Finance Resume Examples & Format
Finance jobs cover the work that plans, measures and controls a company's money: budgeting and forecasting, management reporting, working capital and treasury, cost control, and supporting audits and tax. A finance resume should prove skills such as budgeting and forecasting, financial modeling (3-statement, DCF), and variance and cost analysis with numbers from your own work. Below are three samples, entry-level to senior, with summaries, bullets and skills.
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Finance resume examples by experience level
All three samples are illustrative: the people, employers and every figure are made up.
Entry-level sample
Jordan Whitaker
MBA (Finance) · financial modeling · Excel · Power BI · corporate budgeting internship
Charlotte, NC · (704) 555-0152 · jordan.whitaker@example.com
Summary
- MBA Finance graduate seeking a financial analyst or FP&A analyst role, with a summer internship in corporate budgeting and a three-statement model built for a public consumer goods company.
Education
- M.B.A. (Finance), Piedmont Business School · 2026 · GPA 3.7
- B.S. Economics, Carolina State University · 2024 · GPA 3.5
Internship
- Summer Finance Intern, Rangeline Consumer Products, Charlotte, NC · May–Aug 2025 · Built a monthly variance report for 6 cost centers; found $54,000 of freight over-billing across 3 carriers; presented a working-capital note to the CFO.
Projects
- Three-statement model and DCF valuation of a public consumer goods company, with sensitivity tables on price and volume (graduate course, graded A).
Skills
- Financial modeling, budgeting and variance analysis, Excel (INDEX-MATCH, pivot tables, what-if), Power BI, QuickBooks basics
Mid-level sample
Natalie Brennan
FP&A Analyst · 5 years · budgeting, forecasting and reporting · SAP · CMA
Atlanta, GA · (404) 555-0188 · natalie.brennan@example.com
Summary
- Finance professional with five years in FP&A for a consumer durables manufacturer, running the annual budget and a rolling forecast accurate within 3% of actuals. Built the monthly management report in Power BI and cut preparation from 4 days to 1.
Work experience
- Senior Analyst, FP&A, Voltaire Appliances Inc., Atlanta, GA · 2023 – present · Run the $220 million annual budget across 9 business units; keep the rolling forecast within 3% of actuals; moved monthly reporting to Power BI, cutting preparation from 4 days to 1.
- Financial Analyst, Chattahoochee Components LLC, Marietta, GA · 2021 – 2023 · Tracked plant costs against standard; found $140,000 a year of scrap savings with the production team; prepared monthly cash-flow forecasts for the bank.
Education
- B.B.A. Finance, Georgia Peachtree University · 2021 · GPA 3.6
Certifications
- Certified Management Accountant (CMA), Institute of Management Accountants · 2024
Skills
- Budgeting and forecasting, variance analysis, management reporting, cost analysis, SAP, Power BI, advanced Excel, business partnering
Senior sample
Venkatesh Rao
Finance Manager · 12 years · treasury, controllership and fund-raising · CA
Hyderabad, Telangana · +91 99xxx xxxxx · venkatesh.rao@example.com
Summary
- Chartered accountant with twelve years in finance, now finance manager for an INR 650 crore pharma company. Own treasury, controllership and banking; refinanced INR 120 crore of term loans at 140 basis points lower and cut working capital days from 118 to 86.
Work experience
- Finance Manager, Godavari Life Sciences Ltd., Hyderabad · 2020 – present · Lead a team of 7 across treasury, accounts and tax; refinanced INR 120 crore of loans at 1.4% lower interest; cut working capital days from 118 to 86 in two years; closed three statutory audits with no qualifications.
- Assistant Manager, Finance, Deccan Polymers Ltd., Hyderabad · 2014 – 2020 · Ran monthly close and consolidation for 3 plants; set up the first rolling forecast.
Education
- Chartered Accountant, ICAI · 2013
- BCom, Osmania University · 2010
Skills
- Treasury and banking, working capital, controllership, Ind AS, consolidation, fund-raising, team leadership, SAP S/4HANA
Related resume examples
- Financial Analyst resume
- Accountant resume
- Investment Banker resume
- Banker resume
- Auditor resume
- Accounts Payable resume
- Business Analyst resume
- Operations Manager resume
What does a finance do?
Resumes in finance are usually written for financial analyst, FP&A analyst, treasury or finance manager roles, so it should show Excel modeling, an ERP system, and a clear record of numbers you improved.
Finance resume format and template
- Put the size of what you handled in each job: budget, loan book, revenue or entities.
- Show the result in money or days: savings, forecast accuracy, working capital days.
- Use a one-column format; finance recruiters and ATS read it most reliably.
The section order and what goes in each are on the how to write a resume guide; the resume format guide covers every format by type and country.
Summary examples by level
- Entry-level: MBA Finance graduate with a corporate budgeting internship where I found $54,000 of freight over-billing, seeking a financial analyst or FP&A analyst role.
- Mid-level: Finance professional with five years in FP&A: a $220 million budget across nine units, a forecast within 3% of actuals and reporting cut from four days to one in Power BI.
- Senior: Chartered accountant and finance manager with twelve years' experience, who refinanced INR 120 crore of debt at 1.4% lower interest and cut working capital days from 118 to 86.
Work experience bullet points
- Kept the rolling forecast within 3% of actuals for 8 straight quarters.
- Cut monthly reporting preparation from 4 days to 1 by moving reports to Power BI.
- Found $140,000 a year of scrap savings by comparing plant costs to standard with the production team.
- Refinanced $15 million of term loans at 140 basis points lower interest.
- Reduced working capital days from 118 to 86 in two years through receivable and inventory reviews.
- Found $54,000 of freight over-billing across 3 carriers during a summer internship.
- Ran the $220 million annual budget across 9 business units, delivered on time 3 years running.
Key skills to list
Hard skills: Budgeting and forecasting, Financial modeling (3-statement, DCF), Variance and cost analysis, MIS and management reporting, Working capital and cash-flow management, Treasury and banking, SAP FICO / Oracle, Power BI or Tableau, Advanced Excel, Financial statements.
Soft skills: Business partnering, Clear presentation of numbers, Judgement, Integrity, Deadline discipline.
Writing the letter too? See the finance cover letter example.
Education and certifications
- Name your degree, school and year: a bachelor's in finance, accounting, economics or business is the usual start, and an MBA or master's in finance helps for FP&A and treasury roles.
- List professional credentials such as CPA, CMA, CFA or FRM by level and year cleared, or write "Level II candidate" if you are still sitting the exams.
- A financial modeling or Power BI course helps entry-level candidates stand out; name the provider and year.
Applying for finance jobs in India
- Write amounts in ₹ lakh and crore, the way Indian finance teams speak.
- List your CA/CMA/CFA level and attempts cleared; recruiters filter on them.
- Mention your notice period; finance roles often carry 60–90 days.
- For PSU and bank finance jobs, add a declaration with place and date.
What skills should a resume in finance show?
Budgeting and forecasting, financial modeling, variance analysis, management reporting, working capital, an ERP such as SAP or Oracle, Power BI and advanced Excel, plus business partnering and clear presentation. Prove each with a dollar figure, a percentage or a number of days.
Is a CV for finance jobs in the UK different?
Yes. UK finance employers ask for a CV of up to two pages with a short profile, your ACCA, CIMA or CFA stage and the systems you use, with no photo or date of birth. CV examples in finance put the scale first, such as budget size or entities; any plain CV finance template in that order works.
Is an MBA graduate's resume different from an accountant's?
Yes. An MBA graduate's page usually leads with analysis, modeling and business projects; an accountant resume leads with close, audit, reporting and tax. Both need a number in every bullet, and the job posting tells you which one to lead with.
Should I include my CFA level?
Yes. Write "CFA Level II candidate" or "CFA Level I passed, 2025" next to your education. It signals modeling and valuation skills even before you hold the charter, and recruiters for investment roles search for it by level.