finance graduate personal statement cv

Finance graduate CV example

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If you are a finance graduate, you can look forward to a career that is financially rewarding and full of exciting opportunities.

Roles are in high demand and it’s vital that you get your foot in the door with a finance graduate CV that puts you streets ahead of other candidates.

In our step-by-step guide and finance graduate CV example we’ll show you how to write an excellent CV that ensures you’re picked out for interview and employment.

Article contents

CV templates 

This a good example of a Finance graduate CV which contains all of the information that an employer would need to know, and presents it in a well- structured, easy-to-read manner.

Take some time to look at this CV and refer to it throughout the writing of your own CV for best results.

Finance graduate CV structure & format

If you focus on the written content of your CV but ignore how it actually looks, your efforts could end up wasted.

No matter how suitable you are for the role, no recruiter wants to spend time squinting and trying to navigate a badly designed and disorganised CV.

Instead, make sure to organise your content into a simple structure and spend some time formatting it for ease of reading – it’ll get you in recruiter’s good books from the get-go!

Formatting Tips

• Length: While there’s no ‘official’ CV length rule, the majority of recruiters agree that less is more. Aim for two pages of A4 or less. This is just enough room to showcase your suitability to the role, without overwhelming recruiters with irrelevant or excessive content.
• Readability: Make sure your CV is easy to read and looks professional by applying some simple formatting tricks. Bullet points are great for making large paragraphs more digestible, while formatting your headings with bold or coloured text will help the reader to find the information they need, with speed.
• Design: When it comes to CV design, it’s best to keep things simple and sleek. While elaborate designs certainly command attention, it’s not always for the right reasons! Readability is key, so whatever you choose to do, make sure you prioritise readability above everything.
• Avoid photos: Recruiters can’t factor in appearance, gender or race into the recruitment process, so a profile photo is totally unnecessary. Additionally, company logos or images won’t add any value to your application, so you’re better off saving the space to showcase your experience instead.

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Structuring your CV

When writing your own CV , break up your CV content into the following key sections:

• Name and contact details – Place them at the top of your CV, so that employers can easily get in touch.
• CV profile – A punchy sales pitch of your key experience, skills and achievements to reel readers in.
• Core skills section – A bullet-pointed snapshot of your abilities.
• Work experience – A well-structured list of your relevant work experience.
• Education – An overview of any relevant qualifications or professional training you have.
• Hobbies and interests – A short description of any relevant hobbies or interests (optional).

Now I’ll guide you through exactly what you should include in each CV section.

CV Contact Details

Start off your CV with a basic list of your contact details.

Here’s what you should include:

• Mobile number
• Email address – It’s often helpful to make a new email address, specifically for your job applications.
• Location – Share your town or city; there’s no need for a full address.
• LinkedIn profile or portfolio URL – Make sure the information on them is coherent with your CV, and that they’re up-to-date

Quick tip: Delete excessive details, such as your date of birth or marital status. Recruiters don’t need to know this much about you, so it’s best to save the space for your other CV sections.

Finance graduate CV Profile

Recruiters and hiring managers are busy, so it’s essential to catch their attention from the get-go.

A strong introductory profile (or personal statement , for junior candidates) at the top of the CV is the first thing they’ll read, so it’s a great chance to make an impression.

It should be a short but punchy summary of your key skills, relevant experience and accomplishments.

Ultimately, it should explain why you’re a great fit for the role you’re applying for and inspire recruiters to read the rest of your CV.

Tips for creating an impactful CV profile:

• Keep it brief: Recruiters have piles of CVs to read through and limited time to dedicate to each, so it pays to showcase your abilities in as few words as possible. 3-4 lines is ideal.
• Tailor it: Before writing your CV, make sure to do some research. Figure out exactly what your desired employers are looking for and make sure that you are making those requirements prominent in your CV profile, and throughout.
• Don’t add an objective: Leave your career objectives or goals out of your profile. You only have limited space to work with, so they’re best suited to your cover letter .
• Avoid cliches: “Determined team player who always gives 110%” might seem like a good way to fill up your CV profile, but generic phrases like this won’t land you an interview. Recruiters hear them time and time again and have no real reason to believe them. Instead, pack your profile with your hard skills and tangible achievements instead.

What to include in your Finance graduate CV profile?

• Summary of experience: Recruiters will want to know what type of companies you’ve worked for, industries you have knowledge of, and the type of work you’ve carried out in the past, so give them a summary of this in your profile.
• Relevant skills: Highlight your skills which are most relevant to Finance graduate jobs , to ensure that recruiters see your most in-demand skills as soon as they open your CV.
• Essential qualifications: If you have any qualifications which are highly relevant to Finance graduate jobs, then highlight them in your profile so that employers do not miss them.

Quick tip: Remember to triple-check for spelling and grammar errors before hitting send. If you’re unsure, try using our quick-and-easy CV Builder for a quick and easy approach.

Core skills section

Underneath your profile, create a core skills section to make your most relevant skills jump off the page at readers.

It should be made up of 2-3 columns of bullet points of your relevant skills.

Before you do this, look over the job description and make a list of any specific skills, specialisms or knowledge required.

Then, make sure to use your findings in your list. This will paint you as the perfect match for the role.

Work experience/Career history

Recruiters will be itching to know more about your relevant experience by now.

Kick-start this section with your most recent (or current) position, and work your way backwards through your history.

You can include voluntary and freelance work, too – as long as you’re honest about the nature of the work.

Structuring your roles

Lengthy, unbroken chunks of text is a recruiters worst nightmare, but your work experience section can easily end up looking like that if you are not careful.

To avoid this, use my tried-and-tested 3-step structure, as illustrated below:

Provide a brief overview of the job as a whole, such as what the overriding purpose of your job was and what type of company you worked for.

“Reporting to the Finance Manager. I am responsible for supporting with financial duties for the day to day operations of the firm. ”

Key responsibilities

Next up, you should write a short list of your day-to-day duties within the job.

Recruiters are most interested in your sector-specific skills and knowledge, so highlight these wherever possible.

• Processing purchase ledger and keeping it up to date.
• Supporting with bank reconciliations accurately
• Processing manual and electronic purchase order numbers

Key achievements

Round up each role by listing 1-3 key achievements , accomplishments or results.

Wherever possible, quantify them using hard facts and figures, as this really helps to prove your value.

• Won “Intern of the year 2020” from my university from the feedback that my manager has given.
• Received great feedback from my manager for my attention to detail as I have 100% accuracy level.

Next up, you should list your education and qualifications.

This can include your formal qualifications (a degree, A-Levels and GCSEs), as well as sector-specific Finance graduate qualifications and/or training.

While school leavers and recent grads should include a lot of detail here to make up for the lack of work experience, experienced candidates may benefit from a shorter education section, as your work experience section will be more important to recruiters.

Interests and hobbies

This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.

If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.

Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.

Essential skills for your finance graduate CV

• Financial acumen – Numerical, financial and business skills should take pride of place on your CV.
• Organisational skills – Those looking for a career in finance need to show how they can apply organisational skills in practice.
• Customer service – Whether helping internal clients or external customers, you need to demonstrate your skills in customer service.
• Time management – Multiple aspects of finance sector work is time sensitive.
• Analytical skills – On your finance graduate CV, you should display how your skills in analysis can be applied to the benefit of the organisation.

Writing your Finance graduate CV

Once you’ve written your Finance graduate CV, you should proofread it several times to ensure that there are no typos or grammatical errors.

With a tailored punchy profile that showcases your relevant experience and skills, paired with well-structured role descriptions, you’ll be able to impress employers and land interviews.

Good luck with your next job application!

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Banking and Finance Graduate CV Example

Home » Accounting Finance Resume Samples » Banking and Finance Graduate CV Example

Are you a  Banking and Finance Graduate  by profession and looking for a career change? We have good news for you! use our job-winning professional  Banking and Finance Graduate CV Example  template. You don’t have to start writing from scratch. Just click “Edit CV” and modify it with your details. Update the template fonts and colors to have the best chance of landing your dream job. Find more  Resume Templates.

Kevin Edward

Banking and finance graduate.

A passionate, highly-motivated, first-class   graduate, with proven leadership and teamwork skills, avid to begin my career and contribute to your organization. 

• MS Word & Powerpoint
• Leadership & Teamwork
• Public Speaking

Work Experience

Finance – customer service intern.

• Assisting customer service representatives with all tasks regarding the Islamic finance products and services
• Process all cards, cheques, and letters on a daily basis and distributing them accordingly
• Jazeel (digital banking) ambassador responsibilities including the promotion of the application to customers
• Preparing consumer credit applications and ensuring all documents are in-line with regulations

Operations Intern

Group Reconciliation and Administration

• Daily Reconciliation of Nostro Accounts as well as monitoring the investigation cases
• Daily registration and distribution of incoming SWIFT messages
• Signature Verification of client mandates
• Created User Guides for the department
• First Intern to ever register and complete the “Lean Six Sigma White Belt” training program

BSC Banking and Finance

Graduated with  First Class Honors

International Baccalaureate (IB) Diploma

Earned  35 Points

Highschool Diploma

Graduated with  Distinction

CFA Research Challenge

• Underwent an extensive financial analysis of Batelco; including 3 different valuation methods (DCF, Multiples, Sum of Parts) in order to arrive at our final recommendation
• Intense learning experience that greatly developed my report writing, presentation skills, sophisticated financial analysis skills and financial knowledge
• Earned 2nd place in the local competition and represented Bahrain in the MENA competition in Amman, Jordan (March 2019)
• An intensive stock market simulation challenge competing against local universities
• Aided in the development of my teamwork, budgeting, analysis and crisis management skills
• Combated the market crash in December 2018 through implementing contingency plans for the following period
• Earned 3rd Place and a cash prize

Career Expert Tips:

• Always make sure you choose the perfect resume format to suit your professional experience.
• Ensure that you know how to write a resume in a way that highlights your competencies.
• Check the expert curated popular good CV and resume examples

What Does It Take to Excel as a Banking and Finance Graduate?

As the financial landscape continues to evolve, the role of a Banking and Finance Graduate has become increasingly vital in the global economy. This role is a harmonious blend of financial expertise and analytical acumen, paving the way for a successful career in the banking and finance sector. Let’s delve deeper into the multifaceted requirements and responsibilities of a Banking and Finance Graduate, a role that demands a deep understanding of financial principles coupled with the ability to navigate the intricate world of finance and banking.

What are the Key Requirements for a Banking and Finance Graduate?

Stepping into the shoes of a Banking and Finance Graduate requires meeting a set of stringent requirements, a journey that demands dedication and continuous learning. Let’s explore the prerequisites that one needs to fulfill to excel as a Banking and Finance Graduate:

• A Bachelor’s or Master’s degree in Banking and Finance or a related field, showcasing a strong foundation in financial principles and practices.
• Profound knowledge of banking operations and financial markets, including an understanding of investment strategies and risk management techniques.
• Experience in financial analysis and reporting, demonstrating the ability to interpret complex financial data and make informed recommendations.
• Proficiency in financial modeling and using relevant software applications to analyze market trends and assess investment opportunities.
• Strong communication and interpersonal skills, essential for building and maintaining relationships with clients and stakeholders in the financial industry.
• Ability to work under pressure and meet tight deadlines, a skill developed through coursework and internships in the fast-paced financial sector.

Continuing education through specialized certifications, such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP), can significantly enhance your profile and marketability in the competitive banking and finance job market.

What are the Responsibilities of a Banking and Finance Graduate?

The role of a Banking and Finance Graduate is a tapestry of diverse responsibilities, requiring a strong understanding of financial principles, coupled with the ability to make strategic decisions. Let’s unravel the core responsibilities that define this role, each responsibility contributing to the efficient functioning of the financial sector:

• Conducting financial analysis and market research to assess investment opportunities and risks for clients and institutions.
• Assisting in the development of financial plans and strategies tailored to the specific needs and goals of clients and businesses.
• Preparing detailed financial reports and presenting findings to stakeholders, providing insights to aid in informed decision-making.
• Monitoring financial transactions and ensuring compliance with regulatory standards and policies, safeguarding the integrity of financial operations.
• Collaborating with teams to develop and implement innovative financial solutions that drive growth and profitability for clients and organizations.
• Providing exceptional customer service and building strong relationships with clients to foster trust and loyalty in the competitive financial market.
• Staying updated with the latest developments and trends in the financial industry, adapting strategies to leverage emerging opportunities.

Each responsibility serves as a stepping stone in your journey toward becoming a proficient and reliable Banking and Finance Graduate.

Banking and Finance Graduate CV Writing Tips

As you craft your CV to stand out in the pool of applicants, remember that your CV is a reflection of your capabilities, experiences, and aspirations. Here are some tips to help you present your profile effectively in your CV:

• Highlight relevant coursework and academic projects, showcasing your understanding of key financial concepts and applications.
• Detail internships or part-time roles in the financial sector, narrating the impact you made and the skills you acquired during your practical experiences.
• Include measurable achievements, such as successfully managing a portfolio or contributing to a significant financial project, highlighting your value through quantifiable results.
• List any relevant extracurricular activities or leadership roles that demonstrate your commitment to personal growth and development in the financial field.
• Customize your CV for each application, emphasizing skills and experiences that align with the specific requirements of the job description.

Each tip is a step toward crafting a comprehensive CV that effectively showcases your potential as a Banking and Finance Graduate.

Banking and Finance Graduate CV Summary Examples

Your CV summary is the introduction to your professional journey, providing a glimpse of your skills, experiences, and the value you bring to the financial sector. Here are some examples to guide you in crafting an effective CV summary:

• “Highly motivated Banking and Finance Graduate with a strong understanding of investment strategies, equipped with exceptional analytical skills and a proven track record of delivering valuable financial insights.”
• “Dedicated and detail-oriented Banking and Finance Graduate with hands-on experience in financial modeling and risk assessment, adept at providing comprehensive financial solutions tailored to meet client needs and objectives.”
• “Results-driven Banking and Finance Graduate with a keen eye for market trends and financial analysis, adept at building and nurturing client relationships, and delivering exceptional financial services.”

Each summary serves as a window into your professional capabilities and potential as a Banking and Finance Graduate.

Building a Strong Experience Section for Your Banking and Finance Graduate CV

Your experience section is the essence of your CV, narrating your journey and showcasing your growth and development in the financial field. It is a space where you highlight your achievements and contributions. Here are some examples to guide you in building an impactful experience section:

• “Contributed to a team of financial analysts in conducting market research and developing investment strategies, resulting in a 15% increase in client portfolio value over six months.”
• “Collaborated with senior advisors in preparing comprehensive financial plans for high-net-worth individuals, ensuring alignment with their long-term financial goals and risk tolerance levels.”
• “Assisted in monitoring financial transactions and implementing compliance measures, ensuring adherence to industry regulations and standards, and maintaining the trust of clients and stakeholders.”

Each experience showcases your contributions and expertise, providing a comprehensive view of your capabilities as a Banking and Finance Graduate.

Sample Education Section for Your Banking and Finance Graduate CV

Your educational journey is the foundation upon which your career in the financial sector stands. It is a testament to your knowledge, skills, and commitment to the world of finance. Here’s how you can highlight your educational milestones:

• Master of Science in Banking and Finance, XYZ University, a comprehensive program that equipped you with advanced financial knowledge and skills, 2021.
• Bachelor of Business Administration in Finance, ABC University, a foundational degree that laid the groundwork for your career in the financial sector, 2018.
• Certified Financial Planner (CFP), a recognition of your expertise in financial planning and advisory services, 2022.

Each educational qualification is a testament to your dedication and expertise in the field of banking and finance.

Essential Skills for a Banking and Finance Graduate

Your skill set is your arsenal, equipped with a diverse range of tools that you have honed over the years. It is a showcase of your abilities, both innate and acquired. Let’s list down the essential skills that a Banking and Finance Graduate should possess:

Soft Skills:

• Analytical thinking and problem-solving, the ability to assess complex financial scenarios and provide strategic solutions.
• Effective communication and interpersonal skills, vital for building strong relationships with clients and colleagues in the financial sector.
• Attention to detail and accuracy, crucial for ensuring precise financial analysis and reporting.
• Time management and organizational skills, essential for meeting deadlines and managing multiple tasks efficiently.
• Adaptability and resilience, the ability to thrive in a dynamic and evolving financial environment.

Hard Skills:

• Financial modeling and analysis, a critical skill for assessing investment opportunities and risks in the financial market.
• Knowledge of financial software and tools, essential for conducting in-depth financial research and analysis.
• Understanding of regulatory frameworks and compliance, crucial for ensuring ethical and legal financial practices.
• Risk management and mitigation, a skill that helps in safeguarding investments and assets for clients and organizations.
• Client relationship management, the ability to provide exceptional service and build long-term trust with clients in the financial sector.

Each skill is a valuable asset, aiding you in providing reliable and comprehensive financial services to clients and organizations.

Common Mistakes to Avoid When Crafting a Banking and Finance Graduate CV

As you develop your CV, it is essential to steer clear of common pitfalls that can hinder your chances of securing a job in the competitive banking and finance sector. Here we list down the mistakes often seen in CVs and how to avoid them:

• Using generic CV templates, a practice that fails to highlight your unique qualifications and skills in the financial sector.
• Overlooking the importance of quantifiable achievements, a mistake that diminishes the impact of your contributions in previous roles.
• Forgetting to tailor your CV to the specific job requirements, a missed opportunity to demonstrate your alignment with the company’s needs and goals.
• Exaggerating or misrepresenting your skills and experiences, a strategy that can backfire during the interview process.
• Neglecting to proofread your CV, a critical error that can create a negative impression on potential employers.

Avoiding these common mistakes can significantly enhance the effectiveness of your CV and increase your chances of securing a promising career in the banking and finance sector.

Key Takeaways for a Successful Career as a Banking and Finance Graduate

As we reach the end of this comprehensive guide, let’s recap the key points to keep in mind to succeed as a Banking and Finance Graduate:

• Continuously update your knowledge of financial markets and regulations to stay ahead in the dynamic financial sector.
• Develop strong analytical and communication skills to effectively assess financial data and build lasting relationships with clients and stakeholders.
• Highlight your practical experiences and achievements in your CV to demonstrate your value and potential to prospective employers in the banking and finance industry.
• Emphasize your commitment to professional growth and development by pursuing relevant certifications and participating in industry-related workshops and events.

Finally, feel free to utilize resources like AI CV Builder , CV Design , CV Samples , CV Examples , CV Skills , CV Help , CV Synonyms , and Interview Preparation to create a compelling CV and prepare for the Banking and Finance Graduate job interview.

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5 Finance CV Examples | How to write a CV for finance jobs [with finance CV writing tips]

If you want to work in the finance industry, you have to learn how to write a finance CV.

Finance is a large and competitive industry, and if your CV doesn’t stand out, you aren’t going to land the interview. Your generic CV just isn’t going to cut it.

• Good Finance CV Example

• Experienced finance professional with a proven track record in senior leadership roles.
• Strong knowledge of international self-accounting.
• Results-oriented, self-motivated and positive.
• Proven ability to think laterally and a pro-actively.
• Provided coaching and strategic guidance to executive committee
• Identified new ways to increase the top line revenues through cost containment, revenue enhancement, and profit improvement opportunities.

Work Experience

Director of finance.

Intellectsoft

• Establishing and maintaining financial policies, procedures, controls and reporting systems for various companies.
• Reporting on financial conditions to the Board of Directors and Executive Officers for multiple companies.
• Managing and responsible for cash flow and budgets for companies from $20m to $23m.
• Reducing expenses by $80k annually through training of supplies usage.
• Analyzing profitability of two departments resulting enclosures with annual savings of $70k.
• Helping to reduce operating budget by $540k by combining positions and departmental organization.
• Creating interactive budgets for various operational departments to determine the cost of services provided to improve profitability.
• Recovering $250k in unknown account receivables by means of audit and identified unrecognized revenues of $10k.
• Training Accounts Receivable department in customer follow-up best practices to reduced receivables by $20k per month.
• Directing and overseeing cost and general accounting, accounts receivable/payable and payroll departments.
• Providing management of property maintenance including HUD properties.
• Bridging the communication gap between the operations team and the finance team.

Senior Finance Manager

iTechArt Group

• P&L responsibility for a $186MM Market Unit including four production facilities and six satellite warehouses.
• Executed pricing strategies across a multi-segmented market resulting in 5% annual revenue-per-case growth.
• Led Market Unit to 5% Operating Profit growth each year during four year tenure.
• Directed and managed the Annual Operating Plan process for the Market Unit; developed financial targets and strategies consistent with national growth priorities.
• Fostered business literacy across all functional levels through coaching, disciplined forecasting processes and periodic financial reviews.
• Coached and mentored multiple Finance Interns; responsible for onboarding and career development.

Assistant Financial Controller

Magneto IT Solutions

• Implemented all necessary controls to safeguard operations.
• Introduced purchasing and payroll control procedures to deliver monthly expenses and cost targets.
• Trained everyone in the accounting department to do multiple tasks
• Developed onboarding processes for new junior accountants.
• Responsible for preparing and presenting financial and management reports.
• Recipient of Minor International’s President Award of Excellence in Finance and Accounting.

MBA, Finance

American University

BBA, Accounting and Finance

Taylor's University

• Back office systems
• People Soft
• Web Prolific
• MPC - Finance Studio
• Front office systems
• Inventory systems
• Core Competencies
• Risk Management
• Payroll Management
• Strategic Planning
• Financial Processing
• Procurement Management
• Human Resource Management
• Budgets and Management Reporting
• Office & Administrative Management
• Security and Emergency Procedures
• Finance Manager CV

• Senior Manager Finance CV Sample

• Good Finance CV for Experienced Finance Professionals

• Finance Officer CV

Finance professionals need to standout to land their dream job. That's why your finance CV has to be perfect for the job you're applying for. To make sure you pick the right finance CV template and highlight the right skills, make sure to follow these steps:

• 1. Pick a great finance CV template

If you want your application to be successful, pick a great finance CV template.

Your CV’s appearance is just as important as your work experience. If your CV is ugly or confusing, no one will read it, even if your skills are perfect for the job.

Further, your CV template needs to suit the industry. The finance industry tends to be formal, so a traditional CV template is your best choice. This means you should look for a CV template with a readable typeface, clearly defined CV sections, and a subtle colour scheme.

When you pick your finance CV template, use a traditional CV template like ATS , Standard , or Corporate .

• 2. Write a good finance CV summary

Your CV summary is your elevator pitch to an employer. A CV Summary is a short section right at the top of your CV that sells you as a candidate as efficiently as possible. With only a few sentences or bullet points, a great summary can list your job title, highlight a few key experiences or achievements, and demonstrate your most impressive skills.

A great summary for a finance CV should focus on the skills most directly relevant to the industry and to the specific role you are interested in. Try to highlight your most impressive finance-specific skills, whether they’re your proficiency with accounting tools, your client management abilities, or your financial planning achievements.

Depending on your career history and your desired role, the experiences you feature may include a paragraph like:

Finance CV Resume Summary Example

A results-driven and self-motivated financial professional with 5+ experience handling key financial data. Noted for the ability to manage complex assignments effectively, with the confidence to work as a part of a team or independently. Experience leading intercultural teams and building strong working relationships with internal and external stakeholders. Responsible for balancing all accounts at the end of the financial year. Committed, hands-on and flexible with the ability to adapt to changing priorities and maintain a positive attitude and a strong work ethic.

Portfolio Management Finance CV Summary Example

Experienced finance professional specializing in portfolio management. Skilled in optimizing investment strategies, analyzing market trends, and enhancing financial performance.

Chartered Financial Analyst CV Summary Example

Certified Chartered Financial Analyst with expertise in financial analysis, risk management, and investment appraisals. Known for delivering strategic insights and accurate financial forecasts.

Corporate Finance CV Summary Example

Results-driven Corporate Finance expert with experience in financial planning, mergers and acquisitions, and capital structure optimization. Skilled in financial modeling and driving business growth.

Risk Management Finance CV Summary Example

Experienced finance professional with expertise in risk management. Proficient in identifying, assessing, and mitigating financial risks to enhance organizational stability and performance.

Corporate Finance CV (Experienced) Summary Example

Seasoned Corporate Finance specialist with extensive experience in financial planning, capital management, and strategic decision-making to drive business growth.

Recent Finance Graduate CV Summary Example

Motivated recent finance graduate with strong academic background in financial analysis and investment strategies. Eager to apply knowledge in a dynamic finance role.

CV Summary Example for Management Accountants

Detail-oriented Management Accountant with expertise in budgeting, financial reporting, and cost control. Skilled in delivering insights to support strategic financial decisions.

Chartered Accountant CV Summary Example

Qualified Chartered Accountant with expertise in financial reporting, auditing, and tax compliance. Skilled in providing strategic financial insights and ensuring regulatory compliance.

• 3. Perfect your work experience

The Work Experience section is the most important part of a finance CV. This is where you can showcase your skills and achievements in past roles. For a successful application, your Work Experience section needs to be perfect.

Write your work experience in reverse-chronological order (unless you have very good reasons not to ), beginning with your most recent position and working backwards in order.

Throughout each job description in your Work Experience section, emphasize the skills and achievements that are most relevant to the position you’re applying to. Even if previous positions weren’t in the finance industry, try to feature the transferable skills that will still be useful in a finance position.

As you write about your past roles, make sure to use active language to describe your responsibilities and accomplishments. Instead of saying you were “responsible for preparing financial forecasts using new models”, say that you “Spearheaded implementation of new financial forecasting models that improved accuracy and efficiency”. Phrase all of your experiences and accomplishments in a way that demonstrates leadership and initiative. The way you describe your experience is almost as important as the experience itself.

You should also use measurable achievements to showcase your skills as much as possible. Your experience will be extra impressive if you can measure your success with numbers. Sales figures, customer acquisition data, and revenue generation are all great ways to demonstrate your abilities. Any skill or accomplishment that can be easily expressed with numbers is a great item to feature on your CV.

Accounts Supervisor

• Ensured that cost accrual standards were maintained across all teams.
• Monitored invoicing staff and ensured proper procedures were enforced.
• Reviewed all invoices for appropriate documentation and approval prior to payment.
• Verified and approved payment of invoicing staff salaries.
• Assisted Finance Manager with monthly reports and disbursement accounts.
• Assisted Finance Manager in preparing year-end financial reports and statements.
• Deputized in absence of Finance Manager.
• Corresponded with local vendors and customers.
• Accrued costs related to the loading and discharging of shipments.
• Conducting physical inventories and monitoring stock levels.
• Director of Finance - Finance CV Example (Work Experience)

Director of Finance Intellectsoft | March 2010 – January 2012

• Established financial policies and procedures to ensure accurate reporting and compliance across all business units.
• Reported financial conditions to the Board of Directors, providing actionable insights for strategic decisions.
• Managed cash flow and budgets for projects totaling over $100M, optimizing resource allocation.
• Reduced operating expenses by $150K annually through cost-containment strategies and process improvements.
• Recovered $300K in outstanding receivables through detailed audits and enhanced collection procedures.
• Bridged communication between finance and operations teams, aligning financial goals with operational performance.
• Directed and improved financial reporting systems, resulting in a 25% increase in reporting accuracy.
• Finance Officer - Finance CV Example (Work Experience)

Finance Officer iTechArt Group | August 2008 – February 2010

• Prepared detailed financial analyses to support corporate finance decisions and strategic planning initiatives.
• Performed financial analysis, identifying areas for improvement to drive business growth.
• Conducted comprehensive risk assessments, contributing to a 10% reduction in financial risks.
• Collaborated with senior management to develop budgets and forecasts, enhancing financial planning processes.
• Implemented new financial reporting tools that improved data accuracy and reporting efficiency by 15%.
• Managed accounts payable and receivable, ensuring timely and accurate financial transactions.
• Senior Financial Analyst - Finance CV Example (Work Experience)

Senior Financial Analyst Magneto IT Solutions | June 2006 – July 2008

• Conducted investment analysis, identifying lucrative opportunities that led to a 12% increase in portfolio performance.
• Developed and implemented financial models to forecast revenues and expenses, improving budget accuracy by 18%.
• Analyzed market trends to inform strategic decisions, leading to optimized investment strategies.
• Provided detailed financial reports to stakeholders, highlighting key insights and actionable recommendations.
• Played a pivotal role in corporate finance initiatives, supporting mergers and acquisitions activities.
• Trained junior analysts on financial modelling and data analysis techniques, fostering a collaborative learning environment.
• Financial Controller - Finance CV Example (Work Experience)

Financial Controller Magneto IT Solutions | April 2004 – May 2006

• Implemented comprehensive financial controls and reporting systems, enhancing transparency and accountability.
• Led financial reporting and analysis efforts, providing insights that informed executive-level decision-making.
• Managed the accounting team, overseeing the preparation of financial statements and compliance with regulatory requirements.
• Optimized financial operations, resulting in a 20% reduction in processing times for financial transactions.
• Spearheaded initiatives to improve financial performance, achieving a 10% increase in operating margin.
• Conducted regular audits to ensure financial accuracy and compliance, mitigating potential risks.

Investment Banking Finance Manager - Finance CV Example (Work Experience)

Investment Banking Finance Manager Goldman Sachs | April 2004 – May 2006

• Led investment banking operations, focusing on the optimization of financial processes and compliance with industry standards.
• Managed financial reporting specifically tailored to investment banking activities, providing critical insights for executive-level decision-making.
• Oversaw the preparation of financial statements in alignment with investment banking regulatory requirements, ensuring accuracy and compliance.
• Spearheaded financial performance improvement initiatives within the investment banking division, achieving a 10% increase in operational efficiency.
• Implemented comprehensive financial controls within investment banking, enhancing transparency and accountability across all transactions.
• Conducted risk assessments and audits tailored to investment banking, mitigating potential risks and ensuring robust financial health.
• Collaborated with cross-functional teams to streamline investment banking operations, reducing transaction processing times by 20%.
• Chartered Financial Analyst - Finance CV Example (Work Experience)

Chartered Financial Analyst Franklin Templeton Investments | May 2015 – April 2020

• Conducted comprehensive financial analysis, focusing on equity and fixed-income securities, which contributed to portfolio growth of 15% annually.
• Developed sophisticated financial models to evaluate investment opportunities, enhancing decision-making processes for high-net-worth clients.
• Led risk management initiatives by performing detailed risk assessments, resulting in a 12% reduction in portfolio volatility.
• Provided strategic guidance on wealth management, creating customized investment strategies that increased client satisfaction and retention rates.
• Delivered in-depth market trend analysis to identify emerging opportunities and risks, informing strategic investment decisions.
• Collaborated with cross-functional teams to improve financial reporting accuracy, integrating advanced data visualization tools.
• Mentored junior analysts, enhancing their expertise in financial modelling, portfolio management, and investment analysis.
• Financial Advisor, Finance CV Example (Work Experience)

Financial Advisor Merrill Lynch | March 2016 – August 2021

• Managed a diverse portfolio of clients, providing tailored investment strategies that consistently achieved a 10% annual return.
• Conducted comprehensive financial planning, including retirement planning, wealth management, and risk assessment, leading to a 20% increase in client assets under management.
• Advised clients on a wide range of financial products, including mutual funds, equities, fixed income, and insurance, ensuring alignment with their financial goals.
• Implemented effective financial strategies that improved clients’ financial performance and long-term wealth accumulation.
• Maintained up-to-date knowledge of market trends, enabling clients to capitalize on emerging investment opportunities.
• Delivered quarterly financial performance reviews to clients, highlighting key achievements and areas for improvement.
• Developed strong client relationships, resulting in a 95% client retention rate and a significant increase in referrals.

Financial Analyst, Finance CV Example (Work Experience)

Financial Analyst Goldman Sachs | September 2017 – July 2022

• Performed in-depth financial analysis to support high-stakes investment decisions, contributing to a 12% increase in shareholder value.
• Developed advanced financial modelling techniques to project future earnings and assess potential risks.
• Conducted detailed investment analysis for various asset classes, ensuring optimal asset allocation in client portfolios.
• Monitored market trends and industry shifts, providing actionable insights to investment bankers and senior management.
• Collaborated on risk management strategies, leading to a 15% reduction in portfolio volatility.
• Delivered comprehensive reports on key achievements in financial performance and strategy execution.
• Ensured adherence to industry best practices in all financial operations and reporting.

Risk Management Specialist, Finance CV Example (Work Experience)

Risk Management Specialist J.P. Morgan | January 2015 – June 2020

• Led risk management initiatives, identifying and mitigating financial risks across diverse investment portfolios.
• Utilized data analysis and statistical analysis to detect potential risk exposures, resulting in a 20% decrease in operational losses.
• Developed financial models to evaluate the impact of market fluctuations on asset values and overall risk.
• Worked closely with investment bankers to structure low-risk, high-yield investment solutions.
• Provided insights into market trends to guide strategic planning and effective financial planning decisions.
• Documented and communicated key achievements in risk mitigation and compliance enhancements.
• Implemented industry best practices to strengthen the organization's financial risk framework.

Asset Manager, Finance CV Example (Work Experience)

Asset Manager BlackRock | February 2014 – December 2019

• Managed a portfolio of high-value assets, focusing on asset management strategies to maximize returns and enhance shareholder value.
• Conducted regular investment analysis and financial analysis to optimize portfolio performance in line with market conditions.
• Developed sophisticated financial modelling to project asset performance and support strategic decision-making.
• Monitored market trends and leveraged insights to adjust asset allocation, achieving a 10% improvement in portfolio returns.
• Implemented effective financial planning processes, ensuring alignment with clients' long-term investment objectives.
• Collaborated with investment bankers to identify new investment opportunities and manage capital allocation.
• Documented key achievements in asset performance and operational efficiency, adhering to industry best practices in asset management.

• 4. Showcase your finance CV skills

Your finance CV isn’t complete without a robust Skills section. You need to pick out your most relevant and impressive skills and feature them prominently.

The best way to showcase your finance CV skills is with a simple bulleted list. This gives the ATS a clear heading and list it can scan for necessary skills, and makes it easy for hiring managers to quickly scan the list and see what you specialize in.

Finance Accounting Software Proficiency Skills

• Microsoft Excel (Power BI, Power Pivots, DAX, forecasting, budgeting, reporting)
• Accounting software (streamlined financial operations, enhanced reporting accuracy)
• QuickBooks (efficient financial management, real-time reporting capabilities)
• Xero (automated invoicing, seamless integration with other accounting software)
• Sage (comprehensive financial tracking, enhanced compliance features)

Financial Analysis and Reporting Skills

• Financial analysis (interpreting data for strategic decisions, improving business outcomes)
• Account reconciliation
• Financial planning ( effective financial planning strategies)
• Valuations (mergers and acquisitions, investment appraisals, asset management)
• Management reporting (key financial insights, actionable recommendations)
• Investment appraisals (risk assessment, financial modelling)
• Portfolio management (diversified investment strategies, optimizing returns)

Budgeting and Performance Metrics Skills

• Budgets & KPIs (variance analysis, forecasting)
• Risk assessment (financial risk assessments, risk management frameworks)
• Business administration (integrating financial strategies with operational goals)

Accounting and Financial Operations Skills

• Accounts payable (timely payments, process improvements)
• Accounts receivable (invoicing, collections, credit control, reducing DSO, cash flow)
• Finance roles (supporting various finance positions, enhancing operational efficiency)

Finance CV Soft Skills

• Communication (bridging finance and operations teams)
• Problem-solving (identifying and resolving financial discrepancies)
• Team leadership (mentoring junior staff, fostering collaboration)
• Adaptability (navigating changing financial regulations and market conditions)
• Attention to detail (ensuring accuracy in financial reporting and analysis)
• Time management (prioritizing tasks to meet strict deadlines)
• Analytical thinking (interpreting complex financial data for strategic decision-making)
• Client relationship management (building and maintaining strong client connections)
• Wealth management (advising on asset allocation, optimizing client portfolios)

Specific Finance CV Skills

Financial analysis

Portfolio management

Investment banking

Wealth management

Corporate finance

Accounting software (SAP, QuickBooks, Xero)

Budgeting and forecasting

Risk Management CV Skills

Risk assessment

Financial risk mitigation

Regulatory compliance

Strategic planning for risk management

Credit risk analysis

Business Administration Skills for Finance CV

Financial planning and strategy

Budget development and management

Process improvement

Organizational leadership

Cross-functional collaboration

Transferable Skills for Finance CV from Other Professions

Analytical thinking

Problem-solving

Communication skills

Team leadership

Time management

Adaptability

Finance Operations Skills for Finance CV

Accounts payable and receivable

Cash flow management

Financial reporting

Cost control and reduction

Process optimization

Investment Analysis Skills for Finance CV

Market trend analysis

Financial modelling for investment decisions

Portfolio performance evaluation

Risk-adjusted return strategies

Investment strategy development

Risk Assessment Skills for Finance CV

Identifying financial risks

Developing risk mitigation plans

Conducting regular financial audits

Implementing risk control frameworks

Monitoring compliance with financial regulations

Finance CV Skills for Management Accountants

Cost accounting

Budget preparation and control

Management reporting

Variance analysis and Financial Analysis

Financial forecasting

Finance CV Skills that Show Technical Expertise

Proficiency in financial software (SAP, QuickBooks, Xero)

Advanced Excel skills (Power BI, Power Pivots, DAX)

Financial modelling and analysis

Data analysis, visualization and reporting tools

Automation of financial processes

For added flair, you can add strength ratings to your skills so they really stand out.

• 5. Show your education

Your education is an important part of your finance career. The Education section in your CV should not take up much space, but it’s still important to showcase your academic credentials.

If you’ve been working in finance for a few years, all your Education section needs is a few lines noting your degree, school name, and the year you graduated.

Bachelor of Commerce University of Pennsylvania

If you’re a recent graduate , or haven’t been in the finance industry for long, your Education section can be longer. If you don’t have much experience, your Education section might be your best opportunity to showcase your skills. When you don’t have enough work experience to fill out your CV, you can add more details to your Education section, like classes, specializations, or important projects.

• 6. Customize your CV

Make sure your finance CV is optimized for Applicant Tracking Systems . Applicant tracking systems are software programs that accept CVs and sort them according to how well they match the job description. When you apply through an ATS, it will scan your CV for the skills the company is looking for.

To make sure your CV beats the ATS, customize your CV for every job you apply for. To do this, study the job posting and make note of all the specific skills they’re looking for, then feature those exact skills in your CV. The ATS will scan your CV looking for those skills, so make sure your phrasing is just like the job posting. Your CV will make it past the ATS when it perfectly fits the job requirements.

How do I highlight financial modelling experience on my CV if I don't have direct experience in finance?

If you’ve used financial modelling in roles outside traditional finance, focus on transferable skills. Highlight any experience involving data analysis, forecasting, or budgeting, even if it wasn’t labeled as financial modelling. Use specific examples where your analytical skills led to measurable improvements, and emphasize the tools and techniques you used, such as Excel or other data visualization tools.

• Should I include specific financial modelling projects on my CV, and how detailed should I be?

Yes, including specific financial modelling projects on your CV can demonstrate your hands-on experience. Briefly describe the purpose of the model, the techniques or tools you used, and the outcomes or decisions it supported. Focus on the impact of your work, such as improved financial forecasts or more informed investment decisions, and quantify results wherever possible.

• How can I make my financial modelling skills stand out if I’m applying for a senior finance role?

For senior finance roles, emphasize your leadership in financial modelling projects, such as overseeing the development of models or mentoring junior staff in modelling techniques. Highlight your strategic contributions, such as how your financial models supported high-level decision-making, investment strategies, or risk management. Use industry-relevant keywords like "financial modelling," "forecasting," and "data-driven decisions", to align your skills with the job requirements.

• How can I tailor my CV to match specific finance roles?

To tailor your CV for specific finance roles, focus on the job description and highlight relevant skills, such as financial analysis or risk management. Use industry keywords and emphasize accomplishments that align with the responsibilities of the targeted finance roles.

• Should I include a summary or objective statement in my CV for finance roles?

Yes, a summary can help quickly showcase your qualifications for finance roles. It should highlight your key skills, relevant experience, and major achievements that align with the specific finance roles you’re targeting.

• How do I highlight transferable skills on my finance CV?

To highlight transferable skills on your finance CV, focus on experiences from other roles that are relevant to finance, such as analytical thinking, problem-solving, or project management. Use specific examples to demonstrate how these skills have contributed to successful outcomes and how they can be applied to finance roles.

• Which transferable skills are most valuable on a finance CV?

The most valuable transferable skills on a finance CV include analytical thinking, attention to detail, communication, problem-solving, and adaptability. These skills are essential in finance for tasks such as financial analysis, risk management, and decision-making.

• How can I showcase transferable skills when transitioning to a finance role?

When transitioning to a finance role, highlight transferable skills by linking them to key finance responsibilities. For example, if you have experience in project management, emphasize your ability to manage budgets, analyze financial data, and drive project success, showing how these skills translate to finance.

• Should I create a separate section for transferable skills on my finance CV?

Including a separate section for transferable skills on your finance CV can be beneficial, especially if you are changing careers. This section allows you to clearly outline skills like data analysis, strategic planning, or risk management, demonstrating their relevance to finance roles.

• How do I highlight leadership experience managing a finance team on my CV?

To highlight leadership experience managing a finance team, focus on key achievements such as meeting financial targets, implementing new processes, or improving team performance. Mention your role in guiding the team, mentoring staff, and driving strategic financial initiatives. Use metrics to demonstrate the impact of your leadership, like improving efficiency or achieving financial goals.

• How do I effectively highlight my experience with financial data on a finance CV?

To highlight your experience with financial data on a finance CV, emphasize your skills in analyzing and interpreting large datasets. Mention specific tools you’ve used, such as Excel, Power BI, or SQL, and showcase achievements like improved financial reporting accuracy or data-driven decision-making.

• What are the best ways to demonstrate financial data analysis skills on a finance CV?

Demonstrate financial data analysis skills by including examples of projects where you analyzed financial data to support business decisions. Highlight key achievements, such as uncovering insights that led to cost savings or revenue growth, and mention the specific methods or tools you used.

• Should I include specific tools used for financial data analysis on my finance CV?

Yes, including specific tools like Excel, Power BI, or Tableau on your finance CV shows your technical expertise in handling financial data. Highlighting these tools demonstrates your ability to work with complex datasets and supports your proficiency in financial analysis and reporting.

• How do I show my ability to improve financial operations efficiency on my CV?

To demonstrate your ability to improve finance operations efficiency, highlight specific initiatives you led, such as automating processes, reducing processing times, or implementing new financial systems. Use measurable results, like percentage reductions in operational costs or time saved, to illustrate the tangible impact of your contributions.

• How can I demonstrate my impact on streamlining finance operations on my CV?

To demonstrate your impact on streamlining finance operations, highlight specific projects where you improved processes, such as automating workflows or optimizing resource allocation. Include measurable outcomes like cost savings, reduced processing times, or increased accuracy in financial reporting to showcase the efficiency and effectiveness of your contributions.

• How can I demonstrate my ability to deliver actionable insights through investment analysis on my CV?

To showcase your ability to deliver actionable insights through investment analysis, include examples of how your analyses influenced key investment decisions. Highlight specific projects where you identified profitable opportunities or mitigated risks, and quantify the outcomes, such as increased returns or reduced losses, to demonstrate the impact of your work.

• How do I demonstrate the business impact of my financial modelling skills on my CV?

A common challenge is translating complex financial modelling work into clear business outcomes on your CV. To address this, focus on how your models directly influenced strategic decisions, improved financial forecasts, or optimized resource allocation. Highlight specific results, such as increased revenue, cost savings, or enhanced decision-making efficiency, to show the tangible impact of your financial modelling expertise.

• How do I highlight financial modelling experience on my CV if I don't have direct experience in finance?

Community Success Manager & CV Writing Expert

Ben is a writer, customer success manager and CV writing expert with over 5 years of experience helping job-seekers create their best careers. He believes in the importance of a great resume summary and the power of coffee.

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