Junior Financial Analyst Resume Sample

Emily Rodriguez

emily@rodriguez.finance

•

(212) 555-3344

•

linkedin.com/in/emily-rodriguez-finance

Junior Financial Analyst

Detail-oriented Junior Financial Analyst with 1.5 years supporting financial reporting, budgeting, and variance analysis. Built 10+ financial models supporting strategic decisions. Improved monthly close process reducing cycle time by 2 days. Skilled in Excel modeling, data visualization, and financial statement analysis.

WORK EXPERIENCE

Junior Financial Analyst

Jul 2023 – Present

Tech Growth Corp

Financial Modeling & Analysis: Built 10+ financial models in Excel for pricing analysis, scenario planning, and investment decisions, supporting $5M in strategic initiatives and improving decision-making speed by 30%
Budgeting & Forecasting Support: Supported annual budgeting process for $50M operating budget, consolidating inputs from 8 departments and conducting variance analysis that identified $800K in cost-saving opportunities
Monthly Close & Reporting: Assisted with monthly financial close process, automating 5 recurring reports in Excel that reduced close cycle time from 8 to 6 days and improved data accuracy from 94% to 99%

Finance Intern

Jan 2023 – Jun 2023

Financial Services Inc

Financial Statement Analysis: Analyzed financial statements for 15 portfolio companies, creating summary reports and dashboards tracking key financial metrics and trends
Data Analysis & Reporting: Extracted and analyzed financial data from ERP systems, creating ad-hoc reports for senior analysts and supporting due diligence projects
Process Documentation: Documented financial processes and created Excel templates that improved team efficiency and standardized analysis approaches

SKILLS & COMPETENCIES

CERTIFICATIONS

CFA Level I Candidate

Dec 2024

CFA Institute

Bloomberg Market Concepts (BMC)

Aug 2023

Bloomberg

EDUCATION

Bachelor of Science in Finance

2019-2023

New York University - Stern School of Business

New York, New York

Corporate Finance
Financial Modeling

Tools to build your Junior Financial Analyst resume

Copy and adapt these proven examples to create a resume that stands out.

✨

Resume Headlines

Use these attention-grabbing headlines to make a strong first impression.

Junior Financial Analyst | Financial Modeling | 10+ Models Built | Excel Expert

Financial Analyst | Budgeting & Forecasting | $800K Cost Savings Identified

Junior Financial Analyst | Variance Analysis | 2-Day Close Cycle Reduction

Financial Analyst | Excel Automation | 99% Data Accuracy | Process Improvement

Junior Financial Analyst | Supporting $50M Budget | Financial Reporting

Financial Analyst | Financial Modeling & Analysis | Strategic Decision Support

💡 Tip: Choose a headline that reflects your unique value proposition and matches the job requirements.

⚡

Power Bullet Points

Adapt these achievement-focused bullets to showcase your impact.

Financial Modeling & Analysis

• Built 10+ financial models in Excel for pricing analysis, scenario planning, and investment decisions supporting $5M in strategic initiatives improving decision speed by 30%

• Created DCF models, sensitivity analyses, and scenario planning tools enabling executive decision-making on capital allocation

• Developed financial forecasting models projecting revenue, costs, and cash flow with 95% accuracy vs actuals

• Analyzed financial statements for 15 portfolio companies creating summary reports tracking key metrics and trends

Budgeting & Forecasting Support

• Supported annual budgeting process for $50M operating budget consolidating inputs from 8 departments and conducting variance analysis identifying $800K in cost-saving opportunities

• Assisted with monthly and quarterly forecasting processes analyzing trends and updating projections based on actuals

• Conducted budget vs actual variance analysis providing insights on drivers and recommendations for corrective actions

• Collaborated with department heads gathering budget inputs and ensuring alignment with company financial targets

Financial Reporting & Close

• Assisted with monthly financial close process automating 5 recurring reports reducing close cycle from 8 to 6 days improving accuracy from 94% to 99%

• Prepared financial reports and presentations for senior management summarizing performance vs plan and key metrics

• Reconciled accounts and investigated variances ensuring accuracy of financial statements and supporting audit processes

• Created executive dashboards visualizing financial KPIs (revenue, margins, cash flow) for leadership review

Data Analysis & Process Improvement

• Extracted and analyzed financial data from ERP systems creating ad-hoc reports for senior analysts supporting due diligence projects

• Automated recurring Excel reports using macros and formulas saving 10+ hours monthly and reducing manual errors

• Documented financial processes and created templates improving team efficiency and standardizing analysis approaches

• Identified data quality issues and process inefficiencies proposing solutions that improved accuracy and reduced cycle time

💡 Tip: Replace generic terms with specific metrics, technologies, and outcomes from your experience.

📝

Resume Writing Tips for Junior Financial Analysts

Emphasize Financial Modeling Skills

Junior analysts build models. Highlight: models built (10+), accuracy (95%), decisions supported ($5M), tools used (Excel, DCF, scenario analysis). Show you create analytical tools—not just pull reports.

Quantify Process Improvements

Include: close cycle reduction (8 → 6 days), accuracy improvement (94% → 99%), cost savings identified ($800K), hours saved (10+ monthly). Show you improve processes.

Demonstrate Excel Mastery

Excel is critical. List: VLOOKUPs, pivot tables, macros, complex formulas, financial modeling. Include: reports automated (5), dashboards created. Excel expertise differentiates junior analysts.

Show Financial Fundamentals

Prove finance knowledge: budgeting, forecasting, variance analysis, financial statements, ratio analysis. Include: budget supported ($50M), variance analyses conducted, financial statements reviewed.

Balance Technical and Business Skills

List 8-10 skills covering Excel, modeling, budgeting, analysis, tools (ERP, PowerPoint), and soft skills (attention to detail, problem-solving). Show both technical and business understanding.

🎯

Essential Skills & Keywords

Include these skills to optimize your resume for ATS systems and recruiter searches.

Financial Modeling

Financial Modeling DCF Analysis Scenario Planning Sensitivity Analysis Forecasting Models

Excel & Technical

Microsoft Excel (Advanced) VLOOKUPs & Index-Match Pivot Tables Macros & Automation Financial Formulas

Financial Analysis

Budgeting & Forecasting Variance Analysis Financial Statement Analysis Ratio Analysis Trend Analysis

Reporting & Close

Financial Reporting Monthly Close Support Account Reconciliation Report Automation Dashboard Creation

Tools & Systems

ERP Systems (SAP, Oracle) PowerPoint Data Visualization SQL (basics) Microsoft Office Suite

Core Competencies

Attention to Detail Problem Solving Data Analysis Process Improvement Time Management Cross-Functional Collaboration

💡 Tip: Naturally integrate 8-12 of these keywords throughout your resume, especially in your summary and experience sections.

Why this resume works

Role-Specific Strengths

Financial analysis fundamentals: Shows core finance skills: built 10 models, conducted variance analysis, supported budgeting process
Process improvement mindset: Demonstrates initiative: reduced close cycle 2 days, automated reports, improved data accuracy
Technical proficiency: Strong Excel skills: complex formulas, pivot tables, financial modeling, data visualization
Cross-functional support: Collaborated with teams: supported FP&A, worked with Operations, assisted senior analysts

✓ ATS-Friendly Elements

Entry-level keywords: "financial modeling," "variance analysis," "budgeting support," "financial reporting," "Excel"
Support-focused action verbs: Supported, Assisted, Built, Analyzed, Prepared
Common finance tools: Excel, PowerPoint, ERP systems (SAP, Oracle), financial software
Appropriate metrics: models built, reports automated, cycle time reduced
Clear progression: Intern → Junior Analyst or recent graduate with finance degree
Standard format with recent education in finance, accounting, or economics

✓ Human-Readable Design

Summary emphasizes support and learning, not strategic finance leadership
Metrics scaled to junior level: 10 models, 2-day improvement, supporting role
Experience shows finance support building analytical fundamentals
Skills focused on technical tools (Excel, modeling) not strategic planning
Recent finance degree signals entry-level
Shows investment in finance fundamentals through coursework or CFA Level I

💡 Key Takeaways

Junior Finance Analyst resumes should emphasize financial modeling and analysis support
Quantify your work: models built, reports created, variance analyses conducted, accuracy improved
Show Excel mastery: VLOOKUPs, pivot tables, complex formulas, financial modeling expected
Highlight process improvements: automation, efficiency gains, accuracy improvements
Focus on financial fundamentals: budgeting, forecasting, variance analysis, financial statements
Entry certifications (CFA Level I, Bloomberg Market Concepts) add credibility

📈 Career Progression in Finance

See how Finance roles evolve from financial analysis support to strategic finance leadership.

📊 Junior Analyst (Current) 📈 Financial Analyst → 💼 Finance Manager →

Build your ATS‑ready resume

Use our AI‑powered tools to create a resume that stands out and gets interviews.

Start free trial

More resume examples

Browse by industry and role:

Financial Analyst → Finance Manager → Senior Financial Analyst →

View all Finance examples →

Junior Financial Analyst Resume Example