FinanceMid-level (3–5 years)
Financial Analyst resume example: Mid-level (3–5 years)
Sample summary for Brandon Liu
FP&A analyst with 4 years supporting executive decision-making at high-growth technology companies. Built financial models used in $50M+ capital raises, improved forecast accuracy by 22%, and built board-level reporting packages from scratch. Comfortable owning the numbers end-to-end.
Key skills
FP&AFinancial ModelingExcelAdaptive InsightsSalesforceSQLBoard ReportingVariance AnalysisRevenue ForecastingHeadcount PlanningScenario AnalysisTableau
Sample experience
Financial Analyst
2021 – Present
Horizon Technology · Austin, TX
- •Built revenue forecast model used in $55M Series C raise; model accuracy within 3% of actuals 2 quarters post-raise
- •Improved overall forecast accuracy from 78% to 94% by redesigning headcount and revenue assumptions
- •Built board-level financial package from scratch; reduced CFO prep time by 8 hours per reporting cycle
- •Led annual budgeting process for $80M cost base across 6 departments, completed 2 weeks ahead of schedule
Financial Analyst
2020 – 2021
Summit Advisory Group · Dallas, TX
- •Built 3-statement and DCF models for 12 M&A targets; 4 models used in due diligence leading to completed deals
- •Automated monthly reporting package in Excel, reducing manual preparation time by 70%
- •Prepared presentations for 8 client executive teams summarizing financial performance and recommendations
Tips for your Financial Analyst resume
Mid-level FP&A analyst resumes should show forecast accuracy, model quality, and business decisions influenced. Show that your numbers drive decisions. Include the capital raised, the deals closed, or the cost savings that resulted from your analysis. Board-level presentation experience is a strong differentiator.
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