Finance Resume: Templates & Examples

finance resume sample
Created by Cake

Finance professions vary, but their positions involve duties, such as preparing a financial plan according to the client's needs, managing financial administration, forecasting economic scenarios, and solving financial problems. Furthermore, finance professionals also conduct audits, assess potential customer opportunities and risks, and establish economic objectives and goals.

With the wide range of duties and analytical aspects, the financial field has, making a finance resume can become cumbersome. However, it is easier than you think, thus this guide will help you make that finance resume to land that job you want!

Choosing the best format for a finance resume

Choose the most suitable format for your finance resume.

Resumes come in all different formats and there are 3 most commonly used by job applicants. Each has its own pros and cons. 

Chronological Format

A chronological format emphasizes work experience, listing the recent positions first. It lists every job position you had in ascending order from newest to oldest.

✅  Pros: Your finance resume would be simple to read in an easy-to-read layout. This format is probably the best for an experienced professional, such as a finance manager making a resume since managers have a solid work history.

❌  Cons: Lacking experience will be noticed in your finance resume. Also, remember chronological format focuses on dates, so gaps may be noticed when readers take a look at your finance resume.

Functional Format

This finance resume format highlights skills over work experience. This type of format is suitable for career changers and finance interns creating a resume for such positions.

✅  Pros: This format describes relevant skills in detail that the position requires. If your finance resume clearly shows the skills required for the job position, it increases your chances to get an interview.

❌  Cons: A finance resume in this format may not successfully display your career development. Furthermore, a finance resume in functional format may not pass the ATS (Applicant Tracking System), which is a software tool employers use to filter job applications.

Combinational Format

This finance resume format combines the functional and chronological format.

✅  Pros: This format is great since it lists both your experience and skills in your finance resume. Moreover, your skills are better proven with the experience listed.

❌  Cons: Since there is no obvious answer as to one should be stressed over the other in a finance resume, striking a balance between abilities and experience requires time and effort.

Apart from the common resume formats, you also need to consider what kind of file format you want to send your finance resume in. The two of most frequently used file formats are Word doc. and PDF.

PDF vs Word Format – Which one should be used?

PDF Format: This is the most popular and recommended file type since they are compatible with most devices and the text will not be changed once opened. In addition, most online resume generators will save your finance resume as a PDF file.

Word Format: Unless it’s requested, avoid sending your finance resume in Word, as the contents will likely be altered if it’s opened on other devices.

How to prepare a finance resume for fresh graduates?

  • Advice 1: Emphasize your education.

When seeking a career, a fresher's academic background is very essential. In your finance resume, be sure to include your education and provide some specifics like your GPA, relevant courses, and academic honors.

  • Advice 2: Use a functional or combination format.

Freshers can opt for a skills-based (functional format) to emphasize their abilities rather than the experience they have yet to gain.

  • Advice 3: Use a career objective statement.

While a resume summary is mostly used by experienced finance professionals, a resume objective, also known as a career objective, is the ideal alternative if you lack relevant experience. The following part has further information on how to elaborate a finance resume objective.

8 key sections in a finance resume

Resume Profile

This is the first section of your finance resume. It provides the most basic information about you, such as your name, email address, phone number, and a link to your portfolio or Linkedin, if you have one.

 ❗Personal information such as religion, sexuality, ID/social security number, and current income should be avoided.

Resume Headline

A finance resume headline is a single sentence showcasing a major strength you possess from your career. It is your greatest asset that’s shown upfront towards readers as it is at the top. The best practice is to not exceed 80 characters when making this finance resume headline.

Here are some financial analyst resume headline examples:

  • Financial Analyst Who Increased ROI By 15%
  • Financial Analyst With 12 Years of Experience

Resume Summary

The next step is to see if your finance resume should include a resume summary or a resume objective. A resume summary summarizes your years of expertise and emphasizes your financial qualifications based on prior work experiences. In other words, a financial resume summary is a one-paragraph description of your career.

Financial Analyst Resume Summary Example:

Self-driven analyst with 8+ years of experience with advanced numerical and analytical abilities. Proven track record of successfully influencing senior corporate executives' choices via excellent verbal and written communication, financial analysis, logical reasoning, and alternative presentation.

Finance Manager Resume Summary Example:

Finance manager with 7 years of experience working successfully in fast-paced, results-oriented workplaces. Proven track record in influencing the choices of senior company executives via good verbal and written communication, logical thinking, and problem-solving. Strong leadership and analytical skills.

Resume Objective

Now it's time to speak about the other choice for your finance resume, which is a resume objective. A resume objective, also known as a career objective statement, is a short paragraph that explains your professional goals and how you can contribute to the company. This paragraph is frequently used by entry-level employees and recent grads looking for their first job.

Financial Advisor Resume Objective Example:

    Advisor with 6+ years of work experience in the public sector, with knowledge in planning, performance, economic assessment, and investment governance procedures. Excellent leadership, team-building, and influence abilities. Looking to contribute to the marketing expansion of SAS Company.

Finance Intern Resume Objective Example:

Finance student with 6 months of experience in the private sector. Strong attention to detail and excellent teamwork. Proven track record of improving efficiency in the past internship. Seeking an internship with a dynamic team and ability to contribute to financial-related projects for an international company.


Choose your skills carefully for your finance resume. Try to include both hard and soft skills that the job description states. Here are a few typical finance skills to include on a resume:

Hard Skills:

  • Budget Preparation 
  • Public Accounting 
  • Portfolio Management 
  • CPA 
  • Investments 

Soft Skills:

  • Customer Service 
  • Adaptability 
  • Time Management 
  • Decision-Making
  • Teamwork

Work Experience

The work experience section in a finance resume shall have the following:

  • Organization name
  • Dates of employment
  • Duties and responsibilities
  • Accomplishments (if any)

Here is a quick example for a CFO resume:

Chief Financial Officer (CFO)
SAW Company

Oct. 2013 – Mar. 2016

  • Ensured proper allocation and management of local resources (ROI) to achieve effective and profitable growth while also increasing shareholder value.
  • Created an inclusive financial structure that adapted to changing business demands and company expansion in 2 regions.
  • Assisted in the decision-making process by ensuring good communication and comprehension of financial and business performance.


Your education section in a finance resume should contain the following:

  • School name
  • Degree Acquired
  • Majors and minors
  • Years of Study and/or Graduation Date
  • GPA and/or relevant courses (optional)

Here is a quick example in a finance resume:

Georgia Southern University
BA in Business Administration

2010 - 2014


You can also include certifications or training skills in your finance resume to boost your chances of getting that job.

5 tips for making a great finance resume

🎯 Create a finance resume that is specific to the job description.

There are differences between each finance job. Identify and incorporate important terms from the job description in your finance resume.

🎯 Keep your resume brief and relevant to the position.

Recruiters don't have all day to discover everything about you. In your finance resume, keep it brief and leave out any unnecessary details.

🎯 Look up finance resume examples online

Look through finance resumes online and incorporate any parts you like into your own. Just remember to do your own work and never plagiarize other people's work.

🎯 Maintain a constant formatting style.

In your finance resume, elements like styles, colors, text, and spacing must be constant and simple. Furthermore, a basic, text-based structure in your finance resume will ensure that your document is accepted by the Applicant Tracking System (ATS). Many companies use this software to scan job applications.

🎯 Include a project list.

Include a list of financial initiatives in which you were involved, as well as a brief description of their purposes and outcomes. If there isn't enough space in your finance resume, reserve it for the interviews.

What financial resume template is the best one

When creating a finance resume, using a template helps clarify any concerns you may have. Furthermore, as a professional, adopting a financial resume template may save you a lot of time while you're busy. When you try to decide whether or not to use a template for your finance resume, it's vital to weigh the benefits and drawbacks of using one.

Benefits of using a template

Diversity: Since there are so many online resume builders to select from, these companies may provide a wide range of templates with various styles and structures.

Usability: When creating a financial resume templates are quick to modify. It can also save you time from having to create a finance resume from zero.

Price: These templates are usually free, so using one for your finance resume is a bargain.

Drawbacks of using a template

Mismatching: If your professional experience does not match the template's default profile, gaps and inconsistencies may appear in your finance resume.

Not Genuine: People all around the globe occasionally overuse resume templates. Using a template for your finance resume might make it appear generic and unprofessional towards readers.

Many options: Since these websites provide lots of options, it can be overwhelming to make up your mind on which design is the best for your finance resume.

What is the best template?

There is no perfect template for a finance resume as everyone has a different professional background. However, let’s take a look at these two circumstances:

1. New graduates/freshmen with no relevant experience

Take a look at these templates to get a sense of what a finance resume looks like for MBA freshers or job seekers on their first job. Freshmen can utilize a template for their finance resumes and make adjustments as needed. For those with little expertise, a functional or combination format are the best options.

2. Experienced Professionals
Candidates with more experience will most likely have a better knowledge of how to write a great finance resume. Those with extensive experience are familiar enough with designing their own resume template or customizing one that already exists to better highlight their qualifications. To showcase job experience, experienced professionals should use a chronological or combination format on their finance resume.

Where to look for a free resume template?


For financial professionals, Cake has a large range of resume templates. Nowadays, making a finance resume is a piece of cake with an easy drag-and-drop tool using resume-template bits!

Google Docs/Microsoft Word

Being the most common text editing tools, all provide a great range of resume templates for finance resumes. Keep in mind that these templates are used by numerous applicants throughout the world, so take the time to personalize your finance resume to make it stand out. Before submitting, save it as a PDF file.

Cake provides the best Finance resume templates & examples for you to demonstrate your qualifications. Let us help you land the dream in Finance industry with a strong resume (free download)!

Finance resume sample

Agustin Correa

Finance Manager With 10 Years of Experience

Mobile: (+43) 002-9879
Email: [email protected]

Resume Summary

Manager with 10 years of experience and in-depth knowledge in accounting principles and procedures. Proven track record of strong organizational and management abilities. Strong command in leadership and communication skills with other departments.

Work Experience

Senior Manager
Ezzio Inc.

2017 Jun. - 2021 May 

  • Prepared and reported monthly financial statements, such as job reports, cash flow, profit and loss statements, and balance sheets.
  • Designed bookkeeping policies and processes and financial transaction systems, leading to an 18% increase in work efficiency.
  • Maintained a solid understanding of the geography's price dynamics, such as competitive pricing and positioning.

Financial Manager

2011 Jan. - 2017 May

  • Examined ad hoc initiatives, financial analyses, and presentations for top management and the Board of Directors.
  • Mentored and managed a group of 4-6 financial analysts.
  • Ensured that financial transactions and financial reporting are of high quality.


Villanova University
BA in Finance

2007 May


Hard Skills:Soft Skills:
Budget PreparationTime Management
Variance Analysis Leadership
Portfolio Management Adaptability 
AccountingProblem Solving 
Financial Report Analytical Skills

--- Originally written by Jose J Rosales ---

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