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Financial Analyst Resume: Example, Template + How to Write One in Australia

Financial Analyst Resume Examples & Template - Land Your Role
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Financial Analyst Resume Examples and How to Write

Landing your dream financial analyst role in Australia’s competitive market requires more than just strong numerical skills—you need a resume that clearly demonstrates your analytical prowess, attention to detail, and ability to drive business decisions through data-driven insights. Whether you’re a recent finance graduate struggling to get your foot in the door, an experienced professional looking to advance your career, or someone transitioning from another field into financial analysis, your resume is often the only chance you have to make a compelling first impression.

This comprehensive guide will equip you with everything you need to create a financial analyst resume that stands out to Australian employers. From understanding what hiring managers specifically look for in financial analyst candidates to seeing proven examples that have secured interviews at top firms, you’ll gain the insights needed to transform your application from average to exceptional. The Reserve Bank of Australia highlights the critical role financial analysts play in Australia’s $2.4 trillion economy, making this one of the most sought-after roles in the finance sector.

Financial Analyst Resume (Text Version)

David Chen
Financial Analyst | CPA Candidate
📧 [email protected] | 📱 0434 567 890
🌐 LinkedIn: linkedin.com/in/davidchen-financialanalyst
📍 Sydney, NSW 2000PROFESSIONAL SUMMARY
Detail-oriented Financial Analyst with 4+ years of experience in financial modelling, budgeting, and variance analysis across ASX-listed companies. Proven track record of identifying cost-saving opportunities worth $2.8M and improving forecast accuracy by 25%. Strong expertise in advanced Excel, SQL, and financial reporting with CPA candidacy in progress. Seeking to leverage analytical skills and business acumen in a senior financial analyst role within a growth-focused organisation.

PROFESSIONAL EXPERIENCE

Financial Analyst | Westpac Banking Corporation | Sydney, NSW
March 2022 – Present
• Conducted financial analysis for $500M commercial lending portfolio, identifying risk factors and recommending strategic adjustments
• Built comprehensive financial models using Excel and VBA, improving monthly reporting efficiency by 40%
• Prepared quarterly board presentations analysing business unit performance against budget and KPIs
• Collaborated with cross-functional teams to develop annual budgets totalling $120M across 5 divisions
• Implemented automated variance analysis reporting, reducing manual processing time by 60%

Junior Financial Analyst | BHP Group | Melbourne, VIC
January 2021 – February 2022
• Analysed commodity price trends and their impact on revenue forecasting for iron ore division
• Created dynamic dashboards in Power BI for executive reporting, serving 15+ senior stakeholders
• Performed monthly financial close procedures, ensuring accurate and timely reporting to ASX
• Conducted cost-benefit analyses for capital expenditure projects valued up to $10M
• Supported acquisition due diligence by performing detailed financial analysis of target companies

Graduate Financial Analyst | Deloitte Australia | Sydney, NSW
February 2020 – December 2020
• Provided financial analysis support for clients across retail, manufacturing, and technology sectors
• Developed Excel-based financial models for client valuations and business case assessments
• Assisted senior analysts in preparing pitch materials and client presentations
• Performed industry research and competitive analysis to support client advisory services
• Maintained detailed working papers and documentation in compliance with professional standards

EDUCATION

Bachelor of Commerce (Finance) | University of Sydney | Sydney, NSW
Graduated: December 2019
• High Distinction average (GPA: 3.9/4.0)
• Major: Finance, Minor: Economics
• Relevant Coursework: Corporate Finance, Investment Analysis, Financial Modelling, Derivatives
• Treasurer, University Finance Society (2018-2019)

TECHNICAL SKILLS
• Advanced Excel (VBA, Pivot Tables, Financial Functions)
• Financial Modelling & Valuation
• SQL Database Management
• Power BI & Tableau Dashboards
• Bloomberg Terminal & FactSet
• SAP & Oracle Financial Systems

CERTIFICATIONS & PROFESSIONAL DEVELOPMENT
• CPA Australia – Candidate Status (Expected completion: December 2025)
• Bloomberg Market Concepts Certificate (2023)
• Financial Modelling & Valuation Analyst (FMVA) – Corporate Finance Institute (2022)
• Advanced Excel for Finance – Macquarie University (2021)

AWARDS & RECOGNITION
• Westpac Excellence in Analysis Award (2023)
• University of Sydney Dean’s List (2017, 2018, 2019)
• CFA Institute Research Challenge – National Finalist (2019)

What is The Best Format for a Financial Analyst Resume?

The reverse chronological format is the gold standard for financial analyst resumes, as it clearly showcases your career progression and demonstrates the increasing complexity of your analytical responsibilities. This format is particularly effective in the finance industry where employers want to see a logical career trajectory and growing expertise in financial analysis.

Format Specifications:

Font: Stick to professional fonts like Calibri, Arial, or Times New Roman that ensure readability across different systems

Heading Font Size: 14-16pt for your name, 12-14pt for section headers to create clear hierarchy

Body Font Size: 10-12pt for all content, ensuring readability whilst maximising space utilisation

Margins: 1-inch margins on all sides to provide adequate white space and professional appearance

File Type: Always submit as PDF to preserve formatting, unless the employer specifically requests Word format

Essential Resume Sections:

Header: Include your full name, professional email address, Australian mobile number, LinkedIn profile URL, and current location (city and state). Consider adding “Financial Analyst” or relevant certification status as a subtitle.

Summary: A powerful 3-4 line overview highlighting your years of experience, key technical skills, and most impressive quantifiable achievements in financial analysis.

Experience: List positions in reverse chronological order, emphasising analytical achievements, financial impact, and technical skills used in each role.

Education: Include your degree, institution, location, and graduation date. For finance roles, include relevant coursework, academic honours, and finance-related extracurricular activities.

Other Sections: Technical Skills, Certifications, Professional Development, and Awards sections are particularly valuable for financial analyst positions, as they demonstrate your commitment to continuous learning and technical proficiency.

What Experience Should Be on Your Financial Analyst Resume?

Your experience section should tell the story of your analytical capabilities through concrete examples and quantifiable results. Focus on achievements that demonstrate your ability to analyse complex financial data, identify trends, create actionable insights, and support business decision-making. Australian employers particularly value experience with local financial systems, ASX regulations, and AASB accounting standards.

Key Elements to Include:

• Quantified financial impact of your analysis and recommendations

• Specific financial models, tools, and software you’ve mastered

• Types of analysis performed (variance, trend, ratio, scenario analysis)

• Reporting responsibilities and stakeholder management experience

• Process improvements and efficiency gains you’ve implemented

• Cross-functional collaboration and project management experience

• Regulatory compliance and risk management contributions

Senior Financial Analyst | Commonwealth Bank | Sydney, NSW
June 2022 – Present
• Developed comprehensive financial models for $2B retail banking portfolio, improving forecast accuracy by 30%
• Led monthly variance analysis identifying $1.2M in cost-saving opportunities across operational departments
• Created executive dashboards using Power BI, reducing reporting time by 50% and improving data accessibility
• Managed annual budgeting process for 3 business units, coordinating with 20+ stakeholders across departments
• Performed detailed competitor analysis and market research supporting strategic planning initiatives
Financial Analyst | Bank | Sydney
2022 – Now
• Worked on financial analysis
• Made reports for management
• Used Excel for calculations
• Helped with budgets
• Did research on competitors

Entry-Level Financial Analyst Resume Samples [Experience]

For recent graduates or career changers, focus on internships, relevant coursework projects, academic achievements, and any analytical work from previous roles that demonstrates your quantitative skills and attention to detail.

Financial Analyst Intern | Macquarie Group | Sydney, NSW
November 2023 – February 2024
• Assisted in building DCF models for equity research coverage of ASX 200 technology companies
• Conducted ratio analysis on 15 companies, identifying investment opportunities for client portfolios
• Prepared weekly market summaries analysing ASX performance and sector trends for research team
• Supported senior analysts in creating client presentation materials and investment recommendations
• Maintained financial databases ensuring data accuracy across Bloomberg and internal systems
Intern | Finance Company | Sydney
2023
• Helped with financial work
• Did analysis for different companies
• Made presentations
• Used computer programs
• Worked with team members

How to Write the Education Section for your Financial Analyst Resume

Education is particularly important for financial analyst roles, as employers seek candidates with strong quantitative backgrounds and solid understanding of financial principles. Your education section should highlight relevant coursework, academic achievements, and finance-related activities that demonstrate your analytical foundation. In Australia’s competitive finance market, many employers prefer candidates from Group of Eight universities or those with strong finance programs, though exceptional performance and relevant experience from any institution can be equally valuable.

Include details about your major, relevant minors, and specific coursework that directly applies to financial analysis roles. Highlight any academic projects involving financial modelling, investment analysis, or econometric studies. Don’t forget to mention finance-related extracurricular activities, academic societies, or competitions that show your passion for the field and leadership capabilities.

Financial Analyst Resume Example [Education]

Bachelor of Commerce (Finance & Economics) | University of Melbourne | Melbourne, VIC
Graduated: December 2022
• High Distinction average (GPA: 3.85/4.0), Dean’s List recipient
• Relevant Coursework: Corporate Finance, Investment Analysis, Financial Risk Management, Econometrics
• Capstone Project: “ESG Impact on ASX 200 Valuation Models” – Grade: 89/100
• Vice President, Melbourne University Finance & Investment Society (2021-2022)
• Participant, CFA Institute Research Challenge (Team reached semi-finals)Certificate IV in Financial Services (Financial Planning) | FINSIA | Online
Completed: June 2023
• Specialised training in Australian financial regulations and compliance requirements

How to Write the Skills Section for your Financial Analyst Resume

The skills section is crucial for financial analyst resumes as it demonstrates your technical proficiency and analytical capabilities that are essential for success in the role. This section should showcase both your hard technical skills and soft skills that enable you to translate complex financial data into actionable business insights. Aim for 10-15 skills that directly align with the job requirements, emphasising technical proficiencies that are highly valued in Australian finance roles.

Focus heavily on technical skills as these are often used by applicant tracking systems (ATS) to filter candidates. Include specific software, programming languages, financial tools, and analytical methodologies you’ve mastered. Balance these with soft skills that demonstrate your ability to communicate findings, work in teams, and manage multiple projects simultaneously.

Financial Analyst Resume Skills (Hard Skills)

• Advanced Excel (VBA, Macros, Pivot Tables, Financial Functions)

• Financial Modelling (DCF, LBO, Comparable Company Analysis)

• SQL and Database Management

• Power BI and Tableau for Data Visualisation

• Bloomberg Terminal and FactSet

• Python/R for Statistical Analysis

• SAP, Oracle, and other ERP Systems

• AASB/IFRS Accounting Standards

• Risk Management and Scenario Analysis

• Budgeting and Forecasting Software

Financial Analyst Resume Skills (Soft Skills)

• Analytical thinking and problem-solving

• Attention to detail and accuracy

• Communication and presentation skills

• Time management and deadline-driven execution

• Team collaboration and stakeholder management

• Critical thinking and strategic analysis

• Adaptability to changing market conditions

• Project management and coordination

• Business acumen and commercial awareness

• Research and information synthesis

How to pick the best Financial Analyst skills:

1. Prioritise technical skills mentioned in job postings – most financial analyst roles require specific software proficiency

2. Include industry-standard tools like Excel, Bloomberg, and financial modelling even if not explicitly mentioned

3. Match skills to seniority level – entry-level roles focus on Excel and basic analysis, senior roles require advanced modelling and strategic thinking

4. Emphasise quantifiable technical skills over generic soft skills to pass ATS screening

5. Include Australian-specific knowledge such as ASX regulations, AASB standards, or local market experience when relevant

6. Focus on skills you can demonstrate with specific examples or certifications rather than aspirational abilities

Financial Analyst Resume Examples [Skills]

Advanced Excel & VBA: Built automated financial models reducing monthly reporting time by 35% across 4 business units
Financial Modelling: Created DCF and LBO models for M&A transactions valued up to $50M with 95% accuracy rate
Power BI: Designed executive dashboards tracking KPIs for C-suite, improving decision-making speed by 40%
SQL & Database Management: Managed financial databases serving 50+ users, ensuring 99.9% data accuracy
Bloomberg Terminal: Conducted market research and analysis supporting $200M investment portfolio decisions

Should I Add Bonus Sections to My Financial Analyst Resume?

Bonus sections can significantly enhance a financial analyst resume by demonstrating your commitment to professional development and showcasing achievements that set you apart from other candidates. In the competitive Australian finance market, these additional sections often make the difference between getting an interview and being overlooked.

Highly recommended bonus sections include:

Resume Licences & Certifications: CPA Australia, CFA candidacy, FRM, or other professional certifications that validate your expertise and commitment to the finance profession.

Languages on a Resume: Particularly valuable for multinational corporations or roles involving international markets, which are common in Australia’s globally-connected finance sector.

Professional Associations: Memberships in CPA Australia, CFA Institute, FINSIA, or other finance professional bodies that demonstrate industry engagement.

Conferences: Finance conferences attended, particularly those focused on Australian markets or your area of specialisation.

Resume Volunteer Work: Pro-bono financial consulting, treasurer roles in non-profits, or community financial literacy programs.

Awards and Honours: Academic awards, professional recognition, or competition wins that validate your analytical abilities.

Financial Analyst Resume Examples [Other Sections]

Professional Certifications
• CPA Australia – Candidate Status (Expected: June 2025)
• CFA Level I Candidate (Exam scheduled: February 2024)
• Bloomberg Market Concepts (BMC) Certificate – Completed 2023Professional Associations
• Member, CPA Australia (2022-Present)
• Associate Member, Financial Services Institute of Australasia (FINSIA)

Awards & Recognition
• ANZ Excellence in Financial Analysis Award (2023)
• University of Sydney Finance Prize for Outstanding Academic Achievement (2020)
• CFA Institute Research Challenge – State Finalist (2020)

Other Information
• Good with numbers
• Member of some finance groups
• Won some awards at university
• Interested in financial markets
• Like working with data

Tip: Only include hobbies if they demonstrate analytical skills, leadership, or relevant interests (e.g., “Personal investment portfolio management” or “Treasurer, local cricket club”). Focus on achievements that can be quantified or verified.

How to write a Financial Analyst Resume Objective or Resume Summary

Your resume summary is your professional elevator pitch that needs to immediately convey your value proposition as a financial analyst. This critical section should highlight your years of experience, key technical competencies, most impressive quantifiable achievements, and the type of role you’re seeking. For financial analysts, this section is particularly important because it demonstrates your ability to synthesise complex information into clear, impactful statements.

Key elements for an effective summary:

• Lead with your experience level and area of specialisation

• Include 2-3 specific, quantified achievements that demonstrate impact

• Mention key technical skills and software proficiencies

• Highlight relevant certifications or educational credentials

• Specify the type of role or company you’re targeting

• Keep it concise – 3-4 lines maximum

Financial Analyst Resume Summary Examples

Results-driven Financial Analyst with 5+ years of experience in corporate finance and investment analysis across ASX-listed companies. Successfully developed financial models that identified $3.2M in cost savings and improved forecasting accuracy by 28%. Expertise in advanced Excel, Power BI, and Bloomberg Terminal with CPA candidacy in progress. Seeking senior financial analyst position to leverage analytical skills and business acumen in strategic decision-making for a leading Australian financial institution.
Experienced financial analyst with good analytical skills and attention to detail. Worked for several years in finance doing various tasks including analysis and reporting. Good with numbers and Excel. Looking for a new opportunity to use my skills in a challenging role where I can grow my career.

For entry-level candidates or recent graduates, focus on your educational achievements, relevant internships, technical skills, and enthusiasm for financial analysis rather than extensive work experience.

Entry-Level Financial Analyst Resume Summary Examples

Detail-oriented finance graduate with strong analytical foundation and practical experience through 6-month internship at tier-1 investment bank. Built DCF models for ASX 200 companies and conducted ratio analysis supporting $50M in client investment decisions. Advanced proficiency in Excel, VBA, and Bloomberg Terminal with high distinction academic record. Seeking graduate financial analyst position to apply quantitative skills and passion for market analysis in a dynamic corporate finance environment.
Recent graduate with finance degree looking for entry-level financial analyst position. Completed internship and learned about financial analysis. Good academic record and interested in working with numbers. Eager to start career in finance and contribute to team success.

How to Update Your LinkedIn Profile When Updating Your Financial Analyst Resume

For financial analysts in Australia, LinkedIn is an essential professional tool with over 85% of finance recruiters actively using the platform to source candidates. Your LinkedIn profile should complement your resume whilst taking advantage of the platform’s unique features to showcase your analytical expertise, industry knowledge, and professional network. The key is ensuring consistency between both platforms whilst optimising each for their specific strengths.

Your LinkedIn profile allows for more detailed explanations of your analytical projects, expanded descriptions of your technical skills, and the opportunity to share industry insights that demonstrate your expertise. It’s also where you can build professional relationships with other analysts, recruiters, and industry leaders in Australia’s finance sector.

LinkedIn Headline Optimisation for Financial Analysts

Your LinkedIn headline appears in search results and is crucial for attracting the right opportunities. For financial analysts, it should immediately communicate your level of expertise, areas of specialisation, and key technical skills while remaining searchable by recruiters.

Effective Headlines:
• “Senior Financial Analyst | CPA | Financial Modelling & Investment Analysis | ASX Listed Companies”
• “Financial Analyst @ Westpac | Excel VBA & Power BI Expert | CFA Candidate | Sydney”
• “Corporate Finance Analyst | 5+ Years Experience | M&A Due Diligence | Seeking Senior Role Melbourne”
Ineffective Headlines:
• “Financial Analyst”
• “Looking for Financial Analyst Opportunities”
• “Finance Professional with Excel Skills”

LinkedIn Summary vs Resume Summary: Key Differences

Your LinkedIn summary can be significantly longer than your resume summary (up to 2,000 characters), allowing you to tell a more comprehensive story about your analytical journey, career motivations, and professional philosophy. While your resume summary is purely achievement-focused, your LinkedIn summary can include personal insights about what drives your passion for financial analysis.

Use this expanded space to discuss specific analytical projects you’re proud of, your approach to solving complex financial problems, and your vision for your career in Australian finance. This is also where you can address your industry interests, whether that’s fintech innovation, sustainable finance, or traditional corporate analysis.

Showcasing Financial Analyst Experience on LinkedIn

LinkedIn’s experience section allows for much more detail than your resume, giving you space to elaborate on your analytical methodologies, the business impact of your work, and the technical tools you’ve mastered. Use this expanded format to provide context about the companies you’ve worked for, the complexity of the financial challenges you’ve addressed, and your role in larger strategic initiatives.

For each position, you can include 5-7 bullet points instead of the 3-4 on your resume. Add details about the industries you’ve analysed, the size of budgets or portfolios you’ve worked with, and specific analytical techniques you’ve employed. You can also upload work samples like anonymised financial models, dashboard screenshots, or presentation slides that demonstrate your capabilities.

LinkedIn Skills and Endorsements for Financial Analysts

LinkedIn skills are searchable by recruiters and can be endorsed by your professional network, making them crucial for discoverability. Include 20-30 skills focusing on technical proficiencies, analytical methods, and industry knowledge. Prioritise skills that appear frequently in financial analyst job postings: Excel, Financial Modelling, Financial Analysis, Budgeting, and Forecasting.

Actively seek endorsements from colleagues, supervisors, and clients who can vouch for your analytical abilities. These third-party validations carry significant weight with hiring managers. Take LinkedIn’s skill assessments for your strongest technical skills – passing these assessments adds verification badges that enhance your credibility.

LinkedIn Profile Tips for Australian Financial Analysts

Local Market Focus: Emphasise your knowledge of Australian financial markets, ASX regulations, AASB accounting standards, and local economic conditions. This is particularly valuable for international firms looking for analysts who understand the local market.

Industry Networking: Connect with other financial analysts at major Australian institutions, join finance professional groups, and engage with content from Australian finance thought leaders. The Australian finance community is relatively close-knit, making networking particularly valuable.

Content Strategy: Share insights about ASX performance, comment on RBA decisions, or analyse earnings results from major Australian companies. This demonstrates your market knowledge and keeps you visible to your professional network.

Certification Visibility: Prominently display your CPA candidacy, CFA progress, or other professional certifications in your headline, summary, and certifications section. Australian employers highly value these credentials.

Geographic Optimisation: Include your city and “Australia” in your location settings to appear in local recruiter searches. Many financial analyst positions prefer local candidates due to market knowledge requirements and collaboration needs.

Developing an outstanding financial analyst resume opens doors to exciting opportunities in Australia’s dynamic finance sector. Complement your resume with a compelling cover letter that demonstrates your understanding of the specific company’s financial challenges and strategic objectives. Explore opportunities on platforms like SEEK, LinkedIn Jobs, and CPA Australia’s job board where many employers specifically seek analytical professionals with strong technical skills.

Remember, your analytical mindset and attention to detail are exactly what employers need to navigate complex financial decisions. With the right presentation of your skills and achievements, you can successfully secure your next financial analyst role in Australia’s thriving finance industry.