Finance Resume

For finance positions at any level, you should emphasize your technical abilities to manage cash flow and plan effective financial strategies. List your financial achievements and how they have boosted revenue for your employers, using numbers as evidence that potential employers can more easily grasp. Your skills with current finance software are also vital to mention. Browse these Financial resume writing sections and download for free great Financial Resume Samples to discover what it takes to stand out.

Accounting and Finance career fields

  • Accounting
  • Account payable / receivable
  • Auditor
  • Banking
  • Bookkeeper
  • Collections
  • Controller and Treasurer
  • Financial Analyst
  • Financial Management
  • Investment Banking
  • Payroll Administrator
  • Tax Professional

Finance resume Samples

Download #1
Download #2
Download #3

Finance Resume sections

Objective

Results-oriented, dependable, motivated professional and registered representative experienced in client services, brokerage and insurance vehicles, retirement planning, regulation, audit and compliance procedures, detailed accounting, business and trending analytics. Excels in fast-paced environments as well as supervising, and motivating staff to increase productivity and company profit goals. Extremely capable with computers, finance models, Excel spreadsheet development and maintenance, and analytical hypotheticals. Works well independently and with others. Experience with public speaking, leading conference calls and WebEx learning and tutorial sessions. Committed to excellence while always seeking new challenges.

To associate with an innovative and vibrant organization, this allows me to put my competencies to the best use, to add value to the organization and learn new things which contribute to my overall growth as an individual.

MBA (Finance) professional with 3.5 years of experience in Investment Banking / Accounting Operations/Finance Analyst/Production Support/Back End Operations.

I look to secure a long term opportunity with a professional practice that allows me to serve others in a dedicated and consistent manner.

An Accounting student interested in obtaining a part time Banking job.

Experience

  • Modification Processor (2/20/2012 - 11/1/2012)
    • Wingspan Portfolio Advisor, Dallas, TX USA
    • Running the daily activities such as organising group therapy sessions.
    • Providing daily verbal and written report to administration.
    • Providing excellent communication skills.
    • Conducting routine appointments.
    • Performing general office duties.

  • Psychiatric Technician/CD councillor (10/21/2006 - 11/17/2011))
    • Adventist Behavioral health, Rockville , MD USA
    • Running the daily activities such as organising group therapy sessions
    • Providing daily verbal and written report to administration.
    • Providing excellent communication skills.
    • Conducting routine appointments.
    • Performing general office duties.

  • Customer care representative (2/12/2009 - 4/24/2010))
    • Toyota of Beltsville, Beltsville, MD USA
    • Generate revenue opportunities for the company.
    • Evaluate and select providers of service according to customer requirements.
    • Design and implement efforts to publicize events and promote sponsorship.
    • Provide high level customer services.
  • Modification processor (2/22/2012 - 11/1/2012)
    • Wingspan Portfolio Advisors, Dallas, TX USA
    • Running the daily activities such as organising group therapy sessions,
    • Provide daily verbal and written report to administration,
    • Generate revenue opportunities,
    • Provide excellent communication skills,
    • Conducting routine appointments,
    • Performing general office duties.

  • Psychiatric Technician/CD councillor (10/10/2006 - 11/13/2011)
    • Adventist Behavioral Health, Rockville , Maryland USA
    • Running the daily activities such as organising group therapy sessions,
    • Provide daily verbal and written report to administration,
    • Generate revenue opportunities,
    • Provide excellent communication skills,
    • Conducting routine appointments,
    • Performing general office duties.

  • Customer care representative (3/18/2009 - 12/7/2010)
    • Toyota of beltsville, Beltsville, MD USA
    • Provide high level customer services,
    • Design and implement efforts to publicize events and promote sponsorship,
    • Evaluate and select providers of service according to customer requirements,
    • Generate revenue opportunities for the company.
  • Staff Accountant (12/10 - 2/13)
    • Precision Accounting LLC, Albuquerque, New Mexico United States
    • Prepared monthly financial statements.
    • Resolved account discrepancies by evaluating and approving investigations, resolved special cases, authorized stop-payments.
    • Advised clients in areas such as compensation, employee health care benefits, the design of accounting or data
    • processing systems, or long-range tax or estate plans.
    • Managed development of audit findings and prepared work papers of audits conducted,
    • ensuring timely completion of audits.
    • Advised management about resource utilization, tax strategies, and the assumptions underlying budget forecasts
    • Prepared adjusting and closing entries, statements, and analyzed financial operations as required.
    • Determined compliance with policies and procedures; reported on identified control weaknesses and areas of cost savings and prescribed remedial actions.
    • Computed taxes owed and prepared tax returns, ensuring compliance with payment, reporting or other tax requirements
    • Provided technical and analytical support for SSO asset accounting.
    • Ensured compliance of all asset accounting with the applicable U.S. GAAP and Company policies.
    • Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    • Compiled information for and participate in global balance sheet analytics.
    • Resolved account discrepancies by evaluating and approving investigations, resolved special cases, authorized stop-payments.
    • Assisted in monitoring key controllership metrics regarding account reconciliations, audit findings and regulatory and tax filings.
    • Assisted controllers with evaluating and documenting various technical accounting issues.
    • Determined compliance with policies and procedures; reported on identified control weaknesses and areas of cost savings and prescribed remedial actions.
    • Computed taxes owed and prepared tax returns, ensuring compliance with payment, reporting or other tax requirements
    • Provided technical and analytical support for SSO asset accounting.

  • Hair Stylist (10/08 - 12/10)
    • Sole Proprietor, Albuquerque, New Mexico United States
    • Established tables of accounts and assigned entries to proper accounts.
    • Suggested treatments to reduce hair problems.
    • Established different strategies such as advertising, public relations, sales promotions, special event and retail relations to obtain new business.
    • Analyzed performance data to make operational changes.

  • Law Student (8/07 - 5/08)
    • University of New Mexico School of Law, Albuquerque, New Mexico United States
    • Researched laws.
    • Estimated costs and identified risks of litigations.
    • Kept informed about legislation and new rules that could affect the business or policy in the areas of lawsuit.

  • Convention Coordinator (6/05 - 8/07)
    • Disco Display House, Albuquerque, New Mexico United States
    • Ensured results met clients' expectations.
    • Negotiated fees and supervised performance.
    • Managed daily operations, dealt with customers and supported and worked with the management to motivate growth.
    • Identified resources and tools to take information.
    • Managed development of materials on strategy to be presented to internal and external audiences.
    • Developed, supervised and executed the company strategy.
    • Directed research on industry trends and competitive dynamics.
    • Analyzed customer needs, volume potential, discounts, price ranges and planned sales campaigns to achieve the company objectives.
    • Designed, organized and managed advertising campaigns for clients and for the company.
    • Organized activities of all the workers involved in marketing, promotional activities and media to obtain campaign approval.
    • Consulted with clients to know their expectations and worked under budget limitations.
    • Planned material and supervised store.
    • Collaborated with the operations manager to perform in the most efficient way to meet the company's expectations.
    • Directed production teams tasks and supervised production staff.

  • Administrative Staff (9/04 - 5/05)
    • State Farm Insurance, St. Paul, Minnesota United States
    • Advised about the best insurance policies according to each client needs.
    • Maintained historic policy information.
    • Studied data and estimated probability and expense related to diverse events, such as accidents, product failure, death, injury and property damage,

  • Lead Teller (6/99 - 8/02)
    • iBank/Highland Bank, Bloomington, Minnesota United States
    • Evaluated financial procedures such as reporting systems, accounting, collection and investment activities, and proposed changes to improve timing and results.
    • Supervised the daily perform of the office.
    • Kept quality and procedural standards within the branch
    • Set and achieved targets
    • Motivated and led the branch team
    • Identified customer needs and did my best to fit them.
    • Advised and managed large sums of money, such as unit funds and pension schemes.
  • Financial Analyst (January 2011 - January 2013)
    • NEC Corporation of America, Irving , Texas USA
    • Responsible for the collection, review/analysis of data and the preparation of various financial reports on a routine basis – performed tasks using Oracle and SAP Financials
    • Analyzed current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
    • Created and analyzed monthly, quarterly and annual reports and ensured that financial information has been recorded accurately.
    • Monitored and analyzed company monthly cash position to cover cash commitments and cash forecasting
    • Responsible for a variety of functions such as strategic planning, budgeting, forecasting and financial analysis, CAPEX viability (analysis of return on investment, net present value, lease/purchase, pay back).
    • Developed financial models and analyzed financial data to support strategic initiatives
    • Also updated financial models for developing budget projections and evaluating performance of existing non-core products, as well as products in development.
    • Combined business knowledge, SAS/SQL/Advanced Excel skills and data expertise to drive reporting and business analysis.
    • Developed queries from multiple data sources to manipulate, analyze, and build management and loan level reports
    • Conducted monthly reviews of department actual expenses versus budgets and prepared supporting schedules for quarterly and monthly financial reports
    • Prepared management and operational reports including Ad hoc requests and Analysis
    • Researched, completed a detailed analysis on causes of unexpected variances and recommended changes.
    • Reviewed department’s actual expenses versus budgets and communicated accordingly.
    • Communicated effectively with internal and external personnel
    • Assisted in measuring the company's actual performance vs. business model expectations.
    • Evaluated reporting need and implement necessary tracking and analytics.
    • Assisted external auditors during the year end audit and quarterly reviews by providing schedules, explanations, supporting materials and other necessary data
    • Performed detailed analysis and review of transactions with a strict adherence to GAAP, Company policies, and SOX guidelines
    • Performed month-end close tasks including review of journal entries for accuracy and adequate supporting documentation.
    • Have experience in writing reports through SQL, Business Objects, Crystal Reports.

  • Accounts Payable Associate (May 2007 - December 2010)
    • NEC Corporation of America, Irving, Texas USA
    • Processed vendor invoices for payment using PeopleSoft, SAP and Focus
    • Responded by phone, email, and fax to employees regarding accounting information
    • Responded to vendors regarding accounting information via telephone, email, and/or fax
    • Researched and resolved accounting issues such as invoice and expense report errors
    • Responsible for reviewing and processing expense reports using the Concur system
    • Reconciling any exceptions and conducting primary audits to ensure accuracy.
    • Processed and provided status of expense reports
    • Reconciled vendor statements
    • Ensured timely payment of invoices and resolve payment application issues for vendors
    • Entered invoices/credits in the A/P system accurately
    • Assured that discount invoices are paid within terms when available
    • Processed, printed A/P checks and mailed to vendors weekly
    • Followed up with managers to obtain correct and approved Purchase Orders
    • Maintained and sets up vendor files in the accounts payable system
    • Initiated and recorded outgoing wires to vendors
    • Filed and recorded storage of accounts payable files in the department
    • Ensured that all required documentation is on file for vendors before payment
    • Evaluated and communicated weekly cash needs for A/P to Controller
    • Reviewed and accrued year end invoices for appropriate year expenditures.
    • Balanced internal funds by recording Due To/From adjustments for invoices
    • Reconciled and produced Form 1099 forms for vendors
    • Researched outstanding checks, account discrepancies on vendor accounts, requesting for stop payments and creating monthly reports.
    • Prepared and submitted Unclaimed Property Reports and payments to state
    • Assisted with financial audit requests and schedules
    • Created and produced Ad hoc Accounts Payable reports
    • Performed special projects and/or reports as assigned
    • Assisted in the developing of the Concur system - used by employees to submit expense reports electronically.

  • Accounts Payable Rep (September 2006 - April 2007)
    • McKesson Pharmaceuticals, Carrolton, Texas USA
    • Conducted the preliminary audit of employee’s expense reports.
    • Three Way Matching and Data entry into SAP, JDE and Lawson.
    • Provided support functions for the department (research, mail distribution, phones, etc.) with an emphasis on customer service.
    • Timely processing of high volume supplier invoices.
    • Reconciled invoices exceptions and audited for corrections.
    • Interacted with suppliers to request outstanding invoices.
    • Reported outstanding issues to Management including root cause analysis.
    • Identified situations that need to be addressed by Manager.
    • Communicated effectively (written & oral) within the organization.
    • Performed duties in an environment with fluctuating volumes and had minimum supervision.
    • Performed other duties and responsibilities as assigned.
    • Weekly analysis of SOX audits reports and recording errors for accuracy.
    • Identified problems, trends and needs; researched and resolved basic processing issues and maintained quality assurance.

Skills

  • MS Office (2003, 2007 and 2010), Proficient, 6 Years
  • Microsoft Office, Excel, Access, Word, and Powerpoint, 6 years
  • Customer Service, 15+ years
  • Purchasing, 2 years
  • financial analysis,, bank Exterior Algeria, 3 years
  • Excel, 12 years
  • Microsoft Office, 12 years
  • Outlook Express, 2+ years
  • SAP, 2+ years
  • Microsoft Suite, Expert, 7 years
  • SAS, Expert, 3 years
  • PeopleSoft, Expert, 6 years
  • SAP, Expert, 3 years
  • Oracle, Expert, 3 years
  • Financial accounting, Banque exterieure d'algerie, 3 years
  • Excel, Intermediate, 4 years
  • Word, Intermediate, 6 years
  • SAS, Learning, 1 years
  • Self-motivated, leadership, problem solver, number cruncher, fast learner, dedicated, strong organizational & analytical skills, teaching years

Education

  • London South Bank University, 2009
    • London, England, United Kingdom
    • International Finance, MSc
    • Master of Business Administration
    • Master of Science in Accounting
  • Strayer University, 2014
    • Arlington, VA, US
    • Project Management, Masters of Business Administration
    • GPA 4.0

  • George Mason University, 2011
    • Fairfax, Virginia, US
    • Finance, Bachelor of Science Degree
    • GPA 3.51
  • University of Texas at Arlington, 2010
    • Arlington, Texas, USA
    • Business, Economics
    • Bachelors of Science in Economics

  • University of Texas at Arlington, 2013
    • Arlington, Texas, USA
    • Business, Finance
    • BBA in Finance
  • Metropolitan State University, 2003
    • St. Paul, Minnesota, United States
    • Applied Mathematics, Bachelor of Science
    • Bachelor's Degree in Mathematics
  • University of Minnesota, 1993
    • Minneapolis, MN, United States
    • Small Business Management & Entrepreneurship, Bachelor of Science in Business Management
    • Carlson School of Management
  • The George Washington University, 2010
    • Washington, DC, USA
    • Finance & Marketing, Bachelors of Business Administration
    • Coursework includes: Financial Statement Analysis, Money and Capital Market, Marketing Research, Microeconomic Theory, Financial and Managerial Accounting, Management Information Systems, and Statistics.
  • George Mason University, 2005
    • Fairfax, VA, USA
    • Applied Mathematics, Bachelors of Science
    • BS Applied Mathematics
  • Lenoir Community College, December 2005
    • Kinston, North Carolina, USA
    • English , Associates in Arts
    • AA in English

Accomplishments

  • Was promoted to the next level within the first 7 months of working and mentored new employees.
  • Accelerated the month-end closing process to the fourth calendar day of every month from a ten day close.
  • Provide timely and accurate financial reports for management review.
  • Assumed leadership position in fixed asset accounting by developing a quarterly location audit reducing loss of fixed assets.
  • Reduced duplication of processes at month end by developing a month end close with assignments of responsibility.
  • Successfully completed a migration from Quickbooks to Business One with documentation to support compliance with Sarbanes-Oxley requirements.
  • Developed cut-off testing for inventory and sales for appropriate recording along with a written memo with test results.
  • Rookie of the Year 2010
  • #13 in Sales Company wide 2011
  • Basic Accounting and Financial knowledge
  • Organized and detail-orientated
  • Strong people skills
  • Good analytical and problem solving skills
  • Obtained 2nd runner-up at Taylor's College "Website of Tomorrow" Competition (Website designing contest) in 2012.
  • Participated in Actuary Today's Actuarial Science Competition 2013.
  • HELP University College obtained champion for the group category.
  • National Honor Society member
  • Lead large group projects
  • Conducted peer interviews for prospective employees
  • Awarded with an Academic Scholarship at the University of Miami
  • Children of the American Revolution-President, Captain William Hilton Chapter (2008-2011)
  • Green Team Recycling Initiative Group - co-chair and co-founder
  • Advanced Placement exams Taken-AP Biology, AP English, AP Chemistry, AP History, AP Physics, AP Psychology
  • Employee of a restaurant voted into the top 50 in the nation for its customer service and cuisine (Michael Anthony's)
  • Invited to Eastern District Honors Band 6 years in a row
  • Invited to Region 5 Honors Band 3 years in a row
  • Invited to All State Auditions
  • Invited to USC 2013 Band Clinic
  • Accepted as a member of the American Physical Society
  • Selected to go to Western Kentucky University for Physics Seminar
  • Vice-President of the Math Club
  • Treasurer of the Student Diplomats
  • Appointed Senator at Francis Marion University
  • Captain of Marching, Concert, and Jazz Band
  • Captain of a Indoor Percussion group
  • President of Band Program

Awards

  • Achieved Certificate for Excellence in “Ankur” a contest held at ICFAI University as represented from Eastern Region.
  • Achieved Certificate of Excellence as a Winner in “Confluence” a inter college contest held at ICFAI University as represented from Eastern Region.
  • Achieved Scholarships 3 times for scoring more than 70% in the semester examination at ICFAI University.
  • Diamond Nine Scholar Athlete in High School
  • CollegeBoard Advanced Placement Scholar with Distinction (x2 yrs)
  • The 3rd Winner JOINTS Business Game (Stocks Trading Competition)
  • Financial Analyst
  • Highest Average in Chemistry
  • Highest Average in Physics
  • Decade of Excellence in Science Award
  • Gardner Webb Junior Scholar
  • Best Section in Band
  • Most Athletic in Band
  • Best Hair
  • Best Smile
  • Best Personality
  • Highlights
    • Human Relations: The use of interpersonal skills for resolving conflict, relating to and helping people.
    • Organization, Management, & Leadership: The ability to supervise, direct and guide individuals and groups in the completion of tasks and fulfillment of goals.
    • Work Survival: The day-to-day skills which assist in promoting effective production and work satisfaction.
    • Communication: The skillful expression, transmission and interpretation of knowledge and ideas.
    • Research & Planning: The search for specific knowledge and the ability to conceptualize future needs and solutions for meeting those needs.