Financial Analyst CV Sample

Are you a Financial Analyst by profession and looking for a career change? We have good news for you! use our job-winning professional Financial Analyst CV sample template. You don’t have to start writing from scratch. Just click “Edit CV” and modify it with your details. Update the template fonts and colors to have the best chance of landing your dream job. Find more CV samples.

Ryan Michael

Financial Analyst


  • Finance and Management graduate with 3.5+ Years of experience in banking and Finance domain. 
  • My practical experience includes Banking and clerical operations, Stock loan Account opening, Marking of securities, Client support and people management.
  • Expertise in gathering, analyzing and documenting process activities, business and functional requirements.
  • A key team member with strong leadership and ability to work under pressure; capable of team and individual work.


  • Teamwork
  • Decision making
  • Delivering quality
  • Customer service
  • Leadership
  • Critical Thinking

Work Experience

Financial Analyst

Fin Services Ltd


  • Performing stock loan account opening with zero errors.
  • Processing receivables through workQ system.
  • Cataloguing (categorizing) contracts and deals of derivative trades of our clients.
  • Capturing data from client systems and online faxes to our system.
  • Processing the captured deals and contracts.
  • Reconciliation reports, preparation of reports using MS Excel, auditing.
  • Training and mentoring of new recruits.

Assistant manager

Kotak Mahindra Bank Pvt Ltd

Mar 2019

  • Identified customer financial and other banking needs and building effective relationships with clients
  • Worked closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
  • Improved customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
  • Educated customers about relevant products and services available from Group sources in order to provide the best solutions
  • Supported branch operations, product offering and ensuring compliance with audit requirements and quality assurance

Trainee clerk

Union bank ltd

Apr 2018

  • Worked with clients to solve problems and meet their requirements.
  • Supported clerical operations and maintaining service quality level in branch.
  • Outward and Inward clearing operations


Masters, Management Studies

San Jose State University

Aug 2018

Grade – A

Bachelor, Management Studies

Northeastern University

Jul 2015

Grade – A


  • English
  • French
  • Arabic
  • German

Career Expert Tips:

  • Always make sure you choose the perfect resume format to suit your professional experience.
  • Ensure that you know how to write a resume in a way that highlights your competencies.
  • Check the expert curated popular good CV and resume examples