Finance CVs are very crucial for all those aspiring to work in the financial sector. This is true for experienced professionals, fresh graduates and students looking for jobs and internships in the financial sector.

Jobs in that require you to prepare a finance CV include finance director, Finance manager, Chief Financial officer (CFO), risk analyst, chief operating officer, investment analyst, equities analyst, credit analyst, relationship manager, derivatives manager, portfolio manager, stocks trader, mortgage manager, investment banker, student intern and management trainee among other jobs.

Some action words that you should consider using in your finance CV to capture the interest of an employer or recruiter include: coordinated, restructured, refinanced, managed, implemented, motivated, achieved, generated, proposed, recommended, opened, analyzed, leased ,invested, streamlined, improved and many more words.

Sample Finance CV and format

Name: Collins Brown

Address: P.O BOX 454646 LA

Contact Information:E-mail:keyata@yahoo.com

Tel: 243536456

Cell phone: 234535468

Career Objective:

Financial Analyst seeking position in financial and systems analysis in an organization that provides a dynamic financial environment. Able to work under the pressure of deadlines and still meet client and employer targets.

Educational Qualification:

Academic Qualification:

-Master of Business Administration (June 2001) from the Yale school of Management.

-Bachelors Degree in Finance (June 1997) from Princeton University.

Professional Qualification

-Certified by CFSA

-Certified Financial Analyst

-Certified in IFRS (International Financial Reporting Standards)

-Certified Information systems analyst

CORPORATE EXPERIENCE

2004 to date: Portfolio analyst at Equity Bank.

Responsibilities

-Managing investment portfolios for Eastern Europe clients. Proposed new investment channels for our clients in Eastern Europe. The proposal was successfully implemented by the Eastern Europe and Asia Vice-president.

2001-2003: Investment analyst at Morgan Stanley.

Responsibilities: Responsible for coordination of corporate financing for Asian clients mainly from Hong Kong, China and Japan.

Achievements

-Supervised the project that saw increment of finances for clients from Asia by 27% resulting in an increase of 62% in revenues earned from the branch in Asia.

-Assisted in the coordination of the establishment of a financial institute in Shanghai to train clients in investing methodology of their assets.

-Reduced the time for processing investment decisions for international investors from 6 months to 3 months. This led to 25% more international investors applying to the branch for investment advice over a period of five years.

-Best overall student in graduation class at Princeton.

-Best in 100 meters sprint in New Jersey during the collegiate games.

-Undergraduate student union secretary in junior Year of college.

-Received Fortune 500 award for best portfolio analyst in the investment banking category.

-Best employee award from Equity Bank.

Banking CV

Business Analyst CV

Financial Analyst CV

Finance Manager CV

CFO CV

Sample Financial Analyst CV

Cashier CV

Mortgage Manager CV

Financial Assistant CV

Financial Consultant CV

Chief Financial Officer CV

Tax Consultant CV

Finance Entry Level CV

Treasury Manager CV

Consumer Finance Manager CV

Financial Advisor CV

Security Analyst CV

Stock Broker CV

Economist CV

Refund Manager CV

Lead Financial Investigator CV

Risk Management Director CV

Loss Control Director CV

Tax Specialist CV

Asset Disposal Manager CV

Asset disposal manager is entrusted with the job of monetizing the disposal of assets that have zero book values. It forms a part of the miscellaneous income for the company. For larger companies with a large inventory of productive assets, this is a full time profession where he or she may be required to dispose of anything from outdated computers and printers to a fleet of old cars.

Sample Asset Disposal Manager CV

Name: Barbara Mori,

Address: 43, Main Court Road, Seattle, WA 98455-156032

Mobile Number: +00 12345 67890

Residential Telephone: 012 3456 7890

Fax: 012 3456 7890

Email Address: barbie@pmail.com

Objective: To acquire a position as an asset disposal manager in a stable and growing company

Educational Qualification:

• Completion of high school from Cambridge World School in Seattle in 1997.
• From 1997 – 2002, I studied at London School of Economics with my major subjects as Mathematics and Economics and received the Bachelor’s degree.
• I completed my post graduation from London School of Economics in 2005, with the subjects Accounting and Economics with specialization in Taxation and received the degree of Masters.

Certifications:

In 2005, I became a Certified Public Accountant.

Summary of Professional Experience:

• From the year 2005  to  2008 – I Worked as Asset Accountant at P. N. B. Publication House, Seattle
• Since 2008 till present – Working as Asset Disposal Manager at S. A. D. Private Limited in Seattle.

Responsibilities:

• Documentation of all disposed assets
• Monetising the disposed Assets.

References:

Can be provided upon request.

Many companies employ a Tax Specialist in their accounting departments to advise the chairperson or directors on the payment options to minimize the exposure to tax on new business ventures, mergers and acquisitions, non – business assets and daily operations. Their responsibilities also include looking after the taxes of corporate estates, foundations, trusts, and providing shelters of income tax on the compensation package the executives received.

Sample Tax Specialist CV

Name: Humphrey David,

Address: 43, Main Pleydell Road, London, WA 98455-156 YGH

Mobile Number : +00 12345 67890

Telephone: 012 3456 7890

Fax: 012 3456 7890

Email Address: humphreydave@hmail.com

Objective: to be employed under a company as Tax Specialist that would boost my career growth by providing useful training and experience in my field of specialization

Educational Qualification:

• 1997 – Completion of high school from Reliance Life School in London
• 1997 – 2002 – Graduated with a Bachelor’s Degree in Commerce with specialization in Economics from London School of Economics
• 2002 – 2005 – Completed post graduation with in Accounting and Economics along with specializing in Taxation from London PG College.

Summary of Professional Experience:

• 2005 – 2008 – worked as Tax Accountant for the Mutthoot Group of Finance
• 2008 – present – Working as Tax Specialist in JFK Associates

Responsibilities:

• Preparation of weekly payrolls
• Preparation of annual and quarterly tax reports
• Conducting research analysis of tax issues
• Developing tax strategies for clients

Certifications

Became a Certified Public Accountant in 2005

Did Certificate Diploma in “Advance Taxation System” from ABC Tax Corporation in the year 2007.

The Loss Control Director’s job is mainly based on crisis management function. In case of any financial disaster that has recently occurred in the present or has already occurred, the loss control director is responsible for overseeing and looking into the problem. It aims to preserve the corporate reputation and prestige by setting action plans into motion that will make certain that the damage does not cause further deterioration.

Sample Loss Control Director CV

Matthew Patterson,

43, Great Hampton Row,

Newtown, NW 98455-156032

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: mattpatt@mpmail.com

Objective: To acquire a position as a loss control director in a stable company where I can test my capabilities and contribute towards the betterment of the company

Educational Qualification:

• 2000 – completion of school from South Hampton School in New Town
• 2000 – 2004 – received a bachelor’s degree in Law with speciality in Insurance and Commercial law from New Town College of Judiciary Sciences in New Town
• 2006 – 2008 – acquired a master’s degree in Business Administration from Business School of New Town

Summary of Professional Experience:

• 2008 – present – Working as a Deputy Loss Control Director for ‘Lions Insurance Private Limited’

Special Skills:

• Proficient in using spreadsheets and word processing in MS office
• Profound understanding of the business world and their impact on various social circles
• Experienced in interacting with higher decision makers, media and sometimes government agencies too
• Developed strong verbal and written communication skills, negotiation skills

References:

Can be provided upon request.

An essential part of any business is managing financial risk. It is the job of risk management director to minimize these risks by identifying the causes, evaluating the marketing implications to the business in case of some form of litigation that might occur.

Sample Risk Management Director CV

John Brandon,

43, Main Paseo Drive,

Boston, Massachusetts,

98455-156032

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: brandjohn@umail.com

Objective:  I am a Risk Manager with three years of experience under the belt is looking for a demanding position in a rising company

Educational Qualification:

• Got Bachelor’s degree in Finance from Ohio State University in 2003
• Acquired a diploma in Accounting from Ohio State University from in 2004
• Got Master’s degree in Risk and Disaster Management from New York University in the year 2006

Summary of Professional Experience:

• Worked as Disaster and Risk Manager from 2006 to 2008 in Lionell Bank
• Working at Invesco Private Limited from 2008 to present as Risk Analyst

Special Skills:

• Computer literacy with word processing, presentations and spreadsheets
• Strong written and verbal communication skills to facilitate interaction with higher authorities and other colleagues
• Enthusiastic to work in flexible hours and meet deadlines

Responsibilities:

• Providing consultation on risk management to clients
• Developing and implementing better strategies and policies to manage risks and disaster better
• Training recruits regarding the measures that may be opted in case of a financial disaster
• Analyzing the effectiveness of current risk management policies

Financial investigators are assigned to a number of corporate responsibilities that include corporate acquisition efforts, credit investigation, recruitment of manpower, vendor accreditation. The job of a Lead Financial Investigator is to supervise their team. He is also entrusted with the job of minimizing the financial risk the company is facing while conducting transactions with vendors and external entities.

Sample Lead Financial Investigator CV

Harry McCabe,

43, New Inn Yard,

London, EC 98455-156 FH

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: harrymccabe@tumail.com

Objective: Acquiring a supervisory position of management in a team of finance investigators in sectors like HR, credit etc

Educational Qualification:

• Completed schooling in 2000 from St. Joseph Church School in London.
• Received the Bachelor’s degree in Finance from London School of Finance in 2004.
• In 2006, got the Master of Business Administration degree from London School of Business.

Summary of Professional Experience:

• 2006 – 2008 – Worked as financial investigator in L. B. D. Finances
• 2009 – present – joined Mutthead Finances as lead financial investigator

Special Skills:

• Proficient in working with spreadsheets and word processing
• Familiar with automated accounting systems and ERP
• Ability to work under high pressure and meeting deadlines
• Ready to work in flexible working hours
• Possess excellent communication skills that are utilized while interacting higher authorities, colleagues and other financial investigator of the team

Responsibilities:

• Investigation of inkling of embezzlement in recruits
• Assisting the internal auditor
• Determining true value of stocks or corporate assets via assisting clients

If damaged or unsatisfactory goods are returned at the retail store, then usually the sales agents and cashier supervisors issue the refund. But companies having elaborate revenue management system, like the airlines company, often appoint Refund Manager to take care of the procedure. It is the job of the refund managers to take care that the customer’s money had indeed reached the company’s account and the refund was verified by higher authorities.

Sample Refund Manager CV

Robert Garner,

43, Pennsylvania Street,

Upton, NY 98455-156032

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: robgarner@ymail.com

Objective: To join an organization that would provide me with an challenging job that helps me shape up my career as a refund manager

Educational Qualification:

• 2000 – Completion of school from Wikfield School in Upton
• 2000-2004 – Bachelor of Science degree in Finance from Brookhaven University
• 2004-2006 – Master of Science degree in Finance from Brookhaven University

Summary of Professional Experience:

• 2006-2009 – Worked as a Deputy Refund Manager in Air Canada
• 2009- Present – Promoted to and working as Refund Manager in Air Canada.

Special Skills:

• Demonstrated leadership and managerial skills
• High level of  patience, organizational and analyzing skills to delve deeper into a problem and solving it
• Strong communication and interpersonal skills that smoothens interactions with both higher authorities and customers

Responsibilities:

• Approval of refund checks or customer bank deposits
• Notifying the customer via telephone or email about the fact, that the refund is ready to be collected
• Mentoring and training new recruits in the department of refunds

The problems that arise during production of goods are aided by research. This research, which includes studies of economical data etc. are done by economists. Economists are also entrusted with devising methods to facilitate collection of data and processing it and their CV should thus highlight all these qualities.

Sample Economist CV

Donna Kendall,

43, Elm Street,

Rio Rancho, NM 98455-156032

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: dkendall@ecomail.com

Objective: Enthusiastic to take up challenging projects which involve development of product, it’s modelling, pricing etc. and would help me mature as a commendable name in the world of economists.

Educational Qualification:

• 2000 – Bachelor’s degree in Economics with minor in E – marketing from A & M University of Texas, Houston in Texas.
• 2006 – Master’s degree in Economics with specialization in international economics and business statistics from University of Texas, Austin in Texas

Summary of Professional Experience:

• June, 1997 to March, 2000 – filled in the position of Associate Economist in City of Garland, Texas.
• March, 2000 to August, 2002 – worked in the position of Economist I in City of Dallas in Texas
• August, 2002 to present – working as the Senior Economist in City of Dallas, Texas

Special Skills:

• Proficiency in statistics and research analysis
• Strong communication skill which allows proper interaction with clients
• Confirmed capability in policy formulation and decision making

Responsibilities:

• Analyzing statistical data through presentation and charts
• Determination of growth potential of markets and their relationship with regional markets
• Analyzed research strategies to facilitate influencing of investment trends

A stock broker researches, analyzes and interprets market trends and information about the financial market. It is his or her responsibility to educate and guide the clients as to where to invest their capital, it may be on securities, financial products or money itself. They may work as investment managers or private client stockbrokers according to their job specification and target client.

Sample Stock Broker CV

Rafael McMillan,

4377, Wiseman Street,

Knoxville, TN 98455-156032

Mobile: +32 78365 56339

Telephone: 025 5567 9982

Fax: 026 4958 4496

Email Address: rafmillan@mcmail.com

Objective: to be a successful stock broker who educates his clients and guides the investors about investment.

Educational Qualification:

• 2002 – Obtained high school diploma in accounting from Knoxville College.
• 2006 – Bachelor’s degree in Accounting from Iowa State University, Ames, IA
• 2009 – Masters degree in finance from Iowa State University in Ames, IA

Summary of Professional Experience:

• 2009 – present – working as junior Stock Broker in Union Bank of Tennessee in Tennessee

Special Skills:

• Proficient in finance, accounting and handling of data sheets
• Profound knowledge of the market and analyzing capability
• Management of portfolio

Responsibilities:

• Counselled the clients regarding investing in the stock market and forming investment strategies
• Guided many clients in initial stages of their business and helped them get started
• Highlighted the risks that followed certain business ventures to the clients
• Recruit and appoint people who can efficiently conduct the purchase and sale of financial products and stocks

References:

Can be provided upon request.

A security analyst is a person who is employed either in a bank, a brokerage firm or as a financial advisor. Not just anyone can apply for this kind of a job as it requires certain skills and minimum eligibility criteria. A security analyst CV is one which contains all those points which stress upon the fact that the applicant is suitable enough for the job and has the required qualifications. The following is an example of a security analyst CV.

Sample security analyst CV

Personal details:

Frank Mathew

Contact number: 5437904878094

Email address: frankmathew@gmail.com

12-C, sea facing unit apartments

Fred district, California

Academics

• Perused graduation from St Pauls University, CA. Main subject was finance accompanied with accounts and business administration.
• Pursued PG in Finance from NYU.
• Diploma course and training done from Hcf Bank limited for a period of 8 months.

Skills and expertise

• Specialisation in convincing customers regarding the best plans for them.
• Command over French, English and German.
• Good communication skills and good disposition in terms of personality and outlook
• Expertise in bank related knowledge along with insurance units.

List of past records

• Worked as a security analyst for 12 months at City bank limited in New York City where I was awarded with the best employee award.
• Have been working part time at Hcf Bank in their insurance department 4 days a week.

Future goals

• To promote profit of the organisation and clients by hard work and dedication.
• Be an inspiration for other employees and bring out the best of my abilities.