How to use this list
These are keywords that often appear in financial analyst job listings. They are not a checklist to copy. Paste the actual job ad into the free score checker to see which words that employer uses, then add a keyword to your resume only if it is true for you and you can talk about it in an interview.
"Analyst" covers FP&A, investment and credit work. Match the ad's side only where your work fits, and keep the dollar amounts you can verify.
Hard skills
- Financial modeling
- Forecasting
- Budgeting
- Variance analysis
- Valuation
- FP&A
- Financial reporting
- Scenario analysis
- KPIs
- Investment analysis
Tools and software
- Excel
- Power BI
- Tableau
- SQL
- SAP
- Oracle
- Anaplan
- Bloomberg Terminal
- Python
Certifications and licences
- CFA (CFA Institute)
- FMVA (Corporate Finance Institute)
- CPA (US) or CPA (Canada)
- ACCA or CIMA (UK)
- FRM (GARP)
- US securities exams (FINRA SIE, Series 7) for some investment roles
Soft skills
- Analytical thinking
- Communication
- Attention to detail
- Business acumen
- Presenting findings
Soft skills land better as evidence inside a bullet ("trained 4 new hires") than as a bare list.
Using keywords honestly
- Start from your real experience. Keep a full Master CV with everything you have done.
- Mirror the ad's wording for the same thing. If you built "dashboards" and the ad says "data visualization", you can use their term because it describes your real work.
- Put proof next to the keyword. A skill inside a bullet with a result is stronger than a skill in a list.
- Leave gaps as gaps. If you have never used a tool, don't list it. Mention you're learning it only if you really are.
- Avoid stuffing and hidden text. Repeating keywords or hiding white text can get a resume rejected by the people who read it.
Built a monthly forecast model in Excel for a $40M business unit and explained variances to the finance director.
This is an example of the structure (action, tool or skill, result), not a line to copy. Your bullet must use your own work and your own numbers.
Sources and more reading
- O*NET: Financial and Investment Analysts (13-2051.00) (US Department of Labor task and skill data)
- How to tailor a resume without making anything up
- Keywords for other job titles
FAQ
What keywords should a financial analyst resume include?
Use the keywords from the specific job ad that are true for you. Common ones for financial analyst roles include Financial modeling, Forecasting, Budgeting, Excel, Power BI, Tableau. Check a real listing with a free score checker to see which ones that employer uses.
Should I add a keyword I do not have?
No. Only add a keyword if it is true and you can discuss it in an interview. If it is a gap, leave it out or say you are learning it, if you really are.
How many keywords should I use?
There is no magic number. Cover the required skills you really have, in context, and keep the resume readable for a person.
Check your resume against a real job
Paste your resume and a job listing. Get a 0 to 100 fit score, matched and missing keywords, and section checks. Free, no signup, runs in your browser, no AI.
Open the free score checker