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

You might be proactive and tenacious, and working with numbers may be a serious passion; however, if the math on your resume doesn't work out in your favor, it can be tough to land a new position. According to one study, recruiters and hiring managers spend less than 60 seconds, on average, reviewing a resume. Your challenge then becomes one of balancing the format of your finance resume against the content. You may have experience with day-to-day accounting practices, month-end closing, and financial planning. You might even have the ability to prepare financial statements and maintain regulatory compliance. All of that expertise, however, even when combined with your education, doesn't necessarily help you win an interview unless it can be quickly digested. That's why we offer expert tips and advice from our experienced resume writers. Combined with a resume sample from our library, you'll have all the tools at your disposal to earn you an interview for the job you desire.

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finance: Resume Samples & Writing Guide

Professional Summary

A highly experienced finance professional with expertise in the financial services industry. Proven track record of providing strategic financial solutions and developing successful business plans.

Employment history

Senior Finance, Bank of America Charlotte, North Carolina

June 2013 – Present

Manage budgeting and forecasting processes
Analyze financial performance and risks
Assist in the development of financial strategies

Associate Finance, U.S. Bancorp Minneapolis, Minnesota

June 2012 – May 2013

Analyze financial performance and risks
Manage budgeting and forecasting processes
Monitor cash flow and forecasting

Jr. Finance, State Street Corporation Boston, Massachusetts

June 2011 – May 2012

Monitor and report on financial performance
Ensure compliance with financial regulations
Perform financial analysis to support business decision making

Education

MIT Sloan School of Management, Cambridge, Massachusetts

Master of Science in Economics, April, 2011

MIT Sloan School of Management, Cambridge, Massachusetts

Bachelor of Arts in Accounting, April, 2007

Skills

Risk Management

Quality Assurance

Training

Flexibility

Treasury

Insurance

Financial Reporting

Accounting

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Employment history

Jr. Finance, PNC Financial Services Group Pittsburgh, Pennsylvania

September 2021 – June 2022

Ensure compliance with financial regulations
Assist in the development of financial strategies
Develop and maintain financial models

Education

Kellogg School of Management, Evanston, Illinois

Certified Financial Planner, July, 2021

Skills

Planning

Customer Service

Collaboration

Documentation

Risk Management

Tax Planning

Insurance

Financial Modeling

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Employment history

Senior Finance, Bank of America Charlotte, North Carolina

October 2021 – Present

Monitor and report on financial performance
Liaise with external auditors and other financial professionals
Assist in the development of financial strategies

Associate Finance, Bank of America Charlotte, North Carolina

March 2021 – September 2021

Monitor cash flow and forecasting
Support senior management in making financial decisions
Assist in the development of financial strategies

Entry Level Finance, Morgan Stanley New York, New York

October 2019 – February 2021

Prepare and review financial contracts and documents
Evaluate and recommend investments
Ensure compliance with financial regulations

Education

Stanford University, Stanford, California

Bachelor of Arts in Business Administration, August, 2019

Skills

Adaptability

Troubleshooting

Teamwork

Supervisory

Accounting

Valuation

Capital Markets

Financial Analysis

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Employment history

Lead Finance, JP Morgan Chase New York, New York

September 2020 – Present

Analyze financial data and make recommendations
Ensure compliance with financial regulations
Monitor and report on financial performance

Finance, PNC Financial Services Group Pittsburgh, Pennsylvania

September 2019 – August 2020

Develop and implement financial policies and procedures
Prepare and review financial contracts and documents
Manage budgeting and forecasting processes

Junior Finance, Goldman Sachs New York, New York

September 2018 – August 2019

Monitor cash flow and forecasting
Perform financial analysis to support business decision making
Prepare financial statements, reports, and analyses

Education

Kellogg School of Management, Evanston, Illinois

Bachelor of Science in Economics, July, 2018

Skills

Negotiation

Database Management

Stress Management

Public Speaking

Cash Flow Management

Budgeting

Treasury

Equity Research

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Employment history

Lead Finance, U.S. Bancorp Minneapolis, Minnesota

March 2018 – Present

Monitor cash flow and forecasting
Manage budgeting and forecasting processes
Assist in the development of financial strategies

Finance, U.S. Bancorp Minneapolis, Minnesota

March 2017 – February 2018

Evaluate and recommend investments
Prepare and review financial contracts and documents
Monitor and report on financial performance

Junior Finance, U.S. Bancorp Minneapolis, Minnesota

March 2016 – February 2017

Develop and implement financial policies and procedures
Support senior management in making financial decisions
Ensure compliance with financial regulations

Education

Darden School of Business, Charlottesville, Virginia

Certified Investment Management Analyst, January, 2016

Skills

Adaptability

Strategic Thinking

Business Acumen

Self-Motivation

Auditing

Derivatives

Treasury

Insurance

Use This finance Resume Template

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finance Job Descriptions; Explained

If you're applying for an finance 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

Assist with phone duties
Controlling and issuing of Employee-of-the-month vouchers and purchasing monthly birthday cakes
ordering stationery, refreshments, banking, post
Ad-hoc tasks as may be requested by the Accountant, IDC Manager or central finance team

finance, accounts, audit & taxation

Income Tax Returns preparation of clients.
GST Returns of concerned parties.
Client place working, handling their accounts & ledgers for Balance Sheet Preparation.
Dealing in GST returns i.e. GSTR1 & GSTR-3B.

finance/customer service

Prepare financial or regulatory reports required by LSO
Oversee the flow of cash to service providers
Operate telephones to notify recipients of incoming calls.
Schedule or dispatch service providers, equipment, or service vehicles to appropriate locations, according to customer requests, specifications, or needs, using telephones.

finance

Working at gold loan finance fill applications
Do excel work like VLOOKUP,Filters,e.t.c… except macros
Do Data entry work
Learning Google Analyitics

finance

Performed finance, travel, and commercial account related duties.
Provided customer support to military and civilian personnel.
Responsible for prioritizing and processing military pay entitlements.
Performed audit suspense reports/military pay rejects and consolidated report required documents.
Handled a majority of DTS (Defense Travel System) travel entitlements State wide.
Manually loaded Active Guard/Reserve (AGR) Soldiers into the payroll system ensuring that all facets of Soldiers pay were accurate.
Applied internal control procedures to ensure military pay, travel, and vendor pay processes were accurate and timely.

1 2 3 4 … 6

finance Job Skills

For an finance 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 Modeling
Financial Analysis
Budgeting
Accounting
Auditing
Risk Management
Portfolio Management
Investment Analysis
Investment Banking
Capital Markets
Derivatives
Treasury
Insurance
Financial Reporting
Cash Flow Management
Tax Planning
Regulatory Compliance
Data Analysis
Equity Research
Valuation
Mergers and Acquisitions

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 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

Senior Finance, Citigroup New York, New York

June 2013 – May 2022

Develop and implement financial policies and procedures
Analyze financial performance and risks
Manage budgeting and forecasting processes

Finance, Bank of America Charlotte, North Carolina

December 2012 – May 2013

Support senior management in making financial decisions
Prepare and review financial contracts and documents
Analyze financial data and make recommendations

Jr. Finance, JP Morgan Chase New York, New York

December 2011 – November 2012

Develop and maintain financial models
Ensure compliance with financial regulations
Evaluate and recommend investments

Education

Yale School of Management, New Haven, Connecticut

Bachelor of Arts in Accounting, October, 2011

Skills

Customer Service

Negotiation

Flexibility

Mentoring

Tax Planning

Valuation

Mergers and Acquisitions

Risk Management

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your finance 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, PNC Financial Services Group Pittsburgh, Pennsylvania

April 2021 – Present

Perform finacial analysi to suport bussiness decision makin.
Moniter cashflow and forcasting.
Liaise with exteral auditors and other financail profesionals.

Associate Finance, Wells Fargo San Francisco, California

September 2020 – March 2021

Deveop and impplement financail policies and proceduers.
Liaise wit externall auditors an other financial professionals.
Manege budjetting and forcastin proccesses.

Jr. Finance, PNC Financial Services Group Pittsburgh, Pennsylvania

September 2019 – August 2020

Education

Stanford University, Stanford, California

Master of Science in Finance, July, 2019

Stanford University, Stanford, California

Bachelor of Science in Business Administration, July, 2015

Skills

Mentoring

Computer Literacy

Reporting

Written Communication

Equity Research

Insurance

Derivatives

Financial Analysis

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

finance Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an finance 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
Goldman Sachs
New York, New York

To the Hiring Team at Goldman Sachs

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

My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at Goldman Sachs and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.

I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.

Your time is appreciated,
Nate Anderson
901-564-0001
andersonnate@hotmail.com

Nate Anderson

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