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finance associate: Resume Samples & Writing Guide

Max Wood 54 Woodland Avenue, Newcastle, WA 98056
max-wood@outlook.com
774-593-2824

Employment history

Senior Finance Associate, JP Morgan Chase New York, New York
June 2020 – Present
  • Analyze and interpret financial data
  • Develop and implement internal financial controls
  • Develop and maintain financial models
Finance Associate, TD Bank Cherry Hill, New Jersey
January 2019 – May 2020
  • Prepare and analyze financial statements and reports
  • Manage cash flow and liquidity
  • Coordinate with external auditors
Junior Finance Associate, Wells Fargo San Francisco, California
July 2017 – December 2018
  • Analyze and interpret financial data
  • Analyze and recommend changes to improve financial performance
  • Prepare and analyze financial statements and reports

Education

Darden School of Business, Charlottesville, Virginia
Bachelor of Arts in Finance, June, 2017

Skills

Database Management
Networking
Analytical
Emotional Intelligence
Banking
Investment Analysis
Data Analysis
Equity Analysis

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Andrew Davis 365 Woodland Court, Vicksburg, PA 17844
andrewdavis98@outlook.com
968-670-2587

Employment history

Lead Finance Associate, Citigroup New York, New York
June 2023 – Present
  • Coordinate with external auditors
  • Assist in the preparation of financial presentations
  • Assist with budgeting and forecasting
Associate Finance Associate, TD Bank Cherry Hill, New Jersey
June 2022 – May 2023
  • Ensure compliance with applicable laws and regulations
  • Coordinate with external auditors
  • Assist in the preparation of financial presentations
Entry Level Finance Associate, Citigroup New York, New York
June 2021 – May 2022
  • Participate in the development of corporate strategies
  • Manage cash flow and liquidity
  • Develop and maintain financial models

Education

Darden School of Business, Charlottesville, Virginia
Bachelor of Science in Accounting, April, 2021

Skills

Social Media
Database Management
Negotiation
Problem Solving
Investment Analysis
Mergers and Acquisitions
Equity Analysis
Hedge Funds
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Jake Irving 882 Springwood Drive, Maxeys, GA 30669
irving.jake@gmail.com
600-353-2208

Employment history

Lead Finance Associate, U.S. Bancorp Minneapolis, Minnesota
April 2023 – Present
  • Develop and implement internal financial controls
  • Prepare and analyze financial statements and reports
  • Analyze and recommend changes to improve financial performance
Finance Associate, Citigroup New York, New York
April 2022 – March 2023
  • Manage cash flow and liquidity
  • Monitor and analyze financial performance
  • Develop and implement internal financial controls
Jr. Finance Associate, JP Morgan Chase New York, New York
April 2021 – March 2022
  • Develop and implement internal financial controls
  • Provide financial analysis and advice to management
  • Develop and maintain relationships with financial institutions

Education

Yale School of Management, New Haven, Connecticut
Master of Arts in Business Law, March, 2021
Yale School of Management, New Haven, Connecticut
Bachelor of Arts in Economics, March, 2017

Skills

Conflict Resolution
Negotiation
Relationship Management.
Customer Service
Investment Analysis
Credit Analysis
Data Analysis
Budgeting
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Earl Nelson 855 Willow St., Gray, PA 16686
nelsonearl@yahoo.com
773-994-5980

Employment history

Lead Finance Associate, TD Bank Cherry Hill, New Jersey
July 2022 – Present
  • Participate in the development of corporate strategies
  • Prepare ad-hoc financial reports
  • Develop and implement internal financial controls
Finance Associate, Bank of America Charlotte, North Carolina
December 2021 – June 2022
  • Monitor and analyze financial performance
  • Assist with budgeting and forecasting
  • Coordinate with external auditors
Junior Finance Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
July 2020 – November 2021
  • Analyze and recommend changes to improve financial performance
  • Participate in the development of corporate strategies
  • Develop and maintain financial models

Education

Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Accounting, May, 2020

Skills

Time Management
Teamwork
Data Analysis
Planning
Investment Analysis
Portfolio Management
Tax Planning
Equity Analysis
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Ted Bailey 97 Valley View Avenue, New Baltimore, OH 45030
baileyted69@mail.com
829-340-4136

Professional Summary

 Highly experienced finance associate with extensive knowledge in financial services. Proven track record of providing sound financial advice and guidance to clients. 

Employment history

Senior Finance Associate, Wells Fargo San Francisco, California
July 2011 – Present
  • Monitor and analyze financial performance
  • Develop and maintain financial models
  • Manage cash flow and liquidity
Finance Associate, State Street Corporation Boston, Massachusetts
January 2010 – June 2011
  • Monitor and analyze financial performance
  • Prepare and analyze financial statements and reports
  • Ensure compliance with applicable laws and regulations
Entry Level Finance Associate, JP Morgan Chase New York, New York
August 2008 – December 2009
  • Assist in the preparation of financial presentations
  • Participate in the development of corporate strategies
  • Prepare and analyze financial statements and reports

Education

Wharton School, Philadelphia, Pennsylvania
Master of Arts in Business Administration, June, 2008
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Economics, June, 2004

Skills

Public Speaking
Collaboration
Self-Motivation
Reliability
Investment Analysis
Financial Analysis
Accounting
Financial Forecasting
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finance associate Job Descriptions; Explained

If you're applying for an finance associate position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

11

finance associate

  • Prepared regular reconciliations for balance sheet accounts and bank reconciliations.
  • Processing invoices as per SLA/ effecient targets.
  • Identify and provide report on ground issues for corrective actions.
  • Identify self-performance improvement areas that can drive overall improvement of the teams KPI’s.
12

finance associate (reconciliation)

  • Perform daily cash reconciliations for banking clients ensuring all outages are assigned to appropriate departments.
  • Prepare position reconciliations by researching all outages through comparison of internal accounting systems as well as with the positions held at the fund.
  • Collaborate with various internal departments to ensure that all outages assigned are cleared in a timely manner.
  • Effectively manage numerous client inquiries and ensure that requests are completed in an effective and timely manner.
13

senior finance associate

  • To assist in Financial planning and analysis of headcount and operating expenses, supporting the quarterly forecast, annual budgeting, long range plan and monthly close processes.
  • To Support in providing critical financial insights into new and continuous operational improvement opportunities.
  • To Support finance leadership and functional teams with adhoc requests and special projects
  • Mitigated process gaps and managed all operational functions, including account openings, trades, documentations, regulatory complaince and marketing collateral.
14

finance associate

  • Collect and analyze data to assist in corporate financial decisions.
  • Ensure compliance with standard practices and protocols within the industry.
  • To prepare budgets , compile financial reports,assist with audits and provide compliance assistance. 
  • Evaluated potential revenues from new stocks and revenues.
15

sr. finance associate

  • Handle customer inquiries and requests through email
  • Liaise with different departments for quicker resolution of customer inquiries and requests
  • Execution of shipment life cycle process including cross functional coordination
  • Adhere to standardized processes and tasks without compromising customer experience. Proactively reach out to the customers
  • Manage off-shored or outsourced services in the shipment cycle
1 2 3 4 5 6

finance associate Job Skills

For an finance associate position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Financial Analysis
  • Budgeting
  • Financial Modeling
  • Risk Analysis
  • Investment Analysis
  • Data Analysis
  • Financial Reporting
  • Excel
  • Auditing
  • Equity Analysis
  • Derivatives
  • Hedge Funds
  • Portfolio Management
  • Asset Management
  • Tax Planning
  • Banking
  • Credit Analysis
  • Valuation
  • Financial Forecasting
  • Mergers and Acquisitions
  • Accounting

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your finance associate Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Barry Griffin 13 Valley View Drive, Bulverde, TX 78070

Employment history

Chief Finance Associate, Citigroup New York, New York
April 2019 – Present
  • Prepare and analyze financial statements and reports
  • Prepare ad-hoc financial reports
  • Assist with budgeting and forecasting
Associate Finance Associate, Bank of America Charlotte, North Carolina
September 2018 – March 2019
  • Develop and maintain relationships with financial institutions
  • Manage cash flow and liquidity
  • Prepare ad-hoc financial reports
Jr. Finance Associate, State Street Corporation Boston, Massachusetts
March 2018 – August 2018

    Education

    Darden School of Business, Charlottesville, Virginia
    Bachelor of Science in Economics, January, 2018

    Skills

    Relationship Management.
    Public Speaking
    Computer Literacy
    Quality Assurance
    Valuation
    Budgeting
    Asset Management
    Mergers and Acquisitions

    Include your Contact Information and Job Descriptions

    Missing job descriptions lessens your chances of getting hired.

    Key Insights
    • Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
    • Keep job descriptions short but don't just list your jobs.
    • Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

    How to Optimize Your finance associate Resume

    Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

    Harry Edwards 511 Fairview Drive, Roslyn, SD 57261
    edwardsharry14@yahoo.com
    729-756-4077

    Employment history

    Lead Finance Associate, Morgan Stanley New York, New York
    September 2014 – May 2022
    • Manege cahs flow an liquidity.
    • Analize n' interpert financil data.
    • Assists with budgetting an forecating.
    Associate Finance Associate, State Street Corporation Boston, Massachusetts
    September 2013 – September 2014
    • Prepear ad-hoc financail report's.
    • Ensure compilance with applicable lawz and regulationz.
    • Assist in the preparetion of financial presentations.
    Junior Finance Associate, JP Morgan Chase New York, New York
    October 2012 – September 2013
    • Analize and interpet finacial data.
    • Develp and maintian relatinships with finacial instutions.
    • Assist in the preperation of financail presenttions.

    Education

    Stanford University, Stanford, California
    Doctor of Philosophy in Finance, August, 2012
    Stanford University, Stanford, California
    Bachelor of Arts in Accounting, August, 2008

    Skills

    Innovation
    Customer Service
    Data Analysis
    Decision Making
    Financial Forecasting
    Banking
    Data Analysis
    Excel

    Correct Grammar and Address Gap Years in Your Resume

    Don't leave unexplained gaps in your work history.

    Key Insights
    • When explaining gaps in your employment section, start by being honest.
    • Elaborate on the gap and show that you never stopped learning.
    • Explain and elaborate any gap in your work history by highlighting new skills.

    finance associate Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an finance associate position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



    Max
    Wood     max-wood@outlook.com
    774-593-2824
    54 Woodland Avenue, Newcastle, WA
    98056

    Senior Finance Associate
    Morgan Stanley
    New York, New York

    To Whom It May Concern


    I am excited to apply for the Senior Finance Associate role at Morgan Stanley. As a highly skilled Finance Associate, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.


    As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for Financial Services, I am excited to apply my skills to this role and contribute to your organization's growth and success.


    I appreciate the opportunity to apply for the Senior Finance Associate position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.


    Looking forward to hearing from you,
    Max Wood
    774-593-2824
    max-wood@outlook.com

    Max Wood






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