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LSI Resume
85 curated terms · 30 core · 30 secondary · 25 tools

Financial Analyst Resume Keywords

Financial analyst resumes are scored on modeling depth + tool proficiency + business-impact framing. ATS engines for finance roles weight specific modeling vocabulary (DCF, three-statement, FP&A, scenario analysis) plus tool names (Excel functions, Tableau, Power BI, SAP, Workday Adaptive).

Why these keywords matter for this role

Finance JDs are precise about the modeling type and tools required. ATS keyword scoring rewards naming the specific model class ('built three-statement model with DCF and comparable-company analysis') over generic 'financial modeling' language. Tool naming (SUMIFS, INDEX/MATCH, pivot tables, Power Query) is higher-signal than 'advanced Excel'.

The 30 core keywords (highest weight)

ATS engines weight these terms at 1.0 — the maximum tier. A resume missing more than 4–5 of these will trigger our analyzer's "missing core role keywords" rule at HIGH severity. Use them as anchor terms for your bullets where the context makes them honest.

financial modelingforecastingbudgetingvariance analysisP&Lbalance sheetcash flowvaluationDCFdiscounted cash flowscenario analysissensitivity analysisKPI reportingmonth-end closeauditGAAPIFRSreconciliationjournal entriesaccrualsfinancial reportingmanagement reportingboard reportinginvestor reportingEBITDAunit economicsCAC paybackoperating modelthree-statement modelfinancial planning

Secondary keywords (30 terms)

These terms are weighted at 0.6 — meaningful but not disqualifying if absent. They broaden your semantic field for the role and signal depth beyond the headline competencies.

LBOleveraged buyoutM&Amergers and acquisitionsdue diligencecapexworking capitaloperating leveragepricing analysiscost optimizationheadcount planningcost centercost driverrevenue recognitiondeferred revenuerecurring revenuechurn rateARRMRRNRRnet revenue retentiongross marginoperating marginburn raterunwayNPVIRRpayback periodWACCexpense management

Tools and platforms (25 terms)

These terms are weighted at 0.4. Naming specific tools you've actually used signals real hands-on practice over generic "experienced with industry tools" language. Be honest — listing tools you can't speak to in interview is one of the easiest ways to lose a screen.

ExcelGoogle SheetsNetSuiteSAPAnaplanAdaptive InsightsWorkday AdaptiveTableauPower BILookerSQLVBABloombergFactSetCapital IQPitchBookHyperionOracleQuickBooksXeroSageMosaicPigmentCubeDatarails

Resume conventions for this role

1 page (junior) to 2 pages (senior). Strong skills section grouped by Models / Tools / Software / Frameworks. Bullets pair model output with business decision it informed ('built scenario model that informed $40M capex decision').

Common pitfalls

  • Listing 'financial modeling' without specifying the model class
  • 'Excel proficient' instead of naming actual functions / techniques used
  • Missing the business-decision tie ('built a model' is weaker than 'built a model that informed pricing strategy yielding 8% margin lift')

Want to see which of these your resume hits?

The free analyzer scores your PDF against this exact list and shows you which keywords appear, which are missing, and what the gap costs on a 6-axis ATS score. No signup, fully private — your file never leaves the browser.

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