5 Amazing finance associate Resume Examples (Updated 2023) + Skills & Job Descriptions

finance associate

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finance associate: Resume Samples & Writing Guide

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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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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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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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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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.

finance associate

Calculating taxes and other deductions for individuals and companies and entering them correctly in the system
Filing income tax returns for individuals-salaried & professionals, firms and companies
Complete the reconciliation for merchant monthly.
Post the adjustment (if any).
Follow up with Cash Office if any discrepancy for Promo Voucher.
Perform SAP clearing.
Perform sales interface reports.

1 … 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.

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.

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.

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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