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Financial Analyst CV Example — 2026

Financial analyst CV showcasing investment analysis and financial modeling expertise at UBS and Credit Suisse.

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Victoria Hughes
Senior Financial Analyst
Contact
✉ victoria.hughes@email.ch
☎ +41 44 234 85 00
📍 Zurich
🔗 linkedin.com/in/victoriahughes
07/01/1990 · British
SKILLS
Financial ModelingExcel AdvancedValuation AnalysisM&ABloomberg TerminalSQL
LANGUAGES
English — Native
French — Intermediate
PROFILE

Financial analyst with 9+ years of investment banking and corporate finance experience. Expert in financial modeling, valuation analysis, and M&A transactions. Managed portfolios totaling $500M+ in assets.

WORK EXPERIENCE
Senior Financial Analyst · UBS, Zurich
2020 – Present
  • Conducted valuation analysis for $2B+ in M&A transactions
  • Developed financial models used by investment committee for $5B capital allocation
  • Led team of 5 analysts improving forecast accuracy by 25%
Financial Analyst · Credit Suisse, Zurich
2017 – 2020
  • Analyzed equity investments across technology and financial sectors
  • Prepared research reports reaching 500+ institutional clients
EDUCATION
M.Sc Finance · University of Zurich
2015 – 2017
B.Sc Economics · London School of Economics
2012 – 2015
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How to Write a Financial Analyst CV That Demonstrates Quantitative Skills

Financial analyst roles reward technical skills and business acumen. Your CV should demonstrate your proficiency with financial modeling, data analysis, and your ability to provide actionable insights from complex financial data.

💡 What is ATS? Finance recruiters search for Excel, SQL, Python, financial modeling, Tableau, Power BI, and specific financial terminology like DCF, variance analysis, and forecasting. Use these exact terms in your CV.

What to Include

  • Financial modeling experience: "Built 3-year DCF model for $500M acquisition resulting in successful deal approval" shows scope and impact.
  • Tools and technical skills: Excel (pivot tables, VLOOKUP, INDEX-MATCH, macros), SQL, Python, Tableau, Power BI, Bloomberg Terminal.
  • Analysis and forecast accuracy: "Monthly cash flow forecasts achieved 96% accuracy, supporting $10M+ capital allocation decisions."
  • Process improvements and automation: "Automated monthly financial reporting process, reducing close time from 15 to 8 days."

Common Mistakes

  • Not showing Excel skills explicitly: List specific Excel capabilities: "Advanced Excel (pivot tables, VLOOKUP, scenario analysis, macros)."
  • Vague financial accomplishments: "Analyzed financial data" means nothing. Say "Identified $2M cost reduction opportunity through variance analysis and process benchmarking."
  • Ignoring quantitative depth: Financial analysis is numbers-driven. Always include specific figures and metrics.

Essential Skills for a Financial Analyst CV

✓Excel (advanced: pivot tables, macros, VBA)
✓SQL & database querying
✓Financial modeling (DCF, LBO, sensitivity analysis)
✓Power BI & Tableau
✓Python or R for financial analysis
✓Cash flow & variance analysis
✓Forecasting & budgeting
✓General Ledger & accounting knowledge
✓Financial statement analysis
✓Bloomberg Terminal & market data sources

💡 Adding these skills to your CV will help you score higher in ATS matching systems.

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