How To Prepare An Appropriate Finance Resume Template

Filed in Education, Resume, Template by on May 29, 2020 0 Comments

Do you find it difficult in preparing an appropriate Finance Resume Template? If yes, then this informative article is for you.

Finance professionals fit into many positions and numerous sub-domains to choose from. The positions for a job seeker into the finance industry include financial analyst, chief financial officer, financial planner, portfolio manager, investment consultant, and many more. Still, in order to achieve the job of finance professionals in a top-notch company requires an effective resume.

How To Prepare An Appropriate Finance Resume Template

Keys To Build An Effective Finance Resume Template

Professional Experience

One of the most important sections of the finance resume template is professional experience. State the key responsibilities held and major accomplishments in the previous organizations.

The major achievements may include increased cash-flow by debt consolidation, improvement in financial standards; reduce outstanding receivables, increased revenue growth, and many more.

This piece of information is a testimony of your capabilities at the work desk, hence prospective employer look for this section of your finance resume template.

Summary Of Qualifications

State your specific qualities that are relevant to the position applied. This list may include coordinating multiple projects, problem-solving, deciding priorities, self-motivated, and many more.


Enlist degrees attained and college attended along with the year of passing in this section. It’s also essential to list down courses relevant to the job applied for. This list of courses may include courses pertaining to capital budgeting, money markets, investment analysis, and many more.


Mention the areas of strength and skills relevant to the finance job in this section. It may include strong communication skills, statistical and analytical skills, financial & investment skills. Also include your proficiency in Excel, PowerPoint, and access packages.

Sample Finance Resume Template 1

A Finance resume is a medium to effectively communicate your finance knowledge and professional skills. An effective finance resume shall highlight your summary of abilities and enlist key roles performed in previous organizations.

Showcasing expertise in major financial tasks shall increase your chance of getting an interview call from a well-established firm.

Margaret Turner

123, Flamingo Rd,

Las Vegas, NV 12345

Phone: (982) 123456

Objective: Seeking a position of a Financial Analyst in a well-established company.

Summary of Qualifications
  • More than 7 seven years of experience in financial management
  • Skilled in data analysis and preparing reports that are crucial to senior management
  • Strong leadership and team-building skills
  • Energetic, resourceful and a keen learner

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PQR Associates LLC, Boulder Junction, NV, 2005-Present

Investment Analyst

  • Monitor price trends of financial instruments that include stocks, derivatives, bonds and futures
  • Advice major clients about their portfolio management, analyzing the market trends and price movements
  • Managed successfully investment in shares, debentures, and derivatives of 12 corporate clients’ accounts
  • Achieved a year on year return of 12% on $2 million investment in real estate and banking stocks

ABC Telecom, Inc., Henderson, NV, 2000-2005

Financial Manager

  • Accountable for preparing P; L statements and reports that helped senior management to make strategic decisions,
  • Responsible for maintaining financial records of merger & acquisitions of the company,
  • Devised investment strategies that raised profit to $7 million in the year 2005
  • Handled the financial transactions; operating expenses on a monthly basis

B.S. degree in Business Administration

University of Nevada, Las Vegas

Major: Finance

Graduation Date: May 1999

Courses include Money; capital markets, risk management, financial institutions, and investment analysis

Professional Affiliations

Member of American Association of Investment Analysts, since 2004.

Sample Resume Template 2

Your Finance resume needs to be attention-grabbing in order to fetch you an interview call. An effective finance resume shall highlight your Career objective, relevant experience, education qualifications, and professional affiliations.

Below is the sample finance resume template that you can use.

Kimberly Clark

34th Street, Manhattan, NY 12345

Phone: (123)-85224


Objective: Seeking a Chief Financial Officer position in a reputed company

  • More than 10 years of experience in Banking Relations and Management
  • Result-oriented banking professional and expert in Business Development, Strategic Planning and achieving target sales
  • Excellent oral and written communication skills
  • Strong leadership and team-building skills

Vice President,  2005-Present

LMN Bank, Boulder Junction, NV

  • Planning and coordinating events for new client acquisitions
  • Responsible for sales plan development of HNWI (high-net-individuals)
  • Developing new clientele of HNWI accounts and retaining existing clients
  • Achieved highest sales of investment management accounts in 2007, generating $2 million in fees
  • Providing training to business development managers about new investment products

Unit Manager, 1998-2005

ABC Bank, Inc., Henderson, NV

  • Responsible for achieving production targets for new deposits and loans
  • Prepared and successfully implemented a marketing plan for the sale of credit that includes estate planning, loan disbursement, and investment management
  • Arranged and conducted training for relationship managers and investment officers as a marketing initiative
  • Successfully managed corporate portfolios and enhanced the quality of the portfolios
  • Recognized for providing excellent service delivery and building customer relationships
  • Consistently generated a high level of fee income by disbursements of loans and attracting deposits

M.S. in Business Administration: May 1997

University of New York, WA

Major: Finance

B.S. in Finance: May 1995

University of New York, WA

Professional Affiliations

Chairmen of American Association of Banking Professionals: 2000

Vice-President of American Association of Investment Analysts: 2004.

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