Finance CV: Examples & How to Write [+25 Expert Tips]

Whether you count beans or supervise billions, one thing is for sure. The competition is high, and your finance CV needs to prove to the employer that you are exactly the candidate they are looking for. With this article, that will be easy.

 

First impressions matter, and when competition is so high, you only have a few brief seconds to make an impression. Following these financial CV writing tips will allow you to get ahead of the competition and secure your dream job.

 

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Finance CV example

 

Sofia Charlton

Financial Specialist

93 Fox Lane

BLOCKLEY

GL56 1NP

070 1821 5269

sofiacharlton@jmail.com

linkedin.com/in/SofiaCharlton321

 

Personal Statement

 

Meticulous and cost-saving finance specialist with 6+ years of commercial experience. Proven track record in identifying investment opportunities that pay for themselves, such as in the case of GloCare, securing £10M+ contracts as in the case of Jones Construction, and increasing forecasting accuracy by up to 30%. Seeking to leverage the wide base of commercial experience to become the in-house specialist at Walfour Inc. and identify expansion opportunities in line with those outlined in your 2021 Company Mission.

 

Work Experience

 

Finance Specialist

Safe Finance, London

November 2018—Present

  • Implemented a new annual forecasting model, 30% more accurate than the previous one.
  • Provided financial expertise and advice to help Jones Construction secure a corporate contract worth £12M over two years.
  • Provided audit and analysis of RT Holdings, which made recommendations for restructuring that allowed them to avoid administration and possibly bankruptcy post-Covid.
  • Identified investment opportunity for a beauty industry client, GloCare, which led to a £1M acquisition, and after 3 months of intensive marketing, has already paid itself off.
  • Submitted quarterly and annual financial reports to the company's management, commended on detail and accuracy by directorship 2 times.
  • Negotiated improved contracts with subcontractors of Greenvale Development, which increased profit margin by 3.8%
  • Briefed and prepared CFO and CEO for C-level client meetings over 50 times.

 

Trainee Finance Advisor

Smith Accounting, Blockley

August 2014—October 2018

  • Filed VAT and corporation tax returns with HMRC for 250+ self-employed and small company clients with 100% accuracy.
  • Saved 3 hours of work per week by introducing a new payroll system, and reduced complaints by 50% within two months.
  • Submitting VAT and CIS returns, partnership and personal tax returns with 100% accuracy and on-time.

 

Education

 

MSc Economics, June 2014

London School of Economics, London, UK

 

BSc Economics, June 2011

London School of Economics, London, UK

 

Certifications

 

  • Certificate in Green and Sustainable Finance, Chartered Banker Institute, 2021
  • Chartered Banker Diploma, Chartered Banker Institute, 2019
  • Investment Advice Diploma, Chartered Institute for Securities & Investment, 2015
  • Xero Certified Advisor, 2014

 

Skills

 

  • Increasing Operational Efficiency
  • Commercial Finance
  • Risk Management
  • Forecasting
  • MI/Statutory Reporting

 

Languages

 

  • Chinese (fluent)
  • Portuguese (beginner)
  • Italian (intermediate)

 

That CV model gets more interviews than 9 out of 10 CVs. Here’s how to put together your own finance CV. 

 

1. Invest in a convincing personal statement

 

Finance professionals handle a wide range of tasks and responsibilities, and it can be hard to summarise yourself in a few lines. For this reason, you should individualise every finance CV you send out, and only focus on what is most important to that employer.

 

Start your CV personal statement with a strong adjective, and summarise your years of experience and most recent job title. Scour the job ad for important aspects and key industries, and elaborate on a couple strong achievements in those domains. 

 

Think of a personal statement as an elevator pitch. Just like an elevator pitch, it will be much easier once you know the rest of the pitch, so leave writing this until the very end.

 

Finance CV example personal statement

 

Meticulous and cost-saving Finance Specialist with 6+ years of commercial experience. Proven track record in identifying investment opportunities that pay for themselves, such as in the case of GloCare, securing £10M+ contracts as in the case of Jones Construction, and increasing forecasting accuracy by up to 30%. Seeking to leverage the wide base of commercial experience to become the in-house specialist at Walfour Inc. and identify expansion opportunities in line with those outlined in your 2021 Company Mission.

 

A strong CV summary will convince the recruiter you’re the perfect candidate. Save time and choose a ready-made personal statement written by career experts and adjust it to your needs in the LiveCareer CV builder.

 

Create your CV nowcv builder

 

2. Write your finance CV job description

 

Listing work experience efficiently is an art. Avoid the trivial and irrelevant, and instead focus on evidence-backed achievements. After all, your job is all about numbers, and your attention to getting them right needs to be reflected in your finance CV.

 

Mention the percentage improvements, ROIs, profit margins that you took a hand in, anything that illustrates your competence in the relevant areas. Focus on the ones that the employer calls for in the job ad.

 

Record your experience like this:

 

[Job Title]

[Employer Name, Location]

[Dates of Employment]

 

For a finance CV, you could go up to 10 bullet points for your most recent position, but limit your older ones to 3-5 at most. Around three quarters of your bullet points should have numbers to back you up, and so that the employer can envision your impact. 

 

Finance CV sample—work experience section 

 

Work Experience

 

Finance Specialist

Safe Finance, London

November 2018—Present

  • Implemented a new annual forecasting model, 30% more accurate than the previous one.
  • Provided financial expertise and advice to help Jones Construction secure a corporate contract worth £12M over two years.
  • Provided audit and analysis of RT Holdings, which made recommendations for restructuring that allowed them to avoid administration and possibly bankruptcy post-Covid.
  • Identified investment opportunity for a beauty industry client, GloCare, which led to a £1M acquisition, and after 3 months of intensive marketing, has already paid itself off.
  • Submitted quarterly and annual financial reports to the company's management, commended on detail and accuracy by directorship 2 times.
  • Negotiated improved contracts with subcontractors of Greenvale Development, which increased profit margin by 3.8%
  • Briefed and prepared CFO and CEO for C-level client meetings over 50 times.

 

Trainee Finance Advisor

Smith Accounting, Blockley

August 2014—October 2018

  • Filed VAT and corporation tax returns with HMRC for 250+ self-employed and small company clients with 100% accuracy.
  • Saved 3 hours of work per week by introducing a new payroll system, and reduced complaints by 50% within two months.
  • Submitting VAT and CIS returns, partnership and personal tax returns with 100% accuracy and on-time.

 

3. Add an education section to your finance CV

 

Sometimes, trusting your instinct works. Those instincts however, were shaped by your experience—and education. Depending on the area of finance you’re in, your certifications could be more important, but your degrees need to be recorded correctly.

 

List your degree title, graduation date, and school. Once you have a few years of professional experience, you can opt to leave out the degree classification. Omit mentioning your secondary school, only list your degrees and relevant professional qualifications.

 

Finance CV example—education section

 

Education

 

MSc Economics, June 2014

London School of Economics, London, UK

 

BSc Economics, June 2011

London School of Economics, London, UK

 

4. List your relevant finance skills

 

There aren’t many broader terms than ‘finance’. To illustrate your suitability for the role, study which skills are in high demand with this particular employer, and include a list of 5-10 core skills that you excel at.

 

If you are fresh out of university and without experience, you could add a sentence or two to explain how you acquired each skill and your achievements in that domain. For accounting and bookkeeping positions, this is where you list all that accounting software.

 

Finance CV—skills template

 

Skills

 

  • Increasing Operational Efficiency
  • Commercial Finance
  • Risk Management
  • Forecasting
  • MI/Statutory Reporting

 

5. Add additional sections to your finance CV

 

Whichever area of finance you’re in, the likelihood is you will have some certifications. Those, along with languages and awards can make for excellent additional CV sections. Discussing your hobbies is seldom relevant. 

 

Check against the job ad to see what could be relevant. If you are lacking experience, you could add a section to list your volunteering or extra-curricular activities. 

 

Finance CV template—additional sections

 

Certifications

 

  • Certificate in Green and Sustainable Finance, Chartered Banker Institute, 2021
  • Chartered Banker Diploma, Chartered Banker Institute, 2019
  • Investment Advice Diploma, Chartered Institute for Securities & Investment, 2015
  • Xero Certified Advisor, 2014

 

Languages

 

  • Chinese (fluent)
  • Portuguese (beginner)
  • Italian (intermediate)

 

6. Pen a finance cover letter

 

If your finance CV is a balance sheet, the cover letter is the written report. It’s a chance to put your achievements into context, as well as display your interest in the company. 

 

62% of executives believe ‘clearly defined core values and beliefs’ substantially contribute to company success, so displaying a culture-fit is important in getting hired. Find out more about the company from the website or LinkedIn so you have a point of reference.

 

Your cover letter should fit on a page of A4, and the first paragraph should summarise your years of experience, most important and relevant achievement, as well as set out your intention in joining the company.

 

The body of the cover letter should discuss 2 or 3 aspects of your experience most relevant to the role. The last paragraph ought to relate the experience to the goals of the company you’re applying to, and ask for an interview.

 

What else to remember about when writing a finance CV?

 

The same way your eyes skim the reports for the figures, so do the recruiters’ with your CV. Create an easily skimmable and readable CV format:

  • Use a simple CV template for enhanced readability. Match the same style of the CV and cover letter.
  • Opt for a professional CV font like Calibri, Noto or Didot in a 10-12 size. 
  • Set 1-inch margins on all sides and leave space between sections.
  • Use clear section headings.
  • Save your finance CV as PDF unless asked otherwise.

 

The number of new finance jobs is drastically decreasing year on year, from approximately 25 000 in Q1 of 2017, to 7500 in Q2 2019, so make each finance CV count. Make a list of all of your applications, and follow up within a couple of weeks if you don’t hear back.

 

You don’t have to be a CV writing expert. In the LiveCareer CV builder you’ll find ready-made content for every industry and position, which you can then add with a single click.

 

Create your CV nowcv builder

 

Do you have a question on how to write a finance CV? Did you find our finance CV examples useful? Any suggestions to make our article better? Use the comments section below to let us know.

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LiveCareer Editorial Team
LiveCareer Editorial Team

About the author

Since 2005, the LiveCareer Team has been helping job seekers advance their careers. In our in-depth guides, we share insider tips and the most effective CV and cover letter writing techniques so that you can beat recruiters in the hiring game and land your next job fast. Also, make sure to check out our state-of-the-art CV and cover letter builder—professional, intuitive, and fully in line with modern HR standards. Trusted by 10 million users worldwide.

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