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How to Write a Financial Resume

Creating the perfect resume takes some effort, but the extra work is worth it since you’ll increase your chances of getting job interviews. One of the important factors to consider when crafting your resume is whether or not you have made it field-specific. Editing your basic resume template to become more field-specific is something that hiring managers are seeing more of these days (and expecting) from job applicants. This article will address how you can write an effective financial resume.

See Also: How to Emphasize Stability on Your Resume

1. Financial Professionals

Financial professionals have a specific set of skills that need to be properly demonstrated on their resume so that the hiring manager can make an informed decision during the hiring process. As a financial professional, you may be looking to get hired as an accountant, investment counselor, portfolio manager, financial analyst, financial planner or CFO.

Your basic template will be the same for each of these specified employment positions in the finance industry. Think about the major responsibility of all individuals in the financial sector: fiscal accountability. For example, as an accountant, you are tasked with keeping accurate financial accounts and understanding budgeting and tax regulations. It is important to focus on your specific responsibility regarding fiscal accountability, and then make those skills and job tasks shine on your resume. Remember that your main goal is to impress the hiring manager so that you are called in for an interview.

2. Creating the Perfect Objective

In order to write the perfect objective, you first need to have a keen sense of your own professional goals and where you’re headed in your career. You must be able to objectively analyze your own skillset and workplace experience so that you can craft the most effective objective that genuinely summarizes you as a financial professional. When starting to edit your resume, focus on an accurate review of your qualifications and whether or not you can complete the specific job requirements.

Remember that your objective is the first part of the resume that the hiring manager will focus on. If you are unsure of your own objective, the hiring manager will not be sure that you’re a viable candidate for the job. Write a 2 – 5 sentence summary in a concise yet descriptive manner that effectively describes you as a financial professional.

3. Define Your Key Strengths

Including a prominent section near the top of the resume where you define your key strengths will give the hiring manager a positive, lasting impression of you as a viable financial professional. Basically, you want to clearly define your strengths and demonstrate what makes you a strong financial professional. Consider the following suggestions.

  • Summarize – In this section, summarize your workplace experience in a manner that the hiring manager can quickly ascertain why you’re the most suitable candidate for the job.
  • Qualifications – Additionally, you should include a bulleted listing of your actual qualifications. Make sure that you list only actual skills you are accomplished in. Also, you want to ensure that your qualifications mesh well with the job requirements. Some qualifications you may want to include are: P&L Management, Budget Development, Budget Management, Financial Strategy Planning, and Business Valuations.
  • Certifications – Certifications and licenses that you have as a financial expert are important in demonstrating your reliability and accountability as a professional.

4. Define Your Specific Achievements

Your workplace experience has provided you with a wide variety of opportunities to achieve success as a financial professional. It is important to effectively demonstrate your specific workplace achievements in this section. You should list each employment position separately under the company name. Under that heading, list your years worked and the title you had. You can then write a short description regarding your specific daily job tasks.

Remember that it is important to make your achievements stand out so that the hiring manager feels compelled to bring you in for an interview. Create an easy-to-read bulleted listing that details your specific achievements. Results are important and when you have success in the workplace, the hiring manager will become more confident that you’ll also be successful in this new position. Provide some measurable outcomes of your work such as: increased cash flow (include specific monetary amount) or creating a strategic financial plan that was influential in increasing revenue growth.

5. Educational Experience

Even though your educational information will be included at the end of the resume, that doesn’t mean that it is any less important than the other sections. List each college or university attended, as well as the year you completed your degree. Also include your major and specific educational concentration. If you received any honors or awards, you can include them in this section as well. Remember to only include your GPA if you are a recent graduate.

Creating an effective financial resume is a simple process if you follow the basic outline as described in this article. As a financial professional, what do you think are your most important qualifications?

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