Free Downloadable Finance Resume Templates and Expert Writing Tips
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Being a part of the finance industry requires anything from providing services like analyzing financial reports, monitoring and auditing accounts and managing company accounts, to preparing tax reports and predicting economic forecasts. Our certified resume writers studied live job postings to craft tailored examples that illustrate how to execute the tips in this resume-writing guide. Use it alongside our finance-friendly free resume templates and examples to help you find your next job.
Best Free Downloadable Resume Templates for Finance Jobs
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Blocks
This resume template has clearly distinguished sections thanks to the pop of color the headings provide. It’s also organized in the combination resume format, with skills before the work history section, making it ideal for midlevel professionals. -
Broad appeal
This simple resume template subtly marks each new section with red font, making it a straightforward and appealing design. Download this template for a no-fuss document that’s easy to fill out. -
New agenda
A simple yet appealing resume template, this design features bolded headings and clear cuts between sections. Showcase your experience and skill set in a document that also displays your organizational nature and aesthetic taste. -
Blue side
Stand out from the crowd with this modern resume template that speaks to your professionalism without sacrificing personality. The blue side draws attention to your document, while the ample space and clear font allow you to dazzle recruiters with your career profile. Download this template and follow the tips per section to end up with a killer resume! -
Career starter
This neatly structured resume template leaves whitespace between sections, making it easy to tell one apart from the other. It also has ample space to showcase all your qualifications, experience and skills. -
Top level
A striking design that displays a modern and professional look, this resume template demonstrates your cutting edge disposition and clear cut approach. Use it to neatly structure your career credentials and display your attention to detail and organizational skills.
9 Finance Resume Examples
Resumes are unique summaries meant to link the skills and experience of a candidate to the requirements of an open job. Successful job seekers need to keep both of these purposes in mind to impress potential employers.
In order to show you’re the best match for a job, you should organize your resume in the format that best frames your career profile, making your candidacy shine regardless of your current career level.There are three resume formats you can consider: the chronological, combination and functional. Each emphasizes and de-emphasizes features (i.e., skills, experience and qualification) of your resume differently to suit your career stage.
We have some examples to further demonstrate how each resume format is used to benefit candidates at different points in their career.
Chronological resume
A chronological resume is best for finance professionals with established careers (i.e., over 10 years of experience). Work history is the focal point of this resume, documenting your career advancement, accomplishments and success stories.
Your skills and qualifications get less attention in this resume, given your rich and extensive career history — however, the skills section still plays a crucial role.
Finance professionals could utilize the chronological resume for the following roles and career scenarios:
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1. Treasurer resume example: This resume sample demonstrates Lionel Peter’s 11 years of experience and gradual career growth. This resume is suitable for job seekers looking for a senior management position.
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2. Financial preparer resume example: This resume sample highlights Garrett Cain’s 11 years of experience across multiple roles, demonstrating the candidate’s wide skill set and accomplishments in the field of finance.
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3. Branch manager resume example: Patricia Hodges uses the chronological format to display her career growth throughout her almost 15 years of experience climbing the ladder into banking management. The highlighted career history makes this resume format ideal for senior level roles like this one.
Combination resume
In a combination resume, skills and career background are given equal weight. This resume is best for finance professionals with a consistent career record lasting less than 10 years.
Professionals adopt this resume while switching jobs, applying for promotion or searching for their first role after graduating with career-relevant internships and education.
Some finance jobs that could use combination resumes are listed below:
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1. Tax preparer resume example: This combination resume example highlights almost nine years of experience of entry- and midlevel tax experience. It also outlines the gradual growth of responsibilities and technical knowledge needed to file personal and business tax returns.
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2. Financial adviser resume example: This financial adviser example uses a combination format to outline security knowledge and experience in data security and student aid to highlight the versatility of this candidate. It highlights skills and knowledge over seven years of experience.
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3. Credit analyst resume example: This combination resume focuses on Laurence Torres’ gradual career growth from reviewing and maintaining balance sheets and unpaid bills to critically analyzing market trends and predicting reliable credit opportunities.
Functional resume
Functional resumes are ideal for inexperienced finance professionals starting their careers. Skills and qualifications are the focal points in functional resumes, thus masking limited career exposure.
Entry-level roles, part-time positions, contract roles and recent graduates with no formal experience can use functional resumes to emphasize their strong educational background and skill set.
These functional finance resume examples demonstrate how to market your education and financial skills:
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1. Personal banker resume example: A personal banker can address many unique financial circumstances depending on the employer. A functional resume allows you to highlight each aspect of financial and advisory knowledge you can provide to a bank branch.
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2. Financial analyst resume example: Arturo Page has monthlong breaks between his former jobs, but he wisely used a functional resume to minimize these work gaps. This resume sample wisely focuses on detailed task descriptions and a breakdown of crucial communication, attention to detail and management skills.
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3. Economist resume example: This financial resume sample wisely focuses on communication, analytical and critical thinking skills to showcase the strategic knowledge Dave Shelton employs as an economist.
What Can You Earn as a Finance Professional?
Salary is one of the most crucial factors in choosing your next job. We studied the national average take home pay for these common finance jobs to help you figure out how aggressively to negotiate once you get a job offer.
The pay of finance professionals tends to fluctuate depending on their role, experience level, location, domain expertise and skill set. This data from Payscale shows the role and experience-based salary variation among finance professionals.
Role
Average Annual Salary
Experience 1-4 Years
Experience 5-9 Years
Average Annual Salary
$56,632
Experience 1-4 Years
$52,619
Experience 5-9 Years
$61,676
Average Annual Salary
$60,773
Experience 1-4 Years
$54,827
Experience 5-9 Years
$59,753
Average Annual Salary
$65,533
Experience 1-4 Years
$61,747
Experience 5-9 Years
$70,065
Average Annual Salary
$37,252
Experience 1-4 Years
$36,400
Experience 5-9 Years
$38,875
Top Finance Skills for Your Resume
Skills are an integral part of any resume, and just including six to eight in their designated section is not enough. You should weave more skills into the following sections:
- Opening Statement: The summary or career objective statement benefits from showcasing your top two to three skills like market forecasting, client interactions or market research skills for an account manager.
- Skills Section: This section lists six to eight of your key skills displaying your soft, hard and technical expertise associated with the role. For example, a branch manager would list skills like business development, relationship building, risk analysis and sales expertise.
- Work History: The primary focus of work history is the professional manifestation of your hard and technical skills. It also mentions your role-specific achievements and career accomplishments while underlining your expertise. For example, you can state the banking skills of a personal banker as: “Managed the bank accounts for clients, resolving queries related to opening and closing accounts and supervising their banking transactions.”
It’s also crucial to vary the skill type you include throughout your resume. Ideally, you want to show a full range of soft, hard and technical skills. While these skills will vary from role to role and from one professional to another, there are some soft, hard and technical skills that are popular among different finance professionals.
Soft skills
Soft skills represent the characteristics and interpersonal traits necessary to work with and interact with clients, fellow employees, stakeholders and others in a work environment. Finance professionals require the following soft skills:
- 1. Strong communication skills
- 2. Excellent negotiating ability
- 3. Relationship building
- 4. Problem-solving skills
- 5. Logical thinking
- 6. Stress management
- 7. Team leading ability
- 8. Time management
- 9. Multitasking ability
- 10. Strong analytical skills
Hard skills
You gain hard skills through education or hands-on training. They relate to the actual performance of a job-specific task. A few essential hard skills in the finance industry are:
- 1. Market research and analysis skills
- 2. Budgeting
- 3. Market forecasting
- 4. Risk assessment
- 5. Staff management
- 6. Business development
- 7. Knowledge of taxing principles
- 8. Expert in sales
- 9. Banking
- 10. Account management
Technical skills
Technical skills represent your efficiency in using digital tools and resources. Finance professionals come across the following technical skills:
- Finance management software literacy: QuickBooks, Xero or Oracle Financials Cloud.
- Project management tools utility: Basecamp, Asana or Trello.
- MS Office software: Excel, PowerPoint, Word or Access.
- Sales forecasting tools knowledge: Insightly, Copper or Accelo.
- Staff/ employee management software literacy: Workpuls, Monday or PeopleSoft.
- Knowledge of branch performance management systems: QuickFMS.
- Expert in video conferencing apps: Google Meet, Zoom, Skype or Hangouts.
Best 5 Certifications for Your Finance Resume
Most finance disciplines demand a degree in their specialty, whether that’s finance, statistics or another related major. Additionally, certifications are a way to assert your qualification and enhance the worth of your candidacy. Hence, we have gathered the following certifications favoring roles across the finance industry:
- Chartered Financial Analyst (CFA)
- Certified Management Accountant (CMA)
- Certified Sales Professional (CSP)
- Certified Personal Banker (CPB)
- Certified Financial Planner (CFP)
Customer Reviews
FAQ
Updated: July 27, 2022
What are the top soft skills for finance professionals?
Finance professionals constantly interact with clients regardless of their role, experience level and domain expertise. Refining soft skills become necessary to execute any position you hold successfully. Individuals working in finance should master the following soft skills:
- Impeccable communication skills
- Excellent networking and relationship-building ability
- Problem-solving ability
What do finance professionals mention under a summary statement?
Finance professionals need to stress their competence, skills and career experience, portraying their worth and utility for the recruiters. For example, an experienced account manager could frame their summary statement like this sample:
“Dependable account manager with over six years of experience handling corporate accounts worth over $50 million. Expert in managing expenditure, allocating sales and forecasting investments for corporate clients. Skilled at managing multiple projects simultaneously and maintaining positive client relationships.”
What are examples of duties of finance professionals?
The duties and responsibilities of finance professionals depend on the specific role, experience level, skill set and work setting. Here is a list of a few responsibilities of finance professionals to give you a general idea:
- Managing and maintaining clients' accounts.
- Conducting thorough market research to advise clients on market conditions.
- Grow and develop the business by acquiring new clients and retaining old ones.
- Ensuring customer service and resolving account, finance and budget-related issues for them.
- Preparing tax-related documents and filing tax returns for clients or individuals.
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