Finance Resume Template

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

Keys to build an effective finance resume template

Professional Experience

One of the most important sections of 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 standard; reduce outstanding receivables, increased revenue growth and many more. This piece of information is a testimony of your capabilities at 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.

Anthony 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

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

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

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



Vice President,2005-Present
LMN Bank, Boulder Junction, NV

Unit Manager,1998-2005
ABC Bank, Inc., Henderson, NV


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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