new product launch, resulting in $2M in sales within the first quarter

Avoid using vague or unquantified statements:

• Assisted with financial analysis
• Helped with market research
• Supported new product launches

By quantifying your achievements, you provide concrete evidence of your skills and the value you can bring to a potential employer.

   Tailor your resume to the job description

Customize your resume for each job application to highlight the skills and experiences that are most relevant to the specific position. This shows employers that you've taken the time to understand their needs and how you can contribute to their organization.

For example, if a job description emphasizes financial modeling skills, make sure to include examples of your experience creating and using financial models:

• Developed a comprehensive financial model to assess the viability of a $20M acquisition opportunity, considering various scenarios and risk factors
• Created a DCF model to value a publicly-traded company, resulting in a buy recommendation that generated a 25% return over 6 months

Avoid using a generic, one-size-fits-all resume that doesn't address the specific requirements of the job:

Financial analyst with experience in data analysis and market research. Skilled in Excel and Bloomberg Terminal. Strong communication and collaboration skills.

By tailoring your resume to the job description, you demonstrate your fit for the role and increase your chances of landing an interview.

Writing Your Entry Level/Junior Financial Analyst Resume: Section By Section

  summary.

A summary is an optional section at the top of your resume that provides a quick overview of your professional background, skills, and achievements. While a summary is not required, it can be a useful way to provide context for your experience and highlight your most relevant qualifications for the Entry Level/Junior Financial Analyst role you are targeting.

Keep in mind that a summary should not simply repeat information that is already included elsewhere in your resume. Instead, it should add value by providing additional details or context that may not be immediately apparent from the rest of your application. It's also important to avoid using an objective statement, as these are generally considered outdated and ineffective.

To learn how to write an effective resume summary for your Entry Level/Junior Financial Analyst resume, or figure out if you need one, please read Entry Level/Junior Financial Analyst Resume Summary Examples , or Entry Level/Junior Financial Analyst Resume Objective Examples .

1. Tailor your summary to the financial analyst role

When writing your summary for an Entry Level/Junior Financial Analyst position, it's crucial to tailor the content to the specific role and company you are applying to. This means highlighting the skills, experience, and achievements that are most relevant to the job requirements.

For example, if the job description emphasizes financial modeling and data analysis skills, your summary should focus on your experience with these specific areas:

• Recent finance graduate with strong skills in financial modeling, data analysis, and forecasting, seeking an Entry Level Financial Analyst role at XYZ Company
• Entry-level professional with a Bachelor's in Finance and experience in financial statement analysis and data visualization, looking to contribute to ABC Corporation's financial planning and analysis team

Avoid generic or irrelevant statements that could apply to any job or industry, such as:

• Hardworking individual with strong communication skills and attention to detail
• Recent graduate seeking an entry-level position in a dynamic company

2. Highlight your relevant education and certifications

As an Entry Level/Junior Financial Analyst, your education and certifications are likely to be a key focus for employers. Make sure to prominently feature your relevant degrees, majors, and any professional certifications you have earned or are pursuing in your summary.

Recent graduate with a Bachelor's in Finance and a minor in Accounting from XYZ University. Currently preparing for the CFA Level 1 exam. Seeking an Entry Level Financial Analyst position to apply my strong analytical skills and passion for financial markets.

If you have completed relevant coursework, projects, or internships, you can also briefly mention these experiences to demonstrate your hands-on knowledge and skills. However, avoid simply listing courses or projects without context, as this information may be better suited for other sections of your resume.

• Completed courses in Corporate Finance, Financial Accounting, and Investment Analysis
• Participated in a group project analyzing the financial statements of a publicly-traded company

  Experience

The work experience section is the heart of your resume as an entry level financial analyst. It's where you prove to employers that you have the skills and experience to excel in the role. In this section, list your work history in reverse-chronological order, with your most recent experience first.

For each role, include the company name, your job title, dates of employment, and a few bullet points highlighting your key accomplishments and responsibilities. Remember to tailor your work experience to the specific financial analyst role you're applying for.

1. Use strong financial analysis verbs

When describing your work experience, use strong action verbs that demonstrate your financial analysis skills. This helps recruiters quickly understand your capabilities and imagine you in the role. For example:

• Analyzed financial data to identify trends and opportunities for cost savings
• Forecasted revenue and expenses using statistical modeling techniques
• Collaborated with cross-functional teams to develop and monitor budgets
• Presented financial reports and recommendations to senior management

Avoid weak or passive language that downplays your contributions, like:

• Helped with financial analysis projects
• Responsible for creating reports

2. Highlight relevant financial analysis tools

Employers want to know that you're proficient in the tools and technologies commonly used in financial analysis. In your work experience, mention any relevant tools you've used, such as:

• Microsoft Excel (advanced functions, VBA, etc.)
• Financial modeling software (e.g. Oracle Hyperion)
• Data visualization tools (e.g. Tableau, QlikView)
• ERP systems (e.g. SAP, Oracle)

For example:

• Created financial models in Excel to forecast revenue under various scenarios
• Used Tableau to build interactive dashboards for tracking key financial metrics

Tailoring your resume to the job is crucial. Our Targeted Resume tool analyzes your resume against a job description and identifies missing skills and keywords. It's a great way to ensure your work experience section is optimized for each application.

3. Quantify your impact with metrics

To really make your work experience stand out, use metrics to quantify your impact whenever possible. This helps employers understand the scope and significance of your contributions. For example:

• Reduced operating expenses by 15% through identifying and eliminating inefficiencies
• Managed a budget of $500K and consistently came in under budget
• Automated monthly reporting process, saving 20+ hours per month

If you don't have exact metrics, you can still provide context for your accomplishments:

• Analyzed large datasets with 100,000+ rows to identify trends
• Created financial models used by senior management to make strategic decisions

4. Show progression and leadership

Employers love to see growth and progression in your work experience. If you've been promoted, taken on additional responsibilities, or led projects, make sure to highlight that in your resume. For example:

Financial Analyst, XYZ Company Promoted from Junior Financial Analyst after one year due to strong performance and leadership skills Led a team of 3 analysts to streamline the budgeting process, reducing time to complete by 25% Mentored and trained 2 junior analysts in financial modeling and data analysis best practices

Even if your title hasn't changed, you can still show progression by highlighting how your role has evolved and how you've taken on more responsibility over time.

  Education

The education section of your entry level financial analyst resume should be concise yet impactful. It's a chance to showcase your relevant academic background and any specialized coursework or certifications that make you a strong candidate. Here are some key tips to follow when writing your education section:

1. Put education at the top if you're a recent grad

If you graduated within the past 1-2 years, your education is likely your strongest qualification for an entry level financial analyst role. In this case, place the education section above your work experience.

Include the following details for each degree:

• Name of the institution
• Degree earned (e.g., Bachelor of Science in Finance)
• Graduation date or expected graduation date
• GPA, if above 3.5

New York University, Stern School of Business Bachelor of Science in Finance Expected Graduation: May 2023 GPA: 3.8

2. Highlight relevant coursework and academic projects

As an entry level candidate, you may not have extensive work experience in finance. However, you can bolster your qualifications by showcasing relevant coursework, capstone projects, or academic achievements in your education section.

Example of how to list relevant coursework:

• Relevant Coursework: Financial Accounting, Corporate Finance, Investment Analysis, Econometrics

Avoid listing basic or introductory courses that don't directly relate to financial analysis, like this:

• Coursework: Intro to Psychology, World History, English Composition

3. Include finance-related certifications

Certifications can give you a competitive edge, especially if you don't have a finance degree. If you've earned any relevant certifications, include them in your education section or in a separate 'Certifications' section.

Some common certifications for entry level financial analysts include:

• Chartered Financial Analyst (CFA) Level I Candidate
• Financial Modeling & Valuation Analyst (FMVA)
• Bloomberg Market Concepts (BMC)

Certifications Chartered Financial Analyst (CFA) Level I Candidate, June 2023 Bloomberg Market Concepts (BMC), 2022

4. Keep the education section brief if you have 5+ years of experience

If you're a senior financial analyst with several years of work experience, your education becomes less important than your professional accomplishments. In this case, keep your education section short and to the point.

Good example for a senior candidate:

University of Pennsylvania Bachelor of Science in Economics

Bad example that includes too many details:

University of Pennsylvania, The Wharton School Bachelor of Science in Economics Graduation Date: May 2013 GPA: 3.6 Relevant Coursework: Financial Accounting, Corporate Finance, Investment Analysis, Econometrics Honors: Dean's List (Fall 2011, Spring 2012)

  Skills

The skills section is one of the most important parts of your resume. It's where you show employers that you have the specific abilities and knowledge they're looking for in a financial analyst. A well-crafted skills section can help you stand out from other candidates and increase your chances of getting an interview.

Here are some tips to help you create a strong skills section on your resume:

1. Highlight your technical skills

As an entry level financial analyst, it's important to showcase your technical skills. This includes proficiency in financial software, such as:

• Microsoft Excel

You should also highlight any programming languages or data analysis tools you know, such as:

Be specific about your level of proficiency with each skill. For example:

Advanced proficiency in Microsoft Excel, including pivot tables and VBA Intermediate knowledge of SQL and Python for data analysis Familiarity with Tableau for data visualization

2. Include relevant financial skills

In addition to technical skills, you should also highlight any relevant financial skills you have. This could include:

• Financial modeling
• Budgeting and forecasting
• Financial reporting
• Risk analysis

Be sure to tie these skills back to the specific requirements of the job you're applying for. For example, if the job description mentions experience with financial modeling, you could say:

Experience building financial models in Excel to forecast revenue and expenses

Avoid listing generic or irrelevant financial skills, such as:

Basic accounting Bookkeeping Invoicing

3. Categorize your skills

To make your skills section easy to read and navigate, consider grouping your skills into categories. For example:

Technical Skills : Microsoft Excel (Advanced), SQL (Intermediate), Python (Intermediate), Tableau (Beginner) Financial Skills : Financial Modeling, Budgeting and Forecasting, Financial Reporting, Risk Analysis

This helps hiring managers quickly see the range of your abilities and how they relate to the job. Avoid a long, unorganized list of skills like this:

Microsoft Excel Financial modeling SQL Budgeting Python Financial reporting Tableau Risk analysis

4. Tailor your skills to the job

One of the biggest mistakes job seekers make is using the same generic skills section for every application. Instead, you should tailor your skills to the specific job you're applying for.

Start by carefully reading the job description and noting any skills or qualifications that are mentioned. Then, make sure to include those skills in your resume if you have them. For example, if the job description says:

Required Skills: Proficiency in Microsoft Excel, including pivot tables and VLOOKUP Experience with financial modeling and forecasting Knowledge of SQL for data analysis

Your skills section might look like this:

Advanced proficiency in Microsoft Excel, including pivot tables and VLOOKUP Extensive experience building financial models to forecast revenue and expenses Intermediate knowledge of SQL for data analysis and reporting

Skills For Entry Level/Junior Financial Analyst Resumes

Here are examples of popular skills from Entry Level/Junior Financial Analyst job descriptions that you can include on your resume.

• Account Reconciliation
• Business Analysis
• Internal Controls
• Management Accounting
• Data Analysis
• Forecasting

Skills Word Cloud For Entry Level/Junior Financial Analyst Resumes

This word cloud highlights the important keywords that appear on Entry Level/Junior Financial Analyst job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Entry Level/Junior Financial Analyst Resumes

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6 Steps to Making a Financial Analyst Resume That Will Stand Out From the Competition

Financial analyst is a very common first job in finance , and the position can have a range of duties depending on the industry or company. Many financial analysts work in the investment world, analyzing potential or current investments and reporting their findings to the rest of their team. Others might work for depository banks or credit card, insurance, or mortgage companies, evaluating where their money is best directed and what the possible returns might be. Some corporate financial analysts are outside of the financial industry entirely and work for companies in other fields to help them make financial decisions.

Regardless of where you want to work as a financial analyst, you probably love crunching numbers, diving deep into data, and telling others what you found. Before you can get started doing all of that and more in a great new role, you need a strong financial analyst resume to help you land the job. 

Here are six steps to follow—plus an example.

Step 1: Start With the Job You Want to Apply to

Tailoring your resume—writing your resume so that it shows why you’re the best person for a specific opening—is important for every job, but it’s especially important for financial analysts since what might be vital experience for one open job might not even be in the scope of another. For financial analysts, “responsibilities all differ based on the type of industry they are recruited for, as well as the type of analyst that the client is looking for,” says Jim Goldfarb, SVP of Atlantic Partners Corp , a Fortune 500 recruiting agency, who has been involved in the recruitment and hiring of hundreds of financial analysts across various industries and types of companies including financial services, manufacturing, distribution, pharmaceutical, and brokerage and insurance firms.

For this reason, you should find a job or a few jobs you want to apply to before you write your resume. Because how can you know which of your skills, qualifications, accomplishments, and past experiences are most relevant to the position you want if you don’t know what the position entails? Even a general resume you make to pass out to your network should be based on job descriptions for the types of financial analyst roles you’re interested in.

If you’re looking to apply to a range of types of financial analyst roles, it might be helpful for you to start by making a resume outline and then use that document to update your resume for each job.

Step 2: Identify the Most Important Keywords

When you apply to a job online, chances are your resume will pass through an applicant tracking system (ATS). These programs scan resumes submitted for a role and organize them for the recruiter or hiring manager on the other side. In order to quickly find the most relevant resumes, recruiters will often use the ATS to search for keywords relevant to the job they’re hiring for. Humans will also naturally scan for keywords when they read. Recruiters often only spend a few seconds reading a resume for the first time.

This means you need to make sure your resume has those relevant keywords, and the job description is the best way to figure out what they are. As you read through the job description or descriptions you’re working from, circle or otherwise highlight any skills, technologies, job duties, qualifications, or requirements that are mentioned. Any of the highlighted things that you have experience in belong on your resume. And mirror the language of the job description when you add them. For example, if the job description talks about using spreadsheets or Excel, don’t just list “Microsoft Office Suite” under your skills section and think that covers it.

For financial analysts, the important keywords will vary widely, but here are a few to get you started:

• Accounting Principles
• Balance Sheet
• Budget Analysis
• Business Analytics
• Cost Management
• Data Analysis
• Finance Model/Financial Modeling
• Financial Analysis
• Financial Reporting
• Forecasting
• FP&A (Financial Planning and Analysis)
• GAAP (Generally Accepted Accounting Principles)
• Gross Margin
• IBM Cognos Impromptu
• Income Statement
• Microsoft Dynamics
• Microsoft Excel
• Montgomery Investment Technology FinTools XL
• Oracle Business Intelligence
• P&L (Profit and Loss)
• Predictions/Predictive
• Profitability
• Projection Models
• Recommendations
• S&P Capital IQ
• SAS Financial Management
• The MathWorks MATLAB
• Value-Added Analysis

Step 3: Choose Your Most Relevant Skills and How to Present Them

Once you’ve selected a job to write your resume for and identified the most important keywords, you can decide which of your skills to feature on your financial analyst resume. Generally, you should highlight each of your most important skills in two ways: in your skills section and in context within the rest of your resume.

In Your Skills Section

Depending on which resume format you choose, your skills section may go at the beginning or end of your resume, but in either spot the goal is the same: List the skills you have that are most relevant to the job posting. If you have a lot of skills that match up with the description, splitting them into categories like technical, analytical, and accounting might make your resume a bit easier to read (see the example resume below).

You should start your skills section with your most important technical and industry skills (think of the ones emphasized in the job description), then you should list relevant soft skills followed by any other technical skills, says Muse career coach Tara Goodfellow , a former finance professional and founder of Athena Consultants , where she coaches job seekers hoping to enter the finance industry.

Soft skills are the skills that are difficult to measure, like communication, leadership, work ethic, or attention to detail. And whether or not your soft skills go into your skills section depends on the job description, Goodfellow says. If the job you’re applying for emphasizes a lot of collaboration, public speaking, interaction with clients, or other soft skills, listing these in your skills section will help show that you’re the right person for the job. However, if the description is most focused on technical aspects like data analysis, you might want to leave your soft skills out of your skills section and only emphasize them in your bullet points.

In the Rest of Your Resume

A skills section is a great tool for calling out your most important qualifications for a financial analyst role, but all it really shows on its own is that you can type out a list of skills. So you’ll want to make sure all of the important skills in your skills section appear elsewhere on your resume, too, Goodfellow says, to put your skills into context and show how you’ve used them in the past as an indication of how you could use them in the future. Usually this means working your skills into the bullet points describing your past experience, but, particularly if you’re an entry-level candidate, you can also highlight them in your education section or a resume summary .

And speaking of bullet points…

Step 4: Write Descriptive Bullet Points Focusing on Outcomes and Accomplishments

The real substance of your resume is in the bullet points describing your past experience. This is where you can really show who you are and what you’ve done beyond just listing position titles and company names. So make sure that these bullet points showcase how you’ve used your skills to make an impact in past jobs, internships, projects, volunteer experiences, or clubs.

“Experience and notable accomplishments are the first things I look for in a resume,” says Yaniv Masjedi, a business leader at Nextiva who has hired financial analysts to work at tech companies, often as part of marketing teams. “It would help to include figures—even ballpark estimates would do—on the effects of their outputs,” Masjedi says.

Often job seekers use their bullet points to just list responsibilities or skills. That’s a mistake. Recruiters and hiring managers want to see what you’ve accomplished in your past experiences as a preview of what you might be able to accomplish for them. For financial analysts, it’s especially valuable to highlight anything where your analysis drove results—particularly ones that have reduced costs, increased budgets, or improved finances, says Jennifer Smith , Muse career coach and founder of Flourish Careers . But you should be checking the job description here too to see which of your accomplishments will be most interesting to your prospective employer.

This also applies to internships. “A lot of people will say, ‘I just supported this person,’” when describing their internship, Goodfellow says. But you can use strong bullet points to describe what you accomplished in the context of your smaller role and show your awareness of what you learned. You can talk about any processes, skills, or software you mastered or reports you gave and quantify both your experience and the results.

Whether or not you’ve had past jobs in finance “any type of result is important,” Goodfellow says. Did you initiate, manage, or lead a successful project? That belongs on your resume along with the result of the project. Did you streamline an old process or design a new one? That should be on there along with the results, Goodfellow says.

If you’re light on past financial jobs or internships, well-written bullet points can connect your past experience to your next job by highlighting your transferable skills and showing what you achieved with them. Look back on all your past experiences and ask “How have I added value?” and “What makes me stand out?” Goodfellow says. During a group project, did you notice you adapted quickly to new software and ended up training the rest of the team? Or maybe you took the lead in organizing the other members of your group. Highlighting instances where you applied skills like budgeting, analysis, spreadsheet creation, or presenting or reporting research will be especially valuable for a financial analyst role.

How do you write a bullet point that accomplishes all these things? You can follow this simple formula:

• Action Verb + Job Duty + Skills, Technologies, or Processes Used + Outcome

And remember to quantify your bullet points as much as possible!

Step 5: Highlight Your Education and Certifications the Right Way

In finance, whether or not you have or are working toward a certain degree or certification has the potential to disqualify you, so be sure to check the requirements on the job description and highlight these things as clearly as possible on your resume. If a company wants applicants to have a Chartered Financial Analyst credential, and you have it, you can list “[Your Name], CFA” right at the top of the page or mention it in a resume summary. With either strategy, you should elaborate further in a dedicated certifications section at the bottom of the page

If you’re an entry-level candidate, you should put your “Education” section right at the top since your major or the school you graduated from can have a big effect on your candidacy, particularly on Wall Street. Entry-level jobs for investment banks and brokerages pay extremely well and these companies often only want to hire the top graduates from Ivy League schools, Goldfarb says. So if this applies to you, you definitely want to lead with your school.

Even outside of these ultra-competitive fields you should “lead with your most valuable experience,” Goodfellow says. As an entry-level candidate, that’s going to be your degree. You can also add bullet points to your education section to describe projects you did or list three to five classes of “Relevant Coursework” to show employers how you gained some of your most important skills, Goodfellow says. But after you land your first full-time position, you should move your education down to the end of your resume (usually just above or just below your skills section).

Should You List Your GPA on Your Financial Analyst Resume?

For financial analysts, it’s not uncommon for companies—primarily those investment banks, brokerages, and other Wall Street firms—to only want top students. So you may see a job description that specifies a certain grade-point average cutoff or asks for yours—in which case, you should include a GPA on your resume. (Though Smith recommends leaving it off if it’s under 3.0.)

If the job description doesn’t ask for your GPA, there’s a bit more to consider. First, if you’re not looking for your first full-time job out of college, remove your GPA from your resume, Goodfellow says. “Once you graduate college, high school stuff shakes off [your resume]. Once you get your first position, GPA shakes off.”

If you’re a fresh grad, you should only include your GPA if it’s high. But what does high mean? Goodfellow says GPAs should only be on resumes if they’re 3.8 or higher, while Goldfarb puts his cutoff at 3.5. That said, while your grades could set you apart for highly competitive entry-level positions, they’re still only one way to show that you’re a high achiever academically. Even when big-name firms are only looking for top students, the school you graduated from tends to be more important than your GPA, Goldfarb says.

Overall, don’t stress too much about your GPA. Many recruiters recognize that it’s just one number, not a full view of the candidate. Masjedi does consider GPA when hiring financial analysts, but “it is not a tell-all indication of people’s potential, so I always include other factors when making a decision,” he says.

Step 6: Remember the Resume Basics

There are a few basic rules that apply when writing any resume, and you should keep them in mind when writing yours:

• Choose the right format for you. Consider the order of your resume. In general, recruiters prefer chronological resumes , but if you’re just starting out or trying to make a career switch, a combination or functional resume might best show why you’re the right person for a financial analyst role.
• Consider whether to add your location. If you don’t live in the place where you’re applying for jobs, but you’re going to move there regardless, you might list “Relocating to [City, State]” on your resume in lieu of your current location. If you don’t need help with relocation costs, you might want to leave off your location entirely so you’re not automatically disqualified, but don’t omit your location or lie if you do need relocation help, Goodfellow says. Regardless, street addresses aren’t necessary—city and state only.
• Keep it to one page. Particularly if you’re an early career candidate, your resume should generally be one page long. As you continue in your career, you might expand to a second page , but even then only if it’s truly warranted.
• Go easy on the fancy formatting. You might be seeing a lot of sample resumes or resume templates that have a lot of flashy formatting elements, but they can confuse the ATSs that have to parse your resume. Human recruiters are also generally most interested in the content of your resume over the style, so use just enough ATS-friendly formatting to make it easy to read and let your content speak for itself.
• Proofread! Before submitting your resume, be sure to read it over—more than once!— to check for any typos. Ask someone you trust to proofread it as well to make sure your resume is error free.

Take a Look at This Sample Resume

If you want to see how all this advice looks in action, check out this sample resume for an entry-level candidate looking for financial analyst positions in corporate banking.

Download example financial analyst resume here

Watch related employer videos:

Entry-Level Financial Analyst Resume: Example and Tips to Surpass Other Candidates

If money and the inner workings of financial markets interest you, then you are the type of person who thinks in numbers—and a job in finance could be ideal for you. For entry-level individuals and fresh graduates, the financial business offers a very promising career path. It has a lot of work options and good starting pay.

According to the Bureau of Labor Statistics , the projected growth of employment for financial analysts from 2020 to 2030 is 6%. About 41,000 job openings are expected each year in this field. Thus, for one to successfully enter the lucrative path of entry-level finance jobs, you need to have an impressive job search tool.

What is an Entry-Level Financial Analyst?

Entry-level financial analysts play a critical role in businesses, since they take charge of sorting out budget and income statement projections into reports. In this profession, you evaluate data for a firm and offer recommendations on how to build on the company’s health.

Furthermore, financial analysts use past and present data to assist the organization in developing good financial goals and identifying solutions to any finance concerns that might arise. They’d have to make presentations, generate reports and build financial models.

What are the Duties of an Entry-Level Financial Analyst?

Each financial analyst’s job will have varied tasks based on their skills level and where they work. Below are some common responsibilities that an entry-level financial analyst may encounter:

• Recommend individual investments as well as portfolios of assets
• Asses the current and historical financial data of the firm
• Examine a company’s financial statements to determine its value
• Collaborate with the accounting staff to ensure accurate financial reporting
• Evaluate the management team’s strength
• Make written reports
• Research and assess previous and present economic and business trends
• Prepare charts and graphs and create reports to discuss investment or risk information with management
• Analyze and interpret data concerning business trends that may have an impact on a company’s investments decisions
• Monitor the company’s current investments as well as the current economic condition
• Create projections and models based on a solid financial analysis

Moreover, an entry-level financial analyst’s duties aren’t limited to locating qualified individuals. Hence, it is vital that you have the necessary soft and hard skills to take on the position.

How Do You Become an Entry-Level Financial Analyst?

To become an entry-level financial analyst, you must have the necessary qualifications in addition to your skills. Consider the following requirements for becoming an effective entry-level financial analyst:

• Bachelor’s degree in Accounting, Finance, Economics and other related fields
• 0-3+ years of experience in company finance or other relevant field
• Good business acumen
• Adept in financial modeling techniques
• Strong analytical and data collection abilities
• Skilled with Microsoft Excel formulas and functions
• Expertise with data query/data management technologies (Access, SQL, BusinessObjects)

What to Include on Your Entry-Level Finance Resume

If you want to thrive in this field, you need to begin with your job search tool . Give your entry-level finance resume a needed boost to stand out. Continue reading to find out what information you should include on your resume.

Contact Information

In the header of your entry-level finance resume, begin by listing your complete information including your name, mailing address, email address, and phone number. You may also provide your LinkedIn profile URL in this section, if you have one. In addition, putting your certification next to your name will help you leave a positive impression on hiring managers.

Specific Target Job

It’s also known as a “career tag” since it informs hiring managers and recruiters about the sort of work you are applying for.

Qualifications Profile / Summary of Qualifications

Writing a resume summary boosts your chances of landing an interview. Describe your relevant experience, abilities, and accomplishments in this section. Explain your qualifications for the position in 3 to 5 statements and convince the recruiting manager to read your entire resume.

Expert Tip:

When writing your summary, avoid using resume objective -type statements. Instead, use compelling titles and headlines to catch the hiring manager’s attention.

Entry-level Financial Analyst Skills

Include relevant entry-level finance skills when adding professional skills to your entry-level finance resume. Highlight the skills that they are searching for in the job requirements part of the post.

Related Article:

Ways to List and Create Headings for Job Skills in a Resume

Work Experience

This is the section where you list your previous jobs. Indicate your duties, contributions, and consequent achievements. Demonstrate how well you handled previous obligations. Give them actual successes in the form of numbers or percentages rather than vague statements.

The Ultimate Guide to Writing a Resume with No Work Experience

Start by providing your most recent and highest degree, followed by a list of all previous degrees in reverse chronological order. Make a note of your degree, the name of your institution, the location, and the dates that apply to you. You may also include the courses you’ve taken and awards/honors that are related to your entry-level financial analyst position.

Training, Certifications, and Licenses

One strategy to impress hiring managers is to list your training experience, certifications , and licenses on your entry-level financial analyst resume. It demonstrates that you are a valuable and relevant hire. Provide your qualifications and licenses in reverse chronological order, like you did in the education section. You can skip the training experience until the end part.

Optional and Possible Information to Include on Your Entry-Level Financial Analyst Resume

Your professional affiliations, relevant activities, financial skills, and projects handled can all benefit your resume. Hence, if they are available, include them in your entry-level finance resume to provide hiring managers with more information that may entice them to hire you.

Resume Writing Trends

How to Write Your Entry-Level Finance Resume

Once you’ve determined what information you need to put on your entry-level finance resume, you’re now ready to compose your job search document . To assist you further, we have included some resume writing tips.

1.   Apply a simple yet attractive design and layout.

Too many designs and fancy font styles on your entry-level finance resume may lessen your chances of getting included in the pile of accepted applications. A simple yet appealing design and structure, as well as an easy-to-read resume, will suffice to obtain a job interview.

2.   Choose the best resume format .

While creating your resume, select the ideal resume format for your experience, qualifications, skills, and expertise. If you already have a lot of experience in the sector, go with the chronological format. Other formats, on the other hand, may be employed to further illustrate your value to their organization.

3.   Highlight your entry-level financial analyst skills.

To surpass the other candidates, demonstrate that you are the best applicant by highlighting outstanding entry-level financial analyst skills and abilities in your resume. Your skills in financial analysis, accounting, budgeting, financial reporting, communication, and research should be highlighted.

4.   Include resume keywords .

Using resume keywords, employers can quickly determine if you are a suitable fit for the position. In fact, these keywords should appear throughout your entry-level finance resume, not only in the skills section. Furthermore, adopting these resume keywords can assist you in passing applicant tracking systems . Hence, look for methods to incorporate key terms throughout your resume.

Resume keywords are job-related or industry-specific words and phrases outlined in job postings . Make sure that your entry-level financial analyst resume matches the job ad.

5.   Use concrete data and examples.

When presenting your job descriptions and accomplishments, it is preferable to use figures and examples rather than simply stating facts. These aspects will help you stand out from the crowd of job applicants.

6.   Proofread, proofread, and proofread.

When you’ve completed your entry-level finance resume, double-check it and review it several times. This will aid you in examining, recognizing, and correcting errors such as grammar and punctuation. Furthermore, keeping your resume error-free may increase your chances of getting a job interview.

After proofreading your document, you can use a free online resume review to check if your resume has what it takes to impress hiring managers.

Entry-Level Finance Resume Example

Below is an example of an entry-level finance resume to offer you a concept of how an effective resume should look.

Note: For more ideas, browse through our resume examples .

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Entry Level Financial Analyst: Resume Example for 2024

According to Investopedia, a financial analyst is a professional who analyzes financial information for corporations, individuals, and other organizations. An entry-level financial analyst is someone who has recently graduated or has minimal experience in the field. This role involves analyzing financial data, developing financial models, and providing recommendations based on their findings.

Having a strong resume is crucial for individuals looking to break into the financial analyst field. It is the first impression that recruiters and hiring managers will have of a candidate. A well-crafted resume showcases an individual’s skills, experiences, and accomplishments, which can land them an interview and potentially a job offer.

Recruiters and hiring managers are looking for specific things in a resume for an entry-level financial analyst position. They want to see a clear and concise summary of the candidate’s educational background and relevant work experience. They are also looking for any experience with financial software, such as Excel and Bloomberg. In addition, they want to see that the candidate has excellent analytical skills, attention to detail, and the ability to work in a team setting.

In this article, we will provide an example of an entry-level financial analyst resume that meets recruiters’ and hiring managers’ criteria. We will highlight the essential elements that make a strong resume and give tips on how to create your own. With the right resume, you can demonstrate your skills and qualities as a financial analyst and land the job of your dreams.

Basic Components of an Entry Level Financial Analyst Resume

As an entry-level financial analyst, your resume is your calling card to potential employers. Hiring managers expect your resume to showcase your education, skills, work experience, and certifications among other essential components. Here are the key basic components you should include in your entry-level financial analyst resume.

Contact Information

This section is a basic requirement in any resume, including for an entry-level financial analyst. First and foremost, ensure that you have included your full name, phone number, email address and professional social media links (such as LinkedIn). You should also mention your location, but it is not essential to include your full street address. This section should be clear and easily located at the top of your resume.

Objective/Summary Statement

The objective or summary statement is your chance to give your elevator pitch to the employer. In just a few sentences, you should highlight your career aspirations, skills, and relevant experiences. A good objective statement emphasizes how you can add value to the organization, making it easier for the hiring manager to shortlist your resume.

Since you are an entry-level financial analyst with minimal experience, your educational background plays a vital role in your resume. Provide details about your degree, educational institution’s name, location, and the year of graduation. It is important to list any finance-related courses that you have attended to show that you understand foundational knowledge related to the job you are applying for.

For entry-level financial analysts, soft skills such as adaptability, critical thinking, and attention to detail can be just as important as technical skills. This section should highlight both your technical and soft skills. Technical skills relevant to your job could include expertise in Excel, data analytics software, SAP and other important software programs.

Work Experience

As an entry-level financial analyst, you may not have extensive work experience in the field yet. It is not uncommon for employers to prefer a demonstrated interest rather than proven work experience. However, if you have had some exposure to finance or accounting roles, ensure that you include the most relevant experience. Demonstrate how previous responsibilities prepared you for this new role.

Certifications

Certifications can be a great way to demonstrate your interest in your chosen field and to highlight your knowledge of the field. Include any experience or certifications you earned relevant to your target job. Examples of certifications and licenses include Chartered Financial Analyst(CFA), Financial Risk Manager(FRM), among others.

These core components should be present in your entry-level financial analyst resume. However, remember to customize your resume to the specific job you are applying for by only emphasizing the most relevant experiences, achievements, and qualifications.

Resume Writing Principles for Entry Level Financial Analyst

As an entry level financial analyst, constructing an effective resume is critical to land your dream job. Your resume must be well-written, concise, and straightforward. Here are four essential principles to consider when compiling your financial analyst resume.

Understanding the Job Description

Before composing your entry level financial analyst resume, analyze job postings or advertisements for financial analyst positions carefully. This way, you’ll have a better understanding of the job requirements and responsibilities, which will guide your resume development. Pay close attention to the essential skills or qualifications that the employer is seeking from prospective candidates.

Focusing on Relevant Qualifications

When writing your resume, focus on the relevant qualifications that are tailored to the job description. Emphasize your degree level in finance, business, economics, or accounting, and any certifications or internship experience related to financial analysis. Highlight any soft or technical skills, including proficiency with financial software, Excel, and data analysis.

Avoiding Common Mistakes

For entry level financial analyst resume, it’s vital to avoid common blunders that could undermine your chances of landing the job. Ensure that your resume has no grammatical errors, spelling mistakes, or typos. Make your resume easy to read by using bullet points and keeping it concise, limit your resume to two pages.

Targeting Your Audience

Your entry level financial analyst resume should be targeted towards the employer and the job position. Customize your language and phrasing to align with the company’s culture and values. Ensure that your accomplishments and skills match the job requirements and are relevant to the employer’s needs.

Constructing a well-written, professional financial analyst resume is paramount to secure an entry-level job in the finance industry. Ensure that you understand the job requirements, focus on your relevant qualifications, avoid common mistakes, and target your audience. With these principles, you can stand out from the competition and take the first step towards career success.

Writing Your Entry Level Financial Analyst Resume

A well-written resume is a crucial component of a successful job search, especially for an entry-level financial analyst. When writing your resume, focus on highlighting your skills, achievements, and relevant experience. Here are four tips to help streamline your resume-writing process:

Gathering Information and Drafting Your Resume

The first step is to gather all relevant information such as educational qualifications, internships, projects, skills, and experience. Then, tailor the information to fit the requirements of the job you’re applying for. Draft a rough outline of your resume and start fine-tuning it by eliminating any extraneous information that may not be relevant to the job.

Adding Quantitative Results

Make your resume stand out by including specific quantitative results that showcase your accomplishments. Use hard numbers and percentages to illustrate your successes in budgeting, forecasting, and financial analysis. This will help a recruiter better understand your potential value to their company.

Tailoring Your Resumes for Specific Job Applications

It’s essential to customize your resume for each position you apply for. A generic resume won’t be selected by an employer looking for a specific skill set. Thus, review the job description and tailor your resume to fit the specific needs of the position. Do this by highlighting relevant experience, skills, and achievements.

Addressing Employment Gaps

One of the common defects in a resume is an employment gap. This is an issue that can be handled appropriately if the jobseeker is candid about it. Create a positive story about this gap period, explaining how you used the time to learn new skills or work on personal projects. The main objective is to demonstrate that you remained active and engaged during the transition period.

To sum up, a well-crafted resume is essential to get your foot in the door when applying for a job as an entry-level financial analyst. Gather all relevant information, highlight your achievements in the form of quantitative results, tailor your resume to fit each job application and address any employment gaps candidly. A successful resume will help showcase your knowledge, skills, and suitability for the position.

Entry Level Financial Analyst Resume Example

Are you a recent graduate with a finance or accounting degree looking to start your career as a financial analyst? Look no further than this sample resume for an entry level financial analyst.

A Sample Resume for an Entry Level Financial Analyst

To secure an entry-level financial analyst position in a dynamic and progressive organization that values hard work, commitment, and performance.

• Bachelor of Science in Finance, XYZ University, Graduated May 2021
• Relevant coursework: Financial Statement Analysis, Investment Analysis and Portfolio Management, Corporate Finance, Accounting
• Proficient in Microsoft Excel and financial modeling
• Knowledge of financial analysis software, such as Bloomberg
• Excellent written and verbal communication skills
• Strong attention to detail and problem-solving ability
• Ability to work within a team environment

Financial Analyst Intern, ABC Company, June 2020-August 2020

• Conducted market research and analysis of industry trends
• Assisted with monthly financial reporting and analysis
• Created financial models and forecasts for management review
• Chartered Financial Analyst (CFA) Level 1 Candidate, 2022
• Bloomberg Market Concepts (BMC), 2021

Section-by-Section Analysis of the Example Resume

This sample resume for an entry level financial analyst follows a traditional resume format, beginning with an objective statement that tells potential employers what the candidate is seeking. The candidate’s education is listed next, highlighting their relevant coursework and degree. Their skills section showcases their proficiency in Excel and financial modeling, as well as strong problem-solving and communication skills. The candidate’s internship experience is included under experience, showcasing their ability to conduct market research, financial reporting and analysis, and forecasting. Finally, the certifications section shows their dedication to their field, including their pursuit of the esteemed CFA charter.

Guidelines for Customizing the Example Resume for Yourself

To customize this resume for your own use, begin by carefully reviewing the example resume and comparing it to your own education, skills, and experience. Consider the following tips:

• Emphasize your relevant education and coursework, just as this sample resume highlights the “Financial Statement Analysis” and “Investment Analysis and Portfolio Management” courses.
• List any relevant skills, such as Excel proficiency or software proficiency, and make sure you offer evidence of these skills within your work experience or education.
• Include internships or other relevant work experience, highlighting your ability to research, analyze, forecast, and report on financial data.
• Consider obtaining relevant certifications, such as BMC or CFA, to bolster your education and experience, and include these under a certifications section.

With these tips in mind, you can make this sample resume work for you and land yourself a job as an entry level financial analyst.

How to Make Your Entry Level Financial Analyst Resume Stand Out

As an entry-level financial analyst, your resume may not be as extensive as that of an experienced professional. However, you can still make it stand out by following these tips:

Demonstrating Passion for the Role

Hiring managers are looking for individuals who are enthusiastic about the financial analyst role. Demonstrate your passion for finance by highlighting relevant coursework, projects, or internships on your resume. Use active, engaging language to describe your experiences, and show how your skills and experience match the job requirements.

For instance, you could include details about your research or analysis methods, your ability to identify trends or insights, or your understanding of financial statements and data analysis tools.

Highlighting Professional and Soft Skills

In addition to technical skills, you should also highlight soft skills that demonstrate your ability to work effectively with colleagues and clients. Soft skills are valuable in any profession, but particularly in finance where teamwork and communication are essential for success.

You could showcase your leadership potential by describing experience with group projects or extracurricular activities where you helped guide a team. Or perhaps you have experience communicating financial concepts to non-experts, showing your ability to distill complex ideas into digestible bits of information.

Remember to give examples of specific skills you have, such as critical thinking or problem-solving skills, data analysis skills, or excellent written or verbal communication skills.

Using Keywords and Action Verbs

Many companies use applicant tracking systems (ATS) to help screen resumes for specific job-related keywords. Incorporating relevant keywords can help your resume move past the initial screening process and be viewed by hiring managers.

Review the job description and make sure your resume includes essential keywords and phrases used in the posting. Additionally, you can use active verbs to help your resume stand out from the competition. For example, use words like “managed,” “analyzed,” “collaborated,” and “developed” to show the responsibilities and achievements held at previous positions.

Proofreading and Editing Techniques

When it comes to your resume, errors can be detrimental. Sloppy mistakes or grammatical errors could cost you the chance to interview. That’s why you need to proofread and edit your work before submitting it.

Read through your document multiple times and consider enlisting the help of a friend or career coach to review it for you. Utilize resources such as spell check and grammar check, and most importantly, have someone else read your work. They may catch errors you missed or provide feedback to improve your resume further.

Demonstrating your passion for the role, highlighting your professional and soft skills, integrating keywords with action verbs, and proofreading and editing techniques can make your entry-level financial analyst resume stand out. The combination of these tips creates a polished, hiring-manager-attracting, viable resume.

Online Applications and Applicant Tracking Systems

As an entry level financial analyst, you need to understand the importance of online applications and applicant tracking systems (ATS) in the hiring process. With the advancement of technology, many companies rely on ATS to filter through hundreds or even thousands of resumes they receive for each job opening.

Importance of ATS in the Hiring Process

ATS has become a crucial tool in the recruiting and hiring process. It helps HR personnel review resumes efficiently and filter out unqualified candidates, saving time and resources. ATS has the ability to rank candidates based on their relevance to the job description, making it easier for recruiters to identify the most qualified candidates. As an entry level financial analyst, it’s important that you understand how ATS works and how to optimize your resume for it.

Formatting your Entry Level Financial Analyst Resume for ATS

When formatting your entry level financial analyst resume, there are several things you need to keep in mind to make it ATS-friendly. First, make sure to use an ATS-compatible resume format, such as chronological or hybrid. Avoid using tables, graphics, or images that ATS can’t read. Second, use relevant keywords to highlight your skills and experience. ATS scans resumes for keywords that match the job description, so it’s important to use them strategically throughout your resume. Third, make sure to use clear headings and bullet points to make your resume easy to read and scan.

Tips for Optimizing Your Chances through ATS

To optimize your chances of getting past the ATS and getting an interview, here are some tips:

• Tailor your resume for each job application: Use the job description to identify keywords and skills to include in your resume.
• Quantify your achievements: Use numbers and percentages to showcase your achievements and impact.
• Keep it simple: Use simple language and avoid using acronyms or jargon that ATS may not understand.
• Proofread your resume: ATS can’t read typos or grammatical errors, so make sure to proofread your resume carefully.
• Follow application instructions: Submit your resume and application according to the instructions provided. Failure to do so may result in your application being automatically rejected by the ATS.

ATS plays a critical role in the hiring process for entry level financial analysts. By understanding how it works and optimizing your resume for it, you can increase your chances of getting past the ATS and getting an interview. Keep these tips in mind when formatting your resume for ATS and tailor each application to increase your chances of success.

Entry Level Financial Analyst Cover Letter

A cover letter is arguably as important, if not more important than the resume. While many job seekers overlook it, a well-written cover letter can set you apart from the competition and leave a lasting impression on hiring managers. When applying for an entry level financial analyst position, a strong cover letter is crucial to landing an interview.

Importance of a Cover Letter

A cover letter serves as an introduction to your resume and allows you to showcase your personality, work ethic, and enthusiasm for the position. It provides an opportunity to address any gaps in employment, highlights specific skills and experiences, and demonstrates your knowledge of the company and industry. A well-crafted cover letter can convince the hiring manager to review your resume in more detail and ultimately invite you for an interview.

Components of a Successful Cover Letter

A successful cover letter should be customized for the specific job and company you are applying for. It should include:

Introductory paragraph: Explain who you are, what position you are applying for, and how you heard about the job opening.

Body paragraphs: This is where you can highlight your education, experience, and specific skills that are relevant to the position. Use specific examples that demonstrate your knowledge and abilities in finance and accounting.

Closing paragraph: Restate your interest in the position and the company, and thank the hiring manager for considering your application. Include your contact information and encourage them to contact you for an interview.

Tips for Writing an Entry Level Financial Analyst Cover Letter

Research the company: Familiarize yourself with the mission, values, and culture of the company. Incorporate this knowledge into your cover letter to demonstrate why you would be a good fit for the organization.

Customize the letter: Tailor your cover letter for the specific job posting and company. Use keywords and phrases from the job description to highlight your skills and align your experiences with the needs of the company.

Highlight your strengths: Focus on your accomplishments and skills that are relevant to the position. If you have limited work experience, focus on your academic achievements or relevant internships or school projects.

Proofread and edit: A cover letter with spelling and grammar errors can detract from your professionalism. Take the time to proofread and edit your letter for accuracy and clarity.

Keep it concise: A cover letter should be one page or less. Use short paragraphs and bullet points to break up the text and improve readability.

A strong cover letter is a vital component of a successful job search for an entry level financial analyst position. Use these tips to craft a compelling letter that demonstrates your enthusiasm and qualifications for the job.

Preparing for Entry Level Financial Analyst Interviews

If you’re an aspiring financial analyst, you may have already created a top-notch entry level financial analyst resume that showcases your skills and experience. However, the journey has only begun! Now it’s time to focus on acing your financial analyst interview. Here are some essential tips to prepare for your interview and make a great first impression.

Importance of Researching the Company and the Role

Before going for the interview, take some time to research the company and the role you applied for. Review the company’s mission statement, vision, culture, and operation. Go through their website, social media profiles and other online platforms to learn about their latest projects, achievements, and challenges. Pay attention to the financial performance of the company and global financial trends affecting their business. This knowledge can help you tailor your responses to the interviewer’s questions to demonstrate your value and potential as a financial analyst.

Highlighting Relevant Skills and Experience During the Interview

Employers usually ask questions about your background and qualifications to learn how well you align with their needs. They might ask about your experience in financial modeling, risk analysis, valuation techniques, industry knowledge, and software proficiency, among other skills. Therefore, it’s essential to prepare answers that showcase how your skills and experience match the job requirements. Use examples and metrics from your previous roles to demonstrate your ability to add value to the company. Be confident and enthusiastic about your skills but make sure you don’t oversell yourself.

Answering Common Interview Questions

Having a list of common interview questions can help you anticipate what to expect and prepare your responses carefully. Some of the typical questions you may face in financial analyst interviews include:

• How do you maintain accuracy and attention to detail in financial analyses?
• What role do you see the financial analyst playing within the company?
• Can you explain financial modeling and how you use it in your analysis?
• What are the latest financial trends in your industry?
• Can you describe a situation where you had to use your analytical skills to solve a problem?

Prepare your responses to these questions in advance and practice delivering them with confidence and clarity. Remember to stay focused on your accomplishments and provide tangible examples of your expertise.

Effective Follow-Up Techniques

Following up appropriately after an interview can leave a lasting impression on the interviewer and keep you on their radar. A simple thank-you email will go a long way in showing your appreciation and professionalism. Ensure you address the interviewer by name, mention specific points or topics discussed during the interview, and restate your interest in the role.

If you don’t hear back after a few days, you may follow up with a phone call or email to inquire about the status of your application. However, avoid being pushy or demanding. Keep it polite, brief and professional.

Salary Expectations and Negotiation Techniques

As an entry-level financial analyst, it’s important to understand the pay structure in the industry. The average salary for a financial analyst is around $60,000 to $70,000 per year, according to the Bureau of Labor Statistics.

However, it’s important to note that salaries vary depending on factors such as location, company size, and industry. For instance, financial analysts working in the banking and finance industry tend to earn higher salaries compared to those working in consulting or government.

To identify market rates and salary expectations, you can do research online or ask industry professionals about their own experiences. This can help you come up with a reasonable salary range that you can use as a benchmark during salary negotiations.

When negotiating your salary, it’s important to remember that you are selling your skills and experience to the employer. Therefore, it’s important to present a strong case for why you deserve a higher salary. This may involve highlighting your achievements, qualifications, and potential value to the company.

To master salary negotiation techniques, start by doing your research and creating a solid case for yourself. This includes preparing a strong resume and cover letter that showcase your skills and experience. During the interview, be prepared to answer salary-related questions and provide evidence of your qualifications and past achievements.

Another important technique is to remain confident and focused during the negotiation process. This means avoiding emotional or defensive responses and staying firm on your desired salary range. Be open to compromise, but always keep your bottom line in mind.

Finally, it’s important to consider non-monetary benefits such as flexible work arrangements or professional development opportunities. These can add value to your overall compensation package and help you negotiate a better salary.

Understanding the pay structure for entry-level financial analysts and mastering salary negotiation techniques can help you achieve the salary and benefits package you deserve. So, do your research, prepare a strong case for yourself, and remain confident and focused during the negotiation process.

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Entry Level Financial Analyst Resume Example (No Experience)

Do not let anyone make you believe that entry-level candidates do not have many qualifications to offer.

On the contrary, entry-level resumes are quite a force, especially where new positions that require immense talent and a fresh view of the industry are concerned.

On the face of it, it may seem as if the preference to hire people for a post that you are interested in, is for candidates who are more experienced.

Believe it or not, experienced candidates feel the same way – that say, the focus is on hiring younger candidates with a less warped view of life.

Actually, both views are misrepresented. The decision to hire an individual is based solely on who fits the bill.

This decision is, however, largely dependent on your initial communication with a prospective employer – through the resume. So rest assured that even if you are applying for an entry-level position, you have much going for you!

To help you understand how you can make your resume look good for an entry-level position, have a look at the resume example of a financial analyst’s resume:

See also: Entry Level Financial Analyst Cover Letter

Entry Level Financial Analyst Resume Example

Gwen Oliver 816 E Alder Avenue, Mesa, AZ 10292 (000) 232-4534 gwenoliver @ email . com

FINANCIAL ANALYST

OBJECTIVE Highly-motivated and self-directed financial analyst, with a great educational background, eager to improve financial status of ABC Company. Familiar with monitoring variances, identifying trends, and recommending appropriate actions. A team player who has a demonstrated ability to interact effectively with managers and coworkers. Familiar with GAAP and statutory accounting principles.

HIGHLIGHTS • Well-versed in analyzing current and past financial data and performances, with a view to developing correlating financial models. • Special courses in identifying trends in financial performances, aimed at providing recommendations for improvement. • Able to develop apt financial models by employing strategic thinking and analytic skills. • Comprehensive knowledge of ERP and data analysis systems.

SKILLS AND KNOWLEDGE • Cost Determination • Data Collection • Financial Forecasting • Quality Management • Depreciation impact • Corporate Finance • Cost Accounting • Reconciliation • Budgeting • Process Improvement • Planning and Reporting • Statistical Analysis • Requirements Analysis • Communication • Customer Service

EDUCATION Bachelor of Science in Finance Arizona State University, Mesa, AZ – 2023 Related Coursework • Portfolio Management • International Banking • Credit and Security Analysis • Advanced Financial Management • International Investments

INTERNSHIP EXPERIENCE

Finance Intern Allstate, Mesa, AZ 3/2023-7/2023 • Assisted with new business process management by incorporating financial modules • Handled cash reconciliations, payment date accounting, and monthly reporting activities • Assisted in analyzing the company’s financial data and performances • Evaluated capital expenditures and depreciation data • Identified financial performance trends and assisted in developing recommendations for improvement • Reviewed financial information and forecasts and provided support in creating prudent financial models • Assisted in developing and implementing cash flow and debt management strategies • Prepared budgets and identified capital management and financing options

COMPUTER SKILLS • Essbase, Cognos, Oracle Financials • MS Excel 2010, Power-point • PeopleSoft GL & Query / Cognos • VBA, Access, SQL, and ETL • HFM Smart View • Microsoft Share Point

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Entry Level Financial Analyst Resume Sample

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Work Experience

• Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans
• Advanced mathematical and analytical thinking skills and a clear understanding of general business financial applications and formulas
• The ability to predict market trends, analyze statistical factors, research trends and understand implications of surrounding markets
• General knowledge of business area processes, including best practices in order to support the area's projects, products and services
• The ability to make decisions, solve problems and meet challenges in completing work
• Multi-faceted finance training to include structured peer shadowing, networking, self-serve courses, formal training sessions as well as cross functional assignments
• Employee Resource Groups (eg. Young Professional Organization)
• Advancement opportunities available at Corporate Headquarters (Northbrook, IL) and across the country in our 14 regional offices
• GPA of 3.5 and above required
• Acts as consultant to management on financial policies, procedures, and applications
• Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports
• Serves as point of contact with operational personnel to document business processes
• Remediates control deficiencies and drives improvements in business controls
• Conducts financial risk assessments
• Serves as point of contract with Internal Audit Function as well as External Firms
• Supporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
• Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

Professional Skills

• Strong computer skills using Microsoft Office (Excel)
• Strong Excel, Powerpoint, Microsoft Office Skills
• Strong analytical skills and a high attention to detail
• Financial planning & analysis (go-to-market experience preferable) or experience at a top investment bank also desirable
• Organization ‐ proactively prioritizes needs effectively
• Typically up to 1 year of financial or business experience, internship experience can be included
• An experience/understanding of P&L forecasting responsibility is advantageous

How to write Entry Level Financial Analyst Resume

Entry Level Financial Analyst role is responsible for general, insurance, research, reporting, database, training, finance, microsoft, excel, sap. To write great resume for entry level financial analyst job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Entry Level Financial Analyst Resume

The section contact information is important in your entry level financial analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Entry Level Financial Analyst Resume

The section work experience is an essential part of your entry level financial analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous entry level financial analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular entry level financial analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Entry Level Financial Analyst resume experience can include:

• Having analytical skills
• Having IT skills
• Being able to prioritize tasks
• Analyzing existing processes and providing suggestions to improve overall efficiency
• Recommending and implementing changes to improve the accuracy and impact of financial information
• Updating and processing financial reports and statements

Education on an Entry Level Financial Analyst Resume

Make sure to make education a priority on your entry level financial analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your entry level financial analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Entry Level Financial Analyst Resume

When listing skills on your entry level financial analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical entry level financial analyst skills:

• Experience in finance/accounting position
• Related accounting/financial analysis experience
• Experience with enterprise business systems and financial reporting software: SAP, BPC and/or Hyperion
• Financial analyst experience
• Experience with business intelligence tools or QlikView is preferable
• Understanding and explaining internal and external drivers impacting performance and trending

List of Typical Experience For an Entry Level Financial Analyst Resume

Experience for entry level financial analyst for established global pe firm resume.

• Being proficient in financial modeling concepts
• Advising companies about their budgets
• Being able to work in a fast-paced environment
• Analyzing financial performance
• Conducting business studies
• Developing forecast models

List of Typical Skills For an Entry Level Financial Analyst Resume

Skills for entry level financial analyst for established global pe firm resume.

• Providing accurate reporting & analysis of the results and performances of the Finance Department
• Reporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
• Analyzing account activity and variances
• Reviewing transactions and financial results
• Maintaining processes and controls for internal and external audits
• Assisting with the preparation of quarterly and annual financial information on Forms 10-Q/K
• Assisting in the preparation of Board of Director presentations for the CFO
• Preparing account reconciliations for various receivables
• Providing guidance to direct report

Skills For Entry Level / Financial Analyst Resume

• Assisting with annual audit
• Maintaining database of cash receipts
• Providing data for manual commission process
• Assist with forecasting and planning of corporation’s results
• Preparation of ad hoc reporting requests as directed by management
• Preparation of monthly budget to actual reports

Skills For Entry Level Financial Analyst Resume

• Analyze and communicate financial results for key products, markets and initiatives
• Formulate financial projections to predict and track performance, diagnose potential issues and prompt corrective actions
• Ensure Regional Finance’s credibility and reputation of high quality (accurate, timely, relevant) financial measurement, reporting, planning and consulting
• Working collaboratively within the team and across the broker dealer and HO Accounting
• Managing daily workflow and completing responsibilities independently
• Monthly close and related processing and development and preparation of analysis (e.g. account analysis, preparation of journal entries)
• Understands multiple processes to be able to respond to agent inquiries and resolve payment issues
• Research And Resolution Capabilities
• High Volume Deadline Oriented Environment
• Support the International Aftermarket business as well as Asia Pacific Region – this includes full P&L forecasting, reporting and variance analysis as well as ad-hoc requests to ensure these areas operate at maximum profitability. Support strategic decisions in these areas by working with leadership on business case development and analysis
• Support overall revenue and margin analysis – monitor revenue vs forecast achievement, investigate margin deteriorations and aid in strategic market pricing decisions
• Participate in the month-end closing process including analysis, forecasting and financial reporting as required
• Participate in Annual Operating Plan and Strategic Business Review development working to provide financial projections based upon planned initiatives
• Support expense & budget forecasting to drive cost management and achievement of annual plan
• Use QlikView to assist with development of business intelligence dashboards to support more informed and timely decision making
• Able to work under pressure with a flexible attitude
• Numerical accuracy and attention to detail
• Activey participate in the annual corporate budget and 5-year planning process. Participate in business unit budget meetings. Analyze and prepare reports in support of budget presentations
• Actively participate in the forecast process. Attend forecast meetings and update forecast for assigned jurisdictions. Prepare various forecast presentations
• Actively participate in the monthly financial close process, record certain monthly journal entries into the general ledger. Consolidate accounts receivables, inventory and other key balance sheet analysis for business unit reporting. Participate in monthly review meetings
• Actively participate in operational management control systems, including the report of sales, capital, headcount and other key performance indicators of the business unit
• Assist in the implementation of new or changes to operations and financials systems, reporting and procedures
• Perform analysis of business units capital spend and other project requests to ensure alignment with budget and return expectations
• Tracks and analyze progress on various business and financial initiatives
• Supports relevant internal and external audit activities (Sarbanes – Oxley)
• Most have advanced proficiency in Microsoft products (Excel, PowerPoint)

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