resume samples for finance professionals

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• Resume Examples

50+ Finance Resume Examples - Here's What Works In 2024

To break into finance, you need a strong resume that highlights your experience in the industry. if you need inspiration, look no further — we've provided a ton of downloadable resume samples that you can use as a starting point for your own finance resume..

Choose a category to browse Finance resumes

We've put together a number of free Finance resume templates that you can use. Choose a category depending on your field, or just scroll down to see all templates.

Bookkeeper Resumes

The bookkeeping field is wide open for those with a knack for numbers and a desire to help companies keep an accurate perspective of their finances. Learn how to make your bookkeeper resume stand out as we review four templates for bookkeepers from a variety of backgrounds and delve into key tips to keep in mind.

Full Charge Bookkeeper

Senior Bookkeeper

Entry Level Bookkeeper

Bookkeeper Office Manager

Investment Banking Resumes

Investment banking can be a lucrative but also very demanding career where only the best of the best succeed. This guide has been created to help you create a resume that will stand out among the sea of impressive resumes recruiters see every day. We will define 5 investment banking positions, show you a strong resume sample for each, and give you pointers to help you elevate your resume and secure that interview.

Investment Banking Associate

Investment Banking Managing Director

Investment Banking Vice President

Investment Banking Executive Assistant

Financial Analyst Resumes

Great financial analysts can help companies thrive. We’ve got six sample resumes here to help you snag a job in 2023 (Google Docs and PDFs attached).

Senior Financial Analyst

Entry Level/Junior Financial Analyst

Investment Analyst

Portfolio Manager

Real Estate Financial Analyst

Financial Analyst Intern

Senior Portfolio Manager

Accountant Resumes

Accountants are key players in the daily operations of most businesses. We cover what you need to know to land an accounting job in 2023 (Google Docs and PDFs attached).

Accounting Clerk

Accounting Manager

Senior Accountant / Accounting Executive

Entry Level Accountant

Staff Accountant

Cost Accountant

Payroll Accountant

Accounting Assistant

Tax Accountant

Accounting Specialist

Junior Accountant

Project Accountant

Public Accountant

Fund Accountant

Senior Tax Accountant

Property Accountant

Experienced Accountant

Construction Accountant

Fixed Asset Accountant

Corporate Accountant

Revenue Accountant

Chief Accounting Officer

Director of Accounting

Equity Research Resumes

Equity researcher analysts are the advisers of the securities industry. They make sure decision-makers have the best information to make the best decisions. This guide will show you how to craft a resume that will impress recruiters.

Equity Research Analyst

Equity Research Senior Analyst

Director of Research

C-Level and Executive Resumes

No company can run smoothly without top C-level executives. If you’re applying for one of these demanding roles, you’ll need a resume that speaks for itself — and we can help. In this guide, you’ll find resume examples for any C-suite role as well as key industry-specific tips and insights.

Chief Marketing Officer (CMO) - 1

Chief Marketing Officer (CMO) - 2

Chief Information Officer (CIO) - 1

Chief Information Officer (CIO) - 2

Chief Financial Officer (CFO) - 1

Chief Financial Officer (CFO) - 2

E-Commerce Chief Financial Officer

Chief Marketing Officer (CMO)

Chief Financial Officer (CFO)

Chief Information Officer (CIO)

Financial Advisor Resumes

The financial advisor career path can be both stable and rewarding, especially if you have an affinity for numbers and data entry. This guide discusses three financial advisor resume templates and provides tips on writing your resume, along with highlighting strong action verbs and skills to include.

Financial Aid Advisor

Entry Level Financial Advisor

Procurement Resumes

Procurement professionals are vital in an organization and need a balance of skills to thrive. They must be great communicators and negotiators and also sticklers for the budget. This guide will show you how to highlight the skills and qualifications in your resume that recruiters will most certainly be looking for.

E-Procurement Manager

Procurement Engineer

Senior Director of Procurement

Procurement Manager

Procurement Specialist

Procurement Analyst

Sourcing and Procurement Consultant

Auditor Resumes

While getting audited can sound like a terrifying ordeal, auditors’ work is actually vital for the health and long-term success of a company. Auditors will help a company cross their ts and dot their I’s when it comes to their financial documents. They ensure that everything is done correctly and that everything adds up. This guide will highlight auditor titles, give strong resume samples of each, and provide suggestions on how you can craft your own successful auditor resume. Let’s get started.

Senior Auditor

Staff Auditor

External Auditor

Night Auditor

Government Auditor

Financial Controller Resumes

Financial controllers are sometimes called company historians and are responsible for a company’s financial functions and records. This is a high-ranking position and requires high qualifications, extensive experience, and a high level of trust. This guide will specify the requirements and expectations for specific financial controller positions and give you some tips and resume samples to help you create a stellar financial controller resume.

Business Controller

Assistant Controller

Corporate Controller

Risk Management Resumes

Risk managers are the bodyguards of a company. It is their job to investigate, identify and analyze potential risks to a company and offer solutions to safeguard against any negative outcomes. Like bodyguards, they must be perceptive, resourceful, and trustworthy. In this guide, we will show you 4 resume samples for 4 risk management positions, and give you some tips to help you create an effective resume of your own.

Risk Analyst

Health Care Risk Manager

Financial Risk Manager

Accounts Payable Resumes

Every business has monetary transactions. They may better understand their development and improve their operations by keeping track of these transactions. To do so, they need an account-payable team! Within this guide, we created downloadable resume templates to show what a successful accounts payable resume can look like. Our tips add a professional touch to resumes, so ensure to use them!

Accounts Payable Supervisor

Accounts Payable Clerk

Accounts Payable Officer

Accounts Receivable

Internal Audit Resumes

Internal auditors enhance the company’s productivity by restructuring operations. Yet, one of their most important roles is to make sure the company follows legal compliance. Most organizations are visited by an external auditor once in a while. If they identify issues in the internal controls, the company may face serious legal issues. That’s why the internal auditor’s responsibility is to prevent problems in the internal controls. The demand for auditors is expected to increase by up to seven percent. That’s why building a persuasive and efficient internal audit resume is crucial. This guide will help you do just that. We’ll share some resume examples and give you tips to help you develop your internal audit resume.

Senior Internal Auditor

Purchasing Manager Resumes

Purchasing managers are the head of the purchasing team. They buy goods and materials that the company needs for reselling or developing new products. This is a senior-level job that requires a combination of education and industry experience. They must guide purchasing agents in the process of negotiating with suppliers. According to the Bureau of Labor Statistics, there are over 45,800 purchasing manager job openings every year. If you are interested in getting this role and you have the experience required, we’ve got you covered. This guide will help you create your own purchasing manager resume.

Purchasing Director

Purchasing Specialist

Strategic Sourcing Director

Procurement Coordinator

Purchasing Coordinator

Loan Processor Resumes

Loans are an important financial tool that most adults will use in their lifetimes. Loan processors are a vital part of the loan approval process. This guide will identify 4 loan processor positions, provide resume templates for each, and give tips on upgrading your resume and getting that dream loan processor job.

Mortgage Loan Processor

Senior Loan Processor

Entry-Level Loan Processor

Finance Director Resumes

A company’s financial health is the most important thing for its survival. It is the finance director's job to know the financial health of a company at all times and to create policies and strategies to keep it healthy and thriving. This guide will help you formulate your winning finance director resume to secure your dream job.

Director of Finance

Assistant Director of Finance

Credit Analyst Resumes

A credit analyst works in banks to determine lenders’ reliability, reduce risks, and increase revenue for the organization. This is an excellent career if you are passionate about finances, statistics, and economics. Credit analysis is also a highly in-demand profession these days. According to the Bureau of Labor Statistics (BLS), financial analysts’ demand is expected to increase by up to nine percent, which is higher than most occupations’ job outlook. If you have a background in finances and the required skills to break into credit analysis, this guide is for you. We’ll help you create an industry-relevant resume for your credit analyst career. We’ll share insightful tips and three resume templates

Credit Manager

Commercial Credit Analyst

Collections Specialist Resumes

Collection specialists may get a bad rap, but they play an important role in assisting companies to recover money owed to them. This guide will show you how to create a winning collection specialist resume.

Debt Collection Specialist

Collection Agent

Finance Executive Resumes

Finance executives are at the head of the finance department and keep companies functioning. This resume guide has been developed to help you craft a winning finance executive resume that will get you to the top of the pile with recruiters.

Senior Finance Executive

Junior Finance Executive

VP of Finance Resumes

With the world and economy recovering from Covid and bracing for a period of recession, a good vice president of finance who can work to maintain a company’s financial health is what all companies want. This resume guide which has been curated by top recruiters in the finance industry will show you what recruiters look for and give you specific tips to elevate your resume and secure yourself a job.

VP Operations and Finance

Senior Vice President Finance

Claims Adjuster Resumes

Insurance is big business, and insurance companies go to great lengths to ensure that their insurance policies do not get taken advantage of by opportunists. Claim adjusters are part of the team that investigates claims to make sure insurance companies settle claims that are fair and warranted. This guide will help professionals create a successful resume in this field. Included are resume samples and useful recruiter tips.

Claims Processor

Entry Level Claims Adjuster

Claims Analyst

Payroll Specialist Resumes

A payroll specialist manages payment operations from start to finish. This includes calculating costs from personnel, deducting taxes, issuing payments, and reporting to upper management. This is an essential role in the accounting and HR departments. If you’re a payroll specialist trying to improve your resume, you’re in the right place. In this guide, we’ll share relevant tips that can help you demonstrate your value in the industry. Also, don’t forget to check our downloadable resume templates for payroll specialists.

Senior Payroll Specialist

Cost Analyst Resumes

A cost analyst helps businesses make more informed decisions on their spending and budgetary plans. They are responsible for auditing a company’s expenses to identify financial issues that could affect production efficiency. If you’d like to start your job hunt as a cost analyst, we’ll help you out. This cost analyst resume guide will give you some handy tips to improve your performance and two downloadable templates.

Senior Cost Analyst

M&A Resumes

Mergers and acquisitions specialists carry out the necessary operations to coordinate a merger or company acquisition. They are responsible for analyzing risks, determining the benefits of that transaction, and negotiating with both parties. To become an M&A specialist or analyst you should have a background in accounting or finances. If you are an M&A specialist in the job hunt, this guide is for you. We’ll help you craft the best resume for your industry.

Mergers & Acquisitions Specialist

Action Verbs For Finance Resumes

• Restructured
• Implemented

How to use these action verbs?

A strong finance-based resume should show past successes in finance-related jobs, internships, or education. Always use clear resume action verbs to discuss them. You may want to showcase your industry prowess with finance-specific verbs like “modelled”, “analyzed”, or “audited”.

Finance Resume Guide

• Bookkeeper Resume Templates
• Investment Banking Resume Templates
• Financial Analyst Resume Templates
• Accountant Resume Templates
• Equity Research Resume Templates
• C-Level and Executive Resume Templates
• Financial Advisor Resume Templates
• Procurement Resume Templates
• Auditor Resume Templates
• Financial Controller Resume Templates
• Risk Management Resume Templates
• Accounts Payable Resume Templates
• Internal Audit Resume Templates
• Purchasing Manager Resume Templates
• Loan Processor Resume Templates
• Finance Director Resume Templates
• Credit Analyst Resume Templates
• Collections Specialist Resume Templates
• Finance Executive Resume Templates
• VP of Finance Resume Templates
• Claims Adjuster Resume Templates
• Payroll Specialist Resume Templates
• Cost Analyst Resume Templates
• M&A Resume Templates
• Finance Action Verbs
• All Resume Examples

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• Finance Resume Examples

A strong resume is your greatest asset. Create your own with our finance resume examples , writing tips, and professional Resume Builder .

Our Recommended Template

Finance manager, popular templates in the finance space, paraprofessional, personal banker, financial analyst.

Table of Contents

• Finance Resume Examples by Job Title

Create a Finance Resume in 5 Simple Steps

Get expert writing recommendations for your finance resume, 6 do’s and don’ts for writing a finance resume, beat the ats with these finance resume skills, finance resumes for every professional level, recommended finance cover letter.

Resume Success Stories

Statistics and Facts About Finance Jobs

Finance resume.

• Accounts Officer Resume
• Aml Investigator Resume
• Anti Money Laundering Analyst Resume
• Asset Management Analyst Resume
• Asset Protection Specialist Resume
• Assistant Auditor Resume
• Assistant Bank Manager Resume
• Assistant Manager Resume
• Associate Auditor Resume
• Automotive Finance Manager Resume
• Bank Officer Resume
• Banking Assistant Resume
• Banking Consultant Resume
• Budget Analyst Resume
• Budget Assistant Resume
• Budget Officer Resume
• Capital Project Manager Resume
• Certified Fraud Examiner Resume
• Commercial Credit Analyst Resume
• Commodity Trader Resume
• Corporate Financial Analyst Resume
• Cost Controller Resume
• Credit Analyst Resume
• Credit Card Processor Resume
• Credit Controller Resume
• Credit Manager Resume
• Credit Risk Analyst Resume
• Dealership Manager Resume
• Debt Recovery Officer Resume
• Derivatives Analyst Resume
• Energy Trader Resume
• Equity Research Analyst Resume
• Erp Business Analyst Resume
• External Auditor Resume
• Administrator Resume
• Director Resume
• Officer Resume
• Advisor Assistant Resume
• Financial Aid Counselor Resume
• Financial Aid Officer Resume
• Assistant Resume
• Controller Resume
• Coordinator Resume
• Project Analyst Resume
• Foreign Exchange Trader Resume
• Fund Manager Resume
• Fx Trader Resume
• Income Tax Preparer Resume
• Loss Mitigation Specialist Resume
• Money Market Trader Resume
• Mortgage Assistant Resume
• Personal Advisor Resume
• Ship Broker Resume
• Staff Analyst Resume
• Stock Broker Resume
• Stock Market Trader Resume
• Tax Advisor Resume
• Tax Assistant Resume
• Tax Auditor Resume
• Tax Consultant Resume
• Tax Manager Resume
• Tax Preparer Resume
• Tax Specialist Resume
• Trade Specialist Resume
• Trading Assistant Resume
• Treasury Manager Resume
• Venture Capital Analyst Resume
• Wealth Management Advisor Resume

Finance Cover Letter

• Account Officer Cover Letter
• Account Representative Cover Letter
• Administrative Assistant Cover Letter
• Advisor Cover Letter
• Aid Advisor Cover Letter
• Aid Counselor Cover Letter
• Aid Officer Cover Letter
• Aml Investigator Cover Letter
• Analyst Cover Letter
• Assistant Cover Letter
• Assistant Controller Cover Letter
• Board Member Cover Letter
• Branch Manager Cover Letter
• Budget Analyst Cover Letter
• Chief Financial Officer Cover Letter
• Consultant Cover Letter
• Economic Development Officer Cover Letter
• Economist Cover Letter
• Equity Research Associate Cover Letter
• International Trade Expert Cover Letter
• Junior Financial Analyst Cover Letter
• Junior Trader Cover Letter
• Manager Cover Letter
• Officer Cover Letter
• Portfolio Manager Cover Letter
• Revenue Analyst Cover Letter
• Senior Financial Analyst Cover Letter
• Service Representative Cover Letter
• Specialist Cover Letter
• Treasurer Cover Letter
• Treasury Manager Cover Letter
• Branch Manager CV
• Financial Analyst CV

In many ways, your resume is your capital when applying for a job in finance. A well-written resume created using LiveCareer’s Resume Builder will ensure that your resume includes the industry keywords necessary to show your value to a potential employer.

Our team of certified resume writers offers pre-written text suggestions for your finance industry, chosen specifically for the job title you seek. Here are some examples our builder might make for your finance resume:

•  Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems
• Returned phone calls and emails to clients within a 24-hour period for speedy and effective resolutions to issues
• Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
• Maintained account accuracy by reviewing and reconciling checks monthly
• Managed all areas of accounting, including accounts payable and receivable, general ledger management
• Assisted with month-end closing processes and verified journal entries
• Do include a strong professional summary. Your professional summary helps a hiring manager determine whether the rest of your resume is worth a closer look. Mention your experience with banking and financial institutions if you have it, or emphasize your business or finance degrees. Add in soft skills, such as being detail-oriented, as these skills are sought-after by employers.
• Do focus your resume on relevant positions. Instead of mentioning every position you have held since your first job, only list those that are directly related to the finance industry. A year of experience as a bank teller is more relevant than two years working as a carpenter. However, if past roles helped you learn transferable skills relevant to finance, such as customer service skills, include them.
• Do remember to use finance-related keywords. Many hiring managers are relying on ATS software to help weed out unqualified applicants from the pool. Resumes with finance-specific terms are more likely to pass. For instance, stating “extensive knowledge of tax codes” is more useful than “team player.”
• Don’t use an outdated resume. The financial industry is constantly changing, with new software and new laws and regulations requiring workflow adjustments all the time. If your resume is outdated, it may inadvertently imply that you cannot keep pace with such changes. Update your resume each year and customize your resume for each role.
• Don’t overload your resume with industry jargon. Even though you are applying for a position within the financial sector, don’t pack your resume with finance terms. Use critical keywords but remember that the recruiter reading your resume may not be familiar with industry jargon.
• Don’t include references. Including references on your resume is no longer a best practice, according to most job-search experts. References will be requested at a later stage of the hiring process. Instead, use the space on your resume to list more details about your finance-related experience.

Today’s hiring managers use applicant tracking systems (ATS) to narrow applicants down to just the most viable candidates. An ATS uses keywords input by the hiring manager to review and score resumes. It also rejects resumes that do not contain the right words and phrases. Although smaller financial businesses may not rely on ATS software, larger companies such as major banks and investment firms most likely do.

When writing a resume, it is important for job seekers to take into consideration what they can do to overcome this added challenge. LiveCareer’s Resume Builder can help by suggesting job-specific skills and phrases for your finance resume. Here are some examples of what our builder might recommend:

• Financial planning expertise
• Comprehensive knowledge of taxation
• Investor regulatory compliance standards
• Treasury management
• Quarterly budget reports
• Strong mathematical skills
• Proficiency in debt liquidation plan
• Finance ethics
• Client relationship management
• Quickbooks and Oracle

Entry-level Finance Resume Example: Finance Intern

Having little to no experience in finance can make it a challenge for a job seeker to write a finance resume. Without a strong work history, this job seeker uses a functional resume format to focus on his relevant internships and the skills he will bring to the position. By listing his knowledge of financial analysis and problem-solving, the job seeker lets hiring managers know that he has the potential to succeed in an entry-level position.

Mid-career Finance Resume Example: Income Tax Preparer

A job seeker with several years of finance experience should use a combination resume format to emphasize both work history and skills in equal measure. Although this job seeker has only held a few positions, outlining the responsibilities for each job helps hiring managers understand what she can bring to the role at hand. Presenting her skills up front also helps show her aptitude for the requirements of the role.

Executive-level Finance Resume Example: Chief Revenue Officer

An executive-level job seeker with years of finance-related work is smart to use the chronological resume format to emphasize their lengthy experience in the industry. This finance resume example effectively shows how the job seeker has progressed from an entry-level job to an executive role. In this format, the job seeker only included a few skills. However, he chose the ones most frequently used in the role he seeks.

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Most common occupations in finance

• Financial manager 715,157 people in the workforce
• Tellers 313,033
• Insurance sales agents 482,242
• Personal financial advisors 301,636
• Insurance claims and policy processing clerks 327,038

Source: DataUSA

Gender demographics in the finance field

3.99 million

3.01 million

*As seen in :

• English (UK)

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• Resume Examples
• Finance Resume Examples & Writing Guide for 2024

Finance Resume Examples & Writing Guide for 2024

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There will be finance as long as there is money, so you can sleep soundly, right? Wrong.

Finance workers must be as dynamic and complex as the markets they deal with. Faced with that prospect, financial institutions only want to hire the best. So how do you show you’re a luxury employee without sounding like an overinflated hedge fund? Write a finance resume that would make Peter Lynch proud.

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• https://www.bls.gov/iag/tgs/iag50.htm
• https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/banking-industry-outlook.html

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• Resume Examples

Finance Resume Example—Template and Writing Guide

Build your resume with the same level of diligence you have for financial reports. Learn the good ways of writing a finance resume and which practices you should avoid.

Think of your resume as if it was an Excel spreadsheet. You don't want it to be a mess. Each word you put on your finance resume is potentially worth thousands of dollars. So land your dream job, and don't lose that cash flow! 

Learn to write a killer resume for finance that will make you soar in projected value.

In this guide, you’ll find:

• A finance resume sample that gets jobs.
• How to ace your finance job description on a resume.
• How to write a resume for finance that gets the interview.
• Expert tips and examples to boost your chances of landing a finance job.

Save hours of work and get a job-winning resume like this. Try our resume builder with 20+ resume templates and create your resume now.

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Looking for different finance resume guides? Check out our other articles:

• Accounting Manager Resume
• Accounting Resume
• Bank Teller Resume
• Business Analyst Resume
• Data Analyst Resume
• Entry-Level Business Analyst Resume
• Entry-Level Financial Analyst Resume
• Financial Advisor Resume
• Financial Analyst Resume
• Senior Accountant Resume
• Tax Account Resume

Finance Resume Template

Christopher Elias

Senior Financial Specialist

734-529-6285

[email protected]

linkedin.com/in/chriselias1

Highly professional senior financial specialist with 7+ years of experience in the field. Managed projects and portfolios with budgets of up to $200M+. Performed detailed financial analysis for over 80 companies throughout my career. Saved in aggregate tens of billions of dollars for my clients. Seeking to use proven skills to enhance profitability at Daybreak LLC.

Pacific Bay Financial Corporation, San Francisco, CA

June 2020–Present

• Created and implemented a financial planning method that saved my client over $220M in direct costs annually.
• Trained a new team of financial specialists, reducing the company's turnover rate by 50%.
• Incorporated a new expense management procedure that generated $8M monthly savings across all the company departments.
• Generated financial reports for the State of California.
• Managed a significant company's tax filings, clearing 71% of outstanding tax liabilities.

Financial Specialist

Philip Benson Financial Services, San Francisco, CA

October 2016–May 2020

• Streamlined client databases, which led to a 6% increase in process efficiency.
• Performed analysis on new projects, which generated upwards of $40M in revenue.
• Created detailed budgeting plans, lowering costs of production by 15%.
• Co-managed a $150M company portfolio, which grew 32% in value in a year.

Junior Financial Specialist

GROW Finance, Irvine, CA

February 2015–September 2016

• Managed the company's database system of 100+ clients.
• Performed financial analysis for clients, increasing the client company's performance by up to 12%.
• Conducted and presented detailed cash flow analysis.

Master of Finance

UC Irvine, Merage School of Business, CA

September 2013–July 2015

• Was a member of the University Finance Club.
• Took extracurricular Data Analytics courses.
• Had a 3.8 GPA score.

Courses and Certificates

• Certification in Finance & Quantitative Modeling for Analysts, University of Pennsylvania, 2019
• Financial Reporting Certificate, University of Illinois, 2016
• Certified Financial Planner, Certified Financial Planner Board of Standards, 2015
• Microsoft Excel
• Data Analysis
• Mathematical Skills
• Communication Skills
• Database Management
• Time Management and Organization
• Financial Statement Analysis Techniques
• Business Valuation

Some finance specialists provide financial advice and risk assessment, while others serve as business model analysts. Some directly interact with their clients’ portfolios, developing profitable trading strategies. And your finance resume aims to show that expertise in the vast field of finances.

So let's show the recruiters a finance resume they won't ignore:

1. Choose the Best Finance Resume Format

Choosing the wrong resume format is like applying the wrong financial analysis method. Yes, you will get a result. But a  bad one . Don't let that happen. Make your resume format readable with a few steps:

• Use the reverse-chronological format for the resume . This way, you show your most impressive stuff first. And recruiters will quickly find what they’ve been looking for.
• Choose a readable resume font and size. For example, Calibri 10–12pt.
• Set your resume margins to 1-inch. Have large, readable titles, and leave some white space not to clutter the page.
• Put relevant info in the header of your resume . Name, phone number, email address, and your LinkedIn page.
• Make room for relevant resume sections : resume summary/objective, work experience, skills, and education.
• Include some resume extras to make yourself stand out. Certifications and publications are very beneficial to have. If you have relevant hobbies, include them, especially if you don't have extensive experience in finance.
• Save your resume in a PDF format when you’re done, unless the job offer says otherwise.

2. Write an Eye-Catching Finance Resume Objective or Summary

So, how do you immediately catch the recruiter's attention? With a resume summary that shows your value! Your employers must see you know your yields and liquidities.

To create one, use:

• One adjective (professional, reliable, analytical)
• Job title (Financial Specialist)
• Years of experience (6+, 7+)
• How you'll help (enhance profitability at Daybreak LLC)
• Most significant achievements (Saved in aggregate tens of billions of dollars, Managed projects and portfolios with budgets of up to $200M+)

These finance resume examples show you exactly why:

Finance Resume Summary—Sample

The difference is clear-cut!

That first financial specialist is for sure the one worth investing in. His highlighted stats-backed achievements leave little room for doubt.

But what if you're starting out in finance? Don't worry ! Even if you don't have years of experience, you still have your skills and achievements. So use them in your resume objective .

Entry-Level Finance Resume Objective—Sample

The first candidate is clearly more dedicated. Not only do they show some skills right off the bat, but they also prove their commitment by running a blog. They have a great deal to offer.

Remember that finance summary/objective is kind of like a book abstract. It’s easier to write it after you’re finished with the rest of your resume. So fill this section last, once you’re done with other resume sections.

3. Add the Best Finance Job Description

The Business & Finance field is full of different specialties. And with its median annual wage in May 2021 being over $75,000, you want to maximize your chances of landing that next job in finance.

Increase your Return-on-Resume with these guidelines:

• Read and analyze the job offer.
• List out the relevant skills and duties from it.
• Find a couple you can prove represent your own skills.
• Write detailed resume bullets that clearly show your abilities.

These financial specialist resume examples show you how:

Finance Resume Sample—Job Description

San Francisco, CA, Pacific Bay Financial Corporation

• Implemented a cost-saving financial planning method.
• Trained a new team of financial specialists.
• Applied company-wide expense management procedures.
• Worked with the State of California.
• Managed company's tax filings.

Candidate #1 is a surefire investment.

Not only do they show skills wanted by the employer, but they also supplement the resume with professional achievements . And employers love that. But what if you don't have much resume work experience ?

Don't worry! You can also make your internships or junior positions into a compelling sales pitch. Just use this junior finance position as an example:

Entry-Level Finance Resume Job Description

See? You may not have much professional experience that can be backed with impressive million-dollar numbers. But you still show what you did. And that you did it well.

Now that you know how to write your finance job description let's move on to the next step.

4. Pick the Best Finance Resume Skills

Just so we're on the same page, don't copy-paste skill lists from the internet. But these lists can help you pick some of the best skills for a resume .

So use this list for reference and inspiration, not blind copying:

Finance Resume Skills

• Microsoft Access
• Mathematics
• Business Knowledge
• Critical Thinking
• Computer Skills
• Data Visualization
• Financial Law
• Leadership Skills
• Time Management
• Financial Analysis
• Financial Reporting
• Trend Analysis
• Systems Integration
• Financial Planning
• Revenue Projections
• Liquidity Analysis
• Portfolio Management
• Project Management

But remember to choose only the most critical skills. Keep the length of your resume in mind. You want to have a two-page resume at most.

If you're proficient in using industry-standard software, include it as a skill, just like you add Excel or Access to your list.

The ResumeLab builder is more than looks. Get specific content to boost your chances of getting the job. Add job descriptions, bullet points, and skills. Easy. Improve your resume in our resume builder now .

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Nail it all with a splash of color, choose a clean font, and highlight your skills in just a few clicks. You're the perfect candidate, and we'll prove it. Use our resume builder now .

5. Turn Your Education Section Into a Reason to Hire You

Your financial education matters. Graduating from a business university is, in many cases, necessary to land a job in finance. But you can make the resume education section stand out even more!

Here's how:

Finance Resume Education—Example

And that's how you show you didn't just attend the university. You've been finance-oriented from the start! And you're serious about it.

Remember that listing relevant courses and academic achievements is not necessary for senior positions, but it helps when you're inexperienced.

6. Finish Your Finance Resume With Valuable Extra Sections

This is where you add that extra spin to your finance resume by creating a well-diversified portfolio of other achievements. You may be wondering what to include in a resume extra section?

This part is for all the miscellaneous sections of your finance resume. You can spice up your resume by showcasing won awards, received certifications, publications, volunteer work, language proficiency , and memberships. A sprinkle of these bonus personal achievements can make your finance resume stand out from the crowd.

Additional Sections on a Finance Resume—Example

Certifications

Publications

• "Do Investors Value Sustainability?" Wall Street Journal, May 2018
• "The Old Ways of Conducting Business Are Dead" The Economist, January 2021

Additional Activities

• Member, CFA Institute
• Advisory Board Member, AAFM
• Frequently attend financial conferences
• Published an article featured in Forbes magazine

That first example is definitely in the green.

Sometimes you may want to use different certification placements on your resume , especially if you have some key certificates to show. If that happens, either showcase something else in the end, or omit this section.

To significantly increase your chances of landing a job interview, don't forget to attach a finance cover letter. Even though most employers don't read them, many won't acknowledge your financial resume without it.

Double your impact with a matching resume and cover letter combo. Use our cover letter generator and make your application documents pop out.

CREATE YOUR COVER LETTER NOW

Want to try a different look? There's 21 more. A single click will give your document a total makeover. Pick a cover letter template here .

For a finance resume that gets noticed:

• Use the finance resume template up top. Your rate of interviews will be sky-high.
• Focus on the job description section. Show your employer you're made for the job.
• Pick the right finance skills. Check what your employer wants, and show them what you have.
• Write a finance cover letter. Talk about your most outstanding achievements to make the hiring manager want you instantly.

Got questions on how to write an excellent resume for finance jobs? Not sure how to show finance on a resume? Leave a comment. We'll be happy to reply.

About ResumeLab’s Editorial Process

At ResumeLab, quality is at the crux of our values, supporting our commitment to delivering top-notch career resources. The editorial team of career experts carefully reviews every article in accordance with editorial guidelines , ensuring the high quality and reliability of our content. We actively conduct original research, shedding light on the job market's intricacies and earning recognition from numerous influential news outlets . Our dedication to delivering expert career advice attracts millions of readers to our blog each year.

Mariusz is a career expert with a background in quality control & economics. With work experience in FinTech and a passion for self-development, Mariusz brings a unique perspective to his role. He’s dedicated to providing the most effective advice on resume and cover letter writing techniques to help his readers secure the jobs of their dreams.

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Finance Resume: Top Examples and Tips for 2024

The finance industry is constantly evolving, so it’s essential to have a strong and effective resume to catch the attention of employers. A finance resume is used to highlight your skills and experience in the field, demonstrating your value and competence to potential employers. A strong finance resume is critical to landing a job in finance, but what does it take to create one?

In this article, we will explore some of the top examples and tips for crafting a successful finance resume. We’ll cover everything from the basics of resume writing to specific strategies for presenting your finance experience in a compelling way. Whether you’re new to the field or a seasoned professional, you’ll find valuable tips and advice to help you create a finance resume that stands out from the crowd.

The Importance of Having a Strong Finance Resume

Your finance resume is the first impression you make on potential employers. A strong and effective resume can help you stand out from other applicants and secure a job interview. A well-crafted finance resume also demonstrates that you have the skills and experience necessary to succeed in the field, giving employers confidence in your ability to perform the job.

A finance resume is critical for anyone looking to work in finance, but it’s especially important for those applying to competitive positions. In a field where every candidate is highly skilled and qualified, a strong resume can make all the difference in securing a position.

Overview of the Article

In this article, we’ll examine some of the best practices for creating a finance resume that highlights your experience and skills in the field. We’ll start with the basics of resume writing and formatting, including tips for selecting the right format for your experience level and the position you’re applying for.

Next, we’ll delve into strategies for presenting your finance experience in a clear and compelling way. This will include tips for highlighting your key accomplishments and quantifying your achievements to demonstrate your value to potential employers.

We’ll also explore some of the top examples of finance resumes, including samples and templates for different experience levels and positions. You’ll be able to see firsthand what works and what doesn’t when it comes to crafting an effective finance resume.

Finally, we’ll wrap up with some additional tips and best practices for creating a winning finance resume. We’ll cover everything from customizing your resume for each job application to common mistakes to avoid when writing and formatting your resume.

No matter where you are in your finance career, this article is designed to help you create a resume that will get you noticed by potential employers. So, let’s get started!

Understanding the Finance Industry

When it comes to the finance industry, there are a variety of sectors that make up this field. Each sector has its own unique role, but they all work together to manage financial assets and create value for businesses and individuals.

Overview of the Different Finance Sectors

Investment Banking: Investment bankers help companies raise capital by underwriting and issuing securities (stocks and bonds).

Commercial Banking: This sector includes retail banking and lending services for individuals and businesses.

Asset Management: This sector manages investment portfolios for institutions and high net worth individuals.

Hedge Funds: Hedge funds are alternative investment managers that aim to generate high returns through complex investment strategies.

Private Equity: This sector is focused on investing in private companies, buying them, and selling them for a profit.

Insurance: Insurance companies provide protection against financial loss due to unexpected events such as accidents, illnesses, or natural disasters.

Key Skills and Qualifications for a Finance Professional

To be successful in the finance industry, there are several key skills and qualifications that are necessary.

Analytical Skills: A finance professional needs to be able to analyze and interpret financial data to make informed decisions.

Strong communication skills: A finance professional must be able to communicate complex financial concepts to both clients and colleagues in a clear and concise manner.

Attention to detail: The finance industry requires a high level of accuracy and attention to detail.

Knowledge of financial regulations: Financial professionals must be knowledgeable about financial regulations, such as the Sarbanes-Oxley Act, and how they impact their work.

Strong academic background: A degree in business, finance, accounting or a related field is typically required for a career in finance.

Professional certifications: Many finance professionals hold professional certifications, such as the Certified Financial Analyst (CFA) or the Certified Public Accountant (CPA) designation, which demonstrate their expertise in their field.

The finance industry is a diverse sector that requires a variety of skills and qualifications. Graduates with a strong academic background and professional certifications, as well as a passion for finance, will find numerous career opportunities in this dynamic field.

Common Finance Resume Mistakes

When it comes to writing a finance resume, there are plenty of common mistakes that candidates tend to make. These mistakes can be detrimental to your chances of landing your dream job in the finance industry. Therefore, it is essential to avoid them. Here are some common finance resume mistakes that you should know about and tips to help you avoid them.

Analysis of Common Mistakes in Finance Resumes

• Grammatical and spelling errors

One of the most common mistakes in finance resumes is simple grammatical and spelling errors. These errors are easy to make, but they can severely impact your chances of getting hired. This is because the finance industry requires attention to detail and accuracy.

• Lack of quantifiable achievements

Your finance resume should include quantifiable achievements that showcase your skills and abilities. However, many candidates fail to include these achievements, instead opting for a list of responsibilities. This mistake can leave the hiring manager wondering why they should hire you.

• Generic resume objectives

Your resume objective should be tailored to the specific role you are applying for. Generic objectives such as “To obtain a challenging position in finance” do not grab the hiring manager’s attention.

• Long blocks of text

A resume filled with long blocks of text can be overwhelming and off-putting to a hiring manager. Use bullet points and white space to break up your resume, making it easier to read.

Tips on Avoiding These Common Errors

• Proofread your resume

Before sending out your finance resume, proofread it, and have someone else proofread it as well. This ensures that there are no grammar or spelling errors that could hurt your chances of being hired.

• Include quantifiable achievements

To showcase your skills and abilities, include quantifiable achievements in your resume. Use numbers to back up your achievements, such as “increased sales by 20% in six months.”

• Tailor your resume objective

Write a tailored objective that speaks to the specific role you are applying for. Research the company and job position, then write an objective that aligns with the company’s goals and needs.

• Use bullet points and white space

Use bullet points and white space to make your finance resume more readable. This helps the hiring manager focus on the most important information and prevents your resume from appearing too cluttered.

By avoiding these common finance resume mistakes and following the tips outlined above, you can increase your chances of landing your dream job in the finance industry.

Tailoring Your Finance Resume for Specific Roles

One of the most important aspects of a successful finance resume is tailoring it to specific job roles. This means customizing your resume to align with the specific skills, experiences, and qualifications that a potential employer is looking for. Here are some tips on how to customize your finance resume for different roles:

1. Read the Job Description Carefully

Before you start customizing your resume, you need to understand the job requirements of the role you are applying for. Read the job description carefully and make a list of the required skills, experiences, and qualifications.

2. Identify and Highlight Key Skills and Experiences

Once you have a clear understanding of the job requirements, you should identify the key skills and experiences that you possess that match those requirements. These can include technical skills like financial analysis, data analysis, and budget forecasting, as well as soft skills like communication, teamwork, and problem-solving.

3. Customize Your Resume Summary and Objective

Your resume summary and objective are the first things that hiring managers will read, so they should be customized to the specific job role. Use keywords and phrases from the job description to highlight your relevant skills and experiences.

4. Rearrange Your Resume Sections

Tailoring your finance resume for a specific role may require rearranging your resume sections. For example, if a job requires a lot of financial analysis, you may want to move your financial analysis experience to the top of your professional experience section.

5. Focus on Achievements, Not Just Duties

When customizing your finance resume, it’s important to focus on your achievements, not just your duties. Use specific examples of how you have contributed to the success of previous projects or organizations.

By following these tips, you can customize your finance resume to showcase your skills and experiences in a way that aligns with the specific requirements of the job role you are applying for.

Formatting Your Finance Resume

Your finance resume is your ticket to landing your dream job in the finance industry. And one of the most critical aspects of your resume is its formatting. A well-structured finance resume sets the tone for your potential employer and gives them an insight into your qualifications, experience, and attention to detail.

Importance of Proper Formatting

Recruiters and hiring managers review dozens of resumes every day, and they might not have the time to go through each detail of your resume. Therefore, it’s crucial to make it visually appealing and easy to read. Proper formatting allows you to showcase your credentials in a clear and concise way, making it easier for recruiters to scan through your resume effortlessly.

Your finance resume’s proper formatting can be the difference between getting an interview call and getting your resume tossed aside. The goal is not only to get your resume noticed but also to make it stand out impressively in the eyes of your prospective employer.

Tips on Choosing an Appropriate Design and Layout

There’s no one-size-fits-all design or layout for resumes. However, there are some design elements and layouts that are more suitable for finance resumes. Here are some tips on choosing an appropriate design and layout:

1. Go For Simplicity and Clarity

The ideal finance resume should be simple, clear, and easy to read. Avoid cluttering your resume with unnecessary information, and use a font size that’s at least 10pt for easy readability.

2. Use Bullet Points

Bullet points help break down your experience and accomplishments, making your resume easier to skim through. Use clear and concise bullet points to highlight your achievements and skills.

3. Keep It Consistent

Maintain consistency throughout your resume. Use the same font type, size, and color scheme for headings and subheadings. Avoid underlining or italicizing text, as it can be distracting.

4. Highlight Your Achievements

Don’t just list your job responsibilities; show how you added value to the company. Highlight any relevant achievements or numbers-based results such as cost savings or revenue increases.

5. Use Keywords

Recruiters often use Applicant Tracking Systems (ATS) to scan resumes. To ensure your resume passes through the ATS, incorporate relevant keywords from the job description.

6. Utilize White Space

White space, also known as negative space, is the area between text and graphics. Use white space to create visual balance in your resume, making it easy on the eyes.

Proper formatting is critical to creating a compelling finance resume. Use these tips to choose an appropriate design and layout that showcases your experience and qualifications in the best possible way. A well-formatted resume increases your chances of getting your foot in the door and landing your dream job in the finance industry.

Essential Elements of a Finance Resume

When it comes to crafting a finance resume that stands out from the rest, there are several key components that should not be overlooked. Whether you are just starting out in the industry or have years of experience under your belt, incorporating these essential elements will help showcase your skills and experience to potential employers.

Key components of a finance resume

Summary Statement:  A clear and concise summary statement at the top of your resume can grab a recruiter’s attention and provide a brief overview of your experience, skills, and career goals. Keep it focused on what you can offer the organization, rather than what you want.

Education & Certification:  Detail your educational background and any relevant certifications. Highlighting any additional training or advanced degrees in your field can help set you apart from other candidates.

Professional Experience:  Highlighting your professional experience with a comprehensive list of past positions shows recruiters that you have the experience needed to excel in the role. Be sure to use specific examples of accomplishments and achievements from each position, quantifying results where possible.

Core Competencies:  A list of core competencies (such as financial analysis, forecasting, and budgeting) can help showcase your specific skills and areas of expertise.

Technical Skills:  With many finance jobs requiring advanced technical skills, it’s important to list any relevant software, programs, and tools you are proficient in, such as Excel, QuickBooks, or SAP.

Tips on how to showcase your skills and experience

Use Metrics:  Incorporate hard numbers and data to quantify your accomplishments and contributions in previous finance roles. For example, instead of saying “increased revenue,” provide the specific percentage increase.

Tailor Your Resume:  Customize your resume to match the job description and requirements. Highlight your experience and skills that align with what the employer is seeking.

Be Clear and Concise:  Recruiters often have hundreds of resumes to review, so it’s important to be clear and concise in your resume. Avoid using jargon or industry-specific terms that may not be familiar to everyone.

Proofread and Edit:  A resume with spelling and grammar errors can quickly land in the “no” pile. Make sure to proofread and edit your resume thoroughly before submitting it.

Be Honest:  It’s tempting to oversell your accomplishments, but it’s important to be honest and transparent in your resume. Focus on your real achievements and experience, and be ready to provide examples and evidence if asked during the interview process.

Incorporating these key components and tips into your finance resume can help you stand out from the competition and showcase your skills and experience to potential employers.

Finance Resume Examples

If you’re looking to break into the finance industry, your resume must stand out from the competition. Here are top finance resume examples for different roles that can inspire you to create a strong resume and land your dream job:

1. Financial Analyst Resume Example

This financial analyst resume example successfully showcases the candidate’s skills and experience. The resume is easy to read and includes relevant information such as key accomplishments, professional experience, and education. The applicant also uses strong action verbs to communicate their achievements effectively.

Results-oriented financial analyst with a strong background in financial analysis, forecasting, and reporting. Proven ability to analyze complex financial data, identify trends, and provide strategic insights. Excellent problem-solving skills and attention to detail.

Financial Analyst | ABC Corporation | Anytown, USA

• Conducted financial analysis, including variance analysis and trend forecasting.
• Prepared detailed financial reports for senior management.
• Collaborated with cross-functional teams to develop and implement cost-saving initiatives.
• Assisted in budget planning and monitoring.

Junior Financial Analyst | XYZ Company | Anytown, USA

• Assisted senior analysts in conducting financial research and analysis.
• Prepared financial models and projections.
• Monitored market trends and provided recommendations for investment opportunities.
• Assisted in the preparation of financial presentations.

Bachelor of Science in Finance | University of Anytown | Anytown, USA

2. Finance Manager Resume Example

This finance manager resume example effectively presents the candidate’s experience and achievements in the field of finance. The resume highlights their leadership skills and experience with budget management, financial analysis, and risk management. It’s important to note that this resume also includes quantifiable metrics, which helps the hiring manager understand the candidate’s impact on previous employers.

Seasoned finance manager with a track record of success in driving financial growth and managing complex financial operations. Skilled in financial analysis, budgeting, risk management, and team leadership. Strong ability to develop and implement financial strategies aligned with organizational goals.

Finance Manager | ABC Corporation | Anytown, USA

• Oversaw financial planning, budgeting, and forecasting processes.
• Conducted financial analysis and provided strategic recommendations.
• Managed risk through the implementation of financial controls.
• Led a team of finance professionals, providing mentorship and guidance.

Senior Financial Analyst | XYZ Company | Anytown, USA

• Led financial analysis and modeling efforts to support decision-making.
• Prepared financial reports and presentations for executive management.
• Streamlined financial processes and improved efficiency.
• Collaborated with cross-functional teams on special projects.

Master of Business Administration (MBA) | Anytown University | Anytown, USA

3. Investment Banker Resume Example

This investment banker resume example demonstrates the applicant’s expertise in financial analysis, valuation, and deal origination. The resume also highlights their ability to work well in teams through experience in project management and communication skills. In addition, the candidate’s educational background is impressive, showcasing their commitment to educational development.

Experienced investment banker with expertise in financial analysis, deal origination, and project management. Strong understanding of capital markets and investment strategies. Skilled in financial modeling, valuation, and due diligence. Excellent communication and presentation skills.

Investment Banker | ABC Investment Bank | Anytown, USA

• Conducted financial analysis and due diligence for potential investment opportunities.
• Developed financial models and performed valuation analysis.
• Assisted in deal structuring and negotiations.
• Collaborated with cross-functional teams to ensure successful deal execution.

Analyst | XYZ Investment Firm | Anytown, USA

• Conducted market research and analyzed investment trends.
• Assisted in the preparation of investment proposals and pitch books.
• Collaborated with senior bankers on client presentations.
• Assisted in the execution of various transactions.

What makes these resumes effective?

The finance industry is highly competitive, and a strong resume needs to catch the recruiter’s attention and stand out from the rest. Here are a few elements of these finance resume examples that you can incorporate into your resume:

Clear and concise language: Use bullet points to break down your experience and achievements. This makes it easier for recruiters to skim and understand.

Quantifiable results: Do not just list your duties, but also share the outcome of your work with specific numbers, such as increased revenue or decreased costs. This helps demonstrate your value as an employee.

Tailored content: Customize your resume to fit the specific job description you’re applying for to show the recruiter that you have the required skills for the role.

Professional experience: Highlight your relevant professional experience, including internships or part-time jobs. This helps demonstrate your dedication to the field and develop skills that can be utilized in the position.

By incorporating these elements in your finance resume, you can create a strong presentation of your skills and experience to help you stand out from other candidates.

Writing Your Finance Resume Summary

A well-written summary statement can be the key to getting your finance resume noticed by hiring managers. Here are some tips for creating a compelling summary:

How to create a compelling summary statement

• Start with a strong opening sentence that highlights your most relevant skills and experience.
• Keep it concise – aim for no more than 2-3 sentences.
• Focus on your measurable achievements, such as cost savings, revenue growth, or successful projects.
• Use active verbs and specific numbers to quantify your accomplishments.
• Show your passion for finance and your desire to make a positive impact in the industry.

Tips on tailoring your summary to the job posting

To make your finance resume stand out, it’s important to tailor your summary statement to each job posting. Here are some tips:

• Review the job description and make note of the skills and experience the employer is looking for.
• Use keywords from the job posting in your summary statement to show that you meet their requirements.
• Highlight specific achievements or experiences that match the job description.
• Keep it relevant – only include information that directly relates to the job you’re applying for.

A well-written summary statement can be the difference between getting your finance resume noticed and getting lost in the shuffle. By following these tips, you can create a powerful summary that showcases your skills, experience, and passion for finance.

Listing Your Finance Experience

When it comes to describing your professional experience in finance, there are a few tips to keep in mind. First, be specific and focus on the accomplishments you achieved in each role. This will help to demonstrate your skills and expertise to potential employers.

To further enhance your resume, try to quantify your achievements using specific metrics. For example, if you reduced operating costs for a company, provide exact figures or percentages. Numbers help to add credibility to your accomplishments and show that you have a results-driven mindset.

When it comes to quantifying your achievements, remember to focus on both the qualitative and quantitative aspects. This may include an increase in revenue, a decrease in expenses, or other measurable outcomes that demonstrate your impact.

Your finance resume should showcase your professional experience and highlight the value you can bring to a company. By following these tips and emphasizing your accomplishments, you can increase your chances of landing your dream job in finance.

Highlighting Your Finance Skills

As a finance professional, your resume is a critical marketing tool that can either make or break your job search. When crafting a finance resume, it is vital to highlight your finance skills to demonstrate your suitability for the role. This section provides guidance on identifying the most important finance skills and tips on showcasing them in your resume.

Identifying the most important finance skills

Finance is a multifaceted profession that requires numerous skills for optimal performance. However, not all of these skills are equally important when crafting a finance resume. To identify which finance skills to highlight, scrutinize the job description carefully, and identify the essential skills required for the role. In general, the following finance skills are highly valued across the industry:

• Financial analysis
• Budgeting and forecast
• Financial modeling
• Risk management
• Financial reporting
• Strategic planning
• Tax planning and compliance
• Cost accounting
• Corporate finance
• Financial software and systems

Tips on showcasing these skills in your resume

Once you have identified the most important finance skills required for the role, you need to showcase your proficiency in these areas in your resume. The following tips can help you highlight your finance skills effectively:

Use relevant keywords: Incorporating specific finance-related keywords from the job description can help ensure that your resume makes it through the Applicant Tracking System (ATS) and on to the hiring manager. These keywords include technical finance skills, industry-specific jargon, company-specific terminology, and certifications.

Quantify your achievements: Use numbers, percentages, or dollar figures to quantify your finance skills’ impact on the company’s bottom line. For example, mention how your financial modeling skills saved the company a certain amount of money, or how your strategic planning skills increased revenue by a certain percentage.

Provide examples of your work: Including specific examples of your accomplishments in your resume can provide concrete evidence of your finance skills’ value. For instance, mention a financial analysis project, a complex budgeting project, or a successful tax planning project you executed.

Highlight your certifications: If you have any relevant finance certifications, mention them prominently in your resume. These certifications demonstrate your competence in specific finance skills and can give you a competitive edge over other candidates.

By highlighting your finance skills effectively in your resume, you can increase your chances of standing out in the highly competitive finance job market. Use the tips above to showcase your finance skills in the most effective way possible.

Education and Certifications

When it comes to pursuing a career in finance, education and certifications can boost your chances of landing the job and advancing in the industry. In fact, they are often considered as key factors for success in this field.

Here are some tips on how to effectively list your qualifications in your finance resume:

1. Start with the most recent qualification

Begin by listing your most recent degree or certification and work your way backwards. This will showcase your most relevant education and certifications at the top of your resume.

2. Highlight the relevant qualifications

Make sure to only include qualifications that are relevant to the position you are applying for. For example, if you are applying for a financial analyst job, it would be best to showcase a degree in finance or a relevant certification such as the Chartered Financial Analyst (CFA).

3. Use action verbs

Use strong action verbs to describe your qualifications. Rather than simply listing your degree or certification, you can add impact by using descriptive verbs that illustrate your strengths. Some examples include ‘Mastered’, ‘Excelled’, ‘Attained’ etc.

4. Include relevant coursework

This is especially important for recent graduates who may not have much professional experience. Including relevant coursework can demonstrate that you have obtained the necessary knowledge and skills for the role.

5. Keep it concise

Your education and certification section of your resume should be concise and easy to read. If you have multiple degrees or certifications, consider grouping them together under one heading such as “Education and Certifications” to avoid cluttering your resume.

Education and certifications are critical components of a finance resume. By following these tips, you can effectively showcase your qualifications and stand out as a strong candidate for the job.

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• Financial Analyst Resume
• Financial Analyst Resumes by Experience
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Writing Your Financial Analyst Resume

Financial analysts have different duties and responsibilities based on seniority level and business sector, making it hard to decide what to include on your financial analyst resume when applying for that dream finance job.

You must also know how to  format your resume , what information to include, and what projects to highlight to attract the attention of a hiring manager or recruiter. 

We’ve meticulously researched and analyzed countless financial analyst resume samples from all career stages in different industries, resulting in the creation of 11 resume samples to set you on your way to  building a professional resume  and  land more interviews in 2024 . Plus, our writing guide will give you plenty of  resume tips  so you hit the right note every time!

Financial Analyst Resume Example

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Why this resume works

• Run your resume through a  resume checker  to ensure you include enough stats and don’t have grammar or punctuation errors, but don’t forget to check it yourself!
• Don’t forget to include your projections and forecasts! Focus your financial analyst resume experience on how close your projections and forecasts were for the company and “how” those accurate projections and forecasts helped the business.

Financial Analyst Intern Resume

• Detail your academic projects in risk analysis and forecasting to demonstrate well-rounded experience on your financial analyst intern resume.

Entry-Level Financial Analyst Resume

• Even if you don’t have the technical skills required, skills like communication, data reporting, and scheduling show employers you’re organized, detail-oriented, and able to work together in a team.
• Be proud of your experience; hiring managers understand (and want to see) that we all started someplace.
• Always tailor this section to each job to which you apply. Include the name of the company, the job title you’re applying for, and skills mentioned in the job description.

Junior Financial Analyst Resume

• Yes, yes, we know it’s tedious, but it’s vital. You don’t have to spend hours on it, either; simply do some research on the company and scan the  financial analyst job description , then include relevant keywords on your junior financial analyst resume.
• Be sure to include the type of reports you created and the impact of your work (that’s where you can include metrics).

Senior Financial Analyst Resume

• Don’t be afraid to brag about your team’s size, your project’s budget, the number of projects you completed on time.
• And if you can, list how those projects have directly impacted the team, the company, and its clients. 
• Skills like “financial modeling,” “budget management,” and “SQL,” are all fantastic additions to your resume!

Chartered Financial Analyst Resume

• Reiterate your professional value on your chartered financial analyst resume by going beyond your best investments and drawing attention to your track record with clients.
• Try employing story-telling techniques in your financial analyst cover letter to demonstrate your success with clients.

Financial Planning Analyst Resume Example

• It may be difficult to include specific bullet points for all your areas of aptitude, so pick and choose your skills based on the job description. 
• This format lets hiring managers see your most recent (and probably most relevant) work experience first. 

Quality Assurance Financial Analyst Resume

• If you don’t have certifications, you can add awards instead. If the certificate or award isn’t well known, you should add the organization that issues the certification.
• Each templates come with their own pros and cons, especially when it comes to length. Some formats allow for longer content while others focus more on other sections, so try out a couple to see what works.

Program Financial Analyst Resume

• If you target your bullet points for each job to which you apply, hiring managers are more likely to give you an interview over a generalist resume. 
• When it comes to tailoring, look at the  financial analyst job description ; does it focus on data analysis, modeling, and presentations, or is there more emphasis on team leadership, ROI, and accounts payable? 
• You can categorize your bullet points by necessary skills so when the job application focuses more on one skill over another, you’re ready!

Financial Accounting Analyst Resume

• Since financial accounting analysts use their expertise to assess current situations and give financial advice, use clear metrics like project and initiative quantities, improvement percentages, and company savings. 
• Even using a simple pop of color in some of your headers can make your resume more memorable (and easier to read, too).

Budget Analyst Resume

• Limiting your work experience roles lets you include details like the number and type of projects that you handled like a champ.
• Don’t worry if you have too many jobs to list on your budget analyst resume . You only need to show  three to four  of your most relevant roles.
• When you provide quantifiable achievements in your experience section, think of which programs or skills you used and highlight those.

Related resume guides

• Investment Banking

You might be tempted to think that the only thing that matters on your resume is the content, but  proper resume formatting  is almost as important. Even if you have decades of impressive financial analyst experience, it’ll be hard for a hiring manager to look past poor formatting. A well-formatted resume will be readable for ATS and logical for hiring managers who only have a few moments in their day to look at your resume. 

Let’s review some of the most important aspects of resume formatting, including:

• Resume formatting choices

How to include your contact information

Outwit the ats, resume format choices.

Each of the following formats performs a particular function, highlighting your work experience, skills, or both.

Three resume format favorites among successful job applicants in 2024.

• Reverse-chronological format:  This format is exactly what you think: it orders your work experience starting from the most recent. This format will help hiring managers see your most relevant (and likely most impressive job title) first. 
• Functional format:  Unlike the reverse-chronological format, the functional formats place the most emphasis on skills. If you have employment gaps, you may want to consider this format, but be aware that hiring managers may be confused or wonder if you’re being forthcoming. 
• Combination/hybrid format:  This format weights work experience and skills equally by combining functional and reverse-chronological formats.

For financial analysts, we almost always recommend reverse-chronological formatting. Hiring managers love that it’s easy to read and skim, and you’ll love that it showcases your most senior position.

When a hiring manager wants to reach out for an interview, it’s important to make your name, phone number, and email easy for them to find. Ensure your contact information is highly visible by placing it at the very top of your financial analyst resume. 

Use a large font for your name and a large (but slightly smaller) font for your job title. Both your name and your job title should be centered in the header.

If you want to try using color in your resume we suggest using the color as the backdrop for your contact information header. Professional colors for financial analysts include navy, amber, or dark green.

Below your header, you’ll need to include contact information, which should include: 

• Phone number 
• Your city and state (optional but recommended if it’s a local business)
• Professional links, such as LinkedIn (optional)

Like the example below, you can do a lot with your header to showcase your creativity while remaining professional.

If you’re applying to an online job posting, the chances are high that the hiring manager is using applicant tracking system software (ATS) to pre-filter applicants.

The ATS works by picking up on words used throughout your resume and matching them to keywords selected by recruiters (usually keywords in the  financial analyst job description ). If you don’t have enough keyword matches, your resume may be thrown out before anyone can read it. That’s why your resume must be ATS-friendly.  

Be careful to adhere to the following formatting guidelines:

• Margins:  Use standard one inch margins, or at the very least half an inch, if needed to save space. 
• Font type:  Keep it basic by using Times New Roman, Arial, Cambria, or Garamond.
• Font sizes:  The body of your resume should be a 12-14-point font, but you can make it slightly smaller (but only slightly) if needed. Your job title should be larger, around 20-point font, and your name should be about 24-point font. 
• Header names:  Use colors, bolding, or complementary fonts to help your subheaders stand out throughout your resume. Just make sure your font is readable.
• Skills:  Customize your skills section for every job to which you apply. Carefully read the job descriptions to determine what keywords the recruiters will be scanning for while avoiding plagiarizing their job posting! 
• Logical order:  As we mentioned earlier, reverse-chronological order is the best for your financial analyst resume, and ATS operates under the assumption that your resume is formatted this way. 
• Page count:  Do everything you can (adjust font and margin, within reason) to fit the page perfectly. Your resume will look unprofessional and burdensome to read if it’s over a page. If your resume is a little short, recruiters will wonder if you’re inexperienced.

Formatting your resume  isn’t easy at first, but once you’ve  built your resume  for the first time, all you need to do is minor tweaks for each job application. 

Write your financial analyst resume

Writing your perfect financial analyst resume can be difficult especially with a job at stake. We know that  writing an effective resume  may feel overwhelming, but if you take it one section at a time, the process shouldn’t be too stressful.

Without further ado, let’s dig into the content of your financial analyst resume. Here’s what we’ll cover:

• Using a resume objective or summary statement 
• Writing about your work history
• Key skills for financial analysts
• Education and optional sections
• Customizations 
• Flawless editing

Understand the elusive objective/summary statement

Objectives and summaries are some of the most commonly misunderstood sections on a resume, but they can be useful. However, choosing between a  resume objective  or a  resume summary  is difficult because there are only a few circumstances in which you’ll use either one. 

Both are highly job-specific, two to three-sentence paragraphs used near the top of your resume (often under your job title). An objective is for entry-level candidates or job seekers who have recently changed fields. An objective will tell hiring managers why you want the job.

On the other hand, a summary is for professionals with over 10 years of experience in a specific field. It highlights skills you’ve developed and biggest achievements.

Neither the objective nor the summary is a mandatory inclusion on your resume, but these statements can enhance your resume and boost your chances of getting hired. Let’s go over a few examples: 

Example 1:  Young professional seeking a job at your office to continue advancing my career in finance. 

What could be improved:  This is a poorly written resume objective. You should mention the specific job title you’re applying to, the company name, and one to three highly-specific skills you possess that will improve or contribute to the company’s operations. 

Example 2:  Working in finance with experience in organizing and communicating.

What could be improved:  This summary is too bare-bones. It contains no meaningful information and just takes up space. 

Example 3:  Financial analyst with 7+ years of experience specializing in informative and persuasive professional presentations, seeking a role to utilize my depth of ROI and client relations skills as a team player at Spectrum. 

What we like:  This objective and the example below mention a specific job title, the company name, and the skills they bring to the table. It’s short and effective. 

Example 4:  Data-driven financial analyst with 23 years of business valuation and trend analysis under 3 major Fortune 500 corporations. With skills across many areas of data analysis and presentation, trend forecasting, and financial advisement, I provide a wealth of knowledge and business know-how to companies with which I’ve worked.   I am eager for an opportunity to improve ROI in several key areas to optimize growth at BetterMent.

What we like:  This summary (and the example below) are specific and contain information that makes this candidate an obvious choice. The applicant above also points directly to an area they know they can improve business operations. You want a hiring manager to read your summary and think, “we need this person.”

How to include your financial analyst work history

It should come as no surprise to you that the most important section of your financial analyst resume is your work history. It can be tempting to cram every job title you’ve held onto the page, but hiring managers prefer applicants who focus on the most relevant and recent work experience they’ve had. You can share information about older jobs and internships during your interview! You’ll want to include two to four job experiences. 

Write descriptive bullet points

Your work experience should be broken down into bullet points, which make your resume look more organized and easier for hiring managers to read. 

• Throughout your bullet points, you’ll want to avoid passive voice, which can make text boring to read and unengaging. Instead, use active voice, which exudes confidence and ownership of your work. Adding action words to start each bullet point, like “operated,” “spearheaded,” and “orchestrated,” will further engage readers and break up your text. 
• You’ll also want to be careful to avoid personal pronouns, like “I” or “my.” Employers already know you’re writing about yourself, and personal pronouns sound unprofessional.
• You can choose to end all of your bullet points with or without periods. Consistency is key. 
• Finally, you’ll want to consider verb tense. You can leave your current work experience in the present or past tense, but all of your former work experience must be in the past tense. 

Here are a few examples of good bullet points that incorporate these tips:

• Oversaw the financial due diligence of a $52M acquisition, including organization and report analysis 
• Developed an automated process using Excel for the internal team KPI reporting that increased accuracy by 17% and provided data 2 days faster to team leads 
• Monitored 10+ regulatory developments and industry trends to incorporate into the firm’s AML program

These bullet points are perfect for a financial analyst resume. They’re written in active voice, using action verbs, avoiding personal pronouns; they’re all written in the past tense, with consistent punctuation.

Leverage numbers

Numbers demonstrate your value to the company, unlike words alone. We’ve interviewed countless hiring managers to ask them what they consider the most important element of a successful resume; almost unanimously, they’ve reported that metrics made applicants much more likely to get interviews. For the best results, aim to include quantifiable metrics on at least 50 percent of your bullet points.

Here are a few ways you might consider adding metrics about your past roles in financial analysis: 

• Hard numbers:  Discuss the details of your work. What percentage have you increased ROI? What percent have gross earnings increased for the company during your time of employment?
• Sales:  Discuss the rate of potential clients converted from your presentations, the number of presentations you provided, and the success of your sales strategies. 
• Reports:  Have you successfully forecasted trends? Have your abstracts and internal presentations resulted in financial gain for the company?
• Collaboration:  Financial analysts need to collaborate across departments frequently. Let employers know you collaborate well with others by detailing the number of people or departments with which you’ve worked. 

If you’re having trouble visualizing how you’d use these questions to come up with numbers, don’t worry. Here are a few examples: 

• Provided financial guidance to Business/Functions, contributing to a 19% growth trend by developing strategic long-range planning recommendations for management
• Collaborated with 10+ major clients with multi-million dollar accounts
• Created forecasting tracking and management reporting systems to improve the availability and accuracy of financial data, triggering a 13% increase in accuracy
• Evaluated regulatory developments and industry trends to facilitate incorporation into the firm’s AML program, reducing time to meet trend demands by 40%

Financial analyst skills to include in your resume

The skills section is an important place to demonstrate your value to potential employers, not to mention it’s one of the best places to include keywords for ATS. Unfortunately, many hopeful applicants don’t emphasize the right skills. The right skills for your financial analyst resume will depend on the specific job to which you’re applying.

Generally, we recommend including a mix of soft and hard skills, with the majority being hard skills because they’re easier to measure and more job-specific. Aim to include six to ten highly relevant skills on your resume.  

Use the following financial analyst skills as examples to get you started:

• Financial Modeling 
• Cash Flow Management
• Financial Reporting
• Quantitative Finance on Python 
• Electronic Trading Systems Development
• Data Consolidation
• Predictive Analysis

Why are these  resume skills  appropriate? We’ve included a mix of hard and soft skills specific, measurable, and highly desired by most employers. When looking for your next financial analyst job, be sure to read the job description carefully. Often, you’ll be able to pick up on which skills are the most important to your hopeful employers.

But, a word of caution: avoid overselling your skills. If you don’t know how to do something or are inexperienced, leave it off your resume. Hiring managers want honesty above all.

Education + optional resume sections

ou probably already know that the financial analyst world can be a tough place in which to get your career started. Though there are no formal educational requirements, most employers will seek applicants with at least a bachelor’s degree in a relevant field. 

Include the highest education level on your resume, but avoid including too much detail unless you’re a recent graduate with limited work experience. If you have minimal experience, you can utilize your education to demonstrate your working potential. Still, if you’re a more experienced applicant, you only need to provide your school name, graduation year, and degree. 

There aren’t any formal requirements for certifications for financial analysts, but you should mention any specialized training you’ve received, such as a Financial Analyst Certification, Data Analysis Certification, or Certified Software Quality Analyst. 

Finally, you may be wondering whether you should include any  interests and hobbies to your resume . Generally, we don’t recommend including them, but there are a few instances where they’re appropriate additions to your resume: 

• If you don’t have a great deal of work experience, it may be helpful to highlight some interesting hobbies or volunteer activities in which you’ve taken part. These can be great talking points during interviews if used appropriately! 
• If you’re a recent graduate seeking your first finance job, you likely lack a lengthy work history to share on your resume. In this case, you can use interests and hobbies to convey to employers that you’re a hard worker and someone who thrives under pressure. 

Tailor your financial analyst resume to the job ad

We’ve mentioned it a few times, but it’s important enough to reiterate. You need to tailor your financial analyst resume for every job to which you apply. Specifically, if used, your resume objective or summary statement needs to be customized with specific job titles and company names. Your skills section should be tailor-made to the job, too. You can do this by referencing skills mentioned in the job description (without ever copying anything from the job posting verbatim). Finally, your bullet points should be tailored to fit the specific needs of each company. 

Don’t submit a sloppy financial analyst resume

We know it’s difficult to take a step back after you’ve finished working on your financial analyst resume. However, we strongly recommend that financial analysts, and all job seekers, take a step back. Put your resume away for a day or two, and then look it over again for typos. Have friends or family proofread it, and take advantage of our  free resume checker .

One step closer to your next job

Congratulations! The first step to writing your professional financial analyst resume is research. If your resume is complete, you can upload it to see what AI-powered tips our  resume checker  has for you before making a cover letter .

If you haven’t started yet, or if you want to start your resume from scratch, use our  resume builder . Both our resume checker and builder will analyze your resume and provide specific tips on how you can make improvements. 

• • Designed and implemented comprehensive financial plans for high-net-worth individuals, averaging $2M in assets under management.
• • Conducted in-depth market analysis to tailor investment portfolios, exceeding client risk-adjustment return targets by 15%.
• • Led financial planning seminars and workshops, increasing client engagement and prospecting leads by 25%.
• • Facilitated estate planning and wealth transfer strategies, which resulted in a 20% growth in multi-generational client accounts.
• • Collaborated with insurance providers to offer tailored financial products, boosting total policy sales by 30%.
• • Streamlined client reporting processes through new financial software implementation, increasing overall efficiency by 40%.
• • Managed and grew a portfolio of 150+ client accounts, achieving an average annual return of 10%.
• • Developed targeted investment strategies for retirement planning, leading to a 35% increase in retirement accounts managed.
• • Engaged with new clients through community financial education programs, resulting in a 20% client base growth.
• • Spearheaded tax optimization services for clients, reducing their tax liabilities by an average of 25%.
• • Authored a bi-weekly financial tips column in a local business journal, enhancing brand visibility.
• • Assisted in managing $500M in client assets, contributing to a 15% increase in overall portfolio performance.
• • Coordinated the client onboarding process, reducing onboarding time by 30% while maintaining high client satisfaction rates.
• • Supported senior advisors in the creation of customized financial plans, 90% of which met or exceeded set investment goals.
• • Conducted market research and compiled quarterly reports on economic trends to inform investment strategies.

5 Financial Professional Resume Examples & Guide for 2024

Your financial professional resume must showcase your numerical aptitude and attention to detail. It's imperative that potential employers see evidence of your analytical skills. Highlight your experience with financial modeling and complex data interpretation. Demonstrate your prowess in presenting financial information clearly and concisely.

All resume examples in this guide

Traditional

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a financial professional, articulating your complex quantitative achievements without overwhelming non-specialist hiring managers can be a significant resume challenge. Our comprehensive guide is tailored to help you distill intricate financial concepts into clear, impactful bullet points that resonate across diverse audiences.

• Aligning the top one-third of your financial professional resume with the role you're applying for.
• Curating your specific financial professional experience to get the attention of recruiters.
• How to list your relevant education to impress hiring managers recruiting for the financial professional role.

Discover more financial professional professional examples to help you write a job-winning resume.

• Corporate Financial Analyst Resume Example
• Corporate Banking Resume Example
• Finance Executive Resume Example
• Staff Auditor Resume Example
• Financial Consultant Resume Example
• Payroll Admin Resume Example
• Finance Business Analyst Resume Example
• Cost Accounting Resume Example
• Credit Manager Resume Example
• Internal Audit Manager Resume Example

Formatting the layout of your financial professional resume: design, length, and more

• If you have plenty of experience, you'd like to showcase, invest in the reverse-chronological resume format . This format focuses on your latest experience items and skills you've learned during your relevant (and recent) jobs.
• Don't go over the two-page limit, when creating your professional financial professional resume. Curate within it mainly experience and skills that are relevant to the job.
• Make sure your financial professional resume header includes all of your valid contact information. You could also opt to display your professional portfolio or LinkedIn profile.
• Submit or send out your financial professional resume as a PDF, so you won't lose its layout and design.

Upload & Check Your Resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

List all your relevant higher education degrees within your resume in reverse chronological order (starting with the latest). There are cases when your PhD in a particular field could help you stand apart from other candidates.

Don't forget to include these six sections on your financial professional resume:

• Header and summary for your contact details and to highlight your alignment with the financial professional job you're applying for
• Experience section to get into specific technologies you're apt at using and personal skills to deliver successful results
• Skills section to further highlight how your profile matches the job requirements
• Education section to provide your academic background
• Achievements to mention any career highlights that may be impressive, or that you might have missed so far in other resume sections

What recruiters want to see on your resume:

• Quantitative Analysis Skills – Demonstrating strong capabilities in financial modeling, statistical analysis, and proficiency with tools such as Excel or other financial software.
• Relevant Financial Certifications – Possessing certifications such as CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), or FRM (Financial Risk Manager) that are pertinent to the role.
• Experience with Financial Reporting and Compliance – Experience with GAAP, IFRS, or knowledge of relevant financial regulations and compliance requirements.
• Portfolio Management Expertise – For roles such as financial advisors, showing a track record of successful portfolio management and investment strategies.
• Risk Management Skills – Ability to identify, assess, and manage financial risks, which is crucial for roles in corporate finance, investment banking, and trading.

Writing your financial professional resume experience

Within the body of your financial professional resume is perhaps one of the most important sections - the resume experience one. Here are five quick tips on how to curate your financial professional professional experience:

• Include your expertise that aligns to the job requirements;
• Always ensure that you qualify your achievements by including a skill, what you did, and the results your responsibility led to;
• When writing each experience bullet, ensure you're using active language;
• If you can include a personal skill you've grown, thanks to your experience, this would help you stand out;
• Be specific about your professional experience - it's not enough that you can "communicate", but rather what's your communication track record?

Wondering how other professionals in the industry are presenting their job-winning financial professional resumes? Check out how these financial professional professionals put some of our best practices into action:

• Directed a team of 5 analysts to develop comprehensive financial models for mid-sized tech startups, enhancing investment decision-making processes.
• Implemented a new budgeting system using adaptive insights, thereby increasing forecast accuracy by 35% within the first year.
• Negotiated complex credit arrangements for clients, securing interest rates on average 1.5% lower than industry standards.
• Played a pivotal role in a $50M capital raising effort for a fintech startup, supporting aggressive expansion plans.
• Conducted thorough due diligence on potential acquisitions, providing the strategic insights that informed the successful merger with a peer company.
• Orchestrated the deployment of an AI-driven risk assessment tool that reduced operational risks by 25%.
• Led a cross-functional team in the streamlining of financial reporting processes, cutting report generation time by 40%.
• Designed and executed financial training for over 100 employees, enhancing the organization's financial literacy and decision-making capabilities.
• Managed a portfolio of over $200M, outperforming the S&P 500 by 5% annually.
• Implemented a cutting-edge risk management platform, which contributed to a reduction in financial discrepancies by over $2M in the first year.
• Championed the financial analysis for a successful market entry strategy into Asia, driving a 20% increase in global revenue.
• Collaborated with IT to automate accounts payable, increasing processing speed by 50% and accuracy by 98%.
• Streamlined financial data integration from various systems, improving reporting efficiency and data reliability.
• Oversaw the financial management of a $100M real estate investment portfolio, achieving an annual return of 10%.
• Collaborated with sales and operations to create performance dashboards, increasing financial transparency and supporting revenue growth by 15%.
• Led a successful IPO process for a high-growth software company, resulting in a market capitalization exceeding $500M.
• Developed a dynamic forecasting model that reduced the time taken for quarterly closing from 15 to 10 days.
• Oversaw the mitigation of currency risk on international transactions for the firm, protecting profit margins against foreign exchange volatility.
• Directed and managed a financial team responsible for the fiscal health of a $250M technology sector portfolio.
• Improved cash flow management, resulting in a sustained 5% reduction in operational costs annually.
• Developed and launched innovative financial products that increased customer engagement by 30%.
• Collaborated with senior management to plan and execute a corporate restructuring that saved the company $10M in annual costs.
• Enhanced the firm’s equity research division by incorporating advanced analytics, improving the accuracy of stock recommendations by 20%.
• Facilitated a series of workshops and seminars on financial compliance, bolstering the organization's adherence to regulatory standards.
• Transformed financial reporting mechanisms to align with evolving GAAP standards, enforcing compliance and reducing potential audit risks.
• Pioneered the use of big data analysis in financial forecasting, leading to a 10% improvement in year-over-year budget accuracy.
• Spearheaded a sustainable cost-reduction program that shaved 15% off of the supply chain expenditures.
• Engineered an employee stock ownership plan (ESOP) that increased employee retention by 25% over two years.
• Contributed to a robust M&A strategy that expanded the company's market presence and added $30M to its annual revenues.
• Optimized tax strategies for cross-border transactions, effectively reducing the company's tax liabilities by 18%.

Quantifying impact on your resume

• Include the percentage by which you exceeded your financial targets to demonstrate your ability to surpass goals and generate revenue.
• Specify the dollar amount of budgets you’ve managed to illustrate your competence in handling substantial financial responsibilities.
• Detail the number of financial reports you’ve generated to highlight your analytics skills and regular contribution to informed decision-making.
• Quantify the reduction in costs or expenses you’ve achieved to show your effectiveness in increasing operational efficiency.
• Mention the size of the portfolios you've managed in terms of assets under management to reflect your trustworthiness and investment acumen.
• State the number of compliance audits you’ve successfully navigated to verify your expertise in adhering to regulations and mitigating risks.
• Indicate the scale of teams or projects you’ve led, using headcounts or project value, to underscore your leadership and project management skills.
• List any growth in market share or customer base in percentage terms to confirm your ability to drive business expansion and enhance profitability.

Action verbs for your financial professional resume

Four quick steps for candidates with no resume experience

Those with less or no relevant experience could also make a good impression on recruiters by:

• Taking the time to actually understand what matters most to the role and featuring this within key sections of their resume
• Investing resume space into defining what makes them a valuable candidate with transferrable skills and personality
• Using the resume objective to showcase their personal vision for growth within the company
• Heavily featuring their technical alignment with relevant certifications, education, and skills.

Remember that your resume is about aligning your profile to that of the ideal candidate.

The more prominently you can demonstrate how you answer job requirements, the more likely you'd be called in for an interview.

Recommended reads:

• How To Include Your Relevant Coursework On A Resume
• Should You Include Eagle Scout On Your Resume?

If the certificate you've obtained is especially vital for the industry or company, include it as part of your name within the resume headline.

Shining a light on your financial professional hard skills and soft skills

To win recruiters over, you must really have a breadth of skill set presented and supported within your financial professional resume.

On hiring managers' checklists, you'd initially discover hard or technical skills. Those are the technology (and software) that help you perform on the job. Hard skills are easy to quantify via your education, certificates, and on-the-job success.

Another main criterion recruiters are always assessing your financial professional resume on is soft skills. That is your ability to communicate, adapt, and grow in new environments. Soft skills are a bit harder to measure, as they are gained both thanks to your personal and professional experience.

Showcase you have the ideal skill set for the role by:

• Dedicating both a skills box (for your technical capabilities) and an achievements or strengths section (to detail your personal skills).
• When listing your skills, be specific about your hard skills (name the precise technology you're able to use) and soft skills (aim to always demonstrate what the outcomes were).
• Avoid listing overused cliches in the skills section (e.g. Microsoft Office and Communication), unless they're otherwise specified as prominent for the role.
• Select up to ten skills which should be defined via various sections in your resume skills sidebar (e.g. a technical skills box, industry expertise box with sliders, strengths section with bullets).

Spice up your resume with leading technical and people skills, that'd help you get noticed by recruiters.

Top skills for your financial professional resume:

Financial analysis

Financial reporting

Risk management

Quantitative analysis

Tax planning

Budgeting and forecasting

Financial modeling

Knowledge of financial regulations

Investment strategies

Analytical thinking

Problem-solving

Attention to detail

Communication

Time management

Adaptability

Negotiation

Showcase any ongoing or recent educational efforts to stay updated in your field.

The basics of your financial professional resume certifications and education sections

Improve the education and certification sections of your financial professional resume by:

• Dedicating more prominent space to certificates that are more recent and have helped you update your skill set
• Keeping all the information you list to the basics: certificate/degree name, institution, and graduation dates
• Writing supplementary information in the details of your certification or education section, only if you lack experience or want to show further skill alignment
• Including your credential or license number, only if the information is valid to your application or certification

Within financial professional job adverts, relevant education, and certification are always listed within the key prerequisite for the role.

Ensure you meet all job requirements with some of the leading certificates in the industry:

The top 5 certifications for your financial professional resume:

• Chartered Financial Analyst (CFA) - CFA Institute
• Certified Public Accountant (CPA) - American Institute of CPAs (AICPA)
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
• Chartered Alternative Investment Analyst (CAIA) - CAIA Association
• Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)

Bold the names of educational institutions and certifying bodies for emphasis.

• How to List Continuing Education on Your Resume
• How to List GPA on Your Resume

Should you write a resume summary or an objective?

No need to research social media or ask ChatGPT to find out if the summary or objective is right for your financial professional resume.

• Experienced candidates always tend to go for resume summaries. The summary is a three to five sentence long paragraph that narrates your career highlights and aligns your experience to the role. In it you can add your top skills and career achievements that are most impressive.
• Junior professionals or those making a career change, should write a resume objective. These shouldn't be longer than five sentences and should detail your career goals . Basically, how you see yourself growing in the current position and how would your experience or skill set could help out your potential employers.

Think of both the resume summary and objective as your opportunity to put your best foot forward - from the get go - answering job requirements with skills.

Use the below real-world financial professional professional statements as inspiration for writing your resume summary or objective.

Resume summaries for a financial professional job

• Seasoned Financial Analyst with over 12 years of in-depth experience in quantitative analysis, budget forecasting, and risk assessment for reputable financial firms. Proficient in leveraging advanced Excel functions and financial modeling software to enhance operational efficiency, culminating in a track record of increasing ROI by 30% for top-tier clients.
• Dynamic CPA with 8 years of experience shaping financial strategies for Fortune 500 companies. Specializes in tax planning and compliance, adept in the use of QuickBooks and SAP. Recognized for restructuring a multinational tax approach that saved the firm $2 million annually.
• Former Senior Software Engineer making a strategic transition to Financial Technology with a profound understanding of data analytics, coding in Python, and a proven history of optimizing algorithm efficiency by 40% in previous tech roles. Keen to apply technical expertise to financial problem-solving and market analysis.
• Accomplished Strategic Marketing Lead eager to transfer 10 years of experience in data-driven decision making and implementing growth initiatives to the financial sector. Brings a solid grasp of analytics tools and a history of producing a 25% increase in campaign ROI through targeted data segmentation techniques.
• Driven graduate with a Bachelor's in Finance and a passion for statistical analysis, proactively seeking to enter the financial industry. Equipped with academic knowledge in investment strategies and advanced proficiency in Excel, eager to deliver actionable insights and drive financial performance for forward-thinking entities.
• Recent MBA graduate eager to leverage educational background in finance and leadership skills to transition into the financial sector. Coming with internship experience in strategic financial planning and deep enthusiasm for identifying growth opportunities through market research and financial modeling.

Showcasing your personality with these four financial professional resume sections

Enhance your financial professional expertise with additional resume sections that spotlight both your professional skills and personal traits. Choose options that not only present you in a professional light but also reveal why colleagues enjoy working with you:

• My time - a pie chart infographic detailing your daily personal and professional priorities, showcasing a blend of hard and soft skills;
• Hobbies and interests - share your engagement in sports, fandoms, or other interests, whether in your local community or during personal time;
• Quotes - what motivates and inspires you as a professional;
• Books - indicating your reading and comprehension skills, a definite plus for employers, particularly when your reading interests align with your professional field.

Key takeaways

• Ensure your financial professional resume uses a simple, easy-to-read format that reflects upon your experience and aligns with the role;
• Be specific within the top one-third of your resume (header and summary or objective) to pinpoint what makes you the ideal candidate for the financial professional role;
• Curate information that is tailored to the job by detailing skills, achievements, and actual outcomes of your efforts;
• List your certifications and technical capabilities to demonstrate your aptitude with specific software and technologies;
• The sections you decide on including on your financial professional should pinpoint your professional expertise and personality.

Looking to build your own Financial Professional resume?

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Finance Professional Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the finance professional job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• To provide support and consulting to Marketing and Customer Development users
• To propose ideas to improve the current procedures without lose control (continuous improvement)
• Perform research, analyze data, make determinations, and document results/findings to support conclusions; identify and escalate potential issues
• Understand key business unit operating metrics/drivers and measure performance to established metrics
• Execute activities related to continuous improvement projects or special information requests
• Analyze current and past financial data and performance
• May assist in interpreting and applying corporate or division level policy and accounting theory
• Develop and maintain training materials and work instructions for global BE processes
• Initiate process improvements, standardization and automation in the business expense area
• Ensure all process controls (SOX, etc) are executed and documented accordingly. Support the Team Lead in audit reviews
• Perform audits of data upon entry and business claims
• Provide relevant feedback to requester after request has been completed or rejected
• Process business expenses in a timely manner based on compliant and completed request forms
• Receive and review business expense related requests, forms, inquiries and questions
• Providing information to Global Business services Management to ensure a successfully performance as a GBS Organization
• Providing information to Global Business Services Management to ensure a successfully performance as a Global Business Services Organization
• Leads, manages and evaluates the Finance department in establishment of annual objectives
• Providing information to Tax & Treasury Department as necessary
• Performing end of the month accounting Procedures
• Reviewing financial, managerial, and operating information for accuracy and timeliness for a specified area
• Ensure year activities are performed on time without errors
• Knowledgeable with Oracle Accounts Receivable applications or similar applications
• Strong, demonstrable, commercial acumen
• Effective time and workload management – demonstrable ability to plan, prioritise and deliver
• Some previous finance experience highly desirable
• Strong Excel and data manipulation skills
• Works primarily under supervision, but prioritises work stack and adapts to changing priorities. Responsible for personal output with autonomy to plan and execute own work. Specialist roles will work with high level of authority only seeking appropriate support where necessary
• Able to carry out tasks effectively, and suggest alternatives to problems/issues before escalation. Decision making mainly according to established solutions but handles new challenges and looks to make improvements to existing processes
• Excellent verbal and written communication skills
• Relevant work experience would be desirable
• Good spreadsheet modelling and analysis skills

15 Finance Professional resume templates

Read our complete resume writing guides

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• Ensure completion of assigned activities within a specified time period
• Provides analytical business insight/ support
• Reconciling accounting sub-systems to the general ledger - investigating and resolving any issues
• Ensure reconciliations and controls are performed to a high standard of accuracy
• Deliver VAT reports to Group tax to tight deadlines
• Supports senior members of the finance team and proactively partner with managers and key stakeholders
• Assist in the implementation of the Business Area's financial goals, and use strong knowledge of financial processes to deliver these goals
• Maintenance of the fixed asset register including creation, addition and changing of fixed assets
• Part qualified accountant with ambition to continue their studies (ACCA, ACA, CIMA)
• A proven track record of working well in a team - yet being comfortable to work independently
• Advanced Excel skills, ideally with experience in SQL and/or coding -
• Experience of working with accounting software

Global Finance Professional Services Centre Lead Resume Examples & Samples

• Lead the establishment of the shared services centres in Slovakia, India and China including hiring and training staff, implementation of standard business processes and governance for identified processes in-scope as documented in our finance blueprint
• Actively participate in the transition of finance processes to the PSC
• Exercise fiscal oversight for the PSCs
• Manage the PSCs in accordance with the established global Shared Services service delivery model, operating model, process framework, and governance while also collaborating with other members of the shared services leadership team relative to our strategy around shared service capabilities and trends
• Provide directional guidance to management team for all process areas included in the scope of shared services. Integrate finance processes of new acquisitions into the PSC
• Manage performance to targeted Global Key Performance Indicators (KPIs) to align with delivery of desired service level to the business
• Provide Senior Finance Management globally and supported units with regular communication of performance against desired service levels
• Represent Finance team on key committees as designated by the SVP, Corporate Controller
• Bachelor’s degree in Accounting/Finance; CPA or Chartered Accountant certification or other similar qualification preferred
• Minimum of 15 years of relevant experience, including 6-10 years of experience in global shared service center leadership role
• Knowledge of financial systems and reporting tools (experience with PeopleSoft a plus)

Finance Professional Development Program Resume Examples & Samples

• Individuals in their final year of a BS/MS accounting, finance, or economics
• A minimum GPA of 3.0
• Completion of at least 2 college-level accounting courses is required
• Leadership abilities demonstrated through involvement in student organizations and / or community service
• Co-op or internship experience and a willingness to relocate is preferred
• Knowledge of US GAAP and internal controls is a plus

Real Returns™ India Restart Your Career as an Experienced Finance Professional Resume Examples & Samples

• A cover letter which would help us understand your reasons for the career break and any other breaks in your overall career
• Your most recent resume with experience details
• Your expectations from Real Returns program and how do you think this program will help re-launch your career
• Completion of a bachelor degree in Finance, Accounting, Economics, BA or similar
• Willingness to do at least one six-month rotation outside of Europe
• Unrestricted authorization to work in Europe
• 6 to 12 months of previous work experience in finance or accounting
• Very fluent level of German and English
• Strong academic records
• Demonstrated leadership through organizational involvement
• Minimum of one internship in finance or accounting

Finance Professional Junior Resume Examples & Samples

• Performing basic analysis, reports, accounting or administrative activities fulfilling corporate policies, internal procedures and statutory requirements
• Preparing basic financial analyses which support business decision models
• Performing compliance/control testing in order to ensure that internal controls are implemented and performed as required
• Works with others to implement accounting processes, reporting requirements and system optimization
• Providing information to Tax and Treasury Department as necessary
• Bachelor’s Degree in Accounting/ Finance/Business-Related
• Previous experience in Finance and Accounting positions
• Intermediate - Advanced MS Office skills, especially Excel and Power Point
• Must have the ability to manage conflicting/changing priorities with tight deadlines

Senior Finance Professional Resume Examples & Samples

• Acting as policies & SAP advisor and trainer to financial professionals and local organizations. Collaborate and communicate with partners to ensure knowledge is transferred among local organizations
• Participating in the implementation of new initiatives related with the process and solving issues related with daily activities
• Constantly analyzing the process activities to identify potential improvements and opportunity areas to report this to the RTR Manager & Continuous Improvement Process Engineer
• Providing control and maintenance of your assigned accounts applying the corporate policies and procedures complying with the SLAs
• Analyzing & processing the reports, journal entries, transactions, tax & legal requirements which provide the customer with complete, accurate & timely information for decision making plus supporting and coordinating external audits
• Providing information to Tax & Treasury Department as necessary
• Bachelor’s Degree in Accounting/Finance/Business-Related field
• Knowledge and experience in costing
• Experience in corporate (USGAAP) and international statutory regulations (IFRS)
• Experience in project management
• English proficiency. Capable of maintaining business conversations
• Technical competencies: accounting, costing and financial analysis
• Strong analytical and communication skills and be detail-oriented
• Advanced MS Office skills, especially Excel (Pivot tables, vlookups macros)
• Experience in risk analysis

Finance Professional Resume Examples & Samples

• Prepare reports and projections based on detailed analysis
• Prepare payment proposals according to the internal regulations and within the agreed timeframes
• Contribute to the elaboration and processing of the balance sheets and financial overviews
• Make proposals for the optimization of the accounting processes with the aim of guaranteeing the efficient operation of the department
• Prepare journal entries, reconciliations and other accounting functions
• Coordinate with other members of the finance team to review financial information and forecasts
• Provide financial models and forecasting
• Bachelor’s Degree Required in Accounting, Finance or related field
• Minimum of 3-5+ years of experience in financial analysis and accounting
• Advanced Excel skills required, including pivot tables, vlookups, macros, etc
• ERP experience required, ideally Microsoft Dynamics AX, Navision, Great Plains, etc
• Ability to work independently in a confident, deliberate and productive manner. Ability to research issues and arrive at logical well-documented analysis and conclusions
• Effective verbal and written communicator with both financial and non-financial individuals
• Supports or reports financial performance of defined business area, or in small team of specialist subject matter experts with pan-BT responsibility (including consolidation / low level analysis / planning / performing audits)
• Assists implementation of the Business Unit financial goals / pan-BT specialist function goals and uses strong knowledge of appropriate financial processes to deliver these goals
• Gives financial guidance to senior leadership teams and guides more junior roles and advises and coaches on financial policy and practices that support BT's long term goals
• Delivers and supports the planning, facilitation and completion of finance programmes or projects in a clearly defined capacity
• Provides analytical business insight/support or responsibility for operation of a process for large business area (specific business unit) or complex specialist function
• Supports senior members of finance team (e.g. SFM, Finance Controller, Head of Finance - UK typically BB2 / 3). Proactively partners with managers and other key stakeholders within the business unit
• Role required understanding of Financial Reporting/Accounts Payable/ Inventory systems
• Excellent Excel skills, Email writing, Power point Presentations skills
• A Commerce Graduate, and preferably a person having exposure of working and driving Team project
• Relevant experience of minimum 3 years
• Provides analytical business insight wherever need be
• Supports senior members of finance team
• Should have exposure to prepare Process Documents and get them vet and approved time to time
• Proactively partners with managers and other key stakeholders within the business unit
• Correct and timely record of A&P expenditures according the standardized procedure defined for Brand Building activities across LA
• To maintain adequate communication with Marketing, Customer Development and regional Marketing teams
• To confirm the monthly final amount for A&P and to ensure de timely accounts reconciliation approval
• To conciliate the Planned Amount against Cash Applied on monthly basis
• To support Budget or Strategic Outlooks activities
• To support statutory or external audit requirements when needed
• To ensure an adequate internal control environment based on corporate policies compliance
• Bachelor’s Degree in a Finance / Accounting or Business-Related field
• Proven experience working with Finance Analysis / Budgeting and account reconciliation
• Intermediate/Advanced MS Office skills, especially Excel
• Strong leadership, detail-oriented and customer service skills are required
• The ability to convey information to someone effectively and efficiently while creating a good first impression and engaging the audience is a must
• Ability to comprehend and to systematically organize the various aspects of a problem or situation is a must
• At least 1 year of experience in Finance is a must
• MSc or BSc studies in Accounting is a must
• Advanced knowledge of Excel is a must
• Reliable General Accounting knowledge is a must
• VBA knowledge is an advantage
• English on a fluent level is a must
• Italian on a fluent level is a must
• Clear understanding of the processes and accounting systems to meet business objectives in accordance with the accounting policies
• Clear and adequate understanding of corporate policies
• Active listening and communication
• Analytical skills, negotiation, attention to detail
• Easy to work in a team
• Excellent attitude of service and attention to clients
• Skills of order, planning and structure of processes
• Work under pressure and ability to manage at the same time several deliverables, complying with the deadline dates
• Proactive, tolerance to change and frustration
• Management of people
• Advanced knowledge of Microsoft Office, especially Excel
• Working closely with the Finance Lead, the role holder will be responsible for the Excel based analysis and processing of business case cost inputs, utilising bespoke/ad hoc spread sheet models, standardised BT Business Case Models and the GS bid evaluation model
• Accurate and timely delivery of robust cost inputs, covering both BT internal and external cost quotations, to the Finance Lead in the required and agreed format for consolidation into the bid financials, often to tight timescales
• Apply a logical and organised approach to the manipulation of potentially large quantities of raw data, applying appropriate checks and balances to ensure completeness and accuracy of final bid inputs
• Work closely with geographically diverse bid teams consisting of technical, service design, contract finance and product specialists across BT to understand the basis, underlying assumptions and drivers of inputs, ensuring these are aligned with the bid requirements
• Gain the confidence and understanding, under the direction of the Finance Manager, to pro-actively query and challenge inputs to ensure accuracy and completeness, applying sufficient diligence in cost validation to capture material source compilation errors and omissions
• Use Excel expertise to create dynamic cost models, building flexibility to present multiple scenarios and efficiently accommodate changing customer requirements (e.g. volumes, contract terms, product options) as specified by the Finance Lead
• Build, under direction of the Finance Lead, a sound understanding of best practice in the treatment of all key input types (e.g. CAPEX, Resource, BT products)
• Ensuring all risks and issues identified during input validation (both financial and non-financial) are clearly communicated to the Finance lead
• To provide concise and well-presented cost breakdowns and analyses to the Finance lead in support of internal briefings and Customer negotiations
• Interface with a variety of BT systems to provide supplemental input data as required
• Degree level (or equivalent)
• Finance or Business based degree desirable but not essential depending on demonstrable skills and experience
• Professional Accountancy qualification desirable but not essential
• Excellent verbal and written communication skills. Fluent English a pre requisite, other languages beneficial but not essential
• Ability to work effectively in a fast paced and sometimes high pressure environment
• Ability to take the initiative to drive work packages to successful, timely delivery
• Pro-active team member quick to engage the wider team to facilitate issue resolution
• Exposure to delivery and implementation issues sufficient to be able to challenge and question assumptions underlying inputs would be beneficial
• Willingness to occasionally travel to co-locate with bid team if required
• Willingness to occasionally work long or anti-social hours to meet critical deadlines
• Delivering financial reporting for the assigned sectors / businesses in actuals and external reporting processes to tight timescales, including general ledger processing, reporting and reconciliation activities
• Involvement / lead project roles in continuous improvement activities and project-based work in relation to FSDM / task transfers and general process improvements
• Embedding and delivering additional financial reporting activities as migrated
• Ensuring control and compliance requirements of processes are met
• Part-Qualified accountant (ACA/ACCA/CIMA) or a strong finance background
• Strong IT proficiency (Excel)
• Driven, with a focus on providing high quality customer service
• Demonstrable experience of problem solving
• Process improvement / systems mind-set
• Ability to demonstrate project management skills
• Working knowledge of HFM / Hyperion software.is advantageous
• Knowledgeable on the use of SAP and/or Baan is advantageous

Finance Professional Assistant Resume Examples & Samples

• Client projects administration and function coordination
• Financial reporting, including billing and collection management and/or engagement economics analysis
• Obtainment and organization client documentation, including engagement letters, master services agreements and statements of work
• File organization, research, computational work and create spreadsheets
• Administration of Quality & Risk Management and Independence tools, e.g. AFS, Acceptance & Continuance, tax processing and performing ad-hoc projects as needed
• Participating in the implementation of new initiatives related with the process and solving complicated issues related with daily activities
• Constantly analyzing the process activities to identify potential improvements and opportunity areas to report this to the SS Manager & Continuous Improvement Process Engineer
• Knowledge and experience in reporting
• Bachelor’s degree in Finance, Accounting, or Economics required; Master’s degree preferred
• 7-10 years of experience in financial planning, budgeting/forecasting, Public Accounting experience a plus
• Experience with Hyperion Essbase and/or SQL a plus Superior critical thinking skills, including the ability to identify trends within raw data
• Proven track record of independent development of analytical tools and methodologies, including creation of spreadsheet based reports, tools and analysis
• Ability to research and analyze data, and convert data into business insights
• Must be flexible and have the ability to adapt to a changing environment
• Experience in preparing accounting journal entries for the monthly accounting close
• Experience in preparing reports/reporting from Oracle Financials / Consolidation. Good knowledge of Excel
• Identify a company or organization's affiliates / related entities and properly construct that company/organization's corporate structure, such as parent, subsidiary
• Monitor work-flow to help ensure timely responses to inquiries and requests
• 3 to 5 years' experience working independently and with team members, assessing and handling competing priorities, while participating in diverse initiatives under tight timelines, with guidance from supervisors
• Bachelor's degree from an accredited college or university in Finance, Accounting or relevant industry experience
• Organizational skills with keen attention to details and documentation standards; ability to multi-task and seek assistance from supervisors with prioritizing work in order to meet deadlines
• Experience with procurement function and reading/understanding contracting terms and conditions
• Critical thinking, analytical, and research skills; ability to evaluate and synthesize large amounts of information to make a decision
• Ability to build relationships, networks, and credibility with numerous constituents; excellent verbal and written communication skills
• Strong command of Microsoft Excel
• Oversees and directs cash management, implementation of the investment policy, budgeting, audit, tax, accounting, purchasing, long range forecasting
• Appraises financial position and issues periodic reports on financial stability, liquidity, and growth to the Board, management and staff
• Directs an overall headquarters’ budget of more than 400MM
• Analyzes, consolidates, and directs all cost accounting procedures together with other statistical and routine reports. Identifies analytical reporting needs and defines the corresponding analytical procedures
• Advises management and the Board on investments for short- and long-range financial plans
• Directs and prepares staff in support of external audit
• Design and implement the structural and organizational changes necessary for the finance department to adapt to present and ongoing challenges, ensuring a satisfactory balance between the distribution of skills and tasks and the necessary redundancies among the team
• Master's degree (M.B.A. or M.P.A.) or equivalent plus a minimum of 10 years progressive experience in non-profit Finance & Administration, including at least four years at a senior level, preferably in an international organization and not for profit organization, or equivalent combination of education and experience
• Demonstrated success in roles requiring analytic, systematic thinking while managing multiple priorities. Ability to anticipate and resolve problems in a timely manner by gathering and analyzing information skillfully
• Demonstrated knowledge of US non-profit regulatory environment and grants and risk management
• Demonstrated experience managing and leading the development and follow up of large budgets
• Staff management experience with ability to provide leadership, innovation, motivation and constructive performance reviews to staff, securing their respective commitments to the organization’s goals
• Genuine interest in and commitment to the humanitarian principles of the organization, and its commitment to transparency to its donors and employees
• Record Construction-in-Process
• Record Asset Acquisition / Capitalization / Enhancement / Adjustment
• Properly Value Assets for Accounting Purposes
• Establish and Communicate Fixed Asset Policies and Procedures
• Process & Record Asset Transfers
• Maintain Enterprise Data Model; Perform Data Governance Activities
• Perform Fixed Asset Reporting
• Record Asset Disposition
• On Going Projects
• Drive a Value Focus into the Enterprise

Finance Professional Rtr-recording Resume Examples & Samples

• Correct and timely record of current and non-current journal entries according the standardized procedure defined for LA region
• Upload into SAP daily Exchange Rate
• Release block invoices and costs
• Calculate and post exchange revaluation
• Prepare manual intercompany invoicing
• Challenge current processes to identify standardization, simplification or automation opportunities on the daily activities
• Prepare balance accounts reconciliations and follow up to overdue items
• To confirm the monthly final amount for Burden, COGS and Distribution Expenses
• Elaborate INEGI, IMMEX and Cash & Loan reports
• To support statutory, SOX, External and Internal audit requirements when needed
• Bachelor’s Degree in Accounting / Finance or Business-Related field and 1 to 2 year of experience
• Proven experience working with Finance Analysis and Accounts Reconciliation
• Detail-oriented and customer service skills are required
• Develops new ideas and ways of thinking
• Maintains professional, positive working relationships
• Delivers accurate and timely financial and managerial reporting with some supervision
• Extended working hours may sometimes be required
• Should have knowledge in GL function, need to ensure completeness and accuracy of assigned deliverables within defined timeline as per lose calendar/internal agreement
• Experience in building partnership with all natural teams (on-shore/ offshore/ Contract accounting etc.)
• Ensure meeting team’s month close timeline in RFT manner
• Own B/Sheet account reconciliations
• No significant observation on account of any error in audit
• Zero open items >60 days
• Regular connect with all the onshore partners to mitigate any potential issue proactively. Ensure positive feedback from onshore
• Graduate/ post graduate in Commerce
• 4+ years of GL domain experience; dealing with financial statements/ analysis, handling month close functions
• Exposure to GL module in Oracle 11i is must/R12 will be added advantage
• Shared services background preferable
• Interpersonal skills to be able to work within a larger team
• Able to work independently to resolve issues
• Able to identify improvement opportunities and introduce these into the immediate work area
• Proficient in MS office especially MS Excel & PPT
• Have handled /Own month end journal preparation for Fiscal/monthly schedule
• Ensure accuracy of all prepayments/Amortizations/Accruals/TITAN/Re-class/Deferred revenue/accrued revenue journals
• Ensure DTPs are updated on real time basis in agreed format
• Ensure back-up exists whenever required, for all the processes
• Highlight any potential issue/risk proactively
• Ensure healthy team environment
• Graduate / Post Graduate in Finance
• 3+ years in Oracle 11i sub ledger and GL modules
• Proficient in Microsoft Office: Word and Excel
• Knowledgeable with Oracle Accounts Receivable applications or similar applications a plus
• Correct and timely record of Intercompany Transactions according the standardized procedure defined for Intercompany activities across KLA, KNA, KEU, KAP regions
• Perform daily Intercompany financial analysis and reports, accounting and administrative activities fulfilling corporate policies and statutory requirements compliance
• Prepare payment and collection proposals
• Confirm Intercompany Statements across regions
• Prepare Intercompany accounts reconciliations
• Monitor open and overdue items and communicate and follow-up accordingly with the appropriate staff
• Support statutory, SOX, External and Internal audit requirements when needed
• Intermediate/Advanced MS Office skills, especially Excel (Pivot tables, vlookups macros)
• Strong analytical and communication skills and be results and detail oriented
• A substantial level of order and structure to meet established deadlines
• Capable of working under pressure
• Ability to manage conflicting/changing priorities with tight deadlines

Accounting / Finance Professional Resume Examples & Samples

• An undergraduate degree in accounting or finance with 2-5 years of professional experience
• Experience in accounting or finance handling the general ledger (GL), month-end (ME) close, reconciliations, consolidations, financial statements, fixed assets, and variance analyses with public companies
• Experience with month-end close and account reconciliations
• Strong analytical skills with the ability to resolve accounting issues
• Excellent communication skills with the ability to communicate effectively at all levels
• Intermediate to advanced computer skills in Excel and Access
• Experience working with major ERP systems such as SAP, Oracle, or PeopleSoft is desired
• Supports Business Finance on volumes and revenue for the product they are responsible for
• Weekly analysis of trends and revenue information for publication at senior level in BT
• Monthly analysis of revenue and volume information to tell the story behind the results
• Supports the development of the business strategy and associated business cases to deliver material financial benefit
• Provide regular forecasts for product volumes and revenues that are used to drive and determine the direction of the business and also to highlight risks and opportunities. This includes modelling the impact of price changes on BPS revenue
• Provide support to BPS Propositions team to drive new sales opportunities
• Support delivery of IFRS 15 changes
• Graduate in a relevant degree (minimum 2:1) from a top university
• Experience dealing with financial systems and processes is preferred
• Resilience to challenge business units and drive the change agenda
• Composure to work in a high profile team that is results driven
• Teamwork is the key to our success

Finance Professional Management Resume Examples & Samples

• You are currently studying any of the following careers: Accounting, Finance, Economy, Business Administration, Industrial Engineering or similar
• You have good knowledge of MS Excel
• You are a fast learner – needs to be able to learn different financial tools -
• Strong analytical skill - sense of urgency and accountability
• English at least intermediate level
• Good interpersonal skills and proactive attitude
• Be able to deal with ambiguity, handle multiple priorities, and maintain a good attitude at all times
• Reconciles payroll general ledgers on a monthly basis
• A backup to run pay cycles for weekly and semi- monthly employees (union & non-union) and salary employees
• Issuing timely and accurate pay checks, maintaining adequate records of all data and transactions, responding to supervisors and employee questions and resolving issues and assuring privacy of all payroll related records
• Run payroll GL and 3rd party interfaces
• Run AP-End reports and create requested reports
• Process remittance with vendors
• Contribution in special projects
• Other payroll related duties as assigned
• May act as a business partner for specific team
• Works with and supports FM (UK BB2) or Operational / specialist equivalent
• Should be in current role for minimum 12 months
• Should have last 2 rating as ‘AS’ and above

Treasury Finance Professional Resume Examples & Samples

• Perform Treasury, user admin and issue resolution activities and ensure SLA, policy and regulatory requirements are met
• Supports or reports financial performance of defined business area
• Works primarily under supervision, but prioritises work stack and adapts to changing priorities. Responsible for personal output with autonomy to plan and execute own work. Specialist roles work with high level of authority only seeking appropriate support where necessary
• Perform all Treasury, user admin and issue resolution activities for the in-country deadlines

Finance Professional Accounts Payable Resume Examples & Samples

• Perform all invoice processing related activities for the in-country deadlines
• 1-2 year experience on Finance (Accounts Payables, Accounts Receivables, Business Expenses)
• MSC or BSC studies in Accounting is preferred, but not required in case of relevant work experience
• Excellent oral and written communication skills. English and German language knowledge is a must
• Ability to process and follow-up on rush items
• Knowledge on any Finance related applications is an advantage (Oracle, SAP)
• Able to work individually

Business Expense Finance Professional Resume Examples & Samples

• Review incoming requests for completeness and accuracy
• Respond to and provide appropriate information for all business expense related questions and inquiries
• Review business expense quality reports and take appropriate action to correct deficiencies
• Proactive issue resolution in the overall business expense process
• Ensure best practices are applied within team and drive best practice in related processes
• 1-2 year experience on Finance (Business Expense, Accounts Payables,)
• Eye for detail, accuracy is imperative
• Able to meet deadlines
• Excellent oral and written communication skills. English and German is a must. Any Other European language knowledge is an advantage
• Knowledge on any Finance related applications is an advantage
• Intermediate knowledge of Excel

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Accounting / Finance Resume Examples & Writing Guide for 2024

Creating the perfect resume for accounting and finance roles is all about going above and beyond qualifications and credentials. Learn how to sell yourself to employers the right way with our in-depth resume guide.

Accounting and finance are highly competitive areas where applicants require all sorts of skills and qualifications even to get their foot in the door. Fortunately, if you're entering a profession in this sector, you already have one of the essential skills required to produce a great resume, that being attention to detail.

Now, let's dive right into exploring our handy tips, real-world examples, and compelling templates:

• Formatting your accounting & finance resume effectively
• Crafting an engaging resume summary or objective 
• Showcasing the most relevant accounting & finance skills 
• Outlining notable work experience and critical finance projects 
• Choosing the right additional sections for your resume 
• Avoiding typical resume mistakes
• Understanding the difference between a resume and a cover letter
• Learning about the average salary and job outlook for accounting & finance roles
• Uncovering useful resources for job-hunting accountants and financiers

1. Use the right resume format for your accounting & finance resume

While embarking on your resume crafting journey, an essential first step is choosing the right resume format . There are three main types: reverse chronological, functional, and hybrid. Remember that your choice will vary based on your work experience and career trajectory. 

• Reverse chronological : This is the most traditional and favored format. It lists your work experience from the most recent going backward. For seasoned accountants with a clear work history, this format serves you well. For example, if you're a senior accountant applying for a financial controller position, you'd start with your current senior accountant role, then list previous roles in descending order of recency.   
• Functional : This format focuses on your skills and accomplishments, rather than a timeline of your work experience. This setup can be beneficial if there are significant employment gaps in your history or if you're shifting career paths. Imagine you're a business analyst aiming to shift into a finance role, you'd highlight transferable skills like data modeling or financial planning.  
• Hybrid: As the name suggests, it's a combination of the chronological and functional formats, spotlighting both your skills and chronological work history. This works well for those with some relevant work experience and specific skills like financial analysis or cost accounting which should be showcased. For instance, if you're an accountant with consulting exposure, weave in your consulting projects in chronological order whilst emphasizing your financial troubleshooting abilities.

Handy tip: Irrespective of the format, consistency is key. Keep your dates, job titles, company names, etc., parallel throughout for the ease of the reader. And remember, clear, concise, and relevant information is the secret sauce for a standout resume. 

Onto the next step, crafting an engaging objective or summary for your accounting & finance resume!

Try our AI Resume Writer and have your resume ready in minutes!

2. craft a compelling resume summary or objective.

Let's cut to the chase. If you're a seasoned professional with notable accomplishments, go for a resume summary . Conversely, if you're a recent graduate or making a career shift, opt for a resume objective . 

A resume summary should demonstrate your proven expertise. It should encapsulate your years of experience, areas of proficiency, key accomplishments and strengths, all within a couple of sentences. Avoid generic descriptions and aim for specifics.

Bad resume summary example

Experienced accountant looking for a senior role.

Why is it weak? This is too vague and doesn't inform the recruiter about your unique skills or accomplishments.

Good resume summary example

CPA-certified accountant with eight years experience in corporate finance. Expert in budget forecasting, financial reporting, and corporate tax planning. Saved 20% in budget costs for large-scale clients.

Why does it work? Here, you’ve highlighted your credentials, specific skills, and a metrics-backed achievement that adds punch.

A resume objective , on the other hand, outlines your career aspirations and what you aim to bring to the company. Unlike the summary, it focuses on your potential rather than your past.

Bad resume objective example

Looking for an accounting role in a stable company

Why does it fall flat? This statement is lackluster and doesn’t convey any promise to the prospective employer.

Good resume objective example

Ambitious finance graduate with extensive internship experience in audit and compliance. Seeking an entry-level position to leverage analytical skills and firm grasp of GAAP, aiming to boost efficiency and accuracy in financial operations.

Why is it effective? This statement is compelling, promising potential value to the company with details about skills and specialities. 

Remember — quantity matters less than quality and relevance. Make every word count. Next up, highlighting your most desirable accounting & finance skills!

3. Choose relevant hard and soft skills for your resume

It's easy to break down your experience and suitability for the job into qualifications and certificates. Still, it's just as easy to overlook the fact that the hiring manager will often have to work with you. Furthermore, they might rely on you to interact with clients, represent the company, and otherwise showcase skills that extend beyond competency in finance and accounting.

The best hard skills for accounting and finance to put on your CV

• Financial regulations for markets in which you operate
• Reporting skills, both internally and externally
• Software skills — try to showcase knowledge of industry-standard software and any specific tools used in the organization you apply to
• Cost analysis

In accounting and finance, in particular, you're expected to have certain hard skills. It's fair to assume you'd be unable to do the work you list in your previous experience without them. The tiebreaker often comes down to soft skills. 

Handy soft skills in accounting and finance professions

• Leadership and teamwork skills
• The ability to work closely with external stakeholders, such as clients, regulators, and other institutions
• Time management skills
• Professionalism
• Trustworthiness

Remember, there's no one-size-fits-all resume. Tailor your CV to each role, highlighting relevant skills and experiences that align with the job description. With the right balance of detailing your qualifications and showcasing your personality, you're well on your way to designing a resume that leaves a lasting impression!

4. Craft the perfect accounting and finance work experience resume section

If you work in accounting and finance and want to take the next step in your career, your resume must be practical and eye-catching. Your main job is setting yourself apart, so while you want to confirm that you do indeed meet the baseline, you also want to show employers why you stand out from the crowd. And you can do that in a well-written work experience section .

It's not always easy to do this with the typically analytical mind of a finance professional, but don't be afraid to sell yourself to employers as something special, especially when you have the track record and qualifications to prove it!

Bad example of an accounting & finance work experience section

RBC, Toronto, Canada Financial Analyst Intern 2017-2021

• Was involved in competitive research.
• Used Excel for modeling.
• Communicated with operations partners.
• Helped in making pricing decisions.

Why is it ineffective? This work experience section lacks substance. The use of passive language does little to demonstrate the candidate’s active role in the tasks described. The lack of details, absence of quantifiable achievements, and vague descriptions don't paint a clear picture of the applicant's ability or impact. It's essential to provide specific information about tasks handled, skills applied, and results achieved within the role.

Good example of an accounting work experience section

• Conducted competitive research on production costs, market segment share and strategy of LOM product line.
• Built Excel models providing structure to pricing decisions with a goal to increase revenues by $10-20M/year.
• Influenced and gained support for implementation from key operations partners in marketing, sales, and finance.
• Developed specific process steps for pricing decisions; now implemented by finance, marketing and sales collectively.

Why does it work?  The candidate effectively exhibits the scope of their internship role at RBC, detailing their tasks, responsibilities, and achievements. They've quantified their successes, using numbers to illustrate the impact made on key decision-making and revenue generation. On top of that, they've proved collaboration with different departments, which points towards their teamwork skills. 

When it comes to nailing the work experience section of your finance resume, think of it as your stage. It's where you reveal your career story, your wins, and the value you bring to the table. Make sure your story is compelling and focused, with number-backed triumphs and showcases of great teamwork. 

Avoid bland phrases and generic duties. Instead, pack your story with action and let your achievements take the spotlight.

Find out your resume score!

5. Make your education and certificates stand out

Speaking of making your qualifications stand out , that's the next most important tip for anyone in accounting and finance roles. In this industry, it's easy to assume you've got the basics covered. If you need a particular certificate to operate legally or to work with financial products, everyone will believe that you've got them or you wouldn't be applying in the first place.

They'll qualify you for the job, but they won't necessarily land it on your behalf. Think about what sets you apart from everyone else, and that could catch the eye of a potential employer. Then, make sure there's no chance at all they could miss it on your resume because you've made it the highest priority.

This might include:

• The most recent certifications that other applicants may not yet have had the time to acquire
• Widely recognized certifications from top institutions
• Specialist qualifications that are particularly relevant to the job in question

Think about which of your qualifications will matter the most in a competitive sense, and draw as much attention to them as possible.

Accounting education section example

BASc, Colorado State University, USA Bachelor of Applied Science 2013-2016

6. Choose relevant extra sections for your resume

So, you've nailed the basics on your resume — the resume or objective, skills, work experience, and education sections are on point. But here's the thing: you're not just a summation of your work history. It's the extra elements that help you stand out and illustrate the fuller picture of who you are.

Think about it: does a past experience showcase your leadership, attention to detail, or teamwork skills? If yes, it might be worth including. Here are three extra sections to consider:

• Volunteering:  Giving back isn't just good karma; it speaks a lot about your character and work ethic. For instance, if you’ve served as a treasurer for a local charity, it’s a relevant showcase of your ability to handle finances and contribute to a larger mission.
• Certifications:  Having certifications beyond the compulsory can underscore your dedication to professional growth. Examples for a finance role might include a Certified Management Accountant (CMA) designation , a Financial Modeling & Valuation Analyst certification or a Chartered Financial Analyst (CFA) certification, depending on the role and your career aspirations.
• Languages:  In today's global market, speaking more than one language is a valuable skill. If you're fluent in French along with English, it enhances your merit especially if the company has offices in French-speaking regions or clientele from there.

Here’s an example of how to list these sections

Volunteering

Treasurer, Local Animal Shelter, Toronto, Canada, 2018-2021

• Managed all financial accounts for a non-profit organization with a $50,000 budget.
• Prepared annual financial reports and presented them to the board of directors.

Certifications

• Certified Management Accountant (CMA), Institute of Management Accountants, 2020
• Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute, 2019
• English - Native/Bilingual
• French - Professional Working Proficiency

Remember, there’s a fine line between padding your resume and enhancing it. Every section you add should have a purpose and resonate with the job description. Keep it relevant, engaging, and authentic. Next, let's steer clear of those common resume pitfalls.

7. Avoid common mistakes in your accounting & finance resume

Creating your resume is just the first step; a significant part of the battle involves avoiding the common mistakes that can diminish your chances. Here are those pitfalls and how to steer clear of them:

• Spelling and grammatical errors:  These can easily ruin your first impression. Run spell-check, read it aloud, or have a friend take a look. For example, don't write 'it's' when you mean 'its', or mix up 'principal' and ‘principle’!
• Vague terminology:  Particularly in finance, being specific and precise is key. Don’t merely state “handled accounting tasks"; instead, specify "oversaw accounts payable/receivable and reconciled balance sheets on a monthly basis".
• Lack of numbers:  The finance industry is heavily quantified. Wherever you can, use numbers to show your accomplishments . Instead of "Contributed in cost-saving", expand it to "Identified inefficiencies and reduced operational costs by 15%".
• Failure to tailor your resume:  Every job and company is different and seeks different qualities. Align your resume with the job description. If a role specifically asks for skills in budget forecasting or risk management, make sure those skills are prominently showcased in your resume.
• Too much jargon:  While it's important to convey your technical capabilities, don't alienate a non-technical recruiter with excessive jargon. Strike a fine balance.

Navigating around these common pitfalls puts you one step ahead in the application process. But a resume isn’t all you’ll need. Next, let's unravel the difference between a resume and a cover letter.

8. Accounting & finance resume vs cover letter

When applying for roles in finance, you'll likely produce two critical documents: the resume and the cover letter . But these two aren’t interchangeable; in fact, they serve distinct purposes .

A resume is a concise overview of your career trajectory, spanning education, work experience, skills, and relevant extras. It’s like a cinema trailer, providing a glimpse into the wide-ranging aspects of your professional life.

On the other hand, a cover letter  is more like a deep dive into specific parts of your career that align well with the job description. It's your chance to tell a compelling story about why you're the ideal fit for the role and how your experiences and skills directly serve the company's objectives. It's less about ticking boxes and more about painting a cohesive, engaging narrative.

In short, the resume is your highlight reel, while the cover letter brings colour, context and depth to your application. Together, they make a powerful duo in your job-hunting toolkit.

9. Average salary and job outlook for accounting and finance professionals

Taking a deep dive into the accounting and finance job domain requires a glance at the potential returns and growth prospects these roles promise. Let's tap into some critical data from the Bureau of Labor Statistics (BLS).

According to the BLS, accountants enjoyed cushy average salaries of nearly $78,000 a year as of May 2022. This underlines the high regard businesses have for accountancy roles.

Shifting our gaze to the future, prospects appear sunny. Job opportunities for accountants and auditors are projected to grow by 4% from 2022 to 2032, mirroring the average growth across all occupations.

Each year is likely to surface approximately 126,500 fresh job openings for accountants and auditors, considering both new roles and vacancies arising from retirees or exiters.

All in all, with solid earnings and a steady job growth forecast, the road ahead in accounting and finance is paved with promising opportunities. So gear up and set your career wheels in motion!

10. Valuable job search resources for accounting & finance professionals

Landing your dream role in accounting & finance requires more than just updating your resume — it involves knowing where to look. Here's a rundown of useful platforms and resources to help you scout for the right opportunities.

• LinkedIn :  Not just for networking, LinkedIn is a treasure trove of job postings. Use their job search feature to filter opportunities by location, industry, and role type.
• Indeed , Glassdoor , Simply Hired :  These websites are an abundant resource for job listings. They allow you to set up customized job alerts so you can be the first to know about new openings.
• Accounting.com :  Tailored specifically for accounting roles, it offers a comprehensive listing of job opportunities in this field.
• Finance job fairs and networking events:  Keep an eye out for industry-specific job fairs and networking events. They offer an excellent opportunity to meet potential employers and industry insiders face-to-face.
• Professional associations:  Membership in professional organizations like t he American Accounting Association or the Financial Management Association can provide access to exclusive job boards and industry updates.
• Career counseling and placement services:  If you're in school or recently graduated, take advantage of your institution's career services, which often include job listings and career counseling.

Ultimately, the key is to incorporate both online and offline job search strategies in your search. Time to kickstart your hunt and land that dream accounting or finance role!

Accounting / Finance Resume FAQ

What length should an optimal accounting & finance resume be.

Unless you have a lengthy career spanning many different roles and achievements, aim to keep your resume to one page. If necessary, two pages are acceptable, but try to keep everything concise and relevant.

How should I address employment gaps on my accounting & finance resume?

While it's not necessary to elaborate on employment gaps in your resume, be prepared to discuss them candidly in an interview. Unemployment periods can also be constructively presented if you undertook training, freelance projects, or volunteer work during that time.

What's the best way to include references on my resume?

It’s no longer necessary to include the statement “References available upon request” on your resume. Employers know that you'll provide references if requested. Instead, prepare a separate document listing your references and their contact information, and submit it when it's asked for.

How can I showcase a shift from a different career path into accounting & finance?

Highlight any transferable skills from your previous roles in the summary or objective, and detail related responsibilities or accomplishments in the work experience section. Be sure to showcase any relevant training or certification you've pursued to facilitate the career shift.

Besides job boards, what else can I do to enhance my job search?

Networking is invaluable. Connect with peers, professionals and instructors in the field. Attend industry-specific events and webinars. Engage on social media platforms, especially LinkedIn, showcasing your knowledge and zeal for the finance and accounting field. Proactive efforts like these can open doors to unadvertised job opportunities.

Julia Gergelova

Julia is a Certified Professional Résumé Writer (CPRW™) and an active member of the Professional Association of Résumé Writers & Career Coaches (PARWCC™). She is also a passionate translator and graphic designer. Julia holds degrees in translation and interpretation and has international work experience in various countries across Europe, as well as in China and Panama. Julia formerly taught academic writing and contributed as a graphic designer to outlets such as The Business of Business. You'll often find her with a book in one hand and a specialty coffee in the other, always on the lookout for new insights.

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Financial Executive Resume Example

• 30% higher chance of getting a job‡
• 42% higher response rate from recruiters‡

MICHAEL WILLIAMS, CPA 123 Fake Street, City, State, Zip Code | H: 000-000-0000 | [email protected] Executive Profile Accomplished, versatile, and innovative financial executive with proven track record of managing organizational resources and delivering sustainable financial results. Creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Solid business acumen with unique competencies in all aspects of finance and accounting, including optimal working capital management. Passion for continuous improvement and legacy of creating and managing highly effective teams dedicated to serving the organization with vigor in a crossfunctional manner. Demonstrated ability to design metrics and key ratios that not only serve as an oasis for historical performance and measurement but also crystallize to inform management decision-making. Skill Highlights Strategic and financial planning expert Process implementation Staff leadership and development Operations management Skilled negotiator Accounting and controllership Board presentation skills Merger and acquisition integration Salary structure/compensation analysis Portfolio and risk management Organizational design Project management Capital investment planning Logistics and vendor management Excellent communicator Change management Core Accomplishments Led Pitney Bowes International Services through divestiture and carve-out, managed timely delivery of transition items and established new entity (IMEX Global Solutions) as standalone company with $200 million in revenue. Established new finance and accounting group for IMEX Global Solutions with staff of 28 professionals. Set up infrastructure for transactional finance (billing, collections, accounts payable, cash application, etc), and developed GAAP-compliant policies and procedures, including revenue recognition and purchase order process. Achieved 50% increase in borrowing base and liquidity for IMEX Global Solutions by refinancing credit line to $10 million. Utilized increase in liquidity to fund short- and long-term growth initiatives. Guided IMEX Global Solutions through several bank and financial audits with no deficiencies identified. Captured over $100 million in adjusted free cash flow annually for Global Mail Services through efficient capital planning and working capital management. Professional Experience Vice President and Chief Financial Officer 06/2010 to Current Pitney Bowes, Inc. – International Services/IMEX Global Solutions City, State Review and present financial results and business direction at board meetings. Expanded e-commerce parcels network and deployed new commission plan for target products and market segments, resulting in 13.8% increase in net revenue. Improved direct margin from 19% to 29% through vendor consolidation. Cut labor costs $1.1 million through process efficiencies and optimal scheduling. Achieved EBIT growth of 58.2% by improving product margins. Spearheaded project to decrease accounts receivable balance, leading to a 20% increase in collections and a $100K reduction in annual interest expense. Director, Finance 02/2008 to 06/2010 Pitney Bowes, Inc. – Global Mail Services City, State Accountable for financial performance of this $650 million growth business, including consolidated financial results for all Global Mail Services businesses.

Michael Williams, CPA

Related Skills

• Revenue Generation
• Cash handling expertise
• Cost control and reduction
• Budget forecasting
• Bank security expert
• Business development expertise
• Financial analysis and reporting
• Data trending
• Process implementation
• Business Development

More Resume Examples for the Next Step in Your Finance Resume Career

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• Venture Capital Analyst Resume

More Cover letter Examples for the Next Step in Your Finance Cover letter Career

• Financial Advisor Cover Letter
• Financial Analyst Cover Letter
• Personal Banker Cover Letter
• Tax Preparer Cover Letter

More Cv Examples for the Next Step in Your Finance Cv Career

• Financial Advisor CV
• Bank Branch Manager CV
• Board Director CV
• Consultant CV
• Credit Manager CV
• Credit Risk Analyst CV
• Equity Research Analyst CV
• Estimation Engineer CV
• Forex Trader CV
• Fund Manager CV
• Investment Banker CV
• Project Assistant CV
• Tax Consultant CV
• Tax Manager CV
• Treasury Accountant CV
• Treasury Manager CV

Pair your Resume with a Matching Cover Letter

‡ Results derived from a study responded by 1000 participants of which 287 created a resume online.

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7 Finance Skills Employers Look for on a Resume

• 07 Jun 2022

There's a shortage of talent in today's job market. While some believe it's caused by factors like the pandemic or "Great Resignation," the finance field is experiencing a talent shortage largely due to changing industry trends.

According to Robert Half Talent Solutions , 65 percent of senior managers in finance and accounting are hiring for permanent positions in the first half of 2022. Yet, only 33 percent are hiring for vacant roles, meaning many positions are newly created, largely due to the changing skill sets needed.

Are you interested in breaking into finance but not sure what your resume should include? Here are the top finance skills employers want, why they're essential to the job market, and how you can obtain them.

Access your free e-book today.

What Are Finance Skills?

Finance skills are often associated with industry-specific positions, such as accountants and finance managers. This definition only scratches the surface when examining finance's role in business. Finance skills are soft and hard skills that enable stakeholders to manage and navigate financial decision-making and problem-solving.

Some common roles that require financial skills on a resume are:

• Accountants
• Financial analysts
• Chief financial officers (CFOs)
• Underwriters
• Finance managers

Each role requires varying skills and experience levels. Yet, several skills are important, and often mandatory, across all positions. Here's an overview of what finance skills employers want and what you can do to enhance your resume.

Finance Skills You Need on Your Resume

1. accounting skills.

The first, and perhaps most important, finance skill employers ask for is accounting. This doesn't mean you need to have previous experience as an accountant, but rather proficiency in reading and understanding financial documents , including:

• Balance sheets
• Income statements
• Cash flow statements
• Annual reports

The data points extracted from these financial documents inform finance and business leaders about a company's financial health and its future initiatives.

For example, cash flow management —tracking a company's assets as they move in and out of the business—is an incredibly important metric. Leadership and key stakeholders use it to predict how much money will be available at any given time and how much is needed to cover outstanding debts.

Since accounting is fundamental in tracking a company's performance, employers tend to offer a competitive salary to those who possess these skills. According to Emsi Burning Glass data, prospective finance professionals with accounting skills can expect a median salary of $80,320 or more.

2. Analytical Thinking Skills

While employers need team members who build financial statements, business leaders need experience analyzing and leveraging this information. This is called financial statement analysis , the process of reviewing key financial documents to better understand a company's performance.

This is done by analyzing performance metrics found on various financial statements and through financial ratios. Some important ratios include:

• Current ratio , which measures a company's ability to pay off its short-term commitments
• Quick ratio , which calculates whether a company can pay off its short-term obligations with liquid assets
• Debt-to-equity ratio , which evaluates a company's financial efficacy by dividing a company's total liabilities by shareholder equity

Analytical thinking has quickly become a high commodity in the finance job market. Some of the top employers advertise finance job postings that require analytical thinking. According to Emsi Burning Glass data, the top 10 companies that require this skill include:

• Travelers Insurance
• Charles Schwab
• JPMorgan Chase & Co.
• Anthem Blue Cross Blue Shield
• Wells Fargo
• The Hartford
• Health Care Service Corporation

3. Financial Decision-Making Skills

Decision-making is an essential skill for aspiring leaders. While business leaders often take time to understand an organization's goals, initiatives, and mission, finance is crucial to positioning a company for success.

Managers in any department can benefit from finance knowledge. For example, estimating a project's financial impact is a common responsibility, often done by calculating its return on investment (ROI) .

Data-driven financial decision-making creates a clear framework for company leadership to reference and provides the building blocks to a far more elusive finance skill: intuition. For this reason, it's invaluable to include on your resume.

4. Management Skills

Like most industries, employers in the finance sector always look for applicants with management skills and experience. These skills are needed for managing people as well as the various moving parts of a company's capital structure and reporting processes.

This skill doesn't apply solely to mid- and high-level managers. For example, preparing an organization's budget requires management skills. Whether a quarterly budget for performance tracking or a budget proposal to recommend future initiatives, the preparation of this essential document calls for collaboration, regular communication, and clear direction.

According to Emsi Burning Glass data, some top finance job titles that require management skills include:

• Financial managers
• Personal service managers
• Financial and investment analysts
• Financial risk specialists
• Financial specialists
• General managers
• Operations managers
• Securities sales agents
• Commodities sales agents
• Financial services sales agents

5. Financial Reporting Skills

Many finance professionals deal with historical data, but looking to the future is equally as crucial.

Financial forecasting predicts a company's financial future by examining historical performance data, such as revenue, cash flow, expenses, or sales. This is an incredibly important skill to include on a resume since it often assists business leaders in major decisions around areas like hiring, budgeting, and strategic planning.

Cash flow forecasting is a particularly important form of forecasting. These predictions help support a company's stability by determining whether it will have enough cash to cover future expenses. As a result, these skills are often synonymous with "forward-thinking"—a valuable characteristic of prospective finance employees.

6. Communication Skills

Most prospective finance professionals understand the importance of accounting and analysis skills, but many minimize the role of effective communication.

This skill can take the form of strong oral communication in meetings or written communication in financial documents. Being an effective communicator also requires explaining financial jargon in simple terms. This is accomplished through financial literacy —the understanding and use of financial terminology, statements, and concepts.

Since many stakeholders and clients are outside the financial sector, companies often select candidates who can communicate complex industry language to others. Emsi Burning Glass shows a steady increase in finance job postings requiring communication skills over the past year.

7. Investing Skills

In today's market, most employers know profits made from their goods and services aren't enough to sustain long-term growth. Investing as one form of capital allocation is a great way for companies to generate even more money outside of their operations.

Since investing is a riskier endeavor than releasing a new product to market, it's important for employers to hire individuals with a keen eye for investing. For example, a company that has numerous alternative investments should hire people who understand these assets and can assess the varying risks.

Another aspect of this industry that's grown in popularity and demand is sustainable investing . This trend of purpose-driven investing has created a need for financial leaders who value and understand environmental, social, and corporate governance (ESG) factors when deciding whether resources should be contributed to a venture.

How to Improve Your Finance Skills

Finance skills are essential for industry leaders and managers. These positions require an intuitive knowledge of financial principles and statements to unlock critical insights into a company's performance and potential.

One of the best ways to develop these high-demand skills is by taking an online course. These courses can offer a solid foundation in finance and accounting concepts while giving you the tools and processes to tackle some of the biggest financial challenges companies face.

Are you looking to strengthen your finance resume? Check out our finance and accounting courses , including Leading with Finance , Financial Accounting , Sustainable Investing , and Alternative Investments , to acquire the skills needed to land an interview. If you aren't sure which course is the right fit, download our free course flowchart to determine which best aligns with your goals.

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