CV templates for finance and CV writing guides
Creating a compelling CV for the finance industry requires attention to detail, clarity, and a focus on relevant skills and experiences. Check step-by-step guides to crafting an effective finance CV, along with some advice for various job titles within the finance field.
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Whether you’re a seasoned professional or a recent graduate entering the finance industry, a well-written CV is essential for showcasing your skills and experiences.
Here, you’ll find practical advice on how to write each section of your CV, along with expert tips and a collection of professionally designed templates and practical CV examples tailored specifically for finance roles.
Navigating the world of finance demands precision, attention to detail, and a thorough understanding of industry-specific terms and practices. Our step-by-step guide will help you create a compelling CV that highlights your expertise and sets you apart from the competition.
Take a look at our extensive library of CV templates to find inspiration for your own job application.
Finance CV examples by experience
By studying finance CV examples categorised by experience level, whether entry-level, mid-career, or senior-level roles, you can learn how to structure your own CV. These examples can help you understand the type of information to include, along with the types of achievements to highlight, and the vocabulary commonly used in the finance industry.
Finance CV with no experience
When writing a CV for an entry-level position in the finance industry, highlight all your strengths and assets by showcasing any relevant experience, such as volunteering experience, relevant projects and affiliations or transferable skills.
Finance CV example for a mid-career level
This Finance CV example for a mid-career level showcases extensive experience, leadership skills, and strategic contributions tailored for professionals seeking advancement within the industry.
Finance CV for a senior level
A CV for a senior-level position in finance should showcase your extensive experience, leadership abilities, and track record of success in a way that demonstrates your readiness to take on high-level responsibilities within an organisation.
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Finance CV sections
Writing a good finance CV requires careful attention to detail and a focus on showcasing your strengths. Explore how to write your CV in the finance industry and wow the recruiters:
Personal statement samples for a Finance CV
A personal statement or professional summary is a short paragraph that is usually found at the top of a CV. It serves as an introduction to the candidate’s career journey, providing a summary of their skills, experiences, career goals and personal qualities. Usually, it ranges between 2 to 4 sentences.
Example 1.
Senior financial analyst with extensive experience in investment analysis and risk management, excelling in providing strategic financial advice and driving business growth. Driven by meticulous attention to detail and a proven track record of success, demonstrates a commitment to delivering actionable insights and enhancing financial performance.
Example 2.
Leveraging experience as a corporate finance manager, brings a strategic mindset and strong leadership skills. Through effective financial planning and innovative solutions, he consistently achieves results that exceed expectations, increasing profitability and shareholder value.
Example 3.
As an investment banking associate, he honed his financial analysis and deal execution skills, contributing to successful transactions and client satisfaction. Passionate about driving innovation and delivering measurable results, and committed to delivering excellence in every aspect of work.
Finance CV work experience samples
Finance is a highly technical field, which means that the employers seek candidates who have practical experience applying financial concepts and principles. Listing relevant work experience on a finance CV provides a record of the candidate’s knowledge and expertise in areas like financial modelling, investment analysis, and budgeting.
Example 1.
Financial Analyst | Future Investment Management, London | June 2022 – Present
- Conducted financial analysis to evaluate investment opportunities, assess risks, and recommend investment strategies.
- Prepared detailed financial models and projections to support investment decisions and client presentations.
- Analysed market trends and economic indicators to provide insights and recommendations for portfolio management.
- Collaborated with portfolio managers and research teams to identify potential investment opportunities and optimise portfolio performance.
Example 2.
Investment Banking Analyst
HSBC Bank, London, UK | August 2023 – Present
- Executed mergers and acquisitions (M&A) transactions, including financial analysis, valuation, and due diligence.
- Prepared pitch books, offering memorandum, and financial models for client presentations and investor meetings.
- Conducted industry research and market analysis to identify potential targets and assess market trends.
Example 3.
Risk Manager, DEF Insurance, Manchester, January 2022 – Present
HSBC Bank, London, UK | August 2023 – Present
- Developed and implemented risk management policies and procedures to identify, assess, and mitigate financial risks.
- Conducted risk assessments and stress tests to evaluate the impact of various scenarios on the company’s financial health.
- Monitored market trends, regulatory developments, and industry best practices to ensure compliance with risk management standards.
- Communicated risk assessments and recommendations to senior management and key stakeholders, facilitating informed decision-making and risk mitigation strategies.
Sample Finance CV skills
Listing finance-related skills on your CV is essential to demonstrate your financial knowledge and highlight your technical expertise. Tailoring a comprehensive list of skills to meet the specific requirements of finance jobs significantly increases a candidate’s chances of being hired in this field. Additionally, incorporating non-specific transferable skills such as communication, problem-solving, and time management is essential for demonstrating versatility and readiness to excel in any professional environment.
Technical skills for your finance CV include:
- Financial Modelling
- Data Analysis
- Microsoft Excel (Advanced)
- Accounting Software (e.g., QuickBooks, SAP)
- Financial Analysis Software (e.g., Bloomberg Terminal, FactSet)
- Risk Management
- Portfolio Management Systems
- Financial Reporting Standards (IFRS, GAAP)
- Database Management (SQL)
- Statistical Analysis (e.g., R, Python)
- VBA (Visual Basic for Applications)
- Financial Compliance
- Investment Analysis
- Corporate Finance
- Business Valuation
- Econometrics
- Asset Management
- Derivatives Pricing
- Algorithmic Trading
- Presentation Skills (e.g., Microsoft PowerPoint)
- Forecasting
- Financial Planning
- Cash Flow Analysis
- Financial Statement Analysis
- Variance Analysis
- Tax Planning and Analysis
- Audit Procedures
- Financial Risk Assessment
- Fixed Income Analysis
- Equity Research
- Mergers and Acquisitions (M&A)
- Initial Public Offerings (IPOs)
- Debt Capital Markets
- Equity Capital Markets
- Credit Analysis
- Financial Engineering
- Hedge Fund Strategies
- Private Equity Valuation
- Real Estate Financial Analysis
- Wealth Management
- Regulatory Compliance
- Investment Banking Transactions
- Financial Forecasting Models
- Business Intelligence Tools (e.g., Power BI, Tableau)
- Monte Carlo Simulations
- Options Pricing Models
- Financial Statement Modelling
- Time Series Analysis
- Fundamental Analysis
- Technical Analysis
Sample education section for a Finance CV
Working in a finance-related field in the UK typically requires a combination of relevant education and professional qualifications. Specific requirements may vary depending on the position and employer.
When putting together your CV, you’ve got choices regarding how much detail to include about your education. One option is to provide just the basics and save the elaboration for your cover letter. Alternatively, you can dive deeper by adding details about relevant coursework and certifications right onto your CV. This extra information can give a clearer picture of your expertise in specific areas that relate to the job. However, if space is tight or the coursework and certificates aren’t directly related to the position, it might be best to cover them in your cover letter instead. Ultimately, it’s all about what’s most relevant and how you want to present yourself overall.
Example of the education CV section for a Risk Manager
- Master of Science in Risk Management and Financial Engineering
University of London, 2018 - Bachelor of Science in Economics
London School of Economics and Political Science (LSE), London, 2016
Example of the education CV section for a Financial Controller
EDUCATION:
Master of Business Administration (MBA) Manchester Business School, Manchester, 2018
Relevant coursework: Financial Management, Corporate Finance, Strategic Management, Financial Reporting and Analysis, Managerial Accounting.
- Bachelor of Science in Accounting and Finance University of Birmingham, Birmingham, 2016
Key coursework: Financial Accounting, Management Accounting, Auditing, Taxation, Financial Markets and Institutions.
CERTIFICATIONS:
- Chartered Accountant (ACA) Institute of Chartered Accountants in England and Wales (ICAEW), 2016
- Certified Management Accountant (CMA) Institute of Management Accountants (IMA), 2019
Additional information for your Finance CV
Adding additional information to your finance CV can enhance your profile and make you a more compelling candidate. You can include various relevant details that complement your education and work experience.
Additional information for a Financial Analyst role:
Relevant Coursework:
- Advanced Financial Analysis,
- Investment Management Strategies,
- Corporate Finance Principles.
Certifications:
Chartered Financial Analyst (CFA) Level I Candidate 2022.
Professional Development:
Completed a workshop on Financial Modelling Techniques using Excel.
Software Proficiency:
- Bloomberg Terminal,
- FactSet,
- Advanced Excel functions (VLOOKUP, Pivot Tables).
Leadership Roles:
Served as Treasurer of the Finance Club at University, managing budgeting and financial planning for club events.
Volunteer Work:
Volunteered as a financial literacy instructor, teaching basic financial concepts to disadvantaged communities.
Additional information for a Risk Manager role
Relevant Coursework:
- Financial Risk Management,
- Quantitative Methods in Finance,
- Derivatives Pricing.
Certifications:
- Certified Financial Risk Manager (FRM),
- Certified in Risk and Information Systems Control (CRISC).
Professional Development:
Attended a seminar on Advanced Credit Risk Modelling Techniques.
Software Proficiency:
Proficient in risk management tools such as RiskMetrics and financial modelling software like MATLAB.
Language Skills:
Proficient in Mandarin Chinese, aiding communication with international clients in risk assessment and management.
Volunteer Work:
Volunteered as a risk consultant for a non-profit organisation, conducting risk assessments and providing recommendations for risk mitigation strategies.
All Finance CV examples
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Writing a finance CV has never been this easy
With these comprehensive tips and expert examples of CVs from the financial world at your fingertips, you can easily craft an application that will impress recruiters. Remember to complement your finance CV with a cover letter to further highlight your relevant skills and expertise.
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