Finance Resume Templates and Examples for 2024

Finance Resume Template Example

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As a finance professional, your resume must reflect expertise in money management. Highlight your proficiency in things like financial analysis, risk assessment, and strategic decision-making skills. This guide provides expert insights and examples to help you write a finance resume that shows you would be a valuable asset to any organization.

How To Write a Finance Resume

Ensure your finance resume looks professional and well-organized by using a ready-made template. Your finance resume should include these sections:

• Contact information
• Profile
• Key skills
• Professional experience
• Education and certifications

Contact information

Within the header at the top of your resume, list your current contact information. Include your full name, phone number, email address, location, and a link to your online professional profile. This ensures hiring managers and clients can easily reach you for more information or to schedule an interview.

Profile

A resume profile concisely summarizes your job title, years of experience, and unique specializations within finance. As you create your profile, use the job description as a guide to align your resume with the role’s requirements. Highlighting what’s most relevant shows potential employers that you’re an ideal candidate who can contribute to their financial goals.

Key skills

Whether you’re a credit counselor or financial manager, a key skills list immediately communicates to hiring managers what you’re capable of within your field. Technical competency and interpersonal dynamics are equally important in finance. Include both skill types on your resume while customizing the list to align with the demands of the job.

Common hard and soft skills for finance professionals

Resume writer’s tip: Use strong action verbs

To instantly improve the professional experience section of your finance resume, use action verbs instead of first-person language (e.g., “I was responsible for…”). These words help to quantify your work history and frame your daily responsibilities as accomplishments. As you describe the work you’ve done in past jobs, start each bullet point with an action verb like the ones we’ve listed below:

Professional experience

This section of your resume should clearly outline your career trajectory within finance. Starting with your most recent job first, describe past duties and achievements, recounting times when you worked on a team, optimized operations, mitigated a risk, or increased profitability. Hiring managers like to see results, so quantify your work when you can.

Resume writer’s tip: Quantify your experience

As a finance professional, you know that numbers can be more impactful than words alone. Quantifying your experience provides concrete evidence of your capabilities. Each time you use numbers to illustrate your past achievements, you convey a sense of measurable value. This increases credibility and helps hiring managers gauge the scale and impact of your work.

Resume writer’s tip: Tailor your resume for each application

The job outlook for professionals in finance is bright, with faster-than-average growth predicted for the next 10 years. Although demand will likely continue to increase, your resume must be well-tailored to land your dream job. To resonate with hiring managers, each resume you submit should be uniquely customized for that specific position and organization.

Start by identifying the key qualifications the employer values. Then, highlight similar skills, experiences, and qualifications on your resume. Include those keywords from the job ad throughout your document to optimize it for applicant tracking systems (ATS) now used by many employers. Your goal is to show you meet the unique criteria of each finance job you apply for.

What if you don’t have experience?

While you may not have held an established role yet, you can leverage a wide range of assets to create an effective finance resume. If you have a robust academic background, start by featuring your degrees, honors, scholastic achievements, and coursework prominently on your resume. Include internship and externship experiences as well.

Next, consider the transferable skills you have that easily translate across industries and roles. Things like analytical thinking, software proficiency, and customer service are all essential to a well-rounded portfolio. If you were involved in extracurricular finance clubs and associations or donated your time and finance skills as a volunteer, be sure to describe these experiences.

Education and certifications

The education section should start with your highest degree and any other finance-related academic experience, including relevant coursework and honors. Next, list certifications that could help set you apart from other applicants. Prioritize finance and industry-specific credentials such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA).

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Andrew Stoner

Executive Resume Writer and Career Coach

A resume should be a forward-looking value proposition that showcases your most relevant accomplishments for a target role — not a rear view summary of your previous roles and responsibilities.