resume samples for finance professionals

Resume Worded   |  Proven Resume Examples

• 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

Download this template for free

Download this ats-compatible resume template in word or google docs format. edit it directly in google docs.,    access samples from top resumes, get inspired by real resume samples that helped candidates get into top companies.,    get a free resume review, get actionable steps to revamp your resume and land more interviews using our free ai-powered tool..

• Have an account? Sign in

E-mail Please enter a valid email address This email address hasn't been signed up yet, or it has already been signed up with Facebook or Google login.

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number. It looks like your password is incorrect.

Remember me

Forgot your password?

Sign up to get access to Resume Worded's Career Coaching platform in less than 2 minutes

Name Please enter your name correctly

E-mail Remember to use a real email address that you have access to. You will need to confirm your email address before you get access to our features, so please enter it correctly. Please enter a valid email address, or another email address to sign up. We unfortunately can't accept that email domain right now. This email address has already been taken, or you've already signed up via Google or Facebook login. We currently are experiencing a very high server load so Email signup is currently disabled for the next 24 hours. Please sign up with Google or Facebook to continue! We apologize for the inconvenience!

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number.

Receive resume templates, real resume samples, and updates monthly via email

By continuing, you agree to our Terms and Conditions and Privacy Policy .

Lost your password? Please enter the email address you used when you signed up. We'll send you a link to create a new password.

E-mail This email address either hasn't been signed up yet, or you signed up with Facebook or Google. This email address doesn't look valid.

Back to log-in

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

• Career Blog

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.

Related Articles

• Rise to the Top: 20 Successful Recruiter Resume Examples
• Secrets to Success in Federal Job Interviews: The Top 6 Tips
• 10 Pharmacist Resume Examples That Secured Jobs in 2023
• Application Support Engineer: Key Responsibilities & Skills
• Crafting a Salary Increase Letter: Examples & Best Practices

Rate this article

0 / 5. Reviews: 0

More from ResumeHead

Build my resume

• Resume builder
• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• 184 free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

11 Real Financial Analyst Resume Examples That Worked in 2024

Financial Analyst

Best for senior and mid-level candidates.

There’s plenty of room in our elegant resume template to add your professional experience while impressing recruiters with a sleek design.

Resume Builder

Like this template? Customize this resume and make it your own with the help of our Al-powered suggestions, accent colors, and modern fonts.

• Financial Analyst Resume
• Financial Analyst Resumes by Experience
• Financial Analyst Resumes by Role

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

or download as PDF

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. 

• • Managed a $4M annual department budget, optimizing costs and ensuring adherence to funding guidelines and policies.
• • Automated financial reporting processes, reducing time spent on report generation by 30% and increasing report accuracy.
• • Collaborated with program managers to realign budget forecasts based on project requirements, achieving a 95% accuracy rate.
• • Led the adoption of a new financial software system across 20 teams, enhancing financial data analysis capabilities.
• • Conducted regular financial audits, identifying opportunities for improving spending efficiency and reducing operational expenses by 10%.
• • Spearheaded a financial literacy initiative for employees, enhancing their understanding of departmental budgets and finance-related decision-making.
• • Oversaw a portfolio of project budgets totaling $22M, maintaining financial compliance and accuracy across multiple cost centers.
• • Implemented a cost-control system that decreased unnecessary expenditures by 15% within one fiscal year.
• • Collaborated with cross-functional teams to develop annual budgets that closely aligned with organizational targets.
• • Enhanced financial forecasting models, increasing the predictive budgeting preciseness by 20%.
• • Provided analytical support for contract negotiations, contributing to a cost savings of $500K over two contract periods.
• • Managed accounts receivable for contracts worth over $30M, ensuring prompt and accurate billing processes.
• • Reduced outstanding receivables by 25% within six months through effective account management and negotiation.
• • Developed and implemented a system for tracking receivables that resulted in a 20% improvement in collection times.
• • Provided monthly financial reconciliations, helping maintain precise financial records and supporting audit readiness.

8 Finance Specialist Resume Examples & Guide for 2024

Your finance specialist resume must showcase a robust understanding of financial principles. Display a track record of managing financial portfolios efficiently. Highlight your adeptness at financial analysis and reporting. Demonstrate your proficiency in using modern financial software tools and platforms.

All resume examples in this guide

Finance Coordinator

Financial Administrator

Financial Advisor

Financial Consultant

Financial Counselor

Financial Professional

Financial Representative

Resume guide.

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a finance specialist, articulating complex financial strategies and accomplishments within the limited space of a resume can be a daunting challenge. Our guide provides you with concise, impactful language and formatting techniques to ensure your expertise is communicated effectively, capturing the attention of hiring managers.

• Sample industry-leading examples to learn how to write your best resume yet.
• Improve the experience, education, and achievements section of your resume with insights from resume-writing professionals.
• Curate your technical expertise and personality to stand out amongst the pool of candidates.
• Succinctly focus on your unique skill set all through your finance specialist resume.

If the finance specialist resume isn't the right one for you, take a look at other related guides we have:

• Finance Intern Resume Example
• Private Equity Resume Example
• Full Cycle Accounting Resume Example
• Financial Risk Analyst Resume Example
• Public Accounting Auditor Resume Example
• Tax Manager Resume Example
• Bid Manager Resume Example
• Finance Associate Resume Example
• Finance Business Analyst Resume Example
• Project Accounting Resume Example

Is there a correct way to format your finance specialist resume?

This is a tricky question. While skimming over your resume, recruiters will be looking at your experience and the message your profile conveys. That's why your resume format needs to be clear and concise, serving to supplement and organize your experience. Professional best practices point that the best finance specialist resumes:

• Follow the reverse chronological order, where the most recent experience items are presented first . This is to keep your expertise succinct and to show recruiters your career growth over the years;
• Have a clearly defined header that includes all relevant contact information and a portfolio or a LinkedIn link. In some countries, it is acceptable to include a professional photo , so that your application is more memorable;
• Feature the most important finance specialist resume sections towards the top, e.g. summary, skills, and experience. That way, recruiters can immediately find information that is relevant to the role;
• Take up no more than two pages - and two pages are the exception for more experienced professionals. Keep your expertise to the point and use your finance specialist resume real estate wisely .
• Selecting modern, yet simple fonts, e.g. Rubik, Lato, etc., would help your application stand out;
• Many candidates stick with the tried-and-tested Arial or Times New Roman, but you'd want your finance specialist resume to be a bit more unique;
• The ATS can read all serif and sans-serif fonts, so you should avoid fancy, formal script (or cursive) fonts.

Upload & Check Your Resume

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

The more trusted the organization you've attained your certificate (or degree) from, the more credible your skill set would be.

Don't forget to include these six sections on your finance specialist resume:

• Header and summary for your contact details and to highlight your alignment with the finance specialist 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 Skills: Evidence of strong mathematical and analytical abilities to manage financial data and create forecasts.
• Financial Software Proficiency: Familiarity with financial software and systems like SAP, Oracle, QuickBooks, or advanced Excel skills.
• Regulatory Knowledge: Understanding of relevant financial regulations and compliance standards, such as GAAP, IFRS, or industry-specific legislation.
• Strategic Planning: Demonstrated experience in financial modeling, budgeting, and strategic planning to inform business decisions.
• Risk Management: Skills in assessing, managing, and mitigating financial risks within a company or for clients.

Guide to your most impressive finance specialist resume experience section

When it comes to your resume experience , stick to these simple, yet effective five steps:

• Show how your experience is relevant by including your responsibility, skill used, and outcome/-s;
• Use individual bullets to answer how your experience aligns with the job requirements;
• Think of a way to demonstrate the tangible results of your success with stats, numbers, and/or percentages ;
• Always tailor the experience section to the finance specialist role you're applying for - this may sometimes include taking out irrelevant experience items;
• Highlight your best (and most relevant) achievements towards the top of each experience bullet.

You're not alone if you're struggling with curating your experience section. That's why we've prepared some professional, real-life finance specialist resume samples to show how to best write your experience section (and more).

• Managed and executed the month-end close process for a portfolio exceeding $500M in assets, ensuring timely and accurate financial reporting.
• Implemented a new financial analysis framework that improved budget forecast accuracy by 20%, allowing for better strategic decision-making.
• Negotiated terms with external suppliers leading to a cost reduction of 10% annually, positively impacting the company's profit margin.
• Led a cross-functional team in a $200M corporate restructuring initiative that streamlined operations and enhanced fiscal efficiency.
• Developed and presented financial performance reports to key stakeholders, highlighting trends, risks, and opportunities, influencing business strategies.
• Coordinated with IT department to roll out a new ERP system that improved data accuracy and reduced time spent on manual financial processes by 35%.
• Performed comprehensive financial modeling for a range of M&A transactions, which were pivotal in driving $300M in successful deal closures.
• Played a key role in developing investor presentations that secured $50M in capital investments for expansion projects.
• Worked closely with the financial planning team to re-evaluate investment strategies, leading to a more diversified portfolio with a 15% higher projected ROI.
• Oversaw the reconciliation of financial statements for international transactions, contributing to maintaining the accuracy of $250M in monthly turnover.
• Implemented risk management policies that reduced financial discrepancies by 30%, ensuring more reliable financial operations.
• Collaborated with the compliance team to adhere to new regulatory requirements, averting potential fines and penalties.
• Conducted thorough due diligence on potential investment opportunities, which led to a 25% growth in the company’s investment portfolio.
• Created sophisticated financial models to predict market trends, providing valuable insights that shaped the company's investment strategies.
• Facilitated quarterly earnings calls and communicated complex financial information to investors, contributing to a 40% increase in investor confidence.
• Directed initiative to optimize supply chain financing, resulting in a 15% improvement in cash flow and enhanced operational efficiency.
• Collaborated with sales and marketing teams to align financial targets with business development plans, generating a 10% increase in annual revenue.
• Analyzed market conditions to advise on pricing strategies, playing a significant role in improving product profitability by 5% across the board.
• Initiated the adoption of financial analytics software that shortened the time frame for report generation by 50% and increased data accuracy.
• Provided expert financial system support during the merger with a major competitor, ensuring a seamless integration of financial processes.
• Organized training programs for over 100 employees on the newly implemented financial systems, significantly enhancing user competency levels.
• Led the finance team in a transition to cloud-based accounting software, which reduced operating costs by 20% and improved collaboration among remote teams.
• Played a pivotal role in the strategic planning and financial analysis of a new product line, which ultimately achieved a market share increase of 5% within its first year.
• Managed the allocation of a $10M budget for technology upgrades across the finance department, effectively enhancing overall productivity by 40%.

Quantifying impact on your resume

• Highlight specific percentages by which you have increased revenue or reduced costs through your financial strategies and actions.
• Quantify the size of budgets or portfolios you have managed to demonstrate your capability with large-scale financial responsibilities.
• Detail the number of projects you’ve led or contributed to that have had significant financial impact on your organization.
• Showcase how many reports or financial statements you have prepared or overseen to establish your expertise in financial documentation.
• Mention the specific number of compliance or regulatory audits you've navigated successfully to underline your attention to legal and financial governance.
• Illustrate your efficiency by detailing the percentage reduction in time or resources required for financial processes due to improvements you implemented.
• State the numerical rating or ranking you achieved in performance appraisals, particularly if they benchmark you against peers in your industry.
• Include any quantifiable achievements in financial software or tools you’ve implemented that have led to improvements in financial operations.

Action verbs for your finance specialist 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 List Expected Graduation Date on Your Resume
• How to List a Major & Minor on Your Resume (with Examples)

The more time and effort you've put into obtaining the relevant certificate, the closer to the top it should be listed. This is especially important for more senior roles and if the company you're applying for is more forward-facing.

Finance Specialist skills and achievements section: must-have hard and soft skills

A key principle for your Finance Specialist resume is to prominently feature your hard skills, or the technologies you excel in , within the skills section. Aim to list several hard skills that are in line with the job's requirements.

When it comes to soft skills, like interpersonal communication abilities and talents , they're trickier to quantify.

Claiming to be a good communicator is one thing, but how can you substantiate this claim?

Consider creating a dedicated "Strengths" or "Achievements" section. Here, you can describe how specific soft skills (such as leadership, negotiation, problem-solving) have led to concrete achievements.

Your Finance Specialist resume should reflect a balanced combination of both hard and soft skills, just as job requirements often do.

Top skills for your finance specialist resume:

Financial Reporting

Budgeting & Forecasting

Accounting Principles

Financial Analysis

ERP Systems Proficiency

Taxation Knowledge

Risk Management

Microsoft Excel Expertise

Treasury Management

Compliance & Regulatory Understanding

Analytical Thinking

Problem-Solving

Attention to Detail

Communication Skills

Time Management

Adaptability

Ethical Judgment

Project Management

Continuous Learning

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

Finance Specialist-specific certifications and education for your resume

Place emphasis on your resume education section . It can suggest a plethora of skills and experiences that are apt for the role.

• Feature only higher-level qualifications, with details about the institution and tenure.
• If your degree is in progress, state your projected graduation date.
• Think about excluding degrees that don't fit the job's context.
• Elaborate on your education if it accentuates your accomplishments in a research-driven setting.

On the other hand, showcasing your unique and applicable industry know-how can be a literal walk in the park, even if you don't have a lot of work experience.

Include your accreditation in the certification and education sections as so:

• Important industry certificates should be listed towards the top of your resume in a separate section
• If your accreditation is really noteworthy, you could include it in the top one-third of your resume following your name or in the header, summary, or objective
• Potentially include details about your certificates or degrees (within the description) to show further alignment to the role with the skills you've attained
• The more recent your professional certificate is, the more prominence it should have within your certification sections. This shows recruiters you have recent knowledge and expertise

At the end of the day, both the education and certification sections hint at the initial and continuous progress you've made in the field.

And, honestly - that's important for any company.

Below, discover some of the most recent and popular Finance Specialist certificates to make your resume even more prominent in the applicant pool:

The top 5 certifications for your finance specialist resume:

• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
• Chartered Financial Analyst (CFA) - CFA Institute
• Certified Management Accountant (CMA) - Institute of Management Accountants
• Certified Public Accountant (CPA) - American Institute of Certified Public Accountants
• Financial Risk Manager (FRM) - Global Association of Risk Professionals
• How to List GPA on Your Resume

Professional summary or objective for your finance specialist resume

finance specialist candidates sometimes get confused between the difference of a resume summary and a resume objective.

Which one should you be using?

Remember that the:

• Resume objective has more to do with your dreams and goals for your career. Within it, you have the opportunity to showcase to recruiters why your application is an important one and, at the same time, help them imagine what your impact on the role, team, and company would be.
• Resume summary should recount key achievements, tailored for the role, through your career. Allowing recruiters to quickly scan and understand the breadth of your finance specialist expertise.

The resume objectives are always an excellent choice for candidates starting off their career, while the resume summary is more fitting for experienced candidates.

No matter if you chose a summary or objective, get some extra inspiration from real-world professional finance specialist resumes:

Resume summaries for a finance specialist job

• With a solid 8-year track record in corporate finance at a Fortune 500 company, my expertise spans complex financial modeling, risk management, and fiscal analysis. Recognized with the CFO's Award for Excellence in 2020, I adeptly drive profitability through strategic forecasting and meticulous budgeting, whilst consistently ensuring compliance with regulatory standards.
• Highly accomplished finance manager with over 12 years of experience in the banking sector, where I led a team responsible for a portfolio of $500M in assets. Specializing in investment strategies, I have a proven history of maximizing returns and cutting costs, notably increasing departmental efficiency by 20% last fiscal year through innovative process optimization.
• As a seasoned software developer looking to pivot into finance, I bring a unique analytical skill set with 10 years of experience in creating data-driven solutions. My recent certification in financial analysis, coupled with a robust understanding of market trends and technologies, equips me to transition seamlessly into a financially-focused role.
• Transitioning from a successful 6-year military career to finance, I possess a strong foundation in discipline, leadership, and strategic planning. With a recent MBA concentration in Finance and a demonstrated aptitude for quantitative analysis, I am well-prepared to adopt and excel in financial analysis and investment management practices.
• Eager to launch a finance career, I bring an enthusiastic, analytical mindset honed through a rigorous Bachelor’s in Economics. With internships at top-tier accounting firms where I assisted in tax preparation and financial forecasting, my objective is to apply my academic knowledge and practical experience to excel in a dynamic finance environment.
• Recent Finance graduate with a cumulative GPA of 3.7, seeking to apply educational background and internship experience with a leading financial advisory firm. With a passion for market research and data interpretation, my goal is to contribute to the strategic financial decisions and to gain hands-on experience in a challenging and growth-oriented setting.

Miscellaneous finance specialist resume sections for a more personalized approach

Your finance specialist resume can reflect even more upon your personality and best qualities - that is if you decide on including a couple of additional resume sections to support your application.

Some of the best-accepted industry-wide choices include the:

• Resume projects - getting into the outcomes of your most important work, so far;
• Languages on your resume - detailing your proficiency level;
• Special recognitions - dedicated to your most prominent industry awards;
• Hobbies and interests - defining how you spend your free time.

Key takeaways

• Your resume layout plays an important role in presenting your key information in a systematic, strategic manner;
• Use all key resume sections (summary or objective; experience; skills; education and certification) to ensure you’ve shown to recruiters just how your expertise aligns with the role and why you're the best candidate;
• Be specific about listing a particular skill or responsibility you've had by detailing how this has helped the role or organization grow;
• Your personality should shine through your resume via the interests or hobbies, and strengths or accomplishments skills sections;
• Certifications go to provide further accreditation to your technical capabilities, so make sure you've included them within your resume.

Finance Specialist resume examples

Explore additional finance specialist resume samples and guides and see what works for your level of experience or role.

Looking to build your own Finance Specialist resume?

• Resume Examples

How to Ask an Employer for Feedback on Why You Didn't Get the Job

How to write an australian resume, how to list continuing education on your resume, cv design: 3 unique curriculum vitae designs for 2024, first job jitters: how long should you stay at your first job, how to ask for a raise (with template).

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement
• Resume Samples
• Financial Services

Financial Professional Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the financial 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

• Performing basic administrative activities related to corporate policies compliance, Government compliance and follow up remediation plans
• Propose improvements and remedial activities to reduce the cost, to follow the savings projects
• Executing activities related to continuous improvement projects or special information requests
• Coordination and proposal for automation and improvement in the 3PL, Rent, OVH and DxD processes
• Identifying simplification or automatization opportunities on the daily activities and processes
• Identifying and communicate process issues and opportunities to the supervisor
• Administration of claims related to the transport with the aim of reducing accidents and improving the process
• Receives assignments in the form of objectives and establishes goals to meet outlined objectives
• Providing information/education to clients about the purpose and details of financial products, services and strategies
• Prospecting and networking via face-to-face meetings with potential clients
• Making outside sales calls
• Servicing existing clients
• Attending training sessions and meetings
• Being a high-quality resource to answer client/prospect questions on their existing products and to validate their decisions
• Executes the operational management of budgeting and forecasting in GS BPS Malaysia/Singapore incl. reconcilement with BPS mgmt. and other relevant partners
• Commercial representation of GS BPS Malaysia/Singapore towards internal and external partners to create the foundation for a positive economic development
• Executes commercial topics within Global Services - Business Process Shared Services (GS BPS) Malaysia/Singapore
• Supports to GS BPS Malaysia/Singapore Management
• Supports GS BPS BA Manager in daily business with regards to commercial topics
• Drives the implementation/adoption of GS BPS HQ's strategy with regard to commercial aspects in GS BPS MY/SG (operational management and coordination)
• Ensures identification of economic impact of transitions and effective project controlling (incl. risk evaluation)
• Applies the basic fundamental, concepts, practices, and procedures to acquire the knowledge and experience to become proficient in the job
• Strong writing and analytical skills, high level attention to detail
• Strong organizational skills, including ability to multi-task and prioritize competing deadlines
• Ability to work in a fast-paced environment and adhere to deadlines with a positive and professional attitude
• Highly motivated with a strong work ethic, trustworthy, and confident
• Demonstrated ability to recommend best practices for a planning department, including automated planning tools
• Deep knowledge of strategic planning, budgeting, forecasting, financial analysis and/or use of business intelligence technology tools
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• This is the entry level position in the job family where the employee applies the basic fundamental, concepts, practices, and procedures to acquire the knowledge and experience to become proficient in the job
• Ability to self-motivate, be proactive and function independently

15 Financial Professional resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, financial professional associate resume examples & samples.

• Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies
• Propose insurance and investment products appropriate to the applicant’s needs and ability to pay
• Make the necessary adjustments in the policyholder’s portfolio in light of changes in the policyholder’s needs. Although many transactions are handled by the Customer Service Office, an Financial Professional Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions

Experienced Financial Professional Resume Examples & Samples

• Prospect for clients, develop insurance and investment strategies and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies
• Propose insurance and investment products appropriate to the clients’ needs and ability to pay
• Make the necessary adjustments in the clients’ portfolios as their needs and objectives change. Although many transactions are handled by the Customer Service Office, the Financial Professional should understand how to provide service, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to clients the effect of these transactions
• Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional
• Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies
• Five or more years as a full time, commission based, financial services sales professional preferred
• Active life insurance license required
• FINRA series 6 registration preferred (if not, must be obtained within 90 days of hire)
• Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
• Self Confident and Autonomous
• Drive and Initiative
• Responsible and Committed
• Excellent Interpersonal Skills
• Good Business Communication Skills
• Ability to Problem Solve, and develop ideas
• Good Critical Thinking
• High school diploma or GED qualification required

Apiot Financial Operations Client Solutions Professional Resume Examples & Samples

• Provide technical sales support which would include: collaborating with IBM sales teams to define, design, and detail the technical aspects and feasibility of proposed solutions
• Deliver/develop solution demonstrations, proofs of concepts for the Financial Ops solutions
• Support critical situations
• Proposal writing
• Remove inhibitors to sales through discovery, assessments, whiteboard/chalk talks, presentations, and demonstrations
• Responsible for the technical accuracy of the proposed solution for our customers
• At least 3 years experience in Technical Software Sales or Consulting or end user technical experience with these solutions or competitive solutions: Financial Transactions Manager (FTM), WebSphere Business Integration for Financial Networks (WBI-FN), and the IBM Payments Gateway (IPG)
• The ideal candidate will have a proven track record in selling industry solutions, including the capability to be a product evangelist. They will need to demonstrate and be able to reference client success stories of transformational change within the payments industry for banking, finance and eCommerce customers
• At least 5 years experience with Financial Services technologies such as NACHA, SWIFT, ISO 20022, EDIFACT, SEPA, ACH, ANSI X9, and or ANSI X12
• At least 5 years experience in Technical Solution Selling
• At least 5 years experience in Financial Services
• At least 5 years experience in Customer Facing Engagements
• At least 3 years experience with IBM middleware technologies such as IBM Message Broker, DB2, WebSphere Application Server, and IBM MQ
• At least 3 years experience with transformation and translation technologies such as WebSphere Transformation Extender (WTX), IBM Sterling Integrator or equivalent

Quantitative Financial Professional Resume Examples & Samples

• Basic knowledge in financial instruments and modeling theory, financial risk management, mathematics, probability theory, statistics, optimization
• Basic knowledge in Basel Accord
• At least 6 months experience in programming with validation/quantities analysis tools (Matlab or VBA or C or C++)
• At least 6 months experience in financial services industry covering risk management, BASEL accord or related areas

Financial Professional Junior Resume Examples & Samples

• Identifying simplification or automation opportunities on the daily activities and processes
• Identify and communicate process issues and opportunities to the supervisor; execute activities related to continuous improvement projects or special information requests
• Developing an understanding of the business elements connected to financial information

Entry Financial Professional Resume Examples & Samples

• Performing basic accounting and administrative activities fulfilling corporate policies, internal procedures and statutory requirements
• Bachelor’s Degree in Accounting, Finance or Business-Related
• English proficiency, capable of maintaining business conversations
• Intermediate MS Office skills, especially Excel and Power Point

Senior Professional Financial Analyst Resume Examples & Samples

• Strong background in MicroSoft Excel
• At least 3 years relevant work experience
• Experience with quantitative analysis and predictive models

Acceleration Into Financial Professional Program Resume Examples & Samples

• A bachelor's degree is required. Majors in finance, accounting, economics, mathematics, engineering, quant, or statistics are preferred
• Cumulative GPA of 3.2 or higher preferred
• Effective communication, analytical, leadership, and problem-solving skills
• Professional demeanor with clients, colleagues, and management
• Ability to work well independently and as a part of a team

Financial Controller Professional Resume Examples & Samples

• Preparing the profit & loss, balance sheet accounts and other financial reports for the various departments within the Finance division
• Preparing and posting general ledger journals, posting accruals, managing and controlling the fixed assets accounts, capital expenditures and payroll accruals
• At least 2 years of accounting experience using GAAP
• At least 2 years of financial reporting and financial analytics experience

Financial Professional Resume Examples & Samples

• Analyzing financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives
• Building and maintaining client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contacting clients periodically to determine if there have been changes in their financial status
• Providing knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• The freedom to make your own schedule
• A competitive salary plus commission
• Access to marketing and planning tools and resources
• Multi-tiered training curriculum
• Closing and executing sales transactions
• Analyzing and compiling presentations
• Pursuing personal and professional development via individual study and continuing-education courses which can include pursuit of Certified Financial Planner (CFP®) designation
• A competitive compensation program
• Access to turn-key marketing and planning tool resources
• Multi-tiered training curriculum for both entry-level and experienced candidates

Financial Developer Professional Services Resume Examples & Samples

• Implementing Front Arena solutions for our domestic and international clients
• Understanding the clients’ business requirements
• Producing functional and technical specifications
• Financial and Technical core application development
• Implementing and testing Front Arena extension code using scripting technologies (e.g. Python) and proprietary tools and languages
• Verifying existing solutions
• Sell insurance, financial services and investment products
• Prospect for clients, develop insurance and investment strategies and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential
• Financial companies
• Responsible for daily commercial activities within Global Serives BPS Malaysia (cost center controlling, reporting, budgeting, forecasting)
• Ensures budget / forecast target achievement
• Ensures periodical reporting via steering tools to make business development transparent to GS BPS Malaysia/Singapore and HQ managementand other relevant partners (e.g. based on reported business figures, show to BL partners on the need & scope for action at an early stage)
• Executes the operational management of productivity management processes (incl. reliable forecast, reporting and continuous and pro-active controlling of productivity goals) and the achievement of saving targets
• Ensures a transparent pricing/costing reporting process for GS BPS Malaysia/Singapore and performance reviews in accordance to GS BPS HQ strategy and goals set by relevant business lines
• Drives the implementation/adoption of GS BPS HQ's strategy with regard to commercial aspects in GS BPS MY/SG (operational management and coordination)
• Drives process standardization to ensure quality and cost efficiency in service delivery
• Supports in driving efficiency, quality improvement, standardization, automation and innovation in GS BPS Malaysia/Singapore with regard to commercial processes (e.g. optimization of commercial structures, tools supporting the productivity, planning, financial planning and controlling)
• Ensures the availability of GS BPS Malaysia/Singapore financial data in order to enable global GS BPS HQ benchmarking activities
• Sets up and operates a reliable commercial information base to support relevant GS BPS management decisions
• Ensures that all processes and activities are aligned with respective internal and external compliance rules and regulations (e.g. development of value flow and pricing models, cross-border charging models considering tax and transfer pricing regulation)

Global Financial Mgr Client Accounting Professional Resume Examples & Samples

• Assembles transition team of available personnel to create database for new assignments
• Performs final review and approval of monthly and annual operating reports
• Authorized to sign on client bank accounts
• Assists Branch Client Solutions Group Director in evaluating profitability of assignments
• Prepares Form 1099’s for annual filing with IRS for applicable vendors
• Analysis and interpretation of the controllable costs that make up the cost of distribution (3PL, Warehouse Rent, OVH, DxD)
• Ensure the correct and timely recording of expenditures as well as the determination and administration of adequacy of the accruals
• Coordinate and maintain an adequate internal control environment in the processes related with distribution based on corporate policies
• Administration of payments to suppliers
• Appropriate monitoring and control of the budget vs actuals. Delivery of variation analysis and explanations
• Bachelor’s Degree in in Accounting, Finance, Business Administration or Engineering
• Preferably experience in accounting areas
• 2 or more years of related work experience
• Capacity for analysis, decision-making skills, teamwork, implementation of processes and controls
• Working under pressure, high adaptability to change, constant initiative, proactive and organized
• Strong PC skills with an emphasis on Excel

Finance & Sponsored Reseach Administrator Financial Professional Resume Examples & Samples

• Serves as principal source of information on complex University and sponsored fiscal policies and procedures. Interprets guidelines and polices, and advises faculty, staff and/or students on existing options or alternatives and effectively recommending courses of action
• Collaborate with and assist faculty in some/all phases of proposal development and submission including developing/coordinating pre and/or post award budgets and advising PI’s on allowable costs, and etc. Reviews proposals to ensure that they comply with sponsor and University guidelines. Advise faculty on recommended changes
• Prepares budgets for proposals relying on programmatic expertise to independently develop and oversee accounts, monitor balances and reconcile accounts; interpret and administer appropriate university and sponsored research fiscal policies
• Reviews and creates financial data providing research and data analysis to present for use in planning and decision making
• Prepares complex grant reports on an ad hoc basis. Provides daily/monthly monitoring and analyses of grants and contracts for Principal Investigator to ensure expenses are paid according to contract and government regulations within budget limit and timelines, notify PI and supervisor about any funding shortfalls and develop a plan for contingencies
• May negotiate terms and conditions of subcontracts as appropriate
• Work with program managers in setting-up standardized team budgets (including events, student activities, etc.) and track their expenses
• Process CPL’s financial transactions (payments, reimbursements, etc.) in compliance with HKS’s financial policies and procedures and CPL’s sponsor and donor specifications and researches discrepancies as required
• Will oversee processing all payments including individual reimbursements, vendors invoices and other accounts payable and receivables
• Ensure payments are made based on proper authorization, supported by sufficient documentation and allocated to the appropriate CPL funds and/or projects; manage the fiscal year end closure, monthly reconciliation and maintain the financial filing system
• Maintain vendor accounts and ensure timely clearance of outstanding payable and receivables
• Support the Center on other various initiatives, including
• Oversee the incorporation of new and existing research fellows into CPL – including processing visa requests and appointments

Financial Services Professional Resume Examples & Samples

• Prospecting for clients on a referral basis within clearly defined markets
• Developing and maintaining long-term relationships with clients
• Listening empathetically, gathering facts, analyzing needs, and making responsible recommendations
• Expanding personal knowledge and skills through joint work with fellow associates

Professional, Financial Analysis Resume Examples & Samples

• Bachelors Degree in Finance or related field
• 1+ year experience/knowledge in Financial Analysis, Budgeting, Forecasting and Financial Planning
• Strong Excel skills: Pivot Tables, VLookups, report development, dashboard creation
• Experience with Hyperion Essbase or similar
• Proven ability to work well under pressure
• Ability to clearly articulate financial concepts and present to Senior Leadership and Executives
• Clear, thoughtful communication skills
• Adapts well to a growing, fast-paced and changing environment

Senior Financial Analyst Professional Services Finance Resume Examples & Samples

• Provide qualitative financial analysis around key performance indicators and develop insights on business performance
• Partner with business leaders in the Professional Services to forecast revenue and expense
• Prepare journal entries related to financial close activities (end-of period accruals, and reclass entries)
• Prepare budgets as part of the annual financial planning cycle
• Leverage Workday’s applications to provide actionable financial reporting insights leadership via financial dashboards and reporting
• Develop relationships with IT, Service Operations and Controller organization to create scalable business processes to facilitate Workday’s growth
• Provide Ad hoc financial analysis as needed and Develop insights on business performance based on the interpretation of financial results
• Bachelor’s degree in Finance/Accounting
• Experience using a large ERP system; systems implementation experience
• Minimum of 5 years related experience
• SAAS, Software and/or technology industry experience highly desirable
• FINRA Series 6 and 63 licenses (or equivalent), and Life Insurance Licenses
• Strong knowledge of 401(k), individual annuity and life insurance products, including product structure, sales strategies and industry regulations
• Strong working knowledge of pension provisions of the Internal Revenue Code and ERISA
• 6-8 years of sales experience in the Defined Contributions market
• Prior customer relationship management experience
• Previous sales experience preferably in the financial services industry with a focus on insurance
• Bachelor’s degree, and/or Certified Research Administrator (CRA) preferred
• Experience with Harvard policies and systems (GMAS and Wasabi) preferred
• Experience in an academic, hospital, research or related environment preferred
• Experience working with research faculty on grants and contracts
• Experience managing complex awards and working with a variety of sponsors
• Advanced working knowledge of research compliance issues & of key federal grant regulations
• Excellent organizational and time management skills required
• Excellent written and verbal skills required
• Outstanding attention to detail required
• Understanding of human subject use, animal use and other research compliance areas
• Problem solving skills and ability to be flexible required

Senior Account Executive Financial & Professional Lines Resume Examples & Samples

• Meeting and exceeding service standards agreed in the client’s service agreement
• Consistently meeting and exceeding revenue, expense and trading profit budgets
• Developing and maintaining effective long term relationships with key client decision makers
• Taking a pro-active approach to all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards
• Possessing a thorough understanding of all major classes of insurance which the Company offers to its clients and keeping abreast of all new technical and product developments
• Maintaining an awareness of all large and potentially complicated claim related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of clients
• Recognising and capitalising upon revenue generation, growth and other opportunities
• Developing new business opportunities from existing portfolio and other sources
• Extensive broking experience within General and/or Financial and Professional lines of insurance would be highly regarded
• Tier 1 FSRA compliance or further relevant broking qualifications or related studies
• A desire to continue developing your account management skills, industry contacts and technical knowledge
• Exceptional communication, influencing, and negotiation skills
• Commitment to providing high level client service and the ability to operate in a team environment
• Minimum of 5+ years experience in a corporate environment
• Proven success with business process reengineering and streamlining FP&A functions
• Diverse industry experience
• Proficiency with Excel modeling is essential, exposure to Access and/or data warehousing preferred
• Bachelor degree required; CPA and/or MBA preferred
• Additional Attributes
• Must be able to communicate effectively with executive level personnel, international personnel, and departments outside of accounting
• Must be able to think "outside the box", problem-solve, and develop analyses/deliverables from scratch
• Extremely thorough in all aspects of work and communication, with the desire for continuous improvement without compromising quality
• Must be very hands-on, flexible and open to new, evolving or rotating responsibilities

Financial Crimes Enhanced Due Diligence & Advisory Professional Resume Examples & Samples

• Assess the Financial Crime risk associated with potential and existing high risk clients of the Firm via the enhanced due diligence process
• Act as an escalation point for the KYC Operations onboarding team to ensure that clients are on-boarded correctly and efficiently
• Monitoring transactions escalated by Operations for potential sanctions breaches
• Recent experience of Anti-Money Laundering Compliance, KYC Operations, testing, investigations or other risk/control functions an advantage
• Understanding of financial markets and products (in particular, Equities, Fixed Income, Commodities and Investment Banking/Capital Markets)
• Experience in Know Your Customer requirements including customer due diligence and enhanced due diligence an advantage
• Demonstrate meticulous attention to detail
• Possess strong written and verbal communications skills
• Have excellent interpersonal skills and ability to work effectively with colleagues across the Legal and Compliance Division (in UK, across the Firm's EMEA offices and in other regions), other Infrastructure and Control Functions (e.g. Operations)
• Possess the ability to research and resolve issues independently while working across teams to acquire information
• Be self-motivated and have the ability to work independently and as part of a team
• Have demonstrable good judgment (e.g. able to apply regulatory requirements to unique transaction/client situations)

Financial Crimes Investigations Professional Resume Examples & Samples

• Conducting time-sensitive, internal and external investigations of potential suspicious financial activity, among multiple Business Units and GFC coverage areas, utilizing a wide variety of research and analytical tools
• Acting as the first point of contact for Level 3 transaction monitoring, negative news and sanctions screening escalations for EMEA
• Querying and mining large data sets to discover transaction patterns, examine financial data and filter for targeted information using traditional as well as predictive/advanced analytic methodologies -Analysing trends and patterns in alerts for GFC coverage areas using advanced analytic tools
• Knowledge of Money Laundering Regulations in the UK and in other jurisdictions in which the Firm operates
• Be able to recognize and escalate risks and issues appropriately
• Certification as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license – or certification within 15 months of hire

Financial Accountant Professional Services Resume Examples & Samples

• Preparation of month end journals & reconciliations for Investments related revenue cycles including asset based revenue and expenses
• Preparation of monthly/quarterly reporting packages and/or provide input/commentary for packages, including query resolution
• Review and analysis of trial balance to ensure accurate recording and movement in balances
• Partnering with MMC Accounting Operations hub to ensure accurate and timely management Partnering with the FP&A team as required when reviewing month end results for Global Flash reporting
• Leveraging both financial and non-financial analytical insights to drive the strategic direction of the business
• Assisting in the preparation of the year end consolidated and company statutory accounts and related note disclosures in accordance with relevant accounting standards
• Assisting in completion of SOX testing as and when required
• Assisting in liaising with external auditor to ensure annual audit requirements are met
• A Bachelor’s degree in Accounting, Finance or the equivalent
• Experience within Financial Services / Investment Accounting environment with US GAAP and IFRS exposure would be highly regarded
• Solid accounting experience with a good understanding of superannuation accounting standards and tax legislation
• Hands on experience in managing a diverse set of stakeholders, including senior management
• Time management and ability to work under pressure and adhere to strict deadlines

Related Job Titles

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Financial Professional Resume Examples

As a financial professional, your resume is your ticket to work in the corporate world. It showcases your skills, experience, and accomplishments. A resume must be well-crafted and tailored to the job opportunity you’re applying for. A poorly written resume can contain errors in spelling, grammar, and formatting, and make it harder for potential employers to recognize your talents. To help you create a resume that will make a great impression, this blog post will provide an overview of resume writing, tips, and examples of effective financial professional resumes.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

Financial Professional

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am an experienced Financial Professional with over 15 years of experience in the industry. I have a proven track record of success, including developing strategies for financial growth and improving organizational efficiency. My core skills include financial analysis, budgeting, forecasting, investment management and financial reporting. I have extensive experience working with clients in the public and private sectors on a variety of financial matters. I am a strong communicator and excel at translating complex financial concepts into easy- to- understand language.

Core Skills :

• Financial Analysis
• Forecasting
• Investment Management
• Financial Reporting
• Client Management
• Business Planning
• Strategic Planning
• Data Analysis
• Risk Management

Professional Experience :

• Senior Financial Analyst, ABC Corporation, 2010- Present
• Developed financial plans and forecasts for annual operations
• Identified discrepancies in financial data and generated corrective actions
• Provided analysis and advice on tax, budgeting and investment strategies
• Managed the financial activities of assigned clients
• Prepared financial statements and reports for internal and external use
• Reviewed and ensured accuracy of financial information
• Participated in the development of new products and services
• Financial Analyst, XYZ Corporation, 2005- 2010
• Conducted financial analysis and provided data- driven business insights
• Developed and maintained financial models for budgeting and forecasting
• Created and presented comprehensive financial reports for senior management
• Performed financial analysis and evaluated investment opportunities
• Analyzed trends in cash flow, profitability and cost management
• Developed strategic plans for the organization’s financial growth

Education :

• Bachelor of Science in Business Administration, University of XYZ, 2002
• Certified Financial Analyst (CFA), Chartered Financial Analyst

Create My Resume

Build a professional resume in just minutes for free.

Financial Professional Resume with No Experience

Recent college graduate with a strong interest in financial services, offering excellent communication and problem- solving skills. A motivated team player with a drive to learn and develop knowledge in the financial sector.

• Strong computer skills, including proficiency in Microsoft Office Suite
• Excellent analytical and mathematical skills
• Able to work independently and as part of a team
• Proficient in financial forecasting and budgeting
• Knowledge of financial principles and regulations

Responsibilities

• Analyze financial statements to identify discrepancies and discrepancies in data
• Assist in the preparation of financial reports and help develop strategies for financial planning
• Prepare financial projections and financial models for the company
• Provide support in the areas of budgeting, forecasting, and financial analysis
• Keep up- to- date with changes in the financial market and regulations

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Professional Resume with 2 Years of Experience

Highly motivated financial professional with 2 years of experience in the banking and finance industry. Experienced in financial analysis, portfolio management, and investments. Proven ability to develop, review, and analyze financial data to provide accurate and efficient financial solutions. Skilled in collaborating with stakeholders to ensure the successful execution of tasks and projects. Possess strong technical and interpersonal skills and a demonstrated commitment to customer service.

• Investment Strategies
• Financial Planning
• Portfolio Management
• Regulatory Compliance
• Report Preparation
• Relationship Building
• Problem Solving
• Team Collaboration

Responsibilities :

• Conducted financial analysis to evaluate performance of financial instruments and investments.
• Developed and implemented investment strategies to optimize returns and minimize risk.
• Monitored market trends and economic developments to identify investment opportunities.
• Managed portfolio to ensure that risks were in line with pre- defined guidelines.
• Prepared financial reports and presentations to communicate investment performance.
• Ensured compliance with relevant regulatory and legal requirements.
• Facilitated collaboration with different stakeholders to ensure successful execution of projects.
• Built strong relationships with clients to provide superior customer service.
• Researched and identified financial solutions to support client objectives.
• Leveraged data analysis to identify potential risks and opportunities.

Experience 2+ Years

Financial Professional Resume with 5 Years of Experience

Talented and experienced Financial Professional with 5 years of dedicated experience in the financial services industry. Expert in analyzing financial data, preparing reports and overseeing financial projects. Proven ability to analyze complex financial statements and provide strategic solutions to financial issues. Skilled in developing and implementing innovative solutions to improve overall financial performance.

• Budget Management
• Project Management
• Financial Planning & Forecasting
• Strategic Planning & Analysis
• Financial Reporting & Modeling
• Accounting & Auditing
• Compliance & Regulatory
• Process & Procedure Development
• Analyze financial data to identify trends and potential risks.
• Manage budget and analyze financial performance of projects.
• Develop and implement financial strategies and solutions.
• Monitor and assess the performance of financial investments.
• Prepare financial reports and analysis to present to senior management.
• Assess financial risks and provide solutions to address them.
• Ensure compliance with regulatory and financial standards.
• Develop and implement processes and procedures to streamline financial operations.
• Analyze and interpret financial data to provide insights and recommendations for improving financial performance.
• Identify opportunities to increase efficiency and reduce costs.

Experience 5+ Years

Level Senior

Financial Professional Resume with 7 Years of Experience

Dedicated financial professional with 7 years of experience in the financial sector. Possess excellent analytical and problem- solving skills, coupled with strong communication and interpersonal abilities. Proven record of success in dealing with financial and accounting matters, managing financial risks and developing financial strategies.

• Expert in financial statement analysis
• Ability to assess economic trends
• Excellent knowledge of accounting principles
• Proficient in financial modeling and forecasting
• Capacity to develop financial strategies and plans
• Experienced in developing, implementing and monitoring financial policies
• Skilled in risk management and financial system evaluation
• Proficient in MS Office applications (Excel, Word, Power Point, Access)
• Analyzed financial statements and identified risks, opportunities, and trends.
• Developed financial plans, models, and forecasts and evaluated their accuracy.
• Managed and monitored financial risks in order to minimize losses.
• Implemented financial policies and procedures to ensure compliance with standards.
• Designed and implemented financial systems for efficient management of resources.
• Provided financial advice to top management in order to make informed decisions.
• Monitored and evaluated financial performance of the organization.
• Assisted in the preparation of annual financial statements and budget.

Experience 7+ Years

Financial Professional Resume with 10 Years of Experience

A highly motivated and experienced Financial Professional with 10 years of experience in the finance and banking industry. Expertise in financial reporting, risk management, financial analysis, predicting market trends and policy development. Proven success in formulating strategies to improve financial performance, streamlining operations and introducing cost- cutting initiatives. Committed to providing exceptional customer service and providing financial advice to clients.

• Policy Development
• Budgeting and Forecasting
• Analyze financial data and create detailed reports to provide insight into the performance of the business
• Develop and implement financial policies and procedures
• Identify and mitigate risk through risk management analysis
• Identify and evaluate financial opportunities for the organization
• Develop and present financial forecasts to management
• Provide expert advice on financial and investment decisions
• Monitor banking activities and ensure compliance with regulations
• Conduct financial due diligence and prepare financial documents
• Manage investments and portfolios to maximize returns
• Provide exceptional customer service to clients.

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Professional Resume with 15 Years of Experience

I am a financial professional with 15 years of experience in the financial industry, specializing in financial analysis, financial modeling, and investment management. I have a proven track record of success in driving financial results, leading projects, and creating best- in- class financial models. I have a passion for the financial industry and am highly organized with strong attention to detail. My experience includes working in banking, financial services, and investment management. I am an analytical problem solver and an innovative thinker who can work independently or collaboratively with a team.

• Financial Modeling
• Business Analysis
• Develop and implement financial models to support business decisions
• Conduct financial analysis to identify risks and opportunities
• Analyze financial data and develop financial forecasts
• Develop and monitor financial plans, budgets, and forecasts
• Manage investment portfolios and make recommendations to optimize returns
• Provide financial guidance and support to key stakeholders
• Conduct research and analysis to identify trends and opportunities
• Prepare and present financial reports to internal and external stakeholders
• Identify and evaluate new investment opportunities
• Provide risk management and compliance advice

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Professional resume?

A financial professional’s resume should be tailored to the specific job they are applying for, as the exact skills and experiences required can vary greatly depending on the position. However, there are some common components that can be included in a financial professional’s resume that may help them stand out from the competition.

• Education: Highlight any relevant degrees or certifications in your financial field, such as a CPA designation, MBA or a financial planning certification.
• Work Experience: Include a timeline of your previous positions and any relevant accomplishments, successes or challenges you faced in each role.
• Relevant Skills: List any specific financial or technical skills that your current or previous employers have relied on you for.
• Awards & Recognition: Highlight any awards or recognition you have received for your work in the financial sector.
• Professional Organizations: Demonstrate your commitment to the field by outlining any memberships or affiliations you have with industry-related organizations.
• Volunteer or Leadership Experience: Show that you are an engaged professional by listing any volunteer roles or leadership positions you have held.

By taking the time to customize your resume to the job you are applying for and including the right information, you can set yourself up for success as a financial professional.

What is a good summary for a Financial Professional resume?

A good summary for a Financial Professional resume should be concise and highlight the candidate’s key skills and qualifications in the financial industry. It should provide an overview of the candidate’s experience, focus on their accomplishments, and demonstrate their breadth of knowledge. The summary should demonstrate the candidate’s comfort working with financial statements and data, their understanding of financial regulations and compliance, and their ability to identify and implement creative solutions. It should also show their ability to take on positions of increasing responsibility, and to develop and manage successful projects.

What is a good objective for a Financial Professional resume?

A good objective statement for a Financial Professional Resume should accurately reflect your career goals and provide the employer with an overview of your skills and qualifications. This statement should be specific and provide the employer with a clear understanding of why you are an ideal candidate for the position.

Here are some tips for creating an effective objective statement for a Financial Professional Resume:

• Highlight your expertise and experience in the financial industry: Be sure to include your knowledge and experience with financial products, concepts, and strategies.
• Display your professional strengths: Emphasize the skills and abilities that make you an ideal candidate for the position.
• Be concise: Keep your objective statement to two or three sentences.
• Include a call to action: Use the objective statement to encourage the employer to contact you for an interview.
• Be specific: Include keywords that are relevant to the position you are applying for.
• Be honest: Be sure to include only honest and accurate information in your objective statement.

By using these tips, you can create an effective objective statement that will help you stand out from other applicants and make a great first impression on potential employers.

How do you list Financial Professional skills on a resume?

When you’re creating a resume to showcase your financial professional skills, it’s important to show employers that you have the knowledge and experience necessary for success in the industry. The best way to showcase these qualifications is to create a comprehensive list of your financial skills on your resume. Here is a list of skills you should include:

• Financial Analysis: Demonstrate your ability to analyze market conditions and trends to make informed decisions.
• Risk Management: Show that you understand the principles of risk management and can apply them to optimize profitability.
• Investment Strategies: Highlight your expertise in developing and implementing investment strategies that maximize returns and minimize risks.
• Tax Planning: Include your experience in analyzing tax documents and preparing tax returns to help clients achieve their financial goals.
• Estate Planning: Demonstrate your knowledge of estate planning, trusts, and wills to help clients manage their assets.
• Accounting: Showcase your knowledge of accounting principles and your ability to reconcile accounts, prepare financial statements, and manage financial transactions.
• Financial Modeling: Illustrate your ability to create accurate financial models, including cash flow projections and profitability analyses.
• Financial Advising: List your experience in providing financial advice to clients to ensure their short- and long-term financial goals are achieved.
• Financial Technology: Demonstrate your proficiency in the use of financial technology, such as software programs and applications, to streamline financial processes.
• Regulatory Compliance: Demonstrate your understanding of the regulations and standards involved in financial services and your ability to ensure compliance.

What skills should I put on my resume for Financial Professional?

A financial professional is a role that requires in-depth knowledge of financial analysis, planning, and operations. To ensure that your resume clearly communicates the knowledge and experience you possess in this field, it is important to include the right information. When crafting your resume for a financial professional position, the following skills are essential to include:

• Financial Analysis: A financial professional must have the ability to assess complex financial information and identify trends. Demonstrate your ability in this area by including specific financial analysis projects you have worked on and the outcomes you achieved.
• Planning: Financial planning skills include the ability to create forecasts, analyze financial data, and develop strategies. Include any experience you have had in developing and executing financial plans.
• Operations: As a financial professional, you must have the ability to understand and manage financial operations. Include any experience you have had in developing and managing processes and procedures, leading initiatives, and overseeing financial operations.
• Risk Management: A financial professional must have the ability to identify and mitigate financial risks. Include any experience you have had in conducting risk assessments or developing risk management plans.
• Compliance: Ensure that you include any experience you have had in managing or assessing financial compliance. Include any involvement you have had in implementing or enforcing financial regulations.
• Software Skills: Include any knowledge or experience you have with financial software, such as Microsoft Excel, QuickBooks, or other similar systems.

These are the key skills to include on your resume when applying for a financial professional position. Ensure that you emphasize your experience and knowledge in these areas in order to demonstrate your capabilities to potential employers.

Key takeaways for an Financial Professional resume

A resume is one of the key documents in any job search, and a financial professional’s resume is no exception. The resume should include all of the relevant information needed to demonstrate your qualifications and accomplishments in the financial field. While there is no single formula for crafting the perfect resume, here are some key takeaways for creating an effective financial professional resume:

• Highlight Relevant Experience: Writing a financial professional resume is all about showcasing your qualifications and experience. Focus on the positions and areas of experience that are most pertinent to the job you’re applying for. Make sure to include any relevant industry certifications you may have.
• Emphasize Your Accomplishments: When it comes to a financial professional resume, it’s important to highlight your accomplishments. Showcase any awards or accolades you may have won, as well as any projects or initiatives you may have completed successfully.
• Use Relevant Keywords: Many companies use automated systems to scan resumes for keywords that are relevant to the job. Be sure to include key words and phrases that are related to the job and industry you’re applying for, as this can help you stand out from other applicants.
• Use a Sleek Design: It’s important to present yourself in the best way possible, so invest some time into creating a sleek and modern design for your resume. This will make it more attractive to prospective employers and help you stand out.
• Proofread Your Resume: Before submitting your resume, make sure to thoroughly proofread it for any typos or errors. Having a mistake on your resume can be a major red flag for employers, so double-check it for accuracy.

By following these key takeaways, you can create an effective and professional financial resume that will make you stand out from the competition. When done correctly, a resume can be a great way to showcase your qualifications and help

Let us help you build your Resume!

Make your resume more organized and attractive with our Resume Builder

Privacy preference center

We care about your privacy

When you visit our website, we will use cookies to make sure you enjoy your stay. We respect your privacy and we’ll never share your resumes and cover letters with recruiters or job sites. On the other hand, we’re using several third party tools to help us run our website with all its functionality.

But what exactly are cookies? Cookies are small bits of information which get stored on your computer. This information usually isn’t enough to directly identify you, but it allows us to deliver a page tailored to your particular needs and preferences.

Because we really care about your right to privacy, we give you a lot of control over which cookies we use in your sessions. Click on the different category headings on the left to find out more, and change our default settings.

However, remember that blocking some types of cookies may impact your experience of our website. Finally, note that we’ll need to use a cookie to remember your cookie preferences.

Without these cookies our website wouldn’t function and they cannot be switched off. We need them to provide services that you’ve asked for.

Want an example? We use these cookies when you sign in to Kickresume. We also use them to remember things you’ve already done, like text you’ve entered into a registration form so it’ll be there when you go back to the page in the same session.

Thanks to these cookies, we can count visits and traffic sources to our pages. This allows us to measure and improve the performance of our website and provide you with content you’ll find interesting.

Performance cookies let us see which pages are the most and least popular, and how you and other visitors move around the site.

All information these cookies collect is aggregated (it’s a statistic) and therefore completely anonymous. If you don’t let us use these cookies, you’ll leave us in the dark a bit, as we won’t be able to give you the content you may like.

We use these cookies to uniquely identify your browser and internet device. Thanks to them, we and our partners can build a profile of your interests, and target you with discounts to our service and specialized content.

On the other hand, these cookies allow some companies target you with advertising on other sites. This is to provide you with advertising that you might find interesting, rather than with a series of irrelevant ads you don’t care about.

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

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.

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.

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.

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.

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 professional writer, translator and graphic designer. She holds degrees in translation and interpretation, and has international work experience from a number of different countries in Europe as well as China and Panama. Julia formerly taught academic writing and as a graphic designer contributed to outlets such as  The Business of Business . She has a passion for lifelong learning and good coffee.

Subcategories

• Finance Analyst
• Insurance Agent
• Investment Advisor
• Tax Services

All accounting / finance resume examples

Related accounting / finance cover letter examples

Resume guides

How to write a professional resume summary [+examples], how to put your education on a resume [+examples], how to describe your work experience on a resume [+examples], let your resume do the work..

Join 5,000,000 job seekers worldwide and get hired faster with your best resume yet.

Finance Professional Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• Manage staff in accordance with organization’s policies and applicable legislation. Responsibilities include planning, assigning, and directing work; appraising performance and guiding professional development; rewarding and disciplining employees; addressing employee relations issues and resolving problems
• Daily processing of incoming invoices, bank transactions and credit notes
• Daily processing of incoming accounts receivable payments
• Including engagement letters, master services agreements and statements of work, file organization and research, computational work and create spreadsheets, administration of Q&RM
• Independence tools e.g. AFS, Acceptance & Continuance, tax processing and performing ad-hoc projects as needed
• Directs an overall headquarters’ budget of more than 400MM
• 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
• Develops, interprets and implements highly complex financial/accounting concepts and advanced techniques for financial planning and control as it relates to infrastructure advisory and consultant services
• Driving various process improvement projects across Operations, identifying areas of challenge, working with the business to understand processes, and accelerating improvements quickly
• AP’ly actuals reporting including variance analysis, and preparing business review packs to review with the Site Finance Controller & the Plant teams
• Preparing weekly standardized reports to the Site Finance Manager and the Business Leadership teams to allow accurate decision making and improved business performance
• Provide additional support to the Site Finance Controller as and when required
• Participate in the design, deployment and ongoing administration of one or more of the following; Enterprise Planning and Budgeting Cloud Service (ePBCS), Profitability and Cost Management Cloud Service (PCMCS), Data Relationship Management (DRM), and/or Financial Consolidation and Close Cloud Service (FCCS)
• Participate in the development of financial system enabled solutions to business problems and enable the organization to effectively employ technology to improve decision making and operational performance
• Provides training and assistance to new and existing users to enable the organization to fully leverage system capabilities
• Provides expert advisory capability and interpretation on all levels of financial activity
• Plans, coordinates and executes policy implementation applicable to the installation of improved financial models to support infrastructure advisory services
• Provides specialized technical analysis to determine present and future financial performance
• Directs the development and implementation of new concepts and techniques for financial information analysis
• Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts
• Performs complex economic research and studies on subjects such as rates of return, deprecations, working capital requirements, investment opportunities, investment performance, impact of governmental requirements and the like. Prepares and presents reports of findings and recommendations to a wide range of stakeholders
• B.S. or B.A. in Finance, Accounting, Business Administration, equivalent relevant major
• Participate in the design, deployment and ongoing administration of one or more of the following
• Prepare operating cost reporting packs for Operations. Identifying key drivers and tracking variances to budget. Develop and implement cost reduction plans

Professional Skills

• Strong analytical skills - sense of urgency and accountability
• Graduate / Post graduate with strong analytical skills
• Graduate / Post graduate in Commerce with strong data quality transformation skills
• Strong analytic skills attention to details
• Opportunity to develop communication and presentation skills in a professional environment
• Computer skills – Excel advanced, ERP software, Oracle data knowledge
• Prior experience – 2 years at least as accountant in telecommunication Companies

How to write Finance Professional Resume

Finance Professional role is responsible for financial, software, excel, database, retail, finance, credit, training, planning, reporting. To write great resume for finance professional job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Finance Professional Resume

The section contact information is important in your finance professional resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Finance Professional Resume

The section work experience is an essential part of your finance professional resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous finance professional responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular finance professional position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Finance Professional resume experience can include:

• Experience with fare collection and reporting systems
• Experience in handling large sets of data in MS Excel & Access tools
• Experience in finance/accounting
• Analysis of UK VAT input and output tax reports, Reverse charge and EC sales list reports, Other assistance in preparation/ consolidation of VAT returns
• Focusing on the objectives and the required outcomes of the processes during delivering a service
• Acting in advance of a future situation, e.g. making things happen, putting energy to solve the situation

Education on a Finance Professional Resume

Make sure to make education a priority on your finance professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance professional experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Finance Professional Resume

When listing skills on your finance professional resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical finance professional skills:

• Get a good financial experience in a multinational company
• Experience working with and preparing financial statements, financial forecasts, financial models, capital and operating plans and budgets
• Good understanding of Telecom Invoice processing & Analysis
• B.S. or B.A. in Finance, Accounting, Business Administration, equivalent major or equivalent experience
• Good understanding of Telecom Domain and sound Knowledge of inventory management & Analysis
• Experience in handling large sets of data in MS office tools

List of Typical Experience For a Finance Professional Resume

Experience for senior finance professional resume.

• Solid stakeholder management and sound communication skills
• Performing accounting and administrative activities fulfilling corporate policies, internal procedures and statutory requirements
• Processing of accounting journals and Tax account reconciliations
• Managing joint venture audits, supporting group audits
• Identifying and communicating process issues and opportunities to the supervisor
• Missing statement handling
• Dealing with residence certificate requests
• Notifying stakeholders for RPA verification

Experience For Business Expense Finance Professional Resume

• Tracking data received and processed on STARS
• Being in charge of the Overhead coordination in a Business Unit
• Budgeting personnel structure for Mexico and Latin America entities
• Performing Analysis of variances of People Cost Budget vs. Actuals
• Performing accruals and manual entries of Actuarial Studies
• Traing new docuclass users
• Leading indexation team in order to ensure invoices flow

Experience For Finance Professional Rtr-recording Resume

• Recording invoices into SAP
• Preparing basic financial analysis which support business decision models
• Providing information to internal and external audits
• Preparing monthly financial reviews and summary level communications for senior leadership
• Providing detailed investment analyses
• Developing external relationships with appropriate contacts (e.g. auditors, suppliers)
• Conducting market research & trends
• Assist with preparing the Financial Forecasting involving the development of monthly full year forecast for Medicare Advantage individuals
• Manage and support end-to-end multi-year budgeting, reporting, accounting&tax support

Experience For Finance Professional Junior Resume

• Provides overall financial reporting support to the organization’s functions and special project requests
• Participates in new technology testing, development, and support after each release of product updates
• Participate in the governance of data across applications together with Finance, Accounting and IT
• Other assistance in the preparation of CIT returns/ Tax reporting
• Expert level knowledge on MS office including excel, word, outlook and Power Point
• Foster and maintain working relationships with peers and management within Finance and other areas of support

Experience For Finance Professional Management Resume

• Manage the team’s operating expense budget
• Assist with user access management and control compliance
• Acts as liaison with IT, software vendors and functional users
• Ledger accounts analysis to ensure compliance and accurate determination of tax liabilities
• Data analysis to support employment tax compliance
• Other Ad hoc assistance to Group Tax in relation to various tax projects
• Exposure to an ERP environment like Oracle/ SAP

Experience For Accounting / Finance Professional Resume

• Maintaining the Long Term Plans for all non-Medicaid Retail lines of business and ensuring bid targets set for Medicare Advantage individuals is in line with our long-term plan. Also, update the Oracle Hyperion Strategic Finance system by the required LTP due dates
• Work in a consultative role with various leaders in ensuring effective reporting and analyses in order to improve processes, create efficiencies and proactively provide business partners data/metrics/cost information to identify and influence areas of financial improvement
• Lead the month end close process including review of journal entries, account analysis, reconciliations, and reporting actual versus budget and forecasts
• Lead the forecast and budgeting process including tracking and effectively summarizing all headwinds/tailwinds as well as maintenance of analytical tools used to forecast and evaluate financial/operational effectiveness
• Ensure more efficient decision-making and stakeholder value creation
• Performance management and forward-looking scenario-analyses
• Monthly, quarterly and annual closing

Experience For Finance Professional Accounts Payable Resume

• Multi-level Finance and Business stakeholder management
• Work in multi-location teams and individually
• The role requires Telco Process knowledge to deliver and improve services and metrics
• The role would require engagement with multiple teams Inventory owners, Invoice validation owners, BAU SPOCS, EMP PAL, Synaptitude, QG Team, APC Team, Other In- countries teams and Roll Out team. In addition this team acts as business support advisors for various improvement activities around management of Telco costs
• Customer-focused, execution-oriented mindset
• Proactive, organized, accurate and flexible
• Coordinate with various in countries for proper data upload and ensure data accuracy

Experience For Finance Professional Development Program Resume

• Perform daily financial analysis and reports, accounting and administrative activities fulfilling corporate policies and statutory requirements compliance. Challenge current processes to identify standardization, simplification or automation opportunities on the daily activities
• Reviews financial, managerial, and operating information for accuracy and timeliness for a given area; Applies quality and continuous improvement in an assigned area’s control processes
• Delivers accurate and timely financial and managerial reporting with some supervision; Asks questions and displays intellectual curiosity in order to increase understanding of accounting fundamentals, the Kellogg business and internal processes
• Experience in corporate (USGAAP) and international statutory regulations
• Prefered1 to 2 year of experience

Experience For Finance Professional Assistant Resume

• Managing Docuclass tool, ensuring the performance of it and the invoices flow correct and complete, according to the SLA
• Leading new tools developments according to process needs
• Providing services to docuclass users as new access and process questions
• Provides information to Tax & Treasury Department as necessary

Experience For Treasury Finance Professional Resume

• The role acts as the central personnel across the different teams/stakeholders within the BTGS entity being managed for Invoice and Inventory transformation with quality
• Previous experience in Finance, Accounting and Fiscal positions
• Rejected payment handling
• The role requires Telco Invoice Data Process knowledge of Telco Suppliers
• Perform daily Financial, Accounting and Administrative activities fulfilling corporate policies and statutory requirements compliance. Challenge current processes to identify standardization, simplification or automation opportunities on the daily activities
• Experience in Health Insurance Industry
• Knowledge of Essbase/Smartview
• Perform basic accounting / administrative activities fulfilling corporate policies, internal procedures and statutory requirements; identify simplification or automation opportunities on the daily activities and processes; identify and communicate process issues and opportunities to the supervisor; execute activities related to continuous improvement projects or special information requests

List of Typical Skills For a Finance Professional Resume

Skills for senior finance professional resume.

• Domain experience
• Hands on experience on TEMS/STARS
• Business experience in service/telecom industry
• Domain experience in finance respects
• Less than 5 years of technical experience
• Learn more about the BT business and the way our Group Tax function operates and contributes to the sucees of the organisation
• Working knowledge of Accounting and Financial Planning, Budgeting and Forecasting processes
• Graduating BS/BA students with an emphasis in Finance or Accounting

Skills For Business Expense Finance Professional Resume

• Performing end to end tasks for AR Cash Application process
• Knowledge of general accepted accounting principles, internal controls, project cost accounting
• Comprehensive working knowledge of all Microsoft Office applications, including Word, Excel, Access, and PowerPoint
• Provide strategic FP&A Finance support – Working with HR to understand and support DH&A hiring plan and incremental org investment
• MSC or BSC studies on Accounting is an advantage
• Proficiency in typewriting required
• User administration on banking platform
• Kellogg does not require payment, tank or any remuneration for the part of the candidates during any stage of the Recruitment and Selection Process
• Analysis and tracking of Headcount

Skills For Finance Professional Rtr-recording Resume

• Review and verification of accounting records
• Ad-hoc analysis required from the corresponding business partners
• Opportunity to work in a multi-cultural environment having to partner with colleagues in other countries
• Opportunity to join Learning and Development programs
• Continuous trainings on financial, accounting topics as well as other areas
• Team Player – Be able to work as a team interacting with different position and laboral cultures
• Synthesize data from various sources into meaningful analysis for management review and decision-making
• Knowledge of Service Fund reporting
• Knowledge of pivot tables and look-up functions (Excel) and building queries (Access)

Skills For Finance Professional Junior Resume

• Assist in determining appropriate allocation methodology for DH&A
• Create and maintain staffing models
• Assists in preparing recommendations for policy, procedure, control or action
• Evaluates and analyzes standard capital expenditures proposals, investment opportunities, profit plans, operating records, financial statements and the like
• Knowledge of financial calculations, allocations and reporting
• Ensure meeting team’s month close timeline in RFT manner
• Work with Sales team in support of timely and accurate preparation of financial models, contractual obligations, and monitoring of deals

Skills For Finance Professional Management Resume

• Provide team measurements, analytics and reporting to US Finance, Account team and other MC constituents
• Work accurately to tight timeframes
• Eye for details is an advantage
• Knowledge on any Finance related application (Oracle, SAP) is an advantage
• Any European language on a conversational level is an advantage

Skills For Accounting / Finance Professional Resume

• Bank/payment related issue resolution
• Analysis of business performance (monthly and quarterly performance, dashboard maintenance, etc.)
• Participation in financial project e.g. process improvement projects
• Knowledge on cost & Revenue assurance
• Well versed with application support management principles
• Local Tax expertise – Updated knowledge of Local Legislation

Skills For Finance Professional Accounts Payable Resume

• Ability or analyze business processes and make recommendations for improvements
• Able to work independently to resolve issues, preferable
• Comprehensive knowledge of all Microsoft Office applications, Excel, Access and SQL
• Work independently and collaborate with teammates
• Comprehensive knowledge of all Microsoft Office applications, and Access, and multi-dimensional databases
• Assist in development of DH&A org structure (e.g., Pod, departments, etc.)
• Build relationships with DH&A leaders

Skills For Finance Professional Development Program Resume

• Provide tactical FP&A Finance support to department leaders
• Capex calculations & management; partner closely with IT. Clarity responsibilities for organization
• Manage monthly BvA reporting and analysis - establish routine reporting process, oversee month-end close responsibilities (e.g., journal entries, general ledger research and cost analysis), generate meaningful business insights
• Vendor management/Accounts Payable research, invoicing for external business i.e., The Edge
• Ad hoc Financial reporting, ie CBAs, ROI calculations, etc

Skills For Finance Professional Assistant Resume

• Performs specialized financial, accounting or planning activities following general project or departmental guidelines, procedures and precedents in support of various financial functions such as budgeting, auditing, financial planning, taxes, consolidations and the like
• Conducts assigned financial studies and surveys to collect, summarize and analyze financial actions
• Assists in the preparation of special studies, reports, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts
• Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership
• Advanced knowledge and ability to use Microsoft Excel including business and financial modeling
• Manage multiple projects on concurrent basis by demonstrating ability to meet deadlines

Skills For Treasury Finance Professional Resume

• Established track record on process simplification and automation
• Receive required trainings from the relevant subject matter experts and tax leaders and be in a position to perform various UK tax related tasks independently in furture according to an agreed framework
• Overall responsibility for the role includes:-
• Manage/coordinate the payments process through preparation, assembly, submission, monitoring and notification of active contractual obligations. Perform monitoring and conduct periodic audits of performance results for all active business agreements
• Responsible for all monthly/quarterly reporting deliverables: including performance tracking against plans, incentive variance analysis, budgeting, forecasting, and monitoring needs for the account lead and teams
• Strong PC skills with an emphasis on Excel, Word and PowerPoint. Desirable knowledge of SAP and other financial planning systems
• Experience working in a shared services environment and/or large corporation experience
• Prior financial analysis experience and medical economics

Related to Finance Professional Resume Samples

Asset finance resume sample, consumer finance resume sample, finance executive resume sample, finance infrastructure resume sample, manager, equity resume sample, principal, finance resume sample, resume builder.