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Financial Resume Tips:

Finance professionals will find career opportunities in abundance and in any business sector. Whether you are applying for the position of a CFO or Financial Controller, Financial Analyst or Planner, Portfolio Manager or Investment Consultant, the requisites for the financial resume are all the same.

Divide your financial resume into distinct sections and sub-sections; use short paragraphs and bullet points to make it easy for the reader to scan. Professional experience is the most important section and should go at the top. Education normally goes beneath, followed by ancillary information like language or other skills.

Financial Resume Template


Contact Information :

  1. Full name
  2. Campus and permanent addresses
  3. Telephone numbers
  4. Email address

Career Objective :

A short statement of career objective is often useful at the top of your financial resume. Ideally, it should be short, precise and impressive.

Summary :

When doing your financial resume writing, it is crucial that your strengths and qualifications are summarized at the top half of the first page. For example:

Chief financial officer with 15 years of corporate accounting and management experience. Expertise in accounting systems development, fiscal management and financial reporting. Proven record of developing and implementing financial and operational controls that improve Profit & Loss account.

Areas of Expertise :

Proceed with your profile with the section Area of Expertise, and list keywords that are pertinent to your career choice.

  • Financial and Strategic Planning
  • P&L Management
  • Auditing and Compliance
  • Operating and Working Capital
  • Budget Development and Management
  • Merger and Acquisition Negotiations
  • Cash Flow Management and Modeling
  • Business Valuations

Emphasize Your Accomplishments :

Show quantifiable results of your work - this is one of the most important points about writing your financial resume. For Example:

  1. Instrumental in revenue and income growth of 76% over a 15-month period, through both organic growth and acquisitions.
  2. Increased cash flow by $15 million by consolidating credit analysis function, reducing outstanding receivables from 48 days to 15 days, and minimizing risk from marginal customers.

Keywords : Use keywords as recruiters use them extensively to search resume databases.

Keyword Phrases :

Fixed asset accounting, business process re-engineering, risk management, value added analysis, SAP, GAAP, financial projections, general ledger, trial balance, financial statements, expense analysis, tax reporting, tax planning, payroll, benefits administration, portfolio management, cross functional team leadership, financial and strategic planning, P & L management, auditing and compliance, operating and working capital, budget management, mergers and acquisitions, cash flow management, business valuations, data warehouse reporting, audits and compliance, A/P, A/R, regulatory accounting, CA, ICWA, MBA, ICFAI, MS Excel, bank reconciliations, Crystal reports and spreadsheets.

Keywords as titles :

Staff accountant, financial planner, cost accountant, portfolio manager, finance manager, financial reporting analyst, international controller, financial analyst, VP of finance, CFO, chief financial officer, treasurer, assistant controller, book keeper, accounts payable clerk, accounts receivable clerk, collections specialist, mutual fund analyst, credit analyst, payroll clerk, payroll manager, financial assistant, director of investor relations, procurement specialist and/or purchasing manager.