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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