Finance Skills List and Examples

List of Finance Skills for Resumes, Cover Letters and Interviews

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Accounting and finance professionals can find career opportunities in many different industries. Whether you're applying for a CFO or financial analyst position or a financial planner or investment counselor, the requisites for resumes and cover letters are similar.

To get into the field, you will need at least a bachelor’s degree, although your major is largely up to you. There are degree programs in finance or accounting, although some professionals consider a degree in communications more useful for this type of work. Depending on what branch of the field you want to get into and what kinds of positions you want to apply to, you may need to complete a specialized training program and earn one or more certification or license.

And yet, many of the most sought-after skills for finance jobs are also important in other fields. You may well have more relevant experience than you think.

How to Use Skills Lists

Because there are many different roles and positions within the world of finance, necessary skills can vary a lot. Be sure to read job descriptions carefully so that you will know what your prospective employer is looking for and what to highlight in your resume and cover letters. Remember to prepare examples of how you embody each skill, as you will likely be asked for this in your job interview.

The following information on finance skills, as well our list of skills by job and type, should help you prepare for your job search. You may find you have more relevant skills than you thought you did. 

Top 4 Finance Skills

Besides a thorough understanding of applicable law and the workings of various financial instruments, you will need to demonstrate several skills, both technical and soft, in order to land a job in the world of finance.

Accounting Skills
Accounting skills include all of the math necessary to handle budgets, as well a strong understanding of applicable regulations. You may or may not be handling budgeting directly, depending on your position. You need not be an expert accountant because you might have an expert accountant on your team assisting you. But you will need to be entirely comfortable reading and discussing budgets in order to give financial advice.

Analytical Thought
Analytical thinking means looking at a situation accurately, understanding how it works and what it means, and coming up with an intelligent response. This skill has technical applications, such as data analysis or financial analysis, as well as wider applications, such as generalized problem-solving. You will need both.

Technological Expertise
The good news is that modern technology makes it much easier and faster to find, sort, and process all the information you need to work in finance. The bad news is that you have to understand that technology in order to use it. Because the available tools continue to change and evolve, a detailed list of technical skills in this area would be quickly out of date. But if you ground yourself in modern information technology and then rigorously keep yourself up to date, you’ll be in a good position to succeed.

Written and Verbal Communication
Not only do you have to be able to communicate clearly to give financial advice, you also need to inspire trust and develop a strong rapport, otherwise no one will trust you with their money. This is not a matter of putting on a trustworthy front; while some people clearly misrepresent themselves in order to attract business, such practices are both morally wrong and usually less effective. You have to actually have integrity and good judgment. But if you can’t communicate well on all levels, how will other people be able to tell that you're a trustworthy person?

The finance industry can be both financially rewarding and personally satisfying because you get to spend your time helping people. You will have to work hard to make this kind of demanding career succeed, but the potential for success is worth it.

Finance Skills List

A - G

  • Accounting
  • Accounting Principles
  • Accounting Standards
  • Accounting Techniques
  • Analytical
  • Analyzing Data
  • Auditing
  • Averaging
  • Budgeting
  • Business Analytics
  • Calculations
  • Cash Flow Management
  • Communication
  • Compliance
  • Computer
  • Concentration
  • Cost Analysis
  • Cost Reduction
  • Data Analysis
  • Data Processing
  • Dexterity
  • Decision Making
  • Economize
  • Estate Planning
  • Estimation
  • Financial Advising
  • Financial Analysis
  • Financial Concepts
  • Financial Data
  • Financial Engineering
  • Financial Management
  • Financial Modeling
  • Financial Planning
  • Financial Reporting
  • Financial Systems
  • Forecasting
  • GAAP
  • General Ledger

H - M

  • Handling Detailed Work
  • Handling Money
  • Hyperion
  • Interpersonal
  • Investments
  • Investment Principles
  • Journal Entry
  • Leadership
  • Logic
  • Management
  • Marketing
  • Mathematical
  • Mathematics
  • Mergers 
  • MBA
  • Microsoft Office
  • MS Excel

N - S

  • Organizational
  • Performance Management
  • Performance Measuring
  • Portfolio Performance Reports
  • Practice Management
  • Prioritization
  • Problem Solving
  • Profit and Loss
  • Project Management
  • Projecting Fiscal Balances
  • Quantitative Analysis
  • Quantitative Data
  • QuickBooks
  • Ranking
  • Reconciliations
  • Reconciling Balance Statements
  • Recognizing Problems
  • Relationship Management
  • Reporting
  • Restructuring
  • Risk Analysis
  • Risk Management
  • Sales
  • SAP
  • Securities
  • Strategic Planning
  • Software
  • Solving Equations
  • Solving Problems
  • Sorting

T – Z

  • Taxation
  • Tax Filing
  • Tax Planning
  • Tax Reporting
  • Technology
  • Trial Balance
  • Wealth Management
  • Working with Numbers
  • Working under Stress
  • Using Analysis on Financial Scenarios
  • Valuations
  • Value Added Analysis

Skills Lists: 

Additional Information