Sample CV » Finance CV

Finance CV

admin — Mon, 07 Jun 2010 17:00:28 +0000

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.

Sample Financial Analyst CV

Cashier CV

Mortgage Manager CV

Financial Assistant CV

Financial Consultant CV

Chief Financial Officer CV

admin — Sun, 06 Jun 2010 06:46:53 +0000

Chief Financial Officer or commonly referred as CFO are responsible for managing risks arising out of finances for the organizations. CFO’s role involved financial reporting, planning and record keeping. In some organizations CFO are designated as finance directors. CFO reports directly to chief executive officer and board of directors. It is not unusual for CFO to be one of the directors onboard. Their main task is to assess the financial strength or weakness of the company and report the same to management. It is up to the management to decide on spending or budgets. CFO’s are also actively involved with auditing assignments and financial planning.

Chief Financial Officer CV is helpful for people who want to work as Chief Financial Officers in large organizations or as Certified Public Accountant.

Chief Financial Officer CV Format

Kevin Mitchell

1735 Arbor wood Dr

Cecilia,

Kansas,

The United States of America

Kevin@gmail.com

Mobile No: +1 988 80 35 05 7

Telephone Number: + 1 270 455 1549

Career Objective: I am looking for a job as chief financial officer in reputed organizations.

Professional Experience:

2007 – 2009: A2Z Company, Kentucky

I have worked with A2Z company, Kentucky for 5 years in various capacities as Accounts Manager, Finance Controller and Chief Financial Officer. As a chief financial officer my responsibilities included auditing, generating financial reports and managing the company funds and assets.

2004 – 2006: NOP Company, California

I have worked as an Assistant Accounts Manager in the company and my role was to assist accounts manger.

Qualifications:

2002 – 2004: LLM in Banking and Financial Law Studies, Arizona State University, Arizona

1999 – 2001: B.Com. in Accounting – Financial Planning Track, University of California, California

Achievement:

I have was promoted very quickly thrice for my efficient work and knowledge in the finance and auditing.

Hobbies:

Golf
Tennis

Reference:

I will provide references on request.

Financial Consultant CV

admin — Sun, 06 Jun 2010 06:44:01 +0000

Everyone needs financial consultant to manage their finances. Individuals and organizations, immaterial of their size and strength need financial consultants on various matters related to better and accurate management of their finances. In most cases people turn to financial consultants when faced with issues or difficulties in handling their money or assets. Financial consultants also guide in investments, wealth creation, credit depreciation etc.

The role and job of a financial consultant varies based on their area of expertise. Financial consultant suggest and advice solutions to effective management of available financial resources. They can start their own services or join big organizations as career options.

Financial consultant CV is helpful for all people who have expertise in financial planning who want to be placed in organizations.

Financial Consultant CV Format

Helen Collins

1278, Waverly St

Sebring,

Kentucky,

The United States of America

Helen@gmail.com

Mobile No: +1 993 63 35 74 7

Telephone Number: + 1 270 448 7709

Career Objective: I am looking for placement in a big organization as consultant in finance department. I have good exposure to financial management techniques and I am well updated on the latest trends in accounting.

Professional Experience:

2008 – 2009: XYZ Financial Services, Arizona

I have worked for more than one year as a financial consultant in XYZ Financial Services. My area of expertise was credit depreciation. I was responsible for interacting with clients and understanding their financial status so that I can suggest and advice them on lessening the credits and improve savings.

2006 – 2007: ABC Investment Firm, Arizona

I worked as a assistance financial consultant and my responsibility was to assist the financial consultant and to make the reports.

Qualifications:

2001 – 2003: B.Com. in Accounting – Financial Planning Track, Iowa State University

2004 – 2006: M.S.E. in Financial Mathematics, Arizona State University

Achievement:

I have received numerous appreciation letters from clients expressing their gratefulness for giving timely and accurate suggestions to clear their debts.

Hobbies:

Community service
Baseball

Reference:

I will provide references on request.

Financial Assistant CV

admin — Sun, 06 Jun 2010 06:43:29 +0000

Every organization has certain financial goals that have to be met. Before the beginning of every financial year, the management decides on budgets and also review the financial health of the organization. Financial assistants are important for any organization as they keep tab on the financial health in their domain. Financial Assistants work closely with Financial managers to assisting them in creating budget plans, time based reports and monitoring the financial transaction of the department they have been assigned to.

Financial assistant CV is helpful for all people who have want to work as financial assistants in organizations in the role of planners or auditors.

Financial Assistant CV Format

Kimberly Miller

354, Bridgewood Ln

Boca Raton,

Miami,

The United States of America

Kimberly@gmail.com

Mobile No: +1 994 82 35 91 7

Telephone Number: + 1 270 456 9789

Career Objective: I am looking for position as financial assistant in corporate industries where my knowledge of financial planning can be utilized.

Professional Experience:

2008 – 2009: ARK Home Products, Arizona

I have worked with ARK Home Products, Arizona in the role of financial associate. I was in charge of sales department where I handled daily sales reports, purchase orders and invoices.

2006 – 2007: DFG Supermarket, Georgia

I worked with the company as a financial associate and responsibility was to check the daily sales and to make the reports of sales and purchase order.

Qualifications:

2001 – 2003: Bachelor of Commerce in Financial Planning, Carnegie Mellon University

2004 – 2006: M.S.E. in Financial Mathematics, University of Georgia

Achievement:

I was ranked 3^rd in the graduation exams. I was also appreciated for my project work under which I proposed many changes to streamline financial planning.

Hobbies:

Social Work
Travelling

Reference:

I will provide references on request.

Mortgage Manager CV

admin — Sun, 21 Mar 2010 07:08:17 +0000

Mortgage manger cv’s are helpful for those who have worked in the financial and the banking sector and want to move on to the managerial posts as they have attained enough knowledge and experience. A mortgage manager cv must include in itself such words that impress the interviewer and one is selected out rightly.

Sample Mortgage Manager CV Format

Name: Collins Malone

Address: P.O BOX 454646 New York

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

Tel: 246536456

Cell phone: 234735468

Career Objective: to work in a fast paced banking firm where I can use my communication and accounting skills to meet the requirements of the funding institute or the finance firm.

Professional Experience:

Certified Financial Analyst
Certified as IFRS (International Financial Reporting Standards)
Served as an associate between a finance company and client technical and executive management teams for more than 4 years.

Educational Qualification:

-Executive Master of Business Administration (June 2004) from the London School of Economics and Political Science

-Master of Business Administration (June 2001) from the London School of Economics and Political.

-Bachelors Degree in Economics (June 1997) from University College London

Achievement

Undergraduate student’s union chairman in my college in final year.
A group leader with good administration and communication skills which are essential for guiding the team mates to do the required things to achieve goals.
Planned a strategy for loans section in corporate firm for the clients and made a profit of $ 125 million for the company.

Hobbies:

Reading
Surfing
Driving s

Referees

“Upon request”

Cashier CV

admin — Sun, 21 Mar 2010 07:04:42 +0000

Financial advisor is person who has to work round the clock and with devotion, to bring the company to a reputable level. They are needed by any financial organization as they are the ones who can reach to the customer mind and understand their investment requirements and suggests them the way or the option which is good for the customer as well as for the financial organization.

Sample Cashier CV Format

Tony markson

511 W Kawailani St

Hilo

San Francisco 96720

tony@gmail.com

Mobile No: 966-9009

Telephone Number: 935-1777

Career Objective: to achieve a Position as financial advisor in a reputed investment firm, that specializes in the managing skills of handling large corporate assets.

Professional Experience:

2005- 2008: Worked as a Financial Planner, Remington Financial Services, and San Francisco, CA.

My job was to assist the clients in the financial circumstances where they could make a decision. Other then I had to negotiate with the clients on the policy rates that were suited to them.

I had to make plans and strategies to attract the customers for investing in the various plans of the company. Along with dealing with clients who had invested trusted our services I had to convince the new clients too.

Certified

As Financial Planner
As Estate Planner (designation)
As Financial Counselor (designation)

Qualifications:

Graduation: From Corpus Christi College in the year 2001 – 2004.

Achievement

I have been won several competitions related to mathematics at school and university.

Hobbies:

Playing basketball

Internet surfing

Reading novels

Writing

Referees

“Upon request”

Sample Financial Analyst CV

admin — Mon, 15 Jun 2009 20:45:29 +0000

When writing your financial analyst CV, ensure to highlight your strengths. It is important to emphasize your professional experience as this is what employers look for. Employers want to be sure that you can handle the job when you are eventually given a placement. When filling an employment vacancy, recruiters also need to know that you have relevant technological skills. One should also be able to communicate to financial and non-financial managers in the organization in a way they will understand.

Sample Financial Analyst CV

Emma Miller Hunt

Portalirngton Road 89

Newcomb

Telephone 435 749 47420

Mobile 739 737 9495

Email: millerhunt@email.com

CAREER OBJECTIVE

To engage in financial planning, evaluation and interpretation of financial reports in a simple manner to help in effective decision making in organizations.

EDUCATIONAL QUALIFICATIONS

1997-2000- Bachelor’s Degree in Accounting, University of Bristol

2003- Masters in Finance, University of Bath

2004- Diploma in Information Technology, Writtle College

PROFESSIONAL QUALIFICATIONS

2005- Intern, Barclays Bank

Responsibilities:

Verification of checks
Maintenance and balancing of books
Maintenance of depositors accounts
Statistical and financial analyzation of data and interpretation

1. : Accountant, Alliance and Lester

Responsibilities

Preparation of journal entries and ledgers and balancing of books and preparing of monthly financial statements of income and expenses.
Preparation of annul budgets
Carrying out fixed asset evaluation and accounting
Tracking reimbursements and receivables and carrying out monthly reconciliations
Analyzing the profitability of various projects undertaken by the bank
Maintaining any additional income streams and revenues generated
Communicating to both financial and non-financial managers on the financial position of the organization

Achievements

Managed budgets of up to $500,000 annually
communicate complex financial issues to non-financial personnel in a simple manner
Provide financial interpretations and support to other departments in the organization.

Financial Controller CV

admin — Mon, 15 Jun 2009 17:12:54 +0000

A financial controller is responsible for all the financial aspects of a company. He or she is also responsible for ensuring that the financial standards that were set are met. The CV of a financial controller should show the knowledge that the applicant possesses in financial matters and the experience he or she has. Although many companies have credit controllers who oversee credit control, some expect the financial controller to work at this function as well. Here is an example of a financial controller CV.

Sample Financial controller CV

Bunny Markesan

569 Crawley

West Sussex RYGU556

Mobile Number: 44 256 25889

Telephone Number: 44 987 58941

Email: andrewnate@gmail.com

Career Objective:

To be employed in a progressive, growing company; where I can find opportunities for growth both personally and professionally. Seeking to lead a team to help it achieve organizational goals.

Educational Background:

2003 – Masters of Business Management – Finance, Harvard University

2000 -2003: Bachelor of Commerce, University of Kentucky

Professional Qualification:

Certified by ACCA

Certified Financial Analyst

Professional Experience:

2006 – Present Financial Controller, Gateway Incorporated

Responsibilities:

Liaison with auditors, banks and other companies on behalf of the company
In-charge of daily accounting and controlling
Consolidation and preparation of management forms and the quarterly management accounts
Preparation of the financial accounts including the balance sheet and the income statement
Supervision of the preparation of VAT returns
Analysis of the trial balance and reconciliation

2004 – 2005: Financial Manager, State View Corporation

Responsibilities:

Supervision of branch and corporate accounts
Controlling the budget
Strategic planning and budgeting
Dealing with direct and indirect tax issues
Negotiating with banks and financial institutions for loans

Achievements:

Implementation of the revised accounting standards
Received a £1000 reward for best financial controller in the banking industry.
Most Productive Employee award by Pitchman Analysts in 2005

CFO CV

admin — Mon, 25 May 2009 17:42:11 +0000

CFO CVs should be tailored to suit the organization to which you are applying. You should avoid using the same CV when applying to different organizations as they may not have the same requirements or needs. As the competition is high for Chief executive officer jobs the demonstration of in- depth knowledge in the field and extensive knowledge of the organization shows the employer that you are interested in what you do and are even more interested to work in the organization. Emphasis should be placed on the skills that are most closely related to the services the organization offers and what the organization needs at the moment.

Sample CFO CV

Elizabeth Reyna Madeline

2984 Autumn Drive

San Francisco California

Mobile Number: 223 2545 8247

Telephone Number: 121 5985 334

Email: Elizabethmadeline@hotmail.com

Career Objective:

Chief executive officer with 6 years experience working in both government and private organizations. Acquired skills in financing, strategic planning, leadership and development strategies, cost reduction and recruitment of staff. Seeking employment in a growing company with challenging roles.

Educational Background:

2002 – 2006 PHD in Business Management, Oxford University

1997 – 1999 Masters in Business Management and Finance, Oxford University

1995 – 1999 Bachelors in Accounting, University of New Jersey

Professional Experience:

2006 – Present Chief Financial Officer, Paramount Ltd

Responsibilities:

• Implementing proposed cash management strategies

• Converting company to a small business enterprise and able to save $ 300 spent on taxes previously

• Arranging training seminars for new employees

• Contacting potential clients and setting schedules on when to meet

• Appointing skilled staff members to visit potential clients and market company’s services

1999 – 2002 Financial Officer, Legal Tender LTD

Responsibilities:

• Initiating new policies and reducing collection period from 4 weeks to 2 weeks

• Installing new company software that speeds up work and simplifies client communication

• Initiated advertisement of company services via the Television media

• Meeting with executive offices of sister company and strategizing on new ways to bring in more revenue

Achievements:

• Instrumental in raising operation profits from less than$ 200,000 annually to $ 500,00 annually

• Boosted market penetration by 30% which in turn increased gross sales by 40%

• Initiated strategies to deploy company resources as a result a 50% increase in gross margins

• Was elected as director of the annual plan review process

• Negotiated for structured financing as a result basis points were reduced

• Designed management and executive reporting systems

• Tailored operating and financial reporting in order to meet company requirements.

Chief Financial Officer CV

Finance Manager CV

admin — Mon, 25 May 2009 17:39:18 +0000

Finance manager CVs should be prepared with a lot of care as the job is a high profile job. Employers will in most cases seek people with extensive work experience in similar positions. Although work experience is important as the job requires that you supervise other people in the financial field, the finance manager CV should also be tailored to suit the recruiter’s needs and requirements.

This does not mean that you leave out experience that is not related to finance management. This means that you should show the skills that you gained in that period of experience are transferable to the job you are applying for. The skills that you find through research may be of more interest to the employer should be mentioned early in the finance manger CV e.g. in the career objective.

Sample Finance Manager CV

Sarah Gisele Rosas

9837 Main Street

Montello Arizona

Mobile Number: 123 4763 883

Telephone Number: 223 3432 823

Email: Sarahrosas@gmail.com

Career Objective:

Talented Financial Manager with 9 years experience in the field of financial management. Acquired skills in accounting, preparing financial reports, budget monitoring, implementation of cash monitoring strategies to achieve high standards of excellence.

Educational Background:

2000 – 2002 Masters in Financial Management, New York University

1994 – 1998 Bachelors of Science in Accounting, New York University

Professional Experience:

2002 – Present: Assistant Financial Manager, Kodak Company Ltd.

Responsibilities:

• Oversee development of unrestricted fund budget for research grants and contracts

• Analyze and interpret financial data so as to determine past financial performances

• Develop management and statistical reports for both government and private donors

• Develop financial reports for trending, forecasting and result analysis

• Monitor receipt of payments from sponsors and arrange other payment schedules

• Set promotion costs and fees needed for expanding company

• Review budget and ensure that it is related to the budgeted money

• Provide information regarding company finances during open forums every 6 months

• Identify budget issues and provide solutions

1998 – 2000 Accountant Indiana National Bank

Responsibilities:

• Preparing of midyear and annual budgets

• Preparing and filing annual financial statements

• Preparing auditing schedules for external auditors while acting as liaison between sister banks

• Preparing and calculating reimbursement billings

• Tracking receivables and reconciling monthly accounts receivable

• Keep track of wired transfers and other journal funding transfers

• Analyzing expenditure and revenue accounts

Achievements:

• Led company to receive best photo company in the World award in the year 2003

• Led company to get $ 500,000 donations from sponsors around the country

• Led a Kodak campaign to help orphans and abandoned children in Africa by building an orphanage