Create a Finance Resume
in 5 Simple Steps

  • Step 1: Add Contact Info

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  • Step 2: Include Work Experience Details

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  • Step 3: Provide Education Details

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  • Step 4: Select Your Skills

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  • Step 5: Fill in Your Background

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Get Expert Writing Recommendations for Your Finance Resume

In many ways, your resume is your capital when applying for a job in finance. A well-written resume created using LiveCareer’s Resume Builder will ensure that your resume includes the industry keywords necessary to show your value to a potential employer.

Our team of certified resume writers offers pre-written text suggestions for your finance industry, chosen specifically for the job title you seek. Here are some examples our builder might make for your finance resume:

  • Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems
  • Returned phone calls and emails to clients within a 24-hour period for speedy and effective resolutions to issues
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
  • Maintained account accuracy by reviewing and reconciling checks monthly
  • Managed all areas of accounting, including accounts payable and receivable, general ledger management
  • Assisted with month-end closing processes and verified journal entries

6 Do’s and Don’ts for Writing a Finance Resume

  • Do include a strong professional summary. Your professional summary helps a hiring manager determine whether the rest of your resume is worth a closer look. Mention your experience with banking and financial institutions if you have it, or emphasize your business or finance degrees. Add in soft skills, such as being detail-oriented, as these skills are sought-after by employers.
  • Do focus your resume on relevant positions. Instead of mentioning every position you have held since your first job, only list those that are directly related to the finance industry. A year of experience as a bank teller is more relevant than two years working as a carpenter. However, if past roles helped you learn transferable skills relevant to finance, such as customer service skills, include them.
  • Do remember to use finance-related keywords. Many hiring managers are relying on ATS software to help weed out unqualified applicants from the pool. Resumes with finance-specific terms are more likely to pass. For instance, stating “extensive knowledge of tax codes” is more useful than “team player.”
  • Don’t use an outdated resume. The financial industry is constantly changing, with new software and new laws and regulations requiring workflow adjustments all the time. If your resume is outdated, it may inadvertently imply that you cannot keep pace with such changes. Update your resume each year and customize your resume for each role.
  • Don’t overload your resume with industry jargon. Even though you are applying for a position within the financial sector, don’t pack your resume with finance terms. Use critical keywords but remember that the recruiter reading your resume may not be familiar with industry jargon.
  • Don’t include references. Including references on your resume is no longer a best practice, according to most job-search experts. References will be requested at a later stage of the hiring process. Instead, use the space on your resume to list more details about your finance-related experience.

Beat the ATS with These Finance Resume Skills

Today’s hiring managers use applicant tracking systems (ATS) to narrow applicants down to just the most viable candidates. An ATS uses keywords input by the hiring manager to review and score resumes. It also rejects resumes that do not contain the right words and phrases. Although smaller financial businesses may not rely on ATS software, larger companies such as major banks and investment firms most likely do.

When writing a resume, it is important for job seekers to take into consideration what they can do to overcome this added challenge. LiveCareer’s Resume Builder can help by suggesting job-specific skills and phrases for your finance resume. Here are some examples of what our builder might recommend:

  • Financial planning expertise
  • Comprehensive knowledge of taxation
  • Investor regulatory compliance standards
  • Treasury management
  • Quarterly budget reports
  • Strong mathematical skills
  • Proficiency in debt liquidation plan
  • Finance ethics
  • Client relationship management
  • Quickbooks and Oracle
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Finance Resume for Every Professional Level

Entry-Level

Finance Intern

Having little to no experience in finance can make it a challenge for a job seeker to write a finance resume. Without a strong work history, this job seeker uses a functional resume format to focus on his relevant internships and the skills he will bring to the position. By listing his knowledge of financial analysis and problem-solving, the job seeker lets hiring managers know that he has the potential to succeed in an entry-level position.

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Mid-Career

Income Tax Preparer

A job seeker with several years of finance experience should use a combination resume format to emphasize both work history and skills in equal measure. Although this job seeker has only held a few positions, outlining the responsibilities for each job helps hiring managers understand what she can bring to the role at hand. Presenting her skills up front also helps show her aptitude for the requirements of the role.

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Executive-Level

Chief Revenue Officer

An executive-level job seeker with years of finance-related work is smart to use the chronological resume format to emphasize their lengthy experience in the industry. This finance resume example effectively shows how the job seeker has progressed from an entry-level job to an executive role. In this format, the job seeker only included a few skills. However, he chose the ones most frequently used in the role he seeks.

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More Finance Resume Samples

Find resume examples for your desired finance career. Get access to expert writing recommendations, do’s and don’ts and everything you need to write a perfect resume.

Resume Success Stories

Statistics and Facts About Finance Jobs

Most common occupations in finance

  • Financial manager 715,157 people in the workforce
  • Tellers 313,033
  • Insurance sales agents 482,242
  • Personal financial advisors 301,636
  • Insurance claims and policy processing clerks 327,038

Source: DataUSA

Gender demographics in the finance field

Gender

Female 3.99 million

Male 3.01 million

Average salary

Female$61,870
Male$117,741
060K120K

Source: DataUSA

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