ATS Resume for Finance Roles
Finance resumes do best in ATS when they include FP&A keywords (forecasting, variance analysis, budgeting), tooling (Excel, ERP, BI), and quantified outcomes (savings, accuracy, margin).
Role Keyword Bank
Core: FP&A, budgeting, forecasting, variance analysis, KPI reporting
Modeling: financial modeling, scenario analysis, sensitivity analysis
Statements: P&L, balance sheet, cash flow, EBITDA
Tools: Excel, Power BI/Tableau, SQL (if true), SAP/Oracle/NetSuite (if true)
Outcomes: cost savings, forecast accuracy, margin improvement
ATS Formatting Tips For The Role
Group Skills into Tools and Finance Methods.
Put key scope metrics (budget size, revenue) in plain text.
Keep numbers consistent ($, %, time).
Bullet Examples
Built forecast model improving accuracy by X%, supporting $X planning decisions.
Delivered variance analysis uncovering $X savings and reducing spend X%.
Automated reporting, saving X hrs/month and improving stakeholder visibility.
Tailor In 5 Steps
Pull finance method keywords from the job post
Match ERP/BI tool names exactly
Add outcomes (savings/accuracy/margin) to top bullets
Use the company’s terminology (FP&A vs corporate finance)
Re-check ATS score for missing tools
FAQ
Should I include a technical skills section in finance?
How many tools should I list?
Where do I put modeling projects?
What metrics matter most (accuracy vs savings)?
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