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finance specialist: Resume Samples & Writing Guide
Employment history
Chief Finance Specialist, TD Bank Cherry Hill, New Jersey
September 2017 – Present
- Prepare and review financial documents such as invoices, contracts, and investment portfolios
- Prepare financial reports and statements
- Develop financial plans and projections
Associate Finance Specialist, Morgan Stanley New York, New York
April 2016 – August 2017
- Develop financial plans and projections
- Monitor and reconcile accounts
- Prepare financial reports and statements
Junior Finance Specialist, U.S. Bancorp Minneapolis, Minnesota
September 2015 – March 2016
- Develop and implement financial strategies
- Manage accounts payable and receivable
- Research financial products and services
Education
Yale School of Management, New Haven, Connecticut
Bachelor of Science in Economics, August, 2015
Skills
Stress Management
Interpersonal
Negotiation
Teamwork
Business Acumen
Financial Forecasting
Financial Reporting
Tax Preparation
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Professional Summary
Highly experienced Finance Specialist with a proven track record of success in the Financial Services field. Proven ability to develop innovative solutions to complex financial challenges.
Employment history
Chief Finance Specialist, TD Bank Cherry Hill, New Jersey
May 2010 – Present
- Prepare financial reports and statements
- Evaluate financial risk and provide financial advice
- Manage accounts payable and receivable
Associate Finance Specialist, JP Morgan Chase New York, New York
May 2009 – April 2010
- Research financial products and services
- Maintain financial records and ensure compliance with regulations
- Monitor and reconcile accounts
Jr. Finance Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2008 – May 2009
- Liaise with auditors and other financial professionals
- Analyze market trends and recommend investment strategies
- Evaluate financial risk and provide financial advice
Education
Yale School of Management, New Haven, Connecticut
Master of Science in Finance, April, 2008
Yale School of Management, New Haven, Connecticut
Bachelor of Arts in Business Law, April, 2004
Skills
Time Management
Quality Assurance
Research
Social Media
Database Management
Business Acumen
Credit Analysis.
Investment Analysis
Employment history
Chief Finance Specialist, U.S. Bancorp Minneapolis, Minnesota
January 2017 – Present
- Manage budgets and forecast financial performance
- Provide customer service and support for financial services clients
- Maintain financial records and ensure compliance with regulations
Finance Specialist, Morgan Stanley New York, New York
June 2016 – December 2016
- Manage budgets and forecast financial performance
- Manage accounts payable and receivable
- Develop financial plans and projections
Junior Finance Specialist, Wells Fargo San Francisco, California
December 2015 – June 2016
- Prepare and review financial documents such as invoices, contracts, and investment portfolios
- Manage accounts payable and receivable
- Research financial products and services
Education
Columbia University, New York City, New York
Doctor of Business Administration, October, 2015
Columbia University, New York City, New York
Bachelor of Science in Accounting, October, 2011
Skills
Teamwork
Troubleshooting
Mentoring
Data Analysis
Portfolio Management
Credit Analysis.
Budgeting
Financial Management
Employment history
Lead Finance Specialist, Morgan Stanley New York, New York
February 2016 – Present
- Identify cost-saving opportunities
- Prepare financial reports and statements
- Liaise with auditors and other financial professionals
Finance Specialist, TD Bank Cherry Hill, New Jersey
July 2015 – January 2016
- Evaluate financial risk and provide financial advice
- Develop financial plans and projections
- Research financial products and services
Junior Finance Specialist, State Street Corporation Boston, Massachusetts
July 2014 – June 2015
- Evaluate financial risk and provide financial advice
- Prepare financial reports and statements
- Research financial products and services
Education
Wharton School, Philadelphia, Pennsylvania
Doctor of Science in Accounting, May, 2014
Wharton School, Philadelphia, Pennsylvania
Bachelor of Arts in Business Administration, May, 2010
Skills
Documentation
Conflict Resolution
Research
Attention to Detail
Portfolio Management
Budgeting
Database Management
Financial Statement Analysis
Employment history
Chief Finance Specialist, State Street Corporation Boston, Massachusetts
May 2019 – Present
- Evaluate financial risk and provide financial advice
- Analyze financial data and generate financial models
- Identify cost-saving opportunities
Associate Finance Specialist, Goldman Sachs New York, New York
November 2018 – May 2019
- Provide customer service and support for financial services clients
- Identify cost-saving opportunities
- Maintain financial records and ensure compliance with regulations
Entry Level Finance Specialist, Goldman Sachs New York, New York
May 2018 – October 2018
- Provide customer service and support for financial services clients
- Develop and implement financial strategies
- Manage accounts payable and receivable
Education
Harvard University, Cambridge, Massachusetts
Doctor of Science in Economics, March, 2018
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Finance, March, 2014
Skills
Training
Conflict Resolution
Relationship Management.
Stress Management
Regulatory Compliance
Data Analysis
Cash Flow Analysis
Financial Modeling
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finance specialist Job Descriptions; Explained
If you're applying for an finance specialist 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.
1
finance specialist
- Coordinate the approval or rejection of Approval of Requirements
- Supervise others and provide on-the-job training for new personnel.
- Prepare finance proposals for large-scale renovation works
- Prepare financial reports to monitor corporate finances.
2
senior finance specialist/strategy planning analyst
- Consolidation, maintenance and development of the 3-year and 5-year business plan
- Build and maintain sophisticated financial and non-financial models mainly for Consumer Desktop and SMB business unit that allow the business to simulate various scenarios
- Provide timely support to requests from Senior Management and Board of Directors
- Direct involvement in strategic projects, including Mergers & Acquisitions (Due diligence, modelling for M&A, post-acquisition performance evaluations)
- Perform scenario analysis, prepare ad-hoc reports/ analyses/ presentations for various internal and external events such as Analyst Days, regular earnings calls, business reviews and others
- Regular reporting – prepare weekly, monthly and quarterly reporting packages to Senior Management
- Provide support to the forecasting and annual budgeting process
3
finance specialist
- Determine customers’ financial services needs and prepare proposals to sell services that address these needs.s
- Assistance with audit requests from internal and external auditors
- Collaboration on market analysis, competitive benchmarking
- Perform regular SOX controls
4
finance specialist
- Managed office inventory and ordered new supplies when items were running low.
- Gathered and collected all financial transactions (BIlling) for business and verified accuracy in system.
- Close cooperation with other teams on various projects
- Involvement in Initial Public Offering process that led to AVG NYSE listing in 2012
5
finance specialist
- Maintain general ledger.
- Preparation of TDS Summary and filing of TDS Returns.
- Preparation of GST Summary.
- Reconcile debtors and creditors on monthly basis.
- Reconciliation of Bank statements.
finance specialist Job Skills
For an finance specialist 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."
- Data Analysis
- Financial Management
- Risk Management
- Database Management
- Accounting
- Business Acumen
- Process Improvement
- Financial Modeling
- Financial Reporting
- Investment Analysis
- Auditing
- Budgeting
- Cash Flow Analysis
- Tax Preparation
- Financial Forecasting
- Regulatory Compliance
- Financial Statement Analysis
- Quantitative Analysis
- Portfolio Management
- Credit Analysis.
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 specialist 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.
Irving Hall 90 Riverview Avenue, Medford, OR 97501
Employment history
Senior Finance Specialist, U.S. Bancorp Minneapolis, Minnesota
February 2017 – Present
- Manage accounts payable and receivable
- Monitor and reconcile accounts
- Provide customer service and support for financial services clients
Associate Finance Specialist, Goldman Sachs New York, New York
August 2016 – January 2017
- Evaluate financial risk and provide financial advice
- Prepare and review financial documents such as invoices, contracts, and investment portfolios
- Provide customer service and support for financial services clients
Entry Level Finance Specialist, Morgan Stanley New York, New York
January 2016 – July 2016
Education
University of Chicago, Chicago, Illinois
Certified Retirement Counselor, December, 2015
Skills
Business Acumen
Time Management
Troubleshooting
Planning
Regulatory Compliance
Tax Preparation
Cash Flow Analysis
Auditing
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 specialist 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
Chief Finance Specialist, Morgan Stanley New York, New York
October 2023 – May 2022
- Maintane financail records and ensuer compliance with regulations.
- Manege acounts payabel an recievable.
- Mointor and recocile acounts.
Finance Specialist, TD Bank Cherry Hill, New Jersey
April 2022 – September 2023
- Analize finanical data an generate financal models.
- Provide custmer service and suport for financail services clients.
- Liaise with auditor's and other financial professional's.
Junior Finance Specialist, JP Morgan Chase New York, New York
November 2020 – March 2022
- Manege budgtes and forcast finacial performence.
- Deveop and implemetn finanical stratgies.
- Prepared financail report's and statement's.
Education
Kellogg School of Management, Evanston, Illinois
Certified Public Accountant, September, 2020
Skills
Networking
Self-Motivation
Mentoring
Troubleshooting
Financial Reporting
Accounting
Tax Preparation
Investment Analysis
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 specialist Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an finance specialist 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.
Chief Finance Specialist
Citigroup
New York, New York
Citigroup
New York, New York
To the respected Citigroup Recruitment Team
I am a results-driven Finance Specialist with 8 years of experience in Financial Services. I am excited to submit my application for the Chief Finance Specialist role at Citigroup, where I believe I can make a valuable contribution to your team.
As someone who has always been committed to making a positive impact on the world, I have pursued opportunities to contribute to my community through my work wherever I may be. My experience in this field has equipped me with the skills and knowledge necessary to succeed throughout my life and I am confident that they will help me to bring my passion and expertise to your organization and help drive your success.
I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.
Kindest regards,
Danny Evans
876-486-0508
[email protected]
Danny Evans
Showcase your most significant accomplishments and qualifications with this cover
letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the
competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.