finance

Entry-Level Financial Analyst

Resume Example

4.5 / 5

Use this template

Add your own experience and make this layout yours.

Edit this template in AI chat

Ask AI to rewrite and tailor each section with you.

Entry-Level Financial Analyst

Emily Wong

[email protected] • +1 (555) 456-7890 • linkedin.com/in/emily-wong-fa • emilywongfinanceportfolio.com • San Francisco, CA

Professional Summary

Entry-level financial analyst with two years of internship and junior analyst experience across budgeting, variance analysis, and financial reporting for technology teams. Built Excel models and Tableau dashboards that supported seed-funding materials, monthly forecasts, and operating-cost reviews. Comfortable translating financial data into clear recommendations for founders, finance managers, and cross-functional teams.

Skills

Excel, Python, SQL, Tableau, Financial Modeling, Budget Analysis, Cost-Benefit Analysis, Forecasting

Work Experience

Entry Level Financial Analyst

01/2024

Tech Company Inc, San Francisco, CA

Built Excel financial models for revenue, hiring, and cash runway scenarios used in seed-funding planning for a fintech startup.

Reviewed departmental budget allocations and identified recurring software and vendor costs, supporting an 8% reduction in operating expenses.

Prepared monthly budget-versus-actual reports and forecast updates for leadership, clarifying key drivers behind revenue and expense changes.

Maintained Tableau dashboards for cash flow, burn rate, and budget variance so managers could monitor finance metrics between monthly closes.

Entry Level Financial Analyst

06/2021 - 12/2023

Finance Firm Ltd, San Francisco, CA

Completed cost-benefit analysis for proposed product launches, comparing pricing assumptions, support costs, and expected payback periods.

Partnered with product, operations, and sales teams to align forecast inputs with hiring plans, launch timelines, and revenue targets.

Entry Level Financial Analyst Intern

06/2019 - 12/2020

Startup Ventures Inc, San Francisco, CA

Supported monthly budget and forecast preparation by collecting expense data, checking formulas, and reconciling spreadsheet inputs.

Created project expense trackers that improved visibility into budget owners, approved spend, and open purchase requests.

Education

Bachelor of Science in Finance

09/2016 - 05/2020

San Francisco State University, San Francisco, CA

Relevant coursework: Financial Analysis, Corporate Finance, Investments, Statistics. GPA: 3.8

Projects

Personal Financial Dashboard

Built a Tableau dashboard that tracked income, expenses, savings goals, and month-over-month variance; used calculated fields to surface overspending patterns.

Budgeting App

Developed a Python budgeting app with expense categories, goal tracking, and alerts for recurring costs, demonstrating practical data-cleaning and forecasting skills.

Certifications

Financial Modeling & Valuation Fundamentals

03/2026

Corporate Finance Institute (CFI)

Completed coursework in three-statement modeling, valuation basics, scenario analysis, and finance presentation standards.

Python for Finance

10/2025

Coursera

Completed applied Python coursework focused on pandas, data cleaning, time-series analysis, and finance-oriented reporting.

Why This Template Works

This entry-level financial analyst resume format is designed to be highly effective for both human readers and applicant tracking systems (ATS). The professional summary at the beginning effectively highlights key skills and experiences relevant to an Entry Level Financial Analyst role, such as budget analysis and financial modeling for technology startups. Each section of the resume, including work experience, education, and skills, uses clear headings and concise bullet points that are optimized for ATS recognition, ensuring that important keywords like 'budget analysis' and 'startup finance' are prominently featured. This format also includes links to professional profiles on LinkedIn, enhancing personal branding and making it easier for recruiters to verify the candidate’s background.

Instant Resume Score

Check Your Entry-Level Financial Analyst Resume Score

Upload your resume for an instant ATS score and practical, role-specific improvements.

  • No Signup Required
  • Private by Default
  • Usually under 30 sec

Your resume

Drop your resume here
PDF, DOCX, TXT, and images · Max 20MB

Your files stay private.

One step to your resume score

Add your resume to run a free score and get prioritized fixes.

How to Write This Resume

How to Write This Resume

Expert guidelines and best practices for each section of your resume.

01

Contact

Contact

First Name Last Name City, State, Zip Code Phone Number | Email Address LinkedIn Profile URL | Portfolio URL (Optional)

General Guidelines

Your contact information is the first section recruiters see. Keep it concise and professional. Ensure your email address is appropriate (e.g., [email protected]). Include your LinkedIn profile for a comprehensive view of your professional journey. A portfolio or personal website is recommended for creative, technical, or design roles.

Avoid This

Do not include your full physical address (street number/name) for privacy reasons. Avoid including personal details like marital status, age, photo, or social security number unless specifically required in your country. Don't use unprofessional email addresses.

Real Examples

See clear examples of how to format contact details effectively.

Don't

John Doe 1234 Random St, Apt 56 New York, NY 10001 [email protected] github.com/aliciacode Single, 28 years old

Do

John Doe New York, NY (555) 123-4567 | [email protected] linkedin.com/in/johndoe | johndoe.com

Quick Tips

  • Use a professional email address (firstname.lastname format)
  • Ensure your voicemail is set up and professional
  • Double-check your phone number and email for typos
  • Make your LinkedIn URL custom (linkedin.com/in/yourname)

02

Summary

Summary

Professional Title Result-oriented [Role Name] with [Number] years of experience in [Key Skills/Industries]. Proven track record of [Major Achievement]. Skilled in [Key Technologies/Skills]. Committed to delivering [Specific Value] for [Target Industry/Company type].

General Guidelines

A professional summary is your elevator pitch. It should be 3-5 sentences long, summarizing your experience, key skills, and major achievements. Tailor it to the job description by using relevant keywords. Focus on what makes you unique and the value you bring to potential employers.

Avoid This

Avoid generic objectives like 'Looking for a challenging role to grow my skills.' Recruiters want to know what value you bring to them, not what you want from them. Don't use first-person pronouns (I, me, my). Keep it concise and impactful.

Real Examples

Compare a weak objective with a strong professional summary.

Don't

Objective: I am a hard-working individual looking for a Entry Level Financial Analyst position where I can learn new things and advance my career.

Do

Entry Level Financial Analyst with 2 years of experience in financial modeling, budget analysis, and strategic planning. Developed comprehensive financial models that helped secure $500,000 in seed funding for a fintech startup. Proficient in Excel, Tableau, Python, and SQL.

Quick Tips

  • Quantify achievements where possible (e.g., 'Increased revenue by 20%')
  • Keep it under 5 lines for readability
  • Use strong action verbs to start sentences
  • Tailor the summary to match the job description

03

Skills

Skills

Technical Skills - Languages: [List] - Frameworks: [List] - Tools: [List] Soft Skills - [Skill 1], [Skill 2], [Skill 3]

General Guidelines

Group your skills logically (e.g., Languages, Frameworks, Tools). Focus on hard skills relevant to the job. List skills in order of proficiency or relevance. Soft skills are better demonstrated through bullet points in your experience section rather than a bare list.

Avoid This

Do not list skills you are not comfortable using in an interview. Avoid using progress bars or percentages to rate your skills (e.g., "Java: 80%"). Do not include outdated technologies unless specifically required.

Real Examples

Don't

Python, SQL, Java - 75% proficiency

Do

Python, SQL

Quick Tips

  • List technical skills relevant to financial analysis such as Excel, Python, and Tableau in the Technical Skills section.
  • Under soft skills, include communication, teamwork, and problem-solving abilities that align with an entry-level analyst role.
  • Prioritize tools and technologies used frequently in your experience or education sections under the Technical Skills category.
  • Avoid listing non-essential or outdated software unless it is crucial to a specific job requirement.

04

Experience

Experience

Job Title | Company Name | Location Month Year – Month Year - Action Verb + Context + Result (Quantified) - Led [Project] resulting in [Outcome]... - Collaborated with [Team] to implement [Feature]...

General Guidelines

This is the core of your resume. Use reverse-chronological order (most recent first). Start each bullet with a strong action verb. Focus on achievements and impact, not just duties. Use numbers to quantify your impact (dollars, percentages, time saved, users affected). Show progression and increasing responsibility.

Avoid This

Avoid passive language like "Responsible for..." or "Tasked with...." Don't list every single daily task; focus on significant contributions and measurable outcomes. Avoid jargon that recruiters outside your field won't understand.

Real Examples

Practical example showing do's and don'ts for experiences

Don't

Maintained spreadsheets with financial data

Do

Developed comprehensive financial models that secured $500,000 in seed funding for a fintech startup

Don't

Reported monthly expenses to management

Do

Generated monthly financial reports, improving forecasting accuracy by 20%

Quick Tips

  • Use active verbs that showcase your leadership and initiative (e.g., 'led', 'initiated', 'implemented').
  • Focus on quantifiable outcomes such as cost savings, revenue growth, or process improvements.
  • Showcase skills in technology tools relevant to the finance industry like Excel, Python, SQL, Tableau.
  • Highlight collaboration with cross-functional teams and contributions towards organizational goals.

05

Education

Education

Degree Name | University Name | Location Month Year – Month Year - Relevant Coursework: [Course 1], [Course 2] - Honors/Awards: [Award Name] - GPA: X.X (if above 3.5)

General Guidelines

List your highest degree first. If you have significant work experience, keep the education section brief. Include your GPA only if it is above 3.5 or if you are a recent graduate. Highlight relevant coursework, academic projects, honors, or leadership roles.

Avoid This

Do not include high school details if you have a college degree. Avoid listing every single course you took; select only the most relevant ones. Don't include graduation dates from decades ago if age discrimination is a concern in your field.

Real Examples

Practical example showing do's and don'ts for educations

Don't

Bachelor of Arts in Economics | University College | London June 2018 – December 2021 - Coursework: Microeconomics, Macroeconomics, International Finance, Econometrics, History of Economic Thought, Political Economy, Game Theory, Industrial Organization, Public Sector Economics

Do

Bachelor of Science in Finance | San Francisco State University | San Francisco, CA September 2016 – May 2020 - Relevant Coursework: Financial Analysis, Corporate Finance, Investments - Honors/Awards: Dean's List (Fall 2017) - GPA: 3.8

Quick Tips

  • Start with your most recent or highest degree and list it before any other educational qualifications.
  • Highlight relevant coursework that aligns with the job requirements for an Entry Level Financial Analyst, such as financial analysis, corporate finance, or investments.
  • If you have a strong GPA above 3.5, include it to demonstrate academic excellence; otherwise, focus on more tangible achievements like honors or awards.
  • Keep your education section concise and focused on relevant information that showcases why you are the best fit for an Entry Level Financial Analyst role.

06

Projects

Projects

Project Name | Tools/Technologies Used - Briefly describe what you created and its purpose - Highlight specific challenges you solved - Link to portfolio or demo if available

General Guidelines

Projects are excellent for demonstrating practical skills, especially if you lack work experience or are changing careers. Include a link to your portfolio or demo if possible. Focus on projects that show problem-solving skills and relevant tools for the target role.

Avoid This

Don't include trivial tutorials unless you significantly expanded on them. Avoid projects that are outdated, incomplete, or irrelevant to the role you're applying for. Don't just list technologies—explain what you created and why it matters.

Real Examples

Practical example showing do's and don'ts for projects

Don't

Created a simple calculator app that performs basic arithmetic operations using Python. The project didn’t involve any advanced features or real-world application.

Do

Developed an automated financial forecasting tool in Python, which analyzed historical sales data to predict future revenue trends and provided actionable insights for the finance team.

Real Examples

Another example illustrating effective project descriptions

Don't

Built a website using HTML and CSS that showcases my personal projects. The site is basic and doesn’t provide any insight into problem-solving or complex tasks.

Do

Designed and implemented an interactive financial dashboard in Tableau, integrating data from multiple sources to create comprehensive visual representations of key performance indicators.

Quick Tips

  • Choose projects that showcase your ability to solve real-world problems relevant to the finance industry.
  • Clearly explain how each project demonstrates your skills and knowledge in financial analysis, budgeting, or forecasting.
  • Include links to any live demos, GitHub repositories, or online portfolios where recruiters can see your work in action.
  • Ensure your projects are up-to-date and reflect current trends and technologies used by finance professionals.

Frequently Asked Questions

Common questions about this role and how to best present it on your resume.

Include finance coursework, internships, Excel or Python projects, budgeting experience, and clear bullets that show how you analyzed data and supported decisions.

Use projects and internships to show practical skills: variance analysis, forecasting, financial modeling, dashboarding, and clear communication with business teams.

Certifications are optional. Add relevant finance, Excel, modeling, or data-analysis coursework only if you can discuss the work confidently in an interview.

Common keywords include financial modeling, budgeting, forecasting, variance analysis, Excel, SQL, Tableau, reporting, and cost-benefit analysis.

Your Next Interview is Just One Resume Away

Create a professional, optimized resume in minutes. No design skills needed—just proven results.

Create my resume

Share this template

Make Your 6 Seconds Count

Recruiters scan resumes for an average of only 6 to 7 seconds. Our proven templates are designed to capture attention instantly and keep them reading.