Finance Resume Examples

Updated June 25, 2021

The Bureau of Labor Statistics classifies jobs in the finance industry as business and financial occupations. Positions in this sector are expected to grow by 5% from 2019 to 2029, driven by increased globalization, economic growth, and the complex regulatory environment. This is equal to around 476,200 new jobs, though this growth isn’t consistent across the sector. Some finance occupations, like claims adjusters, are expected to decline due to technological advances. Others, including financial examiners, will grow by 7% or more.

Despite the projected job growth, finance will remain a competitive industry for job seekers. A strong resume can help you get noticed by hiring managers. Below are downloadable resume examples for experienced finance industry professionals and those just entering the sector. You’ll also find tips on how to make an impact with your resume and how to tailor your resume to a job description.

Downloadable Resume Examples

No Experience

Example #1 No Experience

2-3 years

Example #2 2-3 Years

5-10 Years

Example #3 5-10 Years

10+ Years

Example #4 10+ Years

Finance Resume Examples

Years of Experience
  • No Experience 0
  • 2-3 years 2-3
  • 5-10 Years 5-10
  • 10+ Years 10+

David Horton
(473) 857-0193
[email protected]
857 Main Lane, Hot Springs, AR 32507

Profile

Accomplished accountancy graduate with excellent critical thinking skills and strong problem-solving ability. Exceptionally organized and able to work efficiently with superb attention to detail. Energetic team player with a proven talent for acquiring new skills quickly.

Key Skills

  • Mathematical reasoning
  • Time management and multitasking
  • Customer service
  • Written and verbal communication
  • Strong knowledge of accountancy principles and practices
  • Collaboration and independent working

Education

Bachelor of Science in Business Administration (Accounting)
UNIVERSITY OF ARKANSAS, Little Rock, AR, September 2016 – June 2020

Coursework completed:

  • Principles of Financial Accounting
  • Accounting Information Systems
  • Federal Tax Accounting
  • Ethics for Accountants

Professional Experience

Accountant Intern, National Park College, Hot Springs, AR
January 2021- Present

  • Provide support to senior colleagues with the daily cash closing process
  • Collaborate with a team of six colleagues to assist the CFO with end-of-year closing activities
  • Maintain accurate and up-to-date financial records for cash management and perform general ledger reconciliation
  • Develop and maintain a detailed knowledge of accounting and financial best practice, including federal and state laws

Customer Service Associate, Walgreens, Hot Springs, AR
June 2020- January 2021

  • Handled cash and card payments and refunds and kept accurate transaction records using the point-of-sale system
  • Communicated clearly with customers to explain promotional offers, exceeding upselling targets by at least 34% throughout employment
  • Assisted with stock-taking tasks and assisted with vendor liaison to find the most cost-effective suppliers
  • Answered customers’ questions in-person and via telephone and email, ranking consistently in the top 10% of employees for service quality

Certifications

  • Arkansas Certified Public Accountant, July 2020

Rebecca Rebel
(222) 333-4444
[email protected]
222 Second Street, New Haven, CT 22222

Profile

An attentive and well-educated financial professional who has two years’ experience. Works well on teams and independently. Combines mathematical and analytical skills with written and verbal communication ability. Capable of identifying cost-saving opportunities, then recommending and implementing them.

Key Skills

  • Communicating in meetings and through channels such as Microsoft Outlook and Teams
  • Explaining high-level financial concepts for managers, executives and stakeholders
  • Use of Microsoft Excel, Oracle Essence and Jirav business-planning software
  • Report generation

Education

Bachelor of Business Operations
DURHAM BUSINESS UNIVERSITY, Durham, NC, September 2012 – June 2016

Master of Science in Financial Data
CONNECTICUT SCHOOL OF FINANCE, New Haven, CT, September 2016 – June 2018

Professional Experience

Junior Finance Specialist, Tri-State Solutions, New Haven, CT
July 2018 – Present

  • Identify and cancel redundant subscription services, resulting in $250 of monthly savings so far
  • Support project managers by analyzing and revising budgets
  • Research current market conditions and identify potential disruptions
  • Pay vendors and reconcile client accounts
  • Prepare finance-focused after-action reports for senior employees at the conclusion of projects

Financial Intern, Hartford Industries, Hartford, CT
March 2018 – May 2018

  • Completed the company’s shadowing program, which involved assisting a financial analyst
  • Messaged and followed up with clients to inquire about payments
  • Researched different financing options for a $2,000,000 real estate purchase
  • Modeled impact of proposed local tax changes
  • Reviewed income statements and identified discrepancies

Certifications

  • Certified Excel Specialist, Microsoft Training University, 2019

Jason Harrison
(123) 456-7890
[email protected]
789 New Street, Orlando, FL 12345

Profile

Driven financial specialist with over 9 years of experience in managing the finances of multi-million dollar businesses. Excellent record-keeping, relationship-building, and analytical skills. Proven track record of successfully optimizing frameworks and building cohesive teams that are able to exceed financial goals. Fluent in Spanish and English.

Professional Experience

Finance Manager, ABC Tech, Orlando, FL
September 2016 – Present

  • Produce quarterly financial reports to assist senior management in making strategic plans
  • Consistently review vendors to secure preferred pricing which led to annual savings of $450,000
  • Execute core financial processes such as vendor setup and payment
  • Work with senior management to develop annual expense plan goals
  • Evaluate competitor data to develop business investment strategies to drive growth

Assistant Finance Manager, Core Tech, Miami, FL
June 2012 -September 2016

  • Prepared monthly billing reports for 50 executive portfolios
  • Decreased monthly expenditure by 27% by effectively reviewing financial reports and identifying problems
  • Audited and reconciled payroll for over 300 employees
  • Trained 20 new employees in invoice processing

Education

Bachelor of Science in Finance
THE UNIVERSITY OF MIAMI, Miami, FL September 2006 – June 2010

Master of Business Administration
THE UNIVERSITY OF MIAMI, Miami, FL September 2010 – June 2012

Key Skills

  • Budget Management
  • Ability to work under pressure
  • Financial Planning
  • Meet deadlines
  • Customer Service
  • Problem Solving

Rebecca Rachelson
(111) 111-1111
[email protected]
111 First Avenue, Arlington, VA 22222

Profile

Forward-thinking financial analyst with over a decade in the field. Humble enough to adjust to new data and approaches but confident enough to deliver in executive-level meetings. Proven track record of improving the financial outlook of organizations. An eager learner who is well versed in industry-standard software.

Professional Experience

Senior Financial Analyst, Fairfax Mortgage Group, Fairfax, VA
December 2015 – Present

  • Evaluate financial strengths and weaknesses of large-scale commercial mortgage applicants, leading to 10% fewer defaults since joining the organization
  • Analyze changes in market conditions to predict updated default likelihoods of lendees in various business sectors
  • Deliver efficient updates to final decision-makers, including those on the executive level
  • Provide recommendations on financial angles of the organization’s long-term strategy
  • Identify tax-break opportunities, resulting in a 13% reduction in corporate tax burden to date

Junior Financial Analyst, Arlington Business Associates, Arlington, VA
July 2010 – November 2015

  • Determined the financial potential of distressed assets, such as vacant commercial buildings
  • Recommended early-payment discount program that cut down on account delinquency by 20%
  • Supported a $2 million acquisition project by handling due diligence
  • Forecasted financial performance of the organization’s current commercial lendees

Education

Bachelor of Science in Accounting
ARLINGTON COLLEGE OF BUSINESS, ARLINGTON, VA, September 2004 – June 2008

Master of Science in Financial Analysis
BALTIMORE FINANCIAL SCHOOL, BALTIMORE, MD, September 2008 – June 2010

Key Skills

  • Market research
  • QuickBooks Enterprise, FinancialForce and Microsoft Excel software
  • Verbal and written communication
  • Budgeting

Certifications

  • USA Financial Professionals Certified Financial Analyst, 2019

Common Key Skills and Action Verbs for Finance Resume

Hiring managers and Applicant Tracking Systems (ATS) look for key skill words and action verbs when assessing resumes, so it’s important to highlight them. An ATS scans each resume and evaluates it based on the number keywords and phrases that are included that match the company’s needs. High scoring resumes are forwarded to the hiring manager for further analysis. This means the more key skill words you include, the greater the chance the hiring manager will see your resume and invite you for an interview.

Key Skills & Proficiencies
Accounting Accounting software
Analytical ability Budgets
Business savvy Cash flow management
Data management Decision making
Detail oriented Financial planning
Financial reporting Financial statements
Interpersonal skills Management experience
Market knowledge Mathematical skills
Organization Problem-solving
Resilience Risk analysis
Strategic thinking Tax preparation
Team work Time management
Action Verbs
Analyze Budget
Collaborate Communicate
Decide Innovate
Lead Manage
Negotiate Organize
Persuade Prepare
Report Solve
Strategize

Tips for Writing a Better Finance Resume

Emphasize your finance education

The finance sector has numerous regulations, processes, and standards that govern practices in the industry, and employees want to be assured that your education gave you this knowledge. Your education section should detail all your finance education and training, including the name of the course, the school, and the year you completed it. You can also mention specific coursework, projects, or educational experiences you have, especially if it’s relevant to the position or you’re just entering the industry.

Example #1

Good


Bachelor of Business Administration in Finance

DAVENPORT UNIVERSITY, Grand Rapids, MI, September 2015 – June 2019

Specialization in Financial Planning

Relevant Coursework:

  • Portfolio Management
  • Financial Plan Development
  • Retirement Planning and Employment Benefit

Bad


Bachelor of Business Administration in Finance

DAVENPORT UNIVERSITY, Grand Rapids, MI, September 2015 – June 2019

Example #2

Good


Bachelor of Science in Finance

GWYNEDD MERCY UNIVERSITY, Gwynedd Valley, PA, September 2012 – June 2016

Master of Finance

MIT SLOAN SCHOOL OF MANAGEMENT, Cambridge, MA, September 2018 – June 2020

Concentration in Corporate Finance

Thesis topic: The Impact of Venture Capital Investment on Shaping a Company’s Future Decisions

Bad


Bachelor of Science in Finance

GWYNEDD MERCY UNIVERSITY, GWYNEDD VALLEY, PA, September 2012 – June 2016

Master of Finance

MIT SLOAN SCHOOL OF MANAGEMENT, CAMBRIDGE, MA, September 2018 – June 2020

Quantify your financial experience

Finance is about numbers, and providing specific numbers can help hiring managers understand your skills and abilities. When writing the bullet points in your professional experience section, quantify as many points as possible, showing how your actions led to a positive outcome. Think about questions that ask, “how much?” or “how many?” and include the answers. For example:

  • How much did the business save?
  • How many clients did I advise?
  • How big was the increase in investments?

Example #1

Good


Managed a portfolio of 80+ clients with more than $85 million in assets

Bad


Managed investments for clients

Example #2

Good


Reviewed long-term vendors and negotiated preferred pricing, resulting in $50,000 in annual savings

Bad


Negotiated with company vendors to secure savings

How to Align Your Resume with the Job Description

Companies use job descriptions to list the skills and experience they’re looking for in a candidate. You can use this to ensure you include the most relevant skills in your resume. Including attributes that are listed in the job description can be a key element in getting your resume noticed by the hiring manager.

To determine which skills and experiences to feature, start by reading the job description closely. The most important requirements for a successful applicant are generally listed first or mentioned multiple times. Make a list of these key priorities and make sure your resume demonstrates how you can meet the company’s needs. A generic resume may be overlooked, so focus on your biggest accomplishments and most notable attributes.

Example Finance Job Description


KJ Consulting is looking for a financial officer to manage the financial health of our company. You will be responsible for managing financial procedures and accounting operations to meet legal requirements. This will include planning budgets, preparing invoices, participating in audits, and monitoring transactions. The successful candidate will have experience with financial policies and systems. We are also looking for someone with strong communication, analytical, and time management skills.

Responsibilities:

  • Create and implement financial policies and procedures
  • Oversee the preparation and planning of budgets
  • Keep accurate records of daily transactions and reconcile bank statements
  • Prepare all financial reports
  • Participate in financial audits
  • Perform financial analysis to identify and resolve problems
  • Update internal systems with financial data

Qualifications:

  • Bachelor’s degree in finance, accounting, or economics
  • CPA will be highly regarded
  • Excellent analytical and numerical skills
  • Knowledge of financial laws and regulations
  • Experience planning and preparing budgets
  • Expertise in financial and accounting procedures
  • Experience using financial software
  • Excellent written and verbal communication skills

The job description shows that the ideal candidate will have the following skills and experience:

  • Financial and accounting knowledge
  • Financial policies and procedures
  • Financial reports
  • Financial audits
  • Planning and preparing budgets
  • Record-keeping
  • Communication
  • Analytical skills
  • Financial laws and regulations

Take the list of key priorities you identified in the job description, and ensure your resume includes skills and experience that match. See below for an example of how best to incorporate them into your resume:

Finance Work Experience Example


Financial Officer

PRT Industries, May 2015 – Present

  • Use knowledge of finance and accounting to develop financial policies and procedures for a new company, ensuring laws and regulations are followed
  • Oversee the preparation and planning of budgets and financial audits conducted both internally and externally
  • Keep accurate records of daily transactions and prepare a variety of financial reports to help ensure the financial health of the company
  • Regularly analyze the company’s financial position to detect problems, communicate results to executives and other departments, and recommend and implement solutions