Finance CV examples to help you succeed

In the field of finance, there are many jobs available. How can you make sure your finance CV is engaging and gets you the job?



Table of Contents

  1. Finance CV example
  2. Finance CV sample
  3. Jobs that require a finance CV
  4. Important elements to keep in mind for finance CVs
  5. Finance CV examples you can use
  6. FAQ: Finance CV examples

Finance CV example

Finance Resume Example

Finance CV sample

If you’re looking to go into the field of finance, there are many elements to consider. One of those elements is having a professional CV that fits the job description you’re looking into. No matter what job title you’re pursuing, employers will look for relevant skills and experience that stand out among job seekers. Here’s what you need to know to make sure your finance CV features these elements.

Jobs that require a finance CV

Many jobs fall under the umbrella of “finance.” This includes everyone from entry-level workers to people with many years of experience. If you’re looking into a finance job, you may see any of these job titles:

  • Financial reporting
  • Financial forecasting
  • General finance professional
  • Financial analyst
  • Financial planning
  • Financial management

Your job search for these positions will be different, but similar. Every new job has distinct requirements and recommendations, and your professional experience may differ. However, because they’re all in the world of finance, you’re likely to see similar required experiences and skills.

Important elements to keep in mind for finance CVs

Hiring managers reviewing finance CVs are looking for people who are knowledgeable in the field of finance, but more importantly, they want someone who knows how to present their information clearly and concisely. Here are a few things you should be listing.


Hard skills and soft skills are both important for many finance professionals; hard skills because they inform how you manage finance using software and acquired knowledge, and soft skills because they help you interact with your clients and colleagues. Here are some important skills to feature:

Hard skills:

  • Financial analysis
  • Financial software (QuickBooks, NetSuite, Microsoft Excel)
  • Financial valuation
  • Analytical skills
  • Cash flow management
  • Risk management

Soft skills:

  • Interpersonal skills
  • Time management
  • Problem-solving skills
  • Customer service
  • Collaboration
  • Reliability
  • Accuracy

Don’t turn in a finance CV that only has soft skills or technical skills on it. Your potential employer wants to see that your top skills are varied, and that means your skills section needs to show your mastery in a wide range of areas.

Work experience/Work history

Although your work history is important for many finance jobs, remember that there are many different ways to have history listed in your experience section. If you have any volunteer work, internships, or academic experience, you can often list it as part of your work experience.

Achievements and awards

Achievements, awards, and educational honours are all ways that you can prove to a recruiter that you have the skills necessary for a specific job. List as many relevant achievements and awards as possible to provide a benchmark for your knowledge and skills.


Another way to showcase your competence is through the certifications you’ve earned. There are many financial certifications out there, including the following:

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Management Accountant (CMA)
  • Certified Fund Specialist (CFS)
  • Chartered Financial Consultant (ChFC)
  • Chartered Investment Counsellor (CIC)
  • Certified Investment Management Analyst (CIMA)
  • Certified Public Accountant (CPA)
  • Financial Risk Manager (FRM)

Certifications like these can go in your education section, but if you have many of them, create a “Certifications” section on your CV so recruiters can easily find them.

Finance CV examples you can use

If you’re looking for CV templates and examples, you should check the CV examples at CVHelp. Here, you can find a variety of CV examples for a number of financial positions, like our financial advisor CV, financial analyst CV and more. These CV samples can help you determine how to write about different experiences and the keywords for which recruiters are looking.

Tips for Creating Your Finance CV

  • Write a career objective or professional summary. These snippets of text at the top of your CV showcase important things to the recruiter and can be what you need to push your CV forward.
  • Don’t list your grades. Most recruiters don’t care about your grades, but they might care about honours like graduating with honours.
  • Use a CV template. With the CVHelp CV Builder, you’ll get access to a variety of templates that ensure you’ll have a polished, professionally laid out CV.

FAQ: Finance CV examples

Q: Do I need to submit a cover letter with a finance CV?

You should always submit a cover letter with your CV, and in the world of finance, where professionalism and formality are often highly regarded, this can be even more important. You can use CVHelp to build a cover letter and find cover letter examples for financial positions like a financial analyst.

Q: Can I get a finance job with no experience?

As long as you’re not trying to get a position that requires experience, there are many opportunities to “break into” the industry, even if you lack experience. Emphasise your skills, take courses to get certifications, and include related internships or academic experience to improve your chances of getting the job.

Q: Is it a good idea to change my finance CV for every job posting?

Every job posting should get a slightly different CV. This is because employers will look for different keywords in your CV based on the specific attributes desired for the job. If you’re looking to apply to a new job, first carefully read through the job description. Then adjust your CV to the keywords in the job description.

CVHelp logo rectangular gray conversation bubble.

Move your CV to the top of the yes pile!

Build My CV

We personalize your experience.

We use cookies in our website to ensure we give you the best experience, get to know our users and deliver better marketing. For this purpose, we may share the information collected with third parties. By clicking “Allow cookies” you give us your consent to use all cookies. If you prefer to manage your cookies click on the “Manage cookies” link below.

Manage Cookies