Entry Level Financial Analyst Resume Sample (2023)





Entry Level Financial Analyst Resume Sample (1)

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Work Experience

Entry Level Financial Analyst for Established Global PE Firm


San Francisco, CA

  • Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans
  • Advanced mathematical and analytical thinking skills and a clear understanding of general business financial applications and formulas
  • The ability to predict market trends, analyze statistical factors, research trends and understand implications of surrounding markets
  • General knowledge of business area processes, including best practices in order to support the area's projects, products and services
  • The ability to make decisions, solve problems and meet challenges in completing work
  • Multi-faceted finance training to include structured peer shadowing, networking, self-serve courses, formal training sessions as well as cross functional assignments
  • Employee Resource Groups (eg. Young Professional Organization)
  • Advancement opportunities available at Corporate Headquarters (Northbrook, IL) and across the country in our 14 regional offices
  • GPA of 3.5 and above required

Entry Level Financial Analyst


Detroit, MI

  • Acts as consultant to management on financial policies, procedures, and applications
  • Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports
  • Serves as point of contact with operational personnel to document business processes
  • Remediates control deficiencies and drives improvements in business controls
  • Conducts financial risk assessments
  • Serves as point of contract with Internal Audit Function as well as External Firms
  • Supporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
  • Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization


Friends University

2005 - 2010

Bachelor's Degree in Finance

Professional Skills

  • Strong computer skills using Microsoft Office (Excel)
  • Strong Excel, Powerpoint, Microsoft Office Skills
  • Strong analytical skills and a high attention to detail
  • Financial planning & analysis (go-to-market experience preferable) or experience at a top investment bank also desirable
  • Organization ‐ proactively prioritizes needs effectively
  • Typically up to 1 year of financial or business experience, internship experience can be included
  • An experience/understanding of P&L forecasting responsibility is advantageous

Create an Entry Level Financial Analyst Resume

How to write Entry Level Financial Analyst Resume

Entry Level Financial Analyst role is responsible for general, insurance, research, reporting, database, training, finance, microsoft, excel, sap.
To write great resume for entry level financial analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Entry Level Financial Analyst Resume

The section contact information is important in your entry level financial analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Entry Level Financial Analyst Resume

The section work experience is an essential part of your entry level financial analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous entry level financial analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular entry level financial analyst position you're applying to.The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Entry Level Financial Analyst resume experience can include:

  • Having analytical skills
  • Having IT skills
  • Being able to prioritize tasks
  • Analyzing existing processes and providing suggestions to improve overall efficiency
  • Recommending and implementing changes to improve the accuracy and impact of financial information
  • Updating and processing financial reports and statements

Education on an Entry Level Financial Analyst Resume

Make sure to make education a priority on your entry level financial analyst resume.If you’ve been working for a few years and have a few solid positions to show, put your education after your entry level financial analyst experience.For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Entry Level Financial Analyst Resume

When listing skills on your entry level financial analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical entry level financial analyst skills:

  • Experience in finance/accounting position
  • Related accounting/financial analysis experience
  • Experience with enterprise business systems and financial reporting software: SAP, BPC and/or Hyperion
  • Financial analyst experience
  • Experience with business intelligence tools or QlikView is preferable
  • Understanding and explaining internal and external drivers impacting performance and trending

List of Typical Experience For an Entry Level Financial Analyst Resume


Experience For Entry Level Financial Analyst for Established Global PE Firm Resume

  • Being proficient in financial modeling concepts
  • Advising companies about their budgets
  • Being able to work in a fast-paced environment
  • Analyzing financial performance
  • Conducting business studies
  • Developing forecast models

List of Typical Skills For an Entry Level Financial Analyst Resume


Skills For Entry Level Financial Analyst for Established Global PE Firm Resume

  • Providing accurate reporting & analysis of the results and performances of the Finance Department
  • Reporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting
  • Analyzing account activity and variances
  • Reviewing transactions and financial results
  • Maintaining processes and controls for internal and external audits
  • Assisting with the preparation of quarterly and annual financial information on Forms 10-Q/K
  • Assisting in the preparation of Board of Director presentations for the CFO
  • Preparing account reconciliations for various receivables
  • Providing guidance to direct report


Skills For Entry Level / Financial Analyst Resume

  • Assisting with annual audit
  • Maintaining database of cash receipts
  • Providing data for manual commission process
  • Assist with forecasting and planning of corporation’s results
  • Preparation of ad hoc reporting requests as directed by management
  • Preparation of monthly budget to actual reports


Skills For Entry Level Financial Analyst Resume

  • Analyze and communicate financial results for key products, markets and initiatives
  • Formulate financial projections to predict and track performance, diagnose potential issues and prompt corrective actions
  • Ensure Regional Finance’s credibility and reputation of high quality (accurate, timely, relevant) financial measurement, reporting, planning and consulting
  • Working collaboratively within the team and across the broker dealer and HO Accounting
  • Managing daily workflow and completing responsibilities independently
  • Monthly close and related processing and development and preparation of analysis (e.g. account analysis, preparation of journal entries)
  • Understands multiple processes to be able to respond to agent inquiries and resolve payment issues


Skills For Entry Level Financial Analyst for Established Global PE Firm Resume

  • Research And Resolution Capabilities
  • High Volume Deadline Oriented Environment
  • Support the International Aftermarket business as well as Asia Pacific Region – this includes full P&L forecasting, reporting and variance analysis as well as ad-hoc requests to ensure these areas operate at maximum profitability. Support strategic decisions in these areas by working with leadership on business case development and analysis
  • Support overall revenue and margin analysis – monitor revenue vs forecast achievement, investigate margin deteriorations and aid in strategic market pricing decisions
  • Participate in the month-end closing process including analysis, forecasting and financial reporting as required


Skills For Entry Level / Financial Analyst Resume

  • Participate in Annual Operating Plan and Strategic Business Review development working to provide financial projections based upon planned initiatives
  • Support expense & budget forecasting to drive cost management and achievement of annual plan
  • Use QlikView to assist with development of business intelligence dashboards to support more informed and timely decision making
  • Able to work under pressure with a flexible attitude
  • Numerical accuracy and attention to detail
  • Activey participate in the annual corporate budget and 5-year planning process. Participate in business unit budget meetings. Analyze and prepare reports in support of budget presentations


Skills For Entry Level Financial Analyst Resume

  • Actively participate in the forecast process. Attend forecast meetings and update forecast for assigned jurisdictions. Prepare various forecast presentations
  • Actively participate in the monthly financial close process, record certain monthly journal entries into the general ledger. Consolidate accounts receivables, inventory and other key balance sheet analysis for business unit reporting. Participate in monthly review meetings
  • Actively participate in operational management control systems, including the report of sales, capital, headcount and other key performance indicators of the business unit
  • Assist in the implementation of new or changes to operations and financials systems, reporting and procedures
  • Perform analysis of business units capital spend and other project requests to ensure alignment with budget and return expectations


Skills For Entry Level Financial Analyst for Established Global PE Firm Resume

  • Tracks and analyze progress on various business and financial initiatives
  • Supports relevant internal and external audit activities (Sarbanes – Oxley)
  • Most have advanced proficiency in Microsoft products (Excel, PowerPoint)

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