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.

Education

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.

Skills

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
anthonyturner@email.com

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

Experience
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

Education
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
E-mail: kimberlyclark@email.com

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

Qualifications

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

Experience

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 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 high level of fee income by disbursements of loans and attracting deposits

Education:

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