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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..

Established bookkeepers can demonstrate their savvy by including quantitative values and bookkeeper-relevant action words that clue hiring managers into their skillset.

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

If you are a full charge bookkeeper, aim to demonstrate your ability to lead and manage others while still having a background in the finer details of bookkeeping work.

Senior Bookkeeper

Senior bookkeepers can exemplify their role by including short, succinct bullet points beginning with strong verbs and incorporating numerical values.

Entry Level Bookkeeper

If you are an entry level bookkeeper, you can write out key courses and include your relevant extracurricular activities to demonstrate your experience.

Bookkeeper Office Manager

Bookkeeper office manager resume sample that highlights the applicant’s career growth and experience.

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

An investment banking associate resume sample highlighting the applicant’s certification and relevant skill set.

Investment Banking Managing Director

An investment banking managing director resume sample highlighting the applicant’s sales strengths and communication skills.

Investment Banking Vice President

An investment banking vice president resume sample highlighting the applicant’s presentation skills and professional network.

Investment Banking Executive Assistant

An investment banking executive assistant resume sample highlighting the applicant’s administrative strengths and certifications.

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

Senior financial analyst resume with relevant work history and past promotions

Entry Level/Junior Financial Analyst

Junior financial analyst resume with educational history and internship experience

Investment Analyst

Investment analyst resume with quantifiable achievements and strong action verbs

Portfolio Manager

Portfolio manager resume with hard skills in skills section and strong action verbs

Real Estate Financial Analyst

Real estate financial analyst resume with promotions and relevant work experience

Financial Analyst Intern

A financial analyst intern resume sample that highlights the applicant’s related certifications and experience.

Senior Portfolio Manager

A resume for a Senior Portfolio Manager demonstrating strategic insights and leadership capabilities.

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 clerk resume with relevant work experience and strong action verbs

Accounting Manager

Accounting manager resume with promotions and measurable achievements

Senior Accountant / Accounting Executive

Senior accountant and accounting executive resume with hard skills section and bullet points with action verbs

Entry Level Accountant

Entry level accountant resume with educational history, relevant internships, and volunteer projects

Staff Accountant

Staff accountant resume with measurable achievements and clear action verbs

Cost Accountant

Cost accountant resume with promotions and industry-specific action verbs

Payroll Accountant

Payroll accountant resume with hard skills, job title, and relevant keywords added

Accounting Assistant

Accounting assistant resume focused on specific position with educational history

Tax Accountant

latest resume format for experienced finance professionals

Accounting Specialist

latest resume format for experienced finance professionals

Junior Accountant

A junior accountant resume sample that highlights the applicant’s accounting certifications and accounting skills.

Project Accountant

A project accountant resume sample that highlights the applicant’s accounting skills and project experience.

Public Accountant

 A public accountant resume sample that highlights the applicant’s accounting skills and quantifiable success.

Fund Accountant

 A fund accountant resume sample that highlights the applicant’s history in the financial sector and relevant skills acquired.

Senior Tax Accountant

A senior tax accountant resume sample that highlights the applicant’s certifications and lengthy experience.

Property Accountant

A property accountant resume sample that highlights the applicant’s certifications and property-specific skill set.

Experienced Accountant

An experienced accountant resume sample that highlights the applicant’s numerous accounting skills and quantifiable success.

Construction Accountant

A construction accountant resume sample that highlights the applicant’s accounting skills and construction-related experience.

Fixed Asset Accountant

A fixed asset accountant resume sample that highlights the applicant’s career progression and strong skill set.

Corporate Accountant

A corporate accountant resume sample that highlights the applicant’s accounting skills and corporate experience.

Revenue Accountant

A revenue accountant resume sample that highlights the applicant’s accounting skills and revenue-related experience.

Chief Accounting Officer

A chief accounting officer resume sample that highlights the applicant’s career progression and accounting certifications.

Director of Accounting

A resume for a director of accounting with a BS in accounting, CMA and CPA license, and experience as a finance manager.

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 analyst resume sample that highlights the applicant's value addition and specialisation.

Equity Research Senior Analyst

Senior research analyst resume sample that highlights applicant's specialization and career progression.

Director of Research

A director of research resume sample that highlights the applicant’s career progression and experience.

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 resume template example tailored to a C-level marketing position with strong action verbs

Chief Marketing Officer (CMO) - 2

Chief Marketing Officer resume template example focused on marketing and emphasizing internal promotions

Chief Information Officer (CIO) - 1

Chief Information Officer resume template example using bullet points to demonstrate soft skills and provide additional context for accomplishments

Chief Information Officer (CIO) - 2

Chief Information Officer resume template example using metrics to illustrate recent achievements

Chief Financial Officer (CFO) - 1

Chief Financial Officer resume template example focused on finance experience and showing career growth through promotions

Chief Financial Officer (CFO) - 2

Chief Financial Officer resume template example with strong action verbs and targeted list of skills

E-Commerce Chief Financial Officer

E-Commerce Chief Financial Officer resume template example listing the exact job title and additional qualifications

Chief Marketing Officer (CMO)

A professional Chief Marketing Officer resume highlighting experience in developing and executing marketing strategies, creating brand awareness, and driving growth for an organization.

Chief Financial Officer (CFO)

CFO resume with emphasis on financial skills and technology expertise

Chief Information Officer (CIO)

CIO resume with strategic planning and cybersecurity expertise

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

Financial aid advisors should have knowledge of student finances and emphasize their data points with numerical values.

Entry Level Financial Advisor

Entry level financial advisors should aim to draw focus to their relevant skills and coursework.

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

E-procurement manager sample resume that shows IT experience and managerial skills

Procurement Engineer

Procurement engineer sample resume that emphasizes negotiating skills and technical industrial acumen

Senior Director of Procurement

Senior director of procurement sample resume that spotlights managerial, leadership and negotiation skills

Procurement Manager

A procurement manager resume sample that highlights the candidate's procurements certifications and awards.

Procurement Specialist

A procurement specialist resume sample that highlights the candidate's career progression and key achievements.

Procurement Analyst

A procurement analyst resume sample that highlights the candidate's achievements and long-term experience.

Sourcing and Procurement Consultant

A sourcing and procurement consultant resume sample that highlights the candidate’s career progression and extensive tools list.

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

A senior auditor resume sample that highlights applicant's managerial and auditor experience.

Staff Auditor

Staff auditor resume sample that highlights industry specialization.

External Auditor

External auditor resume sample that highlights applicant's specialization and previous clients.

Night Auditor

Night auditor resume sample that highlights multi-tasking experience and communication skills

Government Auditor

Government auditor resume sample that highlights the applicants specialization and tax skills.

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

A recruiter-approved business controller resume sample with 2 tips to help you elevate your resume.

Assistant Controller

A successful assistant controller resume sample with two tips to help you create your own successful resume.

Corporate Controller

A strong corporate controller resume sample that highlights the applicant's organizational and technical skills.

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

A successful risk analyst resume sample that highlights the applicants technical and analytical skills.

Health Care Risk Manager

A strong health care risk manager resume sample that highlights the applicant's health education and metrics of success.

Financial Risk Manager

A financial risk analyst resume sample that highlights the applicants skill set and industry related experience.

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

An accounts payable supervisor resume template shows how you can create your very own resume in the profession.

Accounts Payable Clerk

This resume example shows how to create a successful accounts payable clerk resume.

Accounts Payable Officer

An accounts payable officer resume template example is shown which can be used to inspire your own resume in the career.

Accounts Receivable

A well-structured resume for the role of Accounts Receivable specialist.

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

A senior internal auditor resume template that highlights relevant work history with bullet points.

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

A purchasing director resume example that organizes work experience chronologically

Purchasing Specialist

A purchasing specialist resume template that highlights work experience and skills

Strategic Sourcing Director

A strategic sourcing director resume template with strong action verbs to describe work history

Procurement Coordinator

A procurement coordinator resume template that emphasizes work experience and education

Purchasing Coordinator

A purchasing coordinator resume template including a professional description, work experience, and additional information.

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

A mortgage loan processor resume sample that highlights the applicant’s lengthy industry experience and certification.

Senior Loan Processor

A senior loan processor resume highlight that highlight’s the applicant’s managerial experience and quantifiable value addition.

Entry-Level Loan Processor

An entry-level loan processor resume sample that highlights the applicant’s relevant school experience and internships.

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

A director of finance resume sample that highlights the applicant’s specific skill set and impressive experience.

Assistant Director of Finance

An assistant director of finance resume sample that highlights the applicant’s certifications and leadership experience.

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

A credit manager resume template that highlights professional experience

Commercial Credit Analyst

A commercial credit analyst resume template using strong action verbs

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

A debt collection specialist resume guide that highlights the applicant’s certifications and key achievements.

Collection Agent

A recruiter-approved collections agent resume sample that highlights the applicant's impact on the bottom line and career growth.

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

A senior finance executive resume sample that highlights the applicant’s quantifiable success and experience.

Junior Finance Executive

Junior finance executive resume sample that highlights the applicant’s related experience and relevant certifications.

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

A vice president of operations and finance resume sample that highlights the applicant’s dualistic roles and skills.

Senior Vice President Finance

A senior vice president of finance resume sample that highlights the applicant’s executive experience and quantifiable success.

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

A claim processor resume sample that highlights the applicant’s career progression and industry experience.

Entry Level Claims Adjuster

An entry-level claims adjuster resume sample that highlights the applicant’s certifications and related experience.

Claims Analyst

A claim analyst resume sample that highlights the applicant’s strong skills section and extensive experience.

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

A senior payroll specialist resume template including strong action verbs.

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

A senior cost analyst resume template that uses achievements to emphasize seniority.

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

A mergers & acquisitions specialist resume template that uses metrics to accentuate achievements.

Action Verbs For Finance Resumes

  • Restructured
  • Implemented

How to use these action verbs?

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

Finance Resume Guide

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

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latest resume format for experienced finance professionals

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.

latest resume format for experienced finance professionals

7 Finance Resume Examples and Templates for 2024

7 Finance Resume Examples and Templates for 2024

Frank Hackett

Finance Resume Templates and Examples (Download in App)

Most popular finance resumes.

  • Director of Finance
  • Financial Analyst
  • Finance Student
  • Vice President of Finance
  • Resume Text Examples

How To Write a Finance Resume

  • Entry-Level
  • Senior-Level

7 Finance Resume Examples and Templates for 2024

Director of Finance Resume Example

Director of Finance Resume Example

Financial Analyst Resume Example

Financial Analyst Resume Example

Finance Student Resume Example

Finance Student Resume Example

Vice President of Finance Resume Example

Vice President of Finance Resume Example

Finance Text-Only Resume Templates and Examples

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

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.

  • 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
  • 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 | [email protected] | 123 Santa Maria, San Francisco, CA 12345

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.

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

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

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

Certifications

Financial Industry Regulatory Authority (FINRA) | 2015

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

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
  • Cross-Functional Coordination
  • Financial Forecasting
  • Organizational Development
  • Project & Program Management
  • Regulatory Compliance
  • Revenue & Profit Growth
  • Stakeholder Relations Management
  • Strategic Business Planning

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
  • 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%

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

To craft 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. Create a profile by summarizing your finance qualifications

Your profile should briefly name the three to five top reasons you excel at managing and growing financial assets. This section aims 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 over 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 $40 million equipment purchase.

Entry-Level Profile Example

Finance professional with over two years of 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. Showcase your finance experience

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, focus each job description on transferable skills you gained, such as cash handling or client relations. If you have finance experience, include a “Highlights” or “Key Results” section under each job so hiring managers can envision your impact 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 over 400 staff members
  • Coordinated financing of a complex $40 million equipment purchase

Entry-Level Professional Experience Example

Junior Finance Specialist Tri-State Solutions, New Haven, CT | July 2020 – present

  • Research market trends and conditions and flag potential disruptions

3. Include education and certifications relevant to finance

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.

  • [Certification Name], [Awarding Organization], [Completion Year]
  • Certified Public Accountant, CPA Association, 2022
  • [Degree Name]
  • [School Name], [City, State Abbreviation] – [Graduation Year]
  • [Select Coursework – optional]
  • Bachelor of Science (BS) – Finance
  • Maryland University, Annapolis, MD – 2022

4. List finance-related skills and proficiencies

Add a Key Skills section to show how you can analyze, grow, or balance financial accounts, and the tools you use to promote 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 and elimination Cross-functional coordination
Econometrics Financial forecasting
Financial planning and analysis Financial reporting
Investment analysis Investment banking
Microsoft Excel Portfolio management
Project and program management Revenue and profit growth
Risk management Stakeholder relations management
Strategic business planning Targeted resource allocation
Tax planning and 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.

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 Allocated
Amortized Analyzed
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 7% (or 715,000 positions) between 2021 and 2031. This growth rate is roughly the same as the average for all U.S. vocations.

You can get more finance job interviews if you tailor your resume for each application. Add brief descriptions of the companies where you’ve worked in brackets right next to or below the company name. This shows any similarities between your past employers and the one who posted the job. For example, maybe you’ve worked for companies of a comparable size or 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, use a Combination (or Hybrid) resume. It’s simplest for hiring managers to learn about your pertinent skills and experience, and 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 include a Profile summary and Key Skills section, but you may also add a Career Highlights or Awards section. By 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.

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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.

Frank Hackett

Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).

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Finance Resume: Top Examples and Tips for 2024

latest resume format for experienced finance professionals

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.

latest resume format for experienced finance professionals

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.

latest resume format for experienced finance professionals

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

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

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

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

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

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

Common Finance Resume Mistakes

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

Analysis of Common Mistakes in Finance Resumes

  • Grammatical and spelling errors

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

  • Lack of quantifiable achievements

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

  • Generic resume objectives

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

  • Long blocks of text

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

Tips on Avoiding These Common Errors

  • Proofread your resume

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

  • Include quantifiable achievements

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

  • Tailor your resume objective

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

  • Use bullet points and white space

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

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

Tailoring Your Finance Resume for Specific Roles

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

1. Read the Job Description Carefully

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

2. Identify and Highlight Key Skills and Experiences

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

3. Customize Your Resume Summary and Objective

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

4. Rearrange Your Resume Sections

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

5. Focus on Achievements, Not Just Duties

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

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

Formatting Your Finance Resume

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

Importance of Proper Formatting

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

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

Tips on Choosing an Appropriate Design and Layout

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

1. Go For Simplicity and Clarity

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

2. Use Bullet Points

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

3. Keep It Consistent

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

4. Highlight Your Achievements

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

5. Use Keywords

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

6. Utilize White Space

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

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

Essential Elements of a Finance Resume

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

Key components of a finance resume

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

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

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

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

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

Tips on how to showcase your skills and experience

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

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

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

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

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

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

Finance Resume Examples

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

1. Financial Analyst Resume Example

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

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

Financial Analyst | ABC Corporation | Anytown, USA

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

Junior Financial Analyst | XYZ Company | Anytown, USA

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

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

2. Finance Manager Resume Example

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

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

Finance Manager | ABC Corporation | Anytown, USA

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

Senior Financial Analyst | XYZ Company | Anytown, USA

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

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

3. Investment Banker Resume Example

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

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

Investment Banker | ABC Investment Bank | Anytown, USA

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

Analyst | XYZ Investment Firm | Anytown, USA

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

What makes these resumes effective?

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

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

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

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

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

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

Writing Your Finance Resume Summary

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

How to create a compelling summary statement

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

Tips on tailoring your summary to the job posting

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

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

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

Listing Your Finance Experience

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

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

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

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

Highlighting Your Finance Skills

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

Identifying the most important finance skills

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

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

Tips on showcasing these skills in your resume

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

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

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

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

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

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

Education and Certifications

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

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

1. Start with the most recent qualification

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

2. Highlight the relevant qualifications

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

3. Use action verbs

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

4. Include relevant coursework

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

5. Keep it concise

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

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

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Financial 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 .

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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

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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

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12 Finance Resume Examples for 2024

Crafting a resume in finance means balancing technical skills and experience with simplicity. This guide offers proven examples and strategic advice for job seekers, from entry-level to executive positions. Learn how to highlight your certifications, like CPA or CFA, and tailor your accomplishments for clear impact. Walk away with a strong, interview-worthy finance resume, built on insights from a hiring manager's perspective.

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  • 21 Aug 2024 - 1 new section (Showcase leadership and growth) added
  • 24 Jul 2024 - 1 new resume template (Financial Controller) added
  • 07 Jul 2024 - 1 new section (Get a score for your resume) added

  Next update scheduled for 29 Aug 2024

Here's what we see in top finance resumes.

Numbers That Show Impact : You should use numbers to show how you make a difference. Include revenue growth , cost reductions , budget management , and financial forecasting accuracy .

Relevant Skills From The Job Description : Include skills you have that are also in the job description. Some important ones are financial analysis , accounting software , data modeling , compliance regulation , and risk management .

Trends In Finance Resumes : New trends include data-driven decision making. Show this with phrases like advanced Excel skills and financial data interpretation .

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Finance Analyst Resume Sample

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Get a score for your resume

Want to know how your finance resume measures up? Our resume scoring tool gives you instant feedback on your resume's strength. It evaluates key criteria that recruiters in the financial sector look for, helping you understand if your resume is readable by applicant tracking systems.

Get an unbiased assessment of your resume's effectiveness. Upload your resume now to receive a score and actionable tips to improve your chances of landing that finance job you want.

Finance Manager Resume Sample

Place education section wisely.

When you create your finance resume, where you place your education can matter. If you are new to the field with little experience, put your education first on your resume. For example, list your degrees in finance or related fields at the top. This shows your foundation in finance principles.

However, if you have been working for some time or have significant financial experience, your work history should come first. This highlights your practical skills in financial roles. Always include any finance-related certifications or ongoing education to show you are keeping your knowledge current.

Finance Director Resume Sample

Showcase analytical skills.

In finance, your ability to analyze data and make informed decisions is crucial. On your resume, provide examples of how you have used these skills. Include any financial reports you have prepared or contributed to, or any complex data you have analyzed that led to strong financial decisions.

Highlight any familiarity with finance-specific software or systems. This could include experience with accounting software or advanced proficiency in spreadsheet analysis, which are important in finance-related roles.

Investment Banking Analyst Resume Sample

Keep resumes concise.

For jobs in finance, keeping your resume to one page is best if you have under 10 years of relevant experience. Be clear and concise with your skills and work history. Your resume should be like a balance sheet, capturing the most important information without clutter.

If you are applying for a senior financial role and have more extensive experience, using two pages is acceptable. Ensure every section, including your work in finance, shows value and relevance to the role you are applying for.

Junior Financial Analyst Resume Sample

Detail regulatory knowledge.

Finance is unique because of its strict regulatory environment. You should show your understanding of relevant laws and ethical standards. Mention any experience you have managing finances under specific regulations or any compliance projects you have been a part of.

Also include any certifications in financial regulation or related areas. This could be certifications like a Series 7 or a Certified Public Accountant (CPA) license. Practical knowledge of regulations is indispensable in finance careers.

Senior Financial Executive Resume Sample

Beat the resume screeners.

When you apply for finance roles, your resume might first be read by machines, not humans. These are called Applicant Tracking Systems (ATS). They scan your resume for keywords and phrases that match the job. To pass this first test, you need to know how it works.

Here are some tips:

  • Use keywords from the job description. For finance positions, words like 'budgeting', 'forecasting', or 'financial analysis' are common. Include these terms if they match your experience.
  • Be clear with your job titles and experiences. For example, 'finance manager' or 'accountant' should be plainly stated. Also, use simple terms to describe your duties and achievements. For instance, 'managed a budget of $100,000' is clear and understandable.

Financial Planning Specialist Resume Sample

Customize your finance resume.

When you apply for finance jobs, show the skills and experience you have that match what the role needs. This helps employers see you're a good fit. Focus on the specific tasks and tools you know that finance work often needs. Here's how you can do this:

Show the finance systems you're good at using, like QuickBooks or SAP , to manage accounts or money.

For jobs that need you to lead, talk about your experience with guiding teams. Say how many people were in your teams or if you gave talks to big bosses.

If you're coming from another job, find the tasks you did that are like what you'd do in finance. For example, if you managed a budget, even in a different job, that's important to mention.

Risk Management Consultant Resume Sample

Show achievements, not tasks.

When writing your finance resume, you need to focus on showing your achievements, not just listing your job tasks. Your resume should highlight how you made a positive impact in your role. This means turning every responsibility into an accomplishment that shows your value.

For example:

  • Instead of saying 'Managed a small team,' you might say, 'Led a team of 5 to streamline financial processes, resulting in a 20% reduction in reporting errors.'
  • Rather than 'Prepared weekly financial reports,' show the outcome, 'Developed a new report template that saved 10 hours of work per week and improved data accuracy.'

Treasury Analyst Resume Sample

Essential skills for finance specialists.

When you craft your finance resume, it's important to focus on the hard skills that show your capability in financial analysis and management. These skills tell employers you have what it takes to handle the job.

  • Financial analysis
  • Accounting principles
  • Budget management
  • Financial reporting
  • Microsoft Excel
  • ERP systems
  • Quantitative analysis
  • Risk assessment
  • Tax preparation
  • Regulatory compliance

You don't need to have every skill listed above, but include those that match your experience and the jobs you want. If you have worked with financial modeling or data analysis tools, make sure to highlight these. These skills can be part of a dedicated 'Skills' section or woven into your work experience descriptions. They help you pass the Applicant Tracking Systems (ATS) that many companies use to filter resumes.

Remember, focus on skills that are specific to finance. For example, knowing SAP Financial Accounting is more relevant than basic computer skills. Always tailor your resume for the job you are applying for, and show clear examples of how you used these skills in your past roles.

Portfolio Manager Resume Sample

Show leadership and promotions.

When applying for jobs in finance, it's important to show your growth within the field. This means including any promotions or leadership roles you've held. These details can make your resume stand out to hiring managers.

Think about your work history. Have you ever led a team or a project? Maybe you were promoted from a junior to a senior position. These are key experiences to include on your resume. Here are some ideas:

  • Managed a team of 5 analysts to successfully deliver quarterly budget reports.
  • Promoted from financial analyst to senior financial analyst after consistently surpassing quarterly targets.

Remember to include numbers and results. For example, mention if your leadership led to a 10% reduction in expenses or if your team’s work increased revenue by a certain percentage. This gives a clear picture of your impact in your roles.

Chief Financial Officer Resume Sample

Showcase leadership and growth.

When crafting your finance resume, highlighting your leadership roles and any promotions is crucial. These details can make a strong impact. Here's how you can show your growth in the finance field:

  • Detail any times you led a team or project, using phrases like 'Led a team of X to...' or 'Managed a budget of...'
  • Include any titles or roles that show a clear progression, for example, 'Promoted from junior accountant to senior accountant within two years'.

Think about moments when you took charge of a situation or inspired your team to meet a goal. Even if you weren't in a formal leadership role, you can still demonstrate leadership qualities. Consider these points:

  • Did you ever mentor new employees or interns? Mention 'Mentored X number of interns to full-time roles.'
  • Highlight any successful project where you played a key role, with phrases like 'Contributed to a project that resulted in a 20% increase in cost savings'.

Use these tips to show employers that you not only have the necessary finance skills but also the ability to lead and drive progress.

Financial Controller Resume Sample

Show impact with numbers.

When you list your past work, adding numbers can make a big difference. Numbers help hiring managers see the exact value you can bring. Here's how to do it in finance:

  • Include the size of budgets you managed or advised on. For example, 'Oversaw a portfolio worth $500,000 .' This shows you can handle important tasks with care.
  • Talk about how you saved money. You could say, 'Cut yearly costs by 10% through better vendor deals.' This proves you can find ways to increase profits.

Think about the results of your work. Did you help your company grow? You might have numbers like 'Helped increase annual revenue by 15% .' Or did you make processes better? Say something like, 'Improved report generation speed by 30% , saving 5 hours each week.'

  • Estimate the impact of your work on team performance. For instance, 'Led a finance team that beat quarterly targets by 20% .'
  • Remember to include client or stakeholder satisfaction rates if you have them, such as 'Achieved a client satisfaction score of 95% .'

Use these ideas to think about your own numbers. Even if you're not sure, try to estimate based on your past work. Good numbers on a resume help you stand out.

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latest resume format for experienced finance professionals

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7 Finance Manager Resume Examples Made for 2024

Stephen Greet

Finance Manager Resume

  • Finance Manager Resumes by Experience
  • Finance Manager Resumes by Role
  • Write Your Finance Manager Resume

Optimizing company spending is where you thrive. You get financial reports created, investments maximized, and plan effective strategies to meet long-term financial goals.

But does your resume template allow you to show why you’re the best fit to lead financial teams?

With the many qualifications and skills needed to succeed in the financial world, the hiring process can feel tricky, even when you know cash flow management and income statements like the back of your hand. That’s why we created our finance manager resume examples that will help you display your skills in the best way to impress hiring managers.

or download as PDF

Finance Manager resume example with 9 years experience

Why this resume works

  • Demonstrating your well-rounded expertise will give your finance manager resume an edge.

Assistant Finance Manager Resume

Assistant Finance Manager resume example with 11 years experience

  • This approach will put your assistant finance manager resume in a better place than simply listing former job titles.

Deputy Finance Manager Resume

Deputy finance manager resume example with 8 years of experience

  • Don’t send your deputy finance manager resume without adding, for example, Chartered Financial Analyst (CFA) or similar achievement. Obtaining such designations requires candidates to take multiple exams and reasonable work experience which go to show your dedication to make it this far.

Accounts and Finance Manager Resume

Accounts and finance manager resume example with 10 years of experience

  • Ensure to put across your ability to work in a team and help them make marginal improvements. Anna does a great job in their accounts and finance manager resume by writing how their assistance to the HR team for fixing payrolling issues directly boosted employee satisfaction.

Senior Finance Manager Resume

Senior finance manager resume example with 10 years of experience

  • Have your education (cue Bachelor of Science Economics) sit at the top of this side column, followed by your skills (not just any, but those pertinent to the role) and certifications (Certified Public Accountant). Hobbies, while optional, can present you as a well-rounded candidate besides offering an interesting talking point during your job interview.

Finance Project Manager Resume

Finance project manager resume example with 9 years of experience

  • Notice how Morgan talks about supervising the financial team and boosting project tracking efficiency at Blackrock. Increasing client retention and fostering cost management initiatives at Metlife further solidify his potential for success in the finance project manager role.

Automotive Finance Manager Resume

Automotive Finance Manager resume example with 10 years of experience

  • Showcasing your National Automotive Finance (AFIP) certification is one effective way to get this point across.

Related resume examples

  • Financial Analyst
  • Investment Banking
  • Account Manager
  • Account Executive

Create a Finance Manager Resume That Aligns with the Job Description

Job seeker stands with hands in air, questioning how to fill out job materials

The first step in an effective finance management resume is choosing the right skills. However, when you handle many tasks, from compliance to cost reduction efforts, you’re probably wondering which abilities are best to put in this small section of your resume. 

Aim to align all the skills you list based on each company’s needs emphasized in the job description . For instance, a company needing help with future projections would appreciate your ability to analyze data trends in Salesforce and Moody’s Analytics to assist in those tasks. 

Need some ideas?

15 top finance manager skills

  • Internal Auditing
  • Financial Planning
  • Income Statements
  • Balance Sheets
  • Moody’s Analytics
  • Microsoft Excel
  • Employee Relations
  • Forecasting
  • Financial Reporting
  • Oracle Suite
  • Process Improvement

latest resume format for experienced finance professionals

Your finance manager work experience bullet points

While your abilities to tackle financial planning and reporting with ease will catch a hiring manager’s eye, they’ll still want to see how you’ve succeeded on the job to know you’re the best fit. 

Fortunately, listing some great work experience examples should be a breeze with your in-depth knowledge of how businesses use numbers to optimize for success. Each example you list should contain a metric illustrating what you achieved, such as improving process efficiency or generating a better ROI. 

Here are some examples of great financial metrics to give you some ideas.

  • Profit margin: Every business wants to maintain great margins to ensure profitability and continued growth, which is why you’re there to optimize the financial books accordingly. 
  • Accuracy: Compliance is a big deal in the financial field, so maintaining financial books and reporting standards with precision is vital. 
  • Cost reductions: Financial managers who are experts at strategically reducing material or production costs will always stand out in the hiring process. 
  • Reporting time: The business environment is fast-paced, so speeding up reporting time will significantly benefit decision-makers contemplating investments or promotional strategies. 

See what we mean?

  • Managed a portfolio of automotive loans valued at $31M, maintaining a delinquency rate of less than 2% by assessing risk using Moody’s Analytics.
  • Automated financial reporting processes with QuickBooks, reducing reporting time by 42%.
  • Migrated financial data from legacy systems to SAP, leading to a 22% improvement in data accessibility.
  • Developed interactive Tableau dashboards for financial performance analysis, improving decision-making efficiency by 29%.

9 active verbs to start your finance manager work experience bullet points

  • Streamlined

3 Ways to Optimize a Finance Manager Resume if You Lack Experience

  • Even if you don’t have financial management experience, there are still many ways you can showcase leadership. For instance, you could list examples of training new team members in essential reporting tasks or leading a team in a companywide risk management assessment. 
  • When you perform tasks like forecasting or audits with high amounts of technical ability, it can still translate into why you’ll make a great team leader. For instance, you could explain how you developed a new reporting process in QuickBooks that boosted efficiency by 58%. 
  • As you’ve worked your way up in the financial field, your most recent experiences will showcase your most relevant skills to the needs of a management position. Listing your most recent jobs first will help you emphasize key skills like financial planning or process improvement to help you stand out.

3 Strategies to Improve Your Finance Manager Resume When You Have Experience

  • Finance managers with ten or more years of experience will benefit from a summary. It’ll help to showcase a few primary skills and experiences right away that catch a hiring manager’s attention, such as how you’ve managed a $400 million investment portfolio, using market analytics to grow it by an average of 17% annually over your 12-year career. 
  • When you’ve worked many jobs in the financial industry, it’s important to narrow down the ones you include on your resume to three or four. Aim for positions that are the most recent and the most relevant to primary tasks like employee relations or financial audits. 
  • When you have a lot of financial management experience, it’s easy to get carried away with examples that are too in-depth and will overwhelm hiring managers. So keep your examples to short one-sentence descriptions, like how you used Xero’s bank connections feature to make the reconciliations process 34% more efficient. 

One page will be the best length for a finance manager’s resume. Think of it like submitting a financial report to decision-makers. You want it to be concise and easy to understand so hiring managers can easily pick up on key skills like managing end-of-year income statements. 

Action words like “processed” or “improved” make the work experience examples you list sound more engaging. It’ll help grab a hiring manager’s attention when explaining how you implemented Moody’s Analytics during risk management assessments to identify reporting errors 37% more accurately. 

When writing a cover letter , use the opportunity to fill in any gaps on your resume or make a more personal connection with the company’s mission. For instance, you could explain how you want to use your cost reduction strategies to help a wellness brand continue bringing its products to consumers at an affordable price to achieve the brand’s goal of helping more people live a healthier lifestyle. 

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  • • Streamlined the month-end closing process, contributing to a 20% decrease in turnaround time for delivering management accounts.
  • • Orchestrated a full-scale audit of internal control systems to ensure compliance, identifying areas for improved efficiency and risk mitigation.
  • • Implemented a new invoice posting system that improved the accounts payable function, processing over 10,000 invoices per month.
  • • Overhauled the preparation and reconciliation of monthly accruals and prepayments, which enhanced financial accuracy and reporting reliability.
  • • Collaborated with the Finance Director to produce in-depth monthly variance analysis reports, revealing key financial insights.
  • • Led a team initiative to optimize bank reconciliations, significantly reducing errors by 30% and enhancing the overall integrity of financial data.
  • • Drove the execution of payment runs, effectively managing cash outflows of approximately $5 million monthly.
  • • Participated in the development of financial statements, ensuring rigorous checks and balances resulted in audit-ready reports.
  • • Contributed to identifying and implementing cost-saving measures, reducing departmental expenses by 15% annually.
  • • Aided in the execution of ad-hoc requests by the Finance Director, providing accurate and timely data to support strategic decisions.
  • • Utilized advanced Excel functions to manipulate large data sets, enhancing the decision-making process through clearer data visualization.
  • • Facilitated the accurate posting of over 500 bank transactions per week, strengthening the financial data pool.
  • • Partook in a project to digitize accounts payable, streamlining invoice handling and paving the way for a 10% increase in efficiency.
  • • Assisted in the monthly balancing of books, ensuring a consistent error rate below 0.5%.
  • • Supported the finance team in achieving a 98% compliance rate with new internal control standards.

5 Finance Executive Resume Examples & Guide for 2024

Your finance executive resume must prominently display your quantitative achievements. Demonstrate a track record of financial growth and cost reductions. Showcase your leadership abilities and experience in strategic planning. Proven skills in these areas are crucial for managing complex financial operations.

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latest resume format for experienced finance professionals

Traditional

latest resume format for experienced finance professionals

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

Finance Executive resume example

One significant resume challenge you as a finance executive might encounter is effectively showcasing your strategic leadership abilities in a succinct yet impactful manner. Our guide provides tailored strategies and language designed to highlight your top-tier financial expertise, ensuring that your resume stands out to potential employers by clearly communicating the value you bring to the table.

  • Incorporate finance executive job advert keywords into key sections of your resume, such as the summary, header, and experience sections;
  • Quantify your experience using achievements, certificates, and more in various finance executive resume sections;
  • Apply practical insights from real-life finance executive resume examples to enhance your own profile;
  • Choose the most effective finance executive resume format to succeed in any evaluation process.
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Best practices for the look and feel of your finance executive resume

Before you even start writing your finance executive resume, first you need to consider its layout and format .

What's important to keep in mind is:

  • The reverse-chronological resume is the most widely used format to present your experience, starting with your latest job.
  • Your finance executive resume header needs to include your correct, professional contact details. If you happen to have a professional portfolio or an updated LinkedIn profile, include a link to it.
  • Ensure your resume is no longer than two pages - you don't have to include irelevant experience on your resume just to make it look longer.
  • Unless specified otherwise, submit your resume in the most popular format, the PDF one, as this will ensure your finance executive resume isn't altered.

Upload & Check Your Resume

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

Mention specific courses or projects that are pertinent to the job you're applying for.

Essential sections that should make up your finance executive resume include:

  • The header - with your contact details (e.g. email and telephone number), link to your portfolio, and headline
  • The summary (or objective) - to spotlight the peaks of your professional career, so far
  • The experience section - with up to six bullets per role to detail specific outcomes
  • The skills list - to provide a healthy mix between your personal and professional talents
  • The education and certification - showing your most relevant degrees and certificates to the finance executive role

What recruiters want to see on your resume:

  • Proven experience with financial management, budgeting, and forecasting
  • Strong understanding of compliance and risk management principles, along with knowledge of financial regulations
  • Demonstrated ability in strategic planning and financial analysis to drive business growth
  • Expertise in financial reporting systems, accounting principles, and the ability to manage complex financial operations
  • Exceptional leadership qualities with experience in managing finance teams and inter-departmental collaboration

Adding your relevant experience to your finance executive resume

If you're looking for a way to show recruiters that your expertise is credible, look no further than the resume experience section.

Your finance executive resume experience can be best curated in a structured, bulleted list detailing the particulars of your career:

  • Always integrate metrics of success - what did you actually achieve in the role?
  • Scan the finance executive advert for your dream role in search of keywords in the job requirements - feature those all through your past/current experience;
  • Dedicate a bullet (or two) to spotlight your technical capabilities and how you're able to use the particular software/technology in your day-to-day roles;
  • Write simple by including your responsibility, a job advert keyword or skill, and a tangible outcome of your success;
  • Use the experience section to also define the unique value of working with you in the form of soft skills, relevant feedback, and the company culture you best thrive in.

Industry leaders always ensure that their resume experience section offers an enticing glimpse at their expertise, while telling a career narrative. Explore these sample finance executive resumes on how to best create your resume experience section.

  • Led a financial team to lower annual expenses by 15%, focusing on cost-effective strategies and negotiation with suppliers.
  • Managed and reported on a portfolio of $50M, optimizing investment strategies which led to a 10% growth year over year.
  • Directed the implementation of a new financial software system to streamline accounting processes, reducing reporting times by 30%.
  • Oversaw the development and management of the regional budget, achieving a year-end variance within 2% of the forecasted figures.
  • Facilitated a cross-departmental collaboration that resulted in the reduction of quarterly financial closing times by 25%.
  • Introduced and managed a new risk assessment framework that decreased financial discrepancies by 40%.
  • Played a pivotal role in a capital raise of $80M through a series of private and public equity offerings.
  • Optimized cash flow management procedures which increased cash availability by 35%, enhancing the company's liquidity position.
  • Conducted comprehensive financial analysis for merger and acquisition opportunities, advising executive leadership on three major deals.
  • Developed quarterly financial forecasts, identifying trends that informed business strategy and resource allocation.
  • Enhanced financial reporting systems, allowing for real-time P&L analysis and better strategic decision-making.
  • Negotiated and secured a $25M credit facility with major banks, significantly reducing financing costs and improving cash position.
  • Instrumental in the design and roll-out of company-wide budgeting tools that effectively handle a budget of over $100M.
  • Improved forecast accuracy by implementing advanced analytical techniques, culminating in a 20% increase in efficiency.
  • Acted as a key financial advisor during strategic pivot to digital platforms, assisting in tripling online revenue streams over a two-year period.
  • Pioneered a sustainability initiative that cut costs by $5M annually while enhancing the company's green investments.
  • Coordinated and executed a company-wide audit, identifying tax savings of over $3M without compromising compliance standards.
  • Engaged in high-level negotiations with new software vendors, securing a long-term contract that saved the company $500K over five years.
  • Implemented a new equity management program that increased employee participation by 40% and aligned staff incentives with corporate goals.
  • Streamlined reporting processes through the adoption of BI tools, reducing time needed for monthly financial presentation preparations by 50%.
  • Initiated a successful refinancing strategy for corporate debt, reducing interest expenses by $2M annually.
  • Conducted an international expansion analysis which contributed to a 25% increase in global market presence.
  • Developed and maintained financial models that projected long-term growth and valuation that directly influenced strategic planning.
  • Lead a cross-functional finance and IT team to automate financial processes, saving over 500 man-hours annually.
  • Managed the financial due diligence for a $150M acquisition, identifying key financial risks and potential synergies.
  • Implemented a cost reduction program across the company’s supply chain, resulting in a 20% reduction in logistics expenses.
  • Established a robust set of financial controls that enhanced accuracy in financial reporting and strengthened compliance with regulatory standards.
  • Developed a dynamic three-statement financial model that contributed to a strategic pivot, doubling EBITDA margins within 18 months.
  • Played a central role in negotiating a joint venture agreement, enhancing the company's competitive position in the Asian market.
  • Implemented a sophisticated cash flow forecasting tool that minimized working capital requirements and supported a 12% reduction in credit line interest rates.

Quantifying impact on your resume

  • Highlight the total assets under your management, demonstrating your ability to handle significant financial responsibilities.
  • Include the percentage by which you increased revenue or reduced costs, showcasing your direct contribution to the company's bottom line.
  • Quantify the size of budgets you have managed, illustrating your competency in handling large-scale financial projects.
  • Detail the number of financial reports or presentations you've developed, showing your expertise in financial analysis and communication.
  • Specify the number of compliance or audit processes you've overseen, indicating your commitment to maintaining financial integrity and standards.
  • Mention the number of investment strategies you've devised or contributed to, revealing your strategic thinking and impact on growth.
  • State the percentage of financial accuracy you maintained in your reports, underscoring your attention to detail and precision.
  • Report the dollar value of debt or expenses you've successfully reduced, highlighting your proactive measures to improve financial health.

Action verbs for your finance executive resume

Target Illustration

What to do if you don't have any experience

It's quite often that candidates without relevant work experience apply for a more entry-level role - and they end up getting hired.

Candidate resumes without experience have these four elements in common:

  • Instead of listing their experience in reverse-chronological format (starting with the latest), they've selected a functional-skill-based format. In that way, finance executive resumes become more focused on strengths and skills
  • Transferrable skills - or ones obtained thanks to work and life experience - have become the core of the resume
  • Within the objective, you'd find career achievements, the reason behind the application, and the unique value the candidate brings about to the specific role
  • Candidate skills are selected to cover basic requirements, but also show any niche expertise.

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In-demand hard skills and soft skills for your finance executive resume.

A vital element for any finance executive resume is the presentation of your skill set.

Recruiters always take the time to assess your:

  • Technological proficiency or hard skills - which software and technologies can you use and at what level?
  • People/personal or soft skills - how apt are you at communicating your ideas across effectively? Are you resilient to change?

The ideal candidate presents the perfect balance of hard skills and soft skills all through the resume, but more particular within a dedicated skills section.

Building your finance executive skills section, you should:

  • List up to six skills that answer the requirements and are unique to your expertise.
  • Include a soft skill (or two) that defines you as a person and professional - perhaps looking back on feedback you've received from previous managers, etc.
  • Create up to two skills sections that are organized based on the types of skills you list (e.g. "technical skills", "soft skills", "finance executive skills", etc.).
  • If you happen to have technical certifications that are vital to the industry and really impressive, include their names within your skills section.

At times, it really is frustrating to think back on all the skills you possess and discover the best way to communicate them across.

We understand this challenge - that's why we've prepared two lists (of hard skills and soft skills) to help you build your next resume, quicker and more efficiently:

Top skills for your finance executive resume:

Financial Analysis

Financial Reporting

Forecasting

Financial Modeling

Risk Management

Accounting Principles

Tax Planning

Cash Flow Management

Strategic Planning

Communication

Problem-solving

Decision-making

Attention to Detail

Time Management

Analytical Thinking

Adaptability

Negotiation

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

The importance of your certifications and education on your finance executive resume

Pay attention to the resume education section . It can offer clues about your skills and experiences that align with the job.

  • List only tertiary education details, including the institution and dates.
  • Mention your expected graduation date if you're currently studying.
  • Exclude degrees unrelated to the job or field.
  • Describe your education if it allows you to highlight your achievements further.

Your professional qualifications: certificates and education play a crucial role in your finance executive application. They showcase your dedication to gaining the best expertise and know-how in the field. Include any diplomas and certificates that are:

  • Listed within the job requirements or could make your application stand out
  • Niche to your industry and require plenty of effort to obtain
  • Helping you prepare for professional growth with forward-facing know-how
  • Relevant to the finance executive job - make sure to include the name of the certificate, institution you've obtained it at, and dates

Both your certificates and education section need to add further value to your application. That's why we've dedicated this next list just for you - check out some of the most popular finance executive certificates to include on your resume:

The top 5 certifications for your finance executive resume:

  • Chartered Financial Analyst (CFA) - CFA Institute
  • Certified Public Accountant (CPA) - American Institute of Certified Public Accountants
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals
  • Chartered Alternative Investment Analyst (CAIA) - CAIA Association

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

  • How to List GPA on Your Resume
  • Should You Include Eagle Scout On Your Resume?

Practical guide to your finance executive resume summary or objective

First off, should you include a summary or objective on your finance executive resume?

We definitely recommend you choose the:

  • Resume summary to match job requirements with most noteworthy accomplishments.
  • Resume objective as a snapshot of career dreams

Both the resume summary and objective should set expectations for recruiters as to what your career highlights are.

These introductory paragraphs (that are no more than five sentences long) should help you answer why you're the best candidate for the job.

Industry-wide best practices pinpoint that the finance executive resume summaries and objectives follow the structures of these samples:

Resume summaries for a finance executive job

  • Finance executive with over 10 years of experience specializing in corporate finance within the technology sector. Renowned for driving profitable growth and implementing strategic financial plans at companies like TechGlobal Inc., leading to a 25% increase in annual revenue. Expertise in financial modeling, budgeting, and M&A activities.
  • Seasoned finance professional with 15 years of experience managing multi-million-dollar portfolios for Fortune 500 companies. Proven track record in reducing costs by 30% through strategic sourcing and process optimization. Skillful in capital market analysis, investment strategies, and improving operational efficiencies for financial gain.
  • With an extensive background in management consulting and operational strategy, for the past 8 years, this adept leader is transitioning into finance executive roles. Successfully spearheaded a $50M business transformation project, resulting in a 40% efficiency increase. Pursuing to leverage analytical prowess and strategic insight in financial oversight and planning.
  • Dynamic professional transitioning from a successful 12-year marketing director career to finance management, bringing profound expertise in strategic planning and budget administration. Instrumental in scaling a startup to a market leader, achieving annual growth of 20%. Eager to apply a deep understanding of market trends and financial acumen in financial strategy formulation.
  • Motivated graduate with a Master's Degree in Finance, eager to apply academic knowledge and analytical skills in a dynamic financial environment. Passionate about leveraging data-driven solutions to optimize financial processes, and committed to a lifelong career in financial management and strategy implementation.
  • Recent MBA graduate with a finance concentration, aiming to apply cutting-edge financial theories and models in real-world settings. Dedicated to mastering financial analysis, risk assessment, and strategic decision-making to contribute to the financial success of a forward-thinking organization.

Extra sections to include in your finance executive resume

What should you do if you happen to have some space left on your resume, and want to highlight other aspects of your profile that you deem are relevant to the role? Add to your finance executive resume some of these personal and professional sections:

  • Passions/Interests - to detail how you spend both your personal and professional time, invested in various hobbies;
  • Awards - to present those niche accolades that make your experience unique;
  • Publications - an excellent choice for professionals, who have just graduated from university or are used to a more academic setting;
  • Volunteering - your footprint within your local (or national/international) community.

Key takeaways

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

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  • Accounting and Finance

Susan Shor

Accounting and Finance resume examples & templates

Accounting and Finance resume examples & templates

Staff accounting finance 

Accounting finance expert , choosing the best resume format for accounting & finance, include your contact information, get value from your summary, outline your accounting & finance work experience: career trend analysis, show off the assets that make you great at accounting and finance , highlight your education & relevant accounting and finance certifications, project the right image with your resume layout and design, what salary can you expect in accounting & finance.

You’re ready for the next step in your career. Now you need a top-notch resume to tip the balance in your favor. A generic or boring resume could leave you in the red. Boost your chances of landing an interview with a resume that shows off your asset column.

Entry-level Accounting and Finance Resume Example

How can a one-page document do that? With an eye on action, details, and accomplishments!

An accounting and finance resume is your introduction to hiring managers. If you get a detail wrong when you’re trying to make a great first impression, how can they trust you to keep the numbers straight? Don’t let your job hunt dip into the negative before you have a chance to impress. Craft a resume that gets you closer to your dream job.

Resume guide for an accounting & finance resume

Let Resume.io help you get there with its powerful resources for job seekers, including resume guides and resume examples for 500+ professions, backed up by an easy-to-use resume builder. 

This resume guide, along with the corresponding resume example, will cover the following topics:

  • How to write an accounting and finance resume (tips and tricks)
  • The best format for an accounting and finance resume
  • Adding your contact information
  • Making the most of your summary
  • Including your work experience and education
  • Professional resume layout and design hints
  • What the job market looks like and what you can expect to earn

How to write an accounting & finance resume

Before you begin a financial analysis or report, you decide what will go into it. You should also know what elements your accounting and finance resume should include before you begin. Here are the parts necessary to create a winning resume:

  • The resume header
  • The resume summary (aka profile or personal statement)
  • The employment history section
  • The resume skills section
  • The education section

The key to a successful resume is consistent tone, style, and message, but those elements should be adjusted for each job. How do you do that? Research. Find out about your prospective employer’s pain points but also the company’s structure, culture and business model. Incorporate that knowledge into every aspect of your resume so that you are speaking directly to your prospective boss.

A resume that raises your value in the eyes of hiring managers will:

  • Focus on accomplishments , not tasks. The results of your actions—not simply that you acted—reveal the value you bring.
  • Direct your message directly to the boss with the goal of answering the question: “Why should I hire you?”
  • Use a resume template that makes a positive visual impression, since it will be the first impression the hiring manager will get.
  • Include tailored keywords and phrases for each job that are designed to give you a better chance at avoiding the ATS filter.

Focus your analysis to beat the ATS

No matter how well-crafted your resume is, it won’t reach a human being if it falls victim to the Applicant Tracking System filter. You can increase your chances of beating this scanning and sorting software used by 99% of Fortune 500 companies with your analysis skills.

Carefully match the words and phrases in the job listing to your resume. This means personalizing your resume for each job. Spell out and include acronyms just in case and stick with standard section headings that the ATS recognizes.

Add this to ATS callout

For example, an accounting and finance job listing requires:

  • “Three years’ experience”
  • “Monitor company’s finances”
  • “Experience with budgeting and forecasting”
  • “Understanding of GAAP and finance regulations”

An ATS-optimized resume summary might read:

“Accounting and finance professional with three years’ experience with budgeting and forecasting. Adept at tracking company cash flow and monitoring all transactions for adherence to GAAP and finance regulations.”

To learn more about conquering the ATS, check out our article Resume ATS optimization .

The tried-and-true reverse chronological order resume is most likely to be your best-bet format. Why? Because it works and because it makes it easy for recruiters to find the information they seek. 

If you are in a technology or specialty field and need to highlight niche or complex skills, you may want to use the functional resume format instead. Within this format, you can expand your skills section to show off your expertise and contract your employment history to a simple listing of employers or contract engagements. 

Other life situations that call for different resume types are gaps in work history, first-time entry into the job market or career changing. Check out our alternate resume formats for more information on how to write resumes in those circumstances.

Accounting and finance is a detail-oriented, fairly conservative field. We recommend a professional template to project that image.

Your header is like the business card of your accounting and finance resume. Make your contact information accessible, professional, and legible.

  • Full name and title . List your first and last name. Make sure you customize the job title to match each job listing.
  • Professional email address . Use a clean format like [email protected] . Don’t use your current work email.
  • Phone number . List a number where you can be readily contacted, with a professional voicemail greeting.
  • Location . List only your city and state . Listing your street address unnecessarily exposes your personal information. Note 'Willing to Relocate' here if applicable.
  • LinkedIn . If your LinkedIn profile is active, relevant, and shows your business network, include it here.

Don’t include:

  • Date of birth : Not necessary and could potentially lead to age discrimination .
  • Personal details : Marital status, social security number, passport number , etc.

Jesse Stevens

Accounting Manager, CPA

[email protected]

(212) 345-6799

New York, NY

www.linkedin.com/jstevens

466 West Juniper Road

New York, NY 10003

You’re well more than a numbers-cruncher, and the summary section of your accounting and finance resume is where you can show that off. Here, you have 2-3 sentences to dig into that fraud you found or the creative budget you prepared. Tailor your highlighted achievement to each position to hook the hiring manager in.

Use action verbs —budgeted, analyzed, audited, reconciled—to kick off each bullet point.

Be sure to include a few glowing adjectives to describe your professional demeanor and attitude. Definitely pat yourself on the back, but avoid veering too far into bragging territory. The best summaries intrigue hiring managers, giving them something to follow up on in the interview and explaining what you will add to the company. 

They don’t repeat your work history but provide a career overview. For example, “Career eagle-eyed accountant dedicated to responsible management of company’s finances to increase ROI and eliminate waste.”

If you want summary section resume samples for specific accounting positions, try our: 

  • Accountant resume example
  • Senior accountant resume example
  • Finance director resume example
  • Financial analyst resume example
  • Loan officer resume example
  • Investment banker resume example

You can find adaptable examples of accounting and finance resume summary sections below:

Detail-oriented graduate with a degree in Accounting and Finance eager to apply classroom knowledge in Fortune 500 setting. Proficient in reconciliation, financial analysis, and budgeting. Strong analytical skills coupled with a solid understanding of accounting principles and financial management. Adaptable and quick to learn, with a commitment to accuracy and efficiency in all tasks.

CPA and finance professional with five years of experience budgeting, forecasting, and financial analysis for technology company. Consistently deliver insightful financial reports to support strategic decision-making including financial recommendations resulting in reduced tax burden of $1.5 million. 

Seasoned accounting and finance leader who drives strategic growth through financial analysis and understanding of business process. Oversee $4 million budget and provide financial insights to senior management to support decision-making and optimize resource allocation. Extensive experience in financial reporting, regulatory compliance, and risk management.

The employment history section of your accounting and finance resume is really an analysis of your career progress and achievements. Beginning with your most recent position (here is where reverse chronological order comes in), you will create bulleted items that detail tangible outcomes, not responsibilities.

Start each item with a strong action word such as accounted, recommended, or managed and follow it with a phrase that describes your achievement. Use data, details, and dollar signs whenever possible. You are, after all, a person who deals with numbers all day.

Descriptions lacking in detail fall flat. Consider the following:

  • “Collaborated on annual budgeting.”
  • “Reconciled accounts.”
  • “Followed all GAAP and financial regulations.”
  • “Performed internal audit.”

A hiring manager is likely to think: “That sounds like the wording from the job description!” A dynamic work history section describes what you did in detail and what benefit your actions had for the accounting and finance department or the company as a whole.

Note the difference in these rewritten items:

  • “Collaborated with department heads to determine financial needs and balance against projected spending allocation for $3 million subsidiary of multibillion-dollar conglomerate.”
  • “Reconciled 10 accounts with more than 100 transactions per day, ensuring accurate accounting of all cash flow.”
  • “Created process to review accounting activities to ensure strict adherence to GAAP and financial regulations.”
  • “Conducted internal audit and presented recommendations to senior-level staff, resulting in increased accuracy and 10% reduction in time to reconcile accounts.”

Don’t be afraid to head to Thesaurus.com if inspiration for the perfect word is not coming. Just don’t veer too far from your everyday language. You want to sound genuine and professional.

Take a look at the accounting and finance employment history resume sample below:

Accounting Manager at Smith and Caufield, New York  March 2015 - Present 

  • Review and analyze financial accounting information and present analysis and commentary to key business partners.
  • Work to ensure that the financial control framework provides for the accurate reporting of financial conditions.
  • Collaborate with teams including Cash Operations, Treasury, and Tax.
  • Interpret and communicate financial information to teams across the business.
  • Oversee the month-end, quarter-end, and year-end closing of the books, reconciliations, and journal entries.

Accounting Manager at Diamond Marketing, Jersey City  September 2013 - March 2015 

  • Oversaw and managed cost accounting, capitalizing variances, and inventory provisions.
  • Reviewed and supported the preparation of entries related to business operations.
  • Completed the documentation of processes and standardized operating procedures.
  • Prepared monthly, quarterly, and annual reports for corporate reporting.

How to write an accounting & finance resume with no experience

Accounting and finance professionals typically have at least a bachelor’s degree in one of those fields or a related one. When you write an accounting and finance resume with no experience, you can partly rely on what you learned in school, or your hard skills.

This professional knowledge will form the foundation upon which your career will build.

If you have held a part-time or summer position, even if it isn’t money-related, you demonstrated transferable skills such as time management, communication, and reliability.

Use these to illustrate your readiness for full-time finance work even though you have no direct experience . 

Your skills section tells recruiters a few important things quickly. Because this is such a pointed part of your accounting and finance resume, they will know within seconds whether you have the attributes they seek. 

The other key piece of information here is what you think are the most important skills for the job. These two factors mean you should curate this section carefully with a blend of hard and soft skills . 

The soft skills most in demand by employers are time management, critical thinking, communication, and collaboration, according to the Journal of Accountancy . The top hard skills are knowledge of GAAP (generally accepted accounting principles), Quickbooks, business intelligence software, and tax preparation software. 

Proficiency in Microsoft Excel and preparation of financial statements as well as data query and management ability and independent research skills, the staffing agency 4 Corners Resources says. 

If you are having trouble deciding on your top skills, try putting the text from your resume and the job listing into a word cloud creator such as WordArt or WordClouds . That will show you which information appears most often.

Here’s what the skills box looks like in our accounting and finance resume template. 

  • Financial Reporting
  • Financial Analysis
  • ERP Systems
  • Ability to Work Under Pressure
  • Interpersonal Communication Skills

Remember to highlight examples of your skills and how you use them to achieve throughout your accounting and finance resume. 

For example, in both your work history and summary, you can illustrate your:

  • Attention to detail by recounting a time when you found what could have been a costly error
  • Communication by describing how you gather information to create a budget
  • Tax law knowledge by telling how you limited the company’s tax liability

The job description will guide you in deciding which skills to showcase.  

The education section of your accounting and finance resume is a straightforward listing of your academic degrees. Accounting and finance jobs typically require at least a bachelor’s degree and some may prefer an MBA. 

If you do have an advanced degree, you may leave out your high school diploma. Another item to leave off: your GPA, unless you just graduated and have a 4.0.

The section is also a great place to highlight:

  • Training and certifications . If you are a CPA , list that after your name, but also include the details here. Add any other related webinars, trainings, or certificates in your field.
  • Internships . Especially if you are early in your career, these college or post-college programs demonstrate your knowledge and experience.
  • Professional development . Membership in trade associations, tax law groups, or any other organizations that help you grow as a financial professional belong here.

Below you will find an education section resume example as a formatting guide.

Bachelor of Science in Accounting, Manhattan College, New York  September 2009 - May 2013

Even the numbers people need an art department to give their presentations the proper look. The layout and design of your accounting and finance resume are just as important because before a recruiter reads your resume, they will see it. That first look counts.

What impression do you want to give? Organized, neat, clear, and professional? Of course! The best way to do that is to keep it simple. Avoid over-designing or using too much color. Stick with easy-to-read fonts and 1-inch margins. Avoid cramming in too much text: Save something for the interview!

To save yourself the time and effort of formatting, use one of our expertly-designed resume templates . 

Accounting & finance text-only resume example

Accomplished and highly motivated Accounting Manager seeking to utilize my skills for the betterment of the next team I join. Committed to driving continuous improvements for finance operations through the identification and implementation of process enhancement opportunities.

Employment history

Accounting and finance job market and outlook

Despite the automation of many rote accounting tasks, the market for accounting and finance professionals is a robust one. Demand for accounting managers, corporate controllers, directors of finance and senior accountants are among the highest in the field, Robert Half reports.

In fact, the U.S. Bureau of Labor Statistics predicts the addition of more than 100,000 jobs for market research analysts by 2032—that’s a 13% increase, much higher than the average profession’s growth. Financial managers will be in even higher demand, with a 16% projected increase.

Predicting the future of finance

What will finance look like in 2025? Automation will continue to advance, a report from Deloitte says, but companies will look toward their finance divisions for more planning, reporting, budgeting and business insights.

Below are salaries for a range of accounting and finance positions from Payscale.com :

Staff accountant $56,801  $44,000-$71,000
Tax accountant  $60,954 $48,000-$81,000`
Treasury analyst $63,902 $50,000-$81,000
Financial analyst $66,939 $51,000-$89,000
Risk analyst $71,676 $52,000-$101,000
Senior auditor $76,130 $61,000-$101,000
Finance director $120,409 $69,000-$172,000

Key takeaways for building an accounting and finance resume

Many specialties within accounting and finance are in high demand, so this is a great time to set yourself apart with an excellent resume. Your analysis skills will come in handy as you aim to beat the ATS and create a skills section that speaks to your prospective employer. Make your case stronger with data, details, and dollar signs.

Use the online resume maker as a way to make your life easier and the job application process faster!

Beautiful ready-to-use resume templates

Cover Letters and Resume Samples

Top 10 Finance Manager Resume Summary Examples

Writing a compelling resume is crucial for anyone aiming to land a top position in finance management.

Your resume summary serves as the first impression to potential employers, encapsulating your expertise, achievements, and professional qualities in just a few sentences.

In order to assist you in crafting a standout resume, we’ve curated the top 10 finance manager resume summary examples.

These summaries showcase a range of experiences and skill sets that will help you present yourself as the ideal candidate for any finance management role.

Dive in to find inspiration and guidance, ensuring your resume opens the door to new and exciting career opportunities.

Resume Summary Examples for Finance Manager Banner

Resume Summary Examples for Finance Manager Resume

1. Accomplished finance manager with over 12 years of experience in financial planning, budgeting, and analysis. Led a team of finance professionals to achieve a 15% reduction in operating costs through strategic cost-saving initiatives. Proficient in financial modeling, forecasting, and risk management.

2. Results-driven finance manager with over 10 years of experience in financial planning and analysis. Proven track record in developing strategic financial plans to optimize profitability and drive business growth. Strong leadership skills and ability to effectively manage financial teams to achieve corporate objectives.

3. Strategic finance manager with a proven ability to drive business growth through data-driven insights. Developed and implemented a comprehensive financial strategy that resulted in a 20% increase in revenue within two years. Expertise in financial analysis, forecasting, and investment evaluation.

4. Seasoned finance manager with a strong background in risk assessment and mitigation. Skilled in identifying and analyzing potential financial risks, implementing risk management strategies, and monitoring their effectiveness. Demonstrated success in minimizing financial exposure and enhancing financial stability.

5. Detail-oriented finance manager with expertise in budgeting, forecasting, and financial planning. Proven ability to develop comprehensive financial models, analyze financial data, and provide strategic recommendations to senior management. Strong analytical skills paired with a keen eye for detail.

6. Accomplished finance manager adept at making sound financial decisions to drive business success. Skilled in analyzing complex financial information, identifying trends, and providing actionable insights to improve financial performance. Excellent problem-solving skills and ability to thrive in fast-paced environments.

7. Highly experienced finance manager with a diverse background in financial planning, analysis, and operations. Managed complex budgeting processes for multimillion-dollar projects and consistently achieved cost savings of up to 10%. Proficient in financial modeling, project management, and stakeholder communication.

8. Analytical finance manager skilled in identifying trends, providing actionable insights, and driving financial performance. Successfully implemented a data-driven decision-making framework that improved financial forecasting accuracy by 15%. Expertise in financial modeling, variance analysis, and advanced Excel skills.

9. Dynamic finance manager with a collaborative approach to team leadership. Proven ability to build and motivate high-performing finance teams to achieve organizational goals. Strong interpersonal skills combined with extensive knowledge of financial regulations and compliance.

10. Results-oriented finance manager with a strategic mindset and a proven ability to drive financial performance. Experienced in conducting financial analysis, implementing process improvements, and providing guidance on investment decisions. Strong knowledge of accounting principles and regulations.

Auto Finance Manager Resume Summary Example

11. Results-driven finance manager with over 10 years of experience in the automotive industry. Proven expertise in financial analysis, budgeting, and forecasting, resulting in increased profitability and cost savings. Adept at developing and implementing financial strategies to drive business growth and optimize cash flow. Strong leadership skills, with a track record of effectively managing cross-functional teams and fostering collaborative relationships.

Tips for Writing a Finance Manager Resume Summary Statement Banner

Tips for Writing a Finance Manager Resume Summary Statement

  • Be Concise : Keep your summary to 3-5 sentences, highlighting key achievements and skills.
  • Use Action Words : Start sentences with action verbs like “Led,” “Developed,” or “Managed” to convey impact.
  • Quantify Achievements : Include specific metrics or results you’ve achieved, such as cost savings or revenue growth.
  • Tailor to the Job : Customize your summary to align with the specific finance manager position you’re applying for.
  • Highlight Key Skills : Mention critical skills relevant to finance management, such as financial modeling, risk management, and budgeting.
  • Show Leadership : If applicable, emphasize your ability to manage teams and lead projects.
  • Professional Tone : Maintain a formal and professional tone throughout your summary.

Final Thought

Crafting a compelling resume summary is crucial for finance managers. It serves as a snapshot of your skills, experience, and achievements, offering a glimpse into your professional potential.

With these resume summary examples as a guide, you can create a concise yet impactful introduction that sets you apart from the competition.

  • Top 6 Finance Manager Objectives for Resume
  • 6 Finance Internship Resume Summary Examples
  • Basic and Simple Resume for Finance Manager Position
  • Top 20 Finance Manager Achievements for Resume

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    Tips for Writing a Finance Manager Resume Summary Statement. Be Concise: Keep your summary to 3-5 sentences, highlighting key achievements and skills.; Use Action Words: Start sentences with action verbs like "Led," "Developed," or "Managed" to convey impact.; Quantify Achievements: Include specific metrics or results you've achieved, such as cost savings or revenue growth.