Chartered Financial Analyst Resume

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Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To work as a chartered financial analyst with “Juma Finance,” and perform research on stocks and bonds and suggest clients on investing.

Summary of Skills:

  • Proficient knowledge of accounting principles, practices, and the legal aspects of preparing and filing financial documents
  • Highly skilled at applying knowledge of calculus, statistics, and mathematics to evaluate and interpret the financial documents
  • Strong knowledge in economics, securities and portfolio management field that helps study the financial aspects of market behavior and competitors’ strategy
  • Capable of communicating and coordinating activities with different sections within the accounts department

Work Experience:

Chartered Financial Analyst
Aspirations Inc., Miami, FL
July 2013 – Present

  • Tracking financial performance of specific products, services, project departments and drafting reports on development
  • Researching on areas impacting he financial standing of the organization
  • Coordinating with the accounts departments and analyzing profit and loss statements and balance sheets for each quarter /year
  • Preparing statistics depicting the trends in revenue generation
  • Acting as a financial planner and planning the revenue generation activities of the organization effectively with set profit margins

Chartered Financial Analyst
ABC Company, Miami, FL
January 2012 – June 2013

  • Analyzed financial documents and revenue trends from different sources to categorize sources as profitable, potential and non-productive
  • Recognized the potential revenue areas and developed them to the fullest of their capacities by allocating required resources
  • Gathered information and studied several investment options in the market and advised the organization on the most profitable options
  • Interpreted and compiled data from different financial statements and prepared reports with relevant details in easy-to-read language
  • Combined knowledge in taxation, insurance, and investments to help the organization meet their short-term and long-term financial goals


  • Bachelor’s Degree in Finance
    ABC University, Miami, FL
  • Certified Charted Financial Analyst
    CFA Institute, Miami, FL


On request.