Finance Resume Examples and Templates for 2023

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Finance Resume Templates and Examples (Downloadable)

Example #1 Entry-level

Example #2 Mid-career

Example #3 Senior-level

How To Write a Finance Resume

To write a good finance resume, you’ll need to show you can manage money successfully for clients or organizations. The tips and examples below will help you write each section of your resume so it gets you interviews for your next finance job.

1. Write a dynamic profile summarizing your qualifications

Your Profile should briefly name the three to five top reasons you excel at managing and growing financial assets. The goal of this section is to quickly train a hiring manager’s attention on your strengths as a finance professional. For instance, maybe you’re a great communicator who works closely with clients to understand their retirement goals. Or maybe you have years of experience paring back costs or structuring large transactions. Also, don’t be afraid to get specific in this section; a quantified work highlight is often the best way to make your Profile stand out.

Senior-Level Profile Example


Chief Financial Officer (CFO) with 15+ years of advancement and experience. Draw on broad, deep finance knowledge to make viable budget decisions and set strategies for double-digit growth. Recent highlights include cutting department costs by 18% and financing a $40M equipment purchase.

Entry-Level Profile Example


Finance Professional with 2+ years’ experience. Skilled communicator who puts complex math and finance topics in clear terms for managers, executives, and stakeholders. Consistently raise the bottom line by finding and making key cost reductions. Equally effective working solo or on a team. Master of Science (MS) in Financial Data.

2. Add a detailed professional experience section

View the Experience section as a chance to give examples of your success overseeing client or company finances. The details you include in this section should depend on your background and target job. If you’re seeking an entry-level position and haven’t worked in finance before, you’ll want to focus each job description on transferable skills you gained such as cash handling or client relations. If you have finance experience, try to include a “Highlights” or “Key Results” section under each job so hiring managers can envision the impact you might have on their bottom line.

Senior-Level Professional Experience Example


Chief Financial Officer

FFF Solutions, Baltimore, MD | December 2017-Present

  • Guide financial interactions between clients, vendors, and company’s 400+ staff members
  • Focus on finding and pursuing cost-reduction opportunities to help raise the bottom line
  • Oversee financing of large-scale projects

Highlights:

  • Streamlined finance operations, reducing yearly expenses by 18% to date
  • Coordinated financing of a complex $40M equipment purchase

Entry-Level Professional Experience Example


Junior Finance Specialist

Tri-State Solutions, New Haven, CT | July 2020-Present

  • Analyze and update budgets in support of project managers
  • Research market trends and conditions and flag potential disruptions
  • Pay vendors and reconcile client accounts
  • Prepare finance-focused after-action reports for senior staff at each project conclusion

Highlight:

  • Found and canceled unnecessary subscriptions, cutting monthly costs by $500 to date

3. Include relevant education and certifications

Use the education and certifications sections to show you have a strong finance knowledge base. For each degree you’ve earned, specify if you majored in finance, business, accounting, or a related subject. Also feel free to list individual finance courses if they strongly overlap with your career focus, or if your work experience is limited.

Don’t forget to include any credentials (like Certified Public Accountant or Chartered Financial Analyst) that are required for your target job. But if part of your career has been outside finance, omit any credentials you’ve earned that don’t speak to your relevant expertise now.

Certifications


Template:

[Certification Name], [Awarding Organization], [Completion Year]

 

Example:

Certified Public Accountant, CPA Association, 2022

Education


Template:

[Degree Name]

[School Name], [City, State Abbreviation] – [Graduation Year]

[Select Coursework – optional]

 

Example:

Bachelor of Science (BS) – Finance

Maryland University, Annapolis, MD – 2022

4. List pertinent key skills and proficiencies

Add a Key Skills section to show the various ways you can analyze, grow, or balance financial accounts and the various tools you use to improve a company’s bottom line. The list below can help you brainstorm plenty of relevant terms for this section.

Key Skills and Proficiencies
Accounting Bloomberg
Capital Budgeting Cash Flow Management
Client Relations Corporate Finance
Cost Reduction & Elimination Cross-Functional Coordination
Econometrics Financial Forecasting
Financial Planning & Analysis Financial Reporting
Investment Analysis Investment Banking
Microsoft Excel Portfolio Management
Project & Program Management Revenue & Profit Growth
Risk Management Stakeholder Relations Management
Strategic Business Planning Targeted Resource Allocation
Tax Planning & Compliance Team Collaboration

How to Pick the Best Finance Resume Template

Finance resumes should be neat and orderly, with your professional experience and key skills organized in an easy-to-read format. Look for simple templates that focus on your achievements rather than fancy fonts or graphics. Also make sure you can easily tailor your chosen template to each job application.

Finance Text-Only Resume Templates and Examples

Years of Experience
  • Entry-level Entry-level
  • Mid-career Mid-career
  • 10+ Years 10+

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

Profile

Finance Professional with 2+ years’ experience. Skilled communicator who puts complex math and finance topics in clear terms for managers, executives, and stakeholders. Consistently raise the bottom line by finding and making key cost reductions. Equally effective working independently or on a team. Master of Science (MS) in Financial Data.

Key Skills

  • Advanced Mathematics
  • Business Data Analysis
  • Cost Reduction & Elimination
  • Jirav Business Planning Software
  • Microsoft Office Suite (Advanced Excel, Outlook)
  • Microsoft Teams
  • Oracle Essence
  • Reporting & Documentation
  • Team Collaboration

Professional Experience

Junior Finance Specialist, Tri-State Solutions, New Haven, CT | July 2020 to Present

  • Analyze and update budgets in support of project managers
  • Research market trends and conditions, and flag potential disruptions
  • Pay vendors and reconcile client accounts
  • Prepare finance-focused after-action reports for senior staff at each project conclusion

Highlight:

  • Found and canceled unnecessary subscriptions, cutting monthly costs by $500 to date

Financial Intern, Hartford Industries, Hartford, CT | March 2020 to May 2020

  • Provided various assistance to a financial analyst
  • Messaged and followed up with clients on payments
  • Reviewed income statements for discrepancies

Highlights:

  • Researched financing options for a $2M real estate purchase
  • Modeled impact of proposed local tax changes

Education & Credentials

Master of Science (MS) in Financial Data, Connecticut School of Finance, New Haven, CT | 2020

Bachelor of Science (BS) in Business Operations, Durham Business University, Durham, NC | 2018

Certified Excel Specialist, Microsoft Training University

Allison Rosenberg
(123) 456-7890 | allison[email protected] | 123 Santa Maria, San Francisco, CA 12345

Profile

Investment Banker with 7 years of experience, specializing in equity research, strategic investing, and financial modeling. Strong history of performing due diligence on investment opportunities to maximize ROI potential for high-net-worth clients.

Key Skills

  • Client Relations
  • Economics
  • Financial Analysis
  • Investment Banking
  • Portfolio Management

Professional Experience

Investment Banker, Johnson & Goldman Inc., San Francisco, CA | October 2017 to Present

  • Develop financial models and investment strategies for client portfolios valued at $300K-$1M and provide recommendations for valuations, M&A, and product offerings
  • Conduct equity research, identify long-term investment opportunities in companies with best-in-class management teams and business models, and recommend investment opportunities in businesses committed to solving complex customer problems
  • Conduct in-depth valuations of intangible assets for purchase price allocations by evaluating income, market indicators, and company financials

Investment Banker, Invest Today Inc., San Francisco, CA | May 2015 to October 2017

  • Performed financial analysis and determined valuations for startup technology companies, which included providing recommendations to investors on business based on economic data, product use case, and organizational effectiveness
  • Created in-depth financial models using data and long-term market indicators to inform investment decisions and establish long-term ROI potential

Education

Bachelor of Science (BS) – Economics, University of San Francisco, CA | 2015

Certifications

Financial Industry Regulatory Authority (FINRA) | 2015

  • Series 7
  • Series 63
  • Series 65

Rachel Racket
(999) 999-9999 | [email protected] | 111 First Avenue, Baltimore, MD 22222

Profile

Chief Financial Officer (CFO) with 15+ years of advancement and experience. Draw on broad, deep finance knowledge to make viable budget decisions and set strategies for double-digit growth. Recent highlights include cutting department costs by 18% and financing a $40M equipment purchase.

Areas of Expertise

  • Budget Analysis
  • Corporate Change Leadership
  • Cost Reduction & Elimination
  • Cross-Functional Coordination
  • Financial Forecasting
  • Organizational Development
  • Project & Program Management
  • Regulatory Compliance
  • Revenue & Profit Growth
  • Stakeholder Relations Management
  • Strategic Business Planning

Professional Experience

Chief Financial Officer, FFF Solutions, Baltimore, MD | December 2017 to Present

  • Guide financial interactions between clients, vendors, and company’s 400+ staff members
  • Focus on finding and pursuing cost-reduction opportunities to help raise the bottom line
  • Oversee financing of large-scale projects

Highlights:

  • Streamlined finance operations, reducing yearly expenses by 18% to date
  • Coordinated financing of a complex $40M equipment purchase

Senior Accounting Manager, General Industries, Columbia, MD | December 2009 to November 2017

  • Oversaw accounts receivable and inventory purchases, maintaining positive relationships with government clients
  • Led, motivated, and developed 6 mid-level managers
  • Used Sage50 Cloud software to analyze and suggest budget options to CFO

Accounting Officer, SSS Software, Owings Mills, MD | July 2006 to November 2009

  • Analyzed and reported on project budgets on behalf of project managers
  • Modeled company performance in anticipation of market changes
  • Researched and proposed tax-saving strategies that reduced the firm’s corporate tax burden by 5%

Education & Credentials

Master of Science (MS) – Accounting, Business School of Greater Maryland, Columbia, MD

Bachelor of Science (BS) – Finance, Maryland University, Annapolis, MD

Certified Public Accountant, CPA Association

Frequently Asked Questions: Finance Resume Examples and Advice

What are common action verbs for finance resumes?+

You may find it hard to think of a new action verb for every bullet point in your job descriptions. The list below can help you vary the language on your resume so it captures the value of your finance experience.

Action Verbs
Advised Amortized
Analyzed Allocated
Assessed Audited
Balanced Calculated
Circulated Conducted
Controlled Distributed
Enforced Evaluated
Exchanged Expedited
Generated Implemented
Improved Invested
Issued Managed
Monitored Opened
Optimized Pinpointed
Prepared Prevented
Processed Ranked
Rebalanced Reconciled
Resolved Reviewed
Streamlined Structured
Tracked Transacted
Transferred Verified
Won

How do you align your resume with a job posting?+

The Bureau of Labor Statistics forecasts that jobs for business and finance professionals will increase by about seven percent (or 715,000 positions) between 2021 and 2031. This growth rate is roughly the same as the average for all US occupations.

You can get more finance job interviews if you tailor your resume for each application. One great way to do this is by adding brief descriptions of the companies where you’ve worked in brackets right next to or below the company name. Company descriptions let you show any similarities between your past employers and the one that posted the job. For example, maybe you’ve worked for companies of a similar size. Or maybe you’ve worked at firms with a similar mission or leadership philosophy. By working these details into your descriptions, you can make your resume that much more relevant to the job opening at hand.

What is the best finance resume format?+

In nearly all cases, you should use a Combination (or Hybrid) resume, because it’s easiest for hiring managers to learn about your pertinent skills and experience – it’s also easiest for you to align with your job goals.

With the Combination format, you highlight your most relevant skills and experience in your Experience or Work History section and an intro section. (This combination of work history and intro content is where the format gets its name.) Your resume intro should usually include a Profile summary and Key Skills section, but you may also add a Career Highlights or Awards section. By carefully choosing the details for these intro sections, you can (a) position yourself for your target job and (b) give hiring managers a clear, quick view of what you offer.

Expert Advice: Include a cover letter with your resume

To increase your chances of an interview, write and submit a strong cover letter. The key to a good letter is customizing it based on each job opening. Read our Finance cover letter guide to learn how.

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Jacob Meade

Certified Professional Resume Writer (CPRW, ACRW)

Jacob Meade is a resume writer and editor with nearly a decade of experience. His writing method centers on understanding and then expressing each person’s unique work history and strengths toward their career goal. Jacob has enjoyed working with jobseekers of all ages and career levels, finding that a clear and focused resume can help people from any walk of life. He is an Academy Certified Resume Writer (ACRW) with the Resume Writing Academy, and a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers & Career Coaches.