How To Write A Finance Resume

Competition for jobs in the financial sector can be fierce! In most situations, you will be competing against highly skilled applicants with excellent qualifications and experience. To successfully land a job interview in this competitive environment, you must create a resume that really stands out from the crowd.

This guide to writing a finance resume will help by providing a list of the essential components of a financial resume. We'll also take a look at the items you should include in your resume for different roles.

finance resume

Free Finance Resume Template

This is a free finance resume. Download right now and get started with your resume writing.

Supported formats
finance resume sample finance resume template
Free Download

What should be included in a finance resume?

Here are the key components of any financial resume:

Create an eye-catching header

Even the layout and design of your resume's header is important. The header of your resume needs to be eye-catching, informative, and impressive. It should use an attractive layout with an easy-to-read font. The header should only include essential information like your name, address, phone number, email address and personal website. You might also include a link to your LinkedIn account.

Create a concise summary and highlights section

Most employers don't have the time to scan a lengthy resume to learn more about an applicant. They will usually decide on your suitability for the position within the first few paragraphs. That is why you should always include a Summary section and a Highlights section near the top of your finance resume.

The summary section should summarise your experience, skills, and capabilities within one or two paragraphs. It should list attributes that are ideal for the position you are applying for. You may also incorporate some bullet points to improve the readability of your summary. Here is an example of a strong summary:

Summary: Accountant specialising in helping companies develop and improve their accounting systems. A personable and organised professional who promotes accuracy in billing sales, and reporting functions. Works well with both technical and non-technical team members.

The highlights section will then isolate the specific parts of your skillset, work experience, and personal attributes that are relevant to the position. These are usually more technical aspects, like the ability to use a certain kind of software or methodology. This section is most effective when presented in bullet points. An accountant might list things like Quickbooks expert, effective communicator, financial accounting and auditing specialist, and customer-service focussed.

List your experience

You now need to demonstrate that you have a track record of successfully performing certain tasks in the workplace. This will be done in the Experience section of the resume.

This section should list your last three or four jobs, starting with the most recent positions you held. For each position, you should list the job title, the name of the employer, the location of the job, and the dates you were employed in the position.

You should use between four to five bullet points under each job description to highlight your key responsibilities and accomplishments while in the role. These bullet points should back up the items you listed in the summary and highlights sections.

Education and certifications

List any relevant educational qualifications that you have in this section. Only list qualifications that are relevant to the role you are applying for. Underneath the education section, list relevant certifications that you have obtained.

Tips for common jobs in finance industry

Here are a few tips for writing resumes for specific positions within the finance industry. They will help you create a resume that is perfect for the job!


A treasurer helps businesses and organisations manage their finances. It is a senior position with a high level of remuneration. Applicants must have a lot of demonstrable experience and qualifications to be employed as a treasurer.

Here are a few tips for writing a resume for a treasurer role:

Personal Financial Adviser

A personal financial adviser helps clients manage investments, deal with taxation matters, and protect their assets. They must have excellent communication skills, knowledge of many different types of investments, and excellent budgeting skills.

Here are a few tips for writing a resume for a personal financial adviser role:

Financial Analyst

A financial analyst looks at the finances of a company or organisation to determine their financial status. They are the person that a company calls if they want to understand why they are losing money or how to improve their finances.

Here are a few tips for writing a resume for a financial analyst role:


An auditor will audit a company to determine if their financial policies are being correctly implemented. They are often used to identify waste or fraud within a company. An auditor will also asses risks associated with any financial decision.

Here are a few tips for writing a resume for an auditor role:

Budget Analyst

A budget analyst will help individual clients or companies create budgets. They will analyse spending, debt repayments, and income to create a sustainable budget. The budget analyst will talk to clients to inform them about budgetary issues and help implement any changes to the budget.

Here are a few tips for writing a resume for a budget analyst role:

Loan Officer

A loan officer evaluates loan applications from clients. They will also help borrowers understand the different types of loans that are available and the loan conditions.

Here are a few tips for writing a resume for a loan officer role:


A buyer helps businesses or organisations make purchases or products or supplies. They are responsible for ordering these items and often deal with vendors. A buyer will also monitor inventory levels and ensure the business or organisation has the items it needs.

Here are a few tips for writing a resume for a buyer role:


An accountant's chief responsibility is managing their client's taxes. They must have a strong understand of current tax laws and ensure their client complies with those laws.

Here are a few tips for writing a resume for an accountancy role:


A collector will analyse delinquent accounts to find clients who owe money. They will then contact the clients, requesting that the funds be paid.

Here are a few tips for writing a resume for a collector role:

Bank Tellers

Bank tellers help customers with their transactions. They may also be asked to sell financial products to customers. They must be good at handling money and dealing with people.

Here are a few tips for writing a resume for a bank teller role:

Thanks for reading How To Write A Finance Resume. For more employment advice, subscribe to our website or follow us on social media.

Home > Resume Tips > How To Write A Finance Resume

Wondershare Editor

Posted by to Resume Tips

Published Jan 11,2018 20:00 pm / Updated Nov 02,2018 17:18 pm


Recommend Articles