Finance Resume Examples and Writing Tips

Close-Up Of Hand Holding Resume
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Every good resume does the same job: showing the hiring manager that you can solve their problems and help their employer succeed in its goals. In the financial industry, this means quantifying your accomplishments to prove that you can make and/or save your company money.

When you’re applying for a job in finance, banking, or insurance, you should provide metrics – dollars and cents, percentage growth, etc., will show that you’re a person who can add to the bottom line.

To see how to translate your achievements into a resume format, take the time to review resume examples and templates.

Tips for Creating a Finance Resume

When composed thoughtfully and with attention to detail, your resume becomes an effective marketing tool that presents you in the best possible light to potential employers. The skills and qualities you include in your resume should demonstrate that you are an appropriate candidate for a position and help you secure an interview.

While each resume should vary based on your particular experience and the job description, there are a few things you should consider doing on any finance resume.

Quantify Your Accomplishments
Financial employers want to see how you will add value to their company. Do this by showing, numerically, how you improved previous companies. Phrases like “reduced closing process by 3-5 days” or “saved company 10% in overhead costs” clearly demonstrate your accomplishments in the finance industry.

Write a Resume Profile
A resume profile or resume summary statement is a great way to concisely demonstrate why you are qualified for the job. In a few sentences, you can explain how you have added value to other companies.

List Your Certifications
Many finance jobs require particular finance certifications. List these certifications in a separate section of your resume to demonstrate your expertise.

List Your Skills
There are a number of skills that are critical to a financial job. For example, one area that is particularly important in the financial industry is software experience. Consider making a specific list of software skills on your resume.

Describe Each Company
Consider providing details on each company you worked for. Note whether each company is public or private, its size, and net worth. It will help the company decide whether you have experience with similar organizations.

How to Use Examples and Templates

Designing a document such as a resume from scratch can be time-consuming and difficult. A template helps you with the layout of your document. Templates also show you what elements you need to include in your document.

Along with helping with your layout, resume examples can help you see what kind of content you should include in your document. They can also give you ideas on the type of language you want to use. For example, a sample resume might show you the kind of action words you should include in your resume.

You should use a template or example as a starting point for your documents. However, you should always be flexible. You can change any of the elements of the example to fit your own needs. For example, if an example resume lacks a skills section, but you want to include one, you should do so.

In fact, you should never make your document the same as an example or template. That is because your documents should fit your individual work history and the requirements of the job for which you are applying.

Review a Sample Resume

Review a sample resume for a finance job, and see below for more resume examples.

Finance Resume Example

Mary Brown, CFA
13 Main Street, Apt 2B
Yorkville, NY 10709


Chartered financial analyst using strong quantitative skills to build profitable relationships. Helped boutique firms and Fortune-500 companies build their investment strategies, increasing profits by upwards of 15%.


  • Investment Analysis
  • Financial Accounting
  • Compliance
  • Budgeting and Forecasting
  • Relationship Management
  • Computer Skills Include: QlikView, Bloomberg, SAS


Financial Analyst, 2017-Present
Friday Home Mortgage Corp, McLean, VA
Working for this Fortune-500 lender, used quantitative analytical skills to evaluate complex financial reports and other documents to determine opportunities and minimize risk.

  • Analyzed financial statements to determine business opportunities
  • Streamlined reporting to maximize efficiency while maintaining compliance

Financial Analyst, 2014-2017
McCarthy and McCarthy, LLC, New York, NY
Performed risk analysis, financial reporting and forecasting, and quantitative analysis for boutique real estate firm.

  • Lead due diligence for $5 million acquisition, identifying and minimizing liabilities and risks
  • Identified and analyzed investment opportunities


Master’s of Science, Accounting
University of Virginia, UVA McIntire School of Commerce, 2013

CFA Charter Holder, 2016

More Banking, Finance, and Insurance Resume Examples

Take a look at resume examples for a variety of finance-related positions including banking, finance, operations, insurance, and general finance resumes.