ATS Keyword Library

Finance Resume Keywords

Resume keywords and ATS guidance for Finance roles, from Financial Analyst to Actuary.

Keywords by Category

Add these exact terms into your experience and skills sections

skills(12 terms)

  • financial modeling
  • forecasting
  • variance analysis
  • excel
  • valuation
  • dcf valuation
  • m&a
  • lbo modeling
  • pitch books
  • due diligence
  • budgeting
  • business partnering

tools(12 terms)

  • excel
  • sap
  • power bi
  • adaptive insights
  • capital iq
  • pitchbook
  • factset
  • anaplan
  • netsuite
  • tableau
  • bloomberg terminal
  • morningstar direct

job-titles(12 terms)

  • financial analyst
  • investment banking analyst
  • fp&a manager
  • portfolio manager
  • risk analyst
  • credit analyst
  • treasury analyst
  • financial advisor
  • equity research analyst
  • chief financial officer
  • loan officer
  • actuary

certifications(10 terms)

  • cfa level i
  • series 79
  • certified corporate fp&a professional (fpac)
  • cfa charterholder
  • frm
  • credit risk certification (crc)
  • certified treasury professional (ctp)
  • certified financial planner (cfp)
  • cfa level ii
  • cpa

How to Use These Finance Keywords

Best practices to pass ATS filters without stuffing

  • Quantify dollar amounts you managed, analyzed or saved.
  • List financial systems and modeling tools by name, e.g. 'Excel', 'SAP' or 'Bloomberg'.
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Frequently Asked Questions

What keywords should a finance resume include?

Role-specific skills such as Financial Modeling, Forecasting, Variance Analysis, named tools like Excel, SAP, and recognized certifications.