Finance CV Example

A meticulously crafted, tailored finance CV gives your application the best chance of passing the ATS screening stage, impressing the hiring manager and progressing to the interview stage. Let’s take a closer look at the key parts of a CV and how to develop them for maximum impact.

Main finance CV sections

Your finance CV writing strategy may vary significantly according to numerous factors, such as your previous experience, your seniority and the requirements in the job description.

At the end of the day, though, a finance CV is just a way to tell the story of how you’ve grown in your career. Regardless of your experience level, you want that progression to feel seamless and easy to follow for recruiters. To help you get there, we’re going to walk through each part of the CV step-by-step, starting with the basics in your header and working our way through to your professional achievements.

CV Header

At the top of your finance CV, add a header that establishes the design language of the document. Include the necessary contact information: your full name, email address, phone number and location. It's not typically necessary to include your full address. Additionally, listing your LinkedIn profile in your CV header can be valuable. It serves to provide more detailed information about your career journey, your qualifications and your industry standing, in an easily accessible way.

For UK jobs, it's generally not a good idea to add a photo or any other personal details beyond your basic contact information. This means leaving off details such as your age, gender, ethnicity and nationality, as these can introduce bias to the selection process and complications related to the Equality Act 2010.

CV Summary or Objective

Below your CV header, the next section tends to be a CV summary or CV objective. This paragraph briefly explains a few of your key skills and qualities, so employers can easily understand whether you're likely to be a suitable candidate for the finance professional job. While the CV summary focuses on your key skills and achievements, a CV objective highlights your career ambitions, making it more suitable for junior candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

A good CV summary will highlight one or two key skills that match those listed in the job description, and show how you've put them to good use in your career to date. You'll want to set yourself apart from other candidates by focusing on unique qualities or particular areas of strength that have shaped your career to date. Here's an example of an effective finance CV summary, with evidence of your impact and neat, well-structured sentences:

The CV summary above contains various red flags and things to avoid. While the differences are subtle, they can make all the difference. For a summary to make less of an impact, it might include generic or vague information, lack evidence of your impact, or fail to highlight specific personal qualities that make you stand out from other candidates. It may also lack tailoring to the job description or include long, poorly structured sentences.

Work History

As with most CVs, your finance CV work experience section tends to be the most vital part of your application. Employers tend to look to this section for evidence of how you've developed useful and relevant skills, and used them to add value for previous employers. Always tailor this section of your CV, focusing on keywords and phrases that match the job description, so employers can assess how you might put the same skills and qualities to good use in the future.

This section should contain a list of your most relevant previous jobs in the last 10 or 15 years. Add the job title, the name of the employer, its location and your dates of employment. Include detail in bullet points, outlining the skills you used in the role and the impact they made.

To differentiate your work experience section from other candidates, include action verbs and quantifiable evidence that showcases the impact you made. Show your career progression through the skills you developed and used in each role. Here's an example of best practice in a finance CV work experience section:

Above is an example of what not to do with your finance CV. The work experience section could fail to make an impression if it's too generic, focuses on older or irrelevant roles or lacks tailoring to the job description. It's also important to avoid focusing too much on responsibilities that don't tell the reader anything of the value you added to the role.

Education

In your education section, list any formal qualifications you've gained, particularly those that are most recent or required for the role.

Finance professional roles typically require candidates to have a relevant university degree, and you'll want to showcase this in your CV to confirm your eligibility. Add your Bachelor of Science (Hons) in Finance or another related degree that makes you an eligible candidate for the position, in your CV. If you have any other degrees or qualifications that highlight SQL database management, compliance and regulatory reporting or your most relevant skills, you could also add these.

Your education section should contain only the qualifications that you consider most relevant to the role. List them in reverse-chronological order, starting with the most recent and working back from there. For each entry into your education section, add the qualification name and level, the institution or awarding body, its location and your dates of study or graduation. For extra emphasis on your education section, include bullet points showcasing projects you worked on, modules you studied, awards you won or societies you participated in, if they help you to prove you're a suitable candidate.

Specialist licences or certifications can also be a valuable addition to your CV's education section. If these are essential for the job and are referenced in the job description, it's a good idea to include them here rather than further down your CV. Include any expiration or renewal dates for certifications, if applicable.

Skills

The skills section of a finance CV provides space for showcasing the key skills and qualities that set you apart as a candidate. You'll want to only include the most relevant skills, so review the job description and list hard and soft skills that match the requirements, while reserving some space to mention your own unique characteristics. For a finance CV, it's valuable to highlight essential skills from your skill set, such as time management and financial modelling and forecasting, to grab the attention of hiring managers and show you're qualified for the finance professional position.

Hard Skills

Hard and technical skills are the essential skills required for carrying out the everyday duties of the role. They might include specialist operation of certain software or equipment, or knowledge of certain industry standards and regulations. You could gain these skills via training, certifications or industry experience. For finance professional jobs, essential hard skills from your career-to-date might include compliance and regulatory reporting, and financial modelling and forecasting. After checking the job description, include a list of four or five key hard skills in your CV to confirm that you have the necessary expertise for the role.

The best hard skills to include are typically listed as 'essential' or 'required' in the job description. Aim for a mix of the most desirable skills, together with those you have the highest proficiency in. For the best chance of success, you'll want your strongest skills to match closely with those most desired by the employer.

See below for examples of skills that are frequently included in the hard skills section of a finance CV:

Soft Skills

Soft skills are the personal strengths and qualities that show employers how well you'll fit into the role and complement other members of the team. Soft skills tend to be more transferable and applicable to different roles than hard and technical skills. The world of work is evolving at a rapid pace, changing the types of hard skills required for many roles, and therefore rendering soft and transferable skills more valuable than ever. Soft skills are also extremely valuable for junior and entry-level roles, where candidates aren't necessarily expected to have a wealth of relevant work experience.

Just like the hard skills section, begin by reviewing the job description to learn the most desirable soft skills to include in your finance CV. Only add soft skills that you can provide evidence for throughout your CV. Aim to add up to five soft and transferable skills, including a mix of the most essential skills from the job description, together with some skills that make you stand out as a unique and compelling candidate.

Below is a selection of soft skills regularly featured in a finance CV.

Languages

Adding foreign language skills to your finance CV can be a valuable addition that reflects well on you as a candidate. Even if language skills aren't listed as a requirement in the job description, if you speak a foreign language, it can be beneficial to add it to your CV. In this section, include any foreign languages you speak to a standard that could be useful in the world of work, with an indication of your proficiency level.

There are several methods of confirming your foreign language skills on your CV. The simplest way is by assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. If you've been proactive in pursuing professional development opportunities throughout your career, it's worth showcasing them. Not only do they make you more qualified, they also show a proactive and motivated mindset. Furthermore, a certifications section is particularly valuable if you're applying for a role that sets out required certifications or licences in the job description. These might include technical roles that require the use of specialist software or equipment.

Take a look at this list of example certifications and licences for finance professional candidates:

Additional Sections

Including optional sections in addition to the core sections of your finance CV can help you to show employers you're a strong candidate for the job. If you're struggling to show all the necessary skills for the job through your work experience or other core sections, optional sections can give your CV the boost it needs to progress you to the interview stage. This could be particularly helpful for entry-level candidates or career changers.

You’ll find more in-depth guidance on structuring your CV in our career resources, designed to help you present your skills as effectively as possible.

Hobbies and Interests

If you have any hobbies and interests that can showcase skills relevant to the job description, it might be worth including them. Additionally, this section gives you the chance to show employers different facets of your personality and interests beyond work, which can help them to differentiate you from other applicants. However, a hobbies and interests section will only make an impact with the reader if the skills you showcase are relevant to the role. As such, only include this section if it helps you fulfil requirements of the role that you've been unable to show elsewhere.

Awards and Achievements

Creating a section for your achievements and awards can help you draw attention to the things you're most proud of in your career to date. If you've won any awards or achieved any key milestones in your career to date, you might want to mention them here.

Volunteering

Another valuable optional section for your CV is volunteering. This section can offer a great alternative showcase for your skills and experience, if you don't have much relevant work experience. Consider adding this section if you have any relevant unpaid experience, either as a junior candidate or a career changer. For this section, use a similar structure to your work experience section.

List your job title or a description of the role, the organisation name, its location and the dates you occupied the role. Use bullet points to show employers how you put your skills to use, and any positive achievements from your time in the role.

Top action words to use in a finance CV

Using strong action verbs in your work experience bullet points gives you the opportunity to show how you've applied skills to good effect in previous roles. Starting each bullet point with an action verb, such as 'delivered', 'collaborated' or 'developed' also allows you to show your key skills and qualities in a way that's easily identifiable for the reader. Remember to always back up the action verbs you use with quantifiable evidence that shows the impact you made. You can use past tense for any action verbs describing previous jobs, with present tense for action verbs to describe your current role and responsibilities.

Finance CV example

Now that you know exactly what to include in your finance CV, we can take a look at a final, finished example below:

To get an idea of how your completed, one-page CV will look once its been fully designed, see our selection of CV examples.

Guide to making your CV ATS compatible

Applicant tracking systems (ATS) are a valuable tool for many recruiters and employers, helping them manage the recruitment process by scanning and assessing CVs based on their likely fit to the job description. This task can relieve some of the strain on hiring managers through the recruitment process, which can become very resource-intensive, with roles often eliciting hundreds of applications.

The growing prevalence of ATS means candidates need to write and format their CV in a way that's compatible with the software, giving it the best chance of being accurately scanned and parsed, and ranking highly against other candidates. Here are some tips on how to optimise your CV for ATS screening:

• Include keywords and phrases that match the job description, giving you the best chance of appearing as a strong fit for the role.
• Use standard CV headings that make your CV easier to navigate, such as 'work experience', 'education' and 'skills'.
• Choose a standard CV layout that avoids the use of any special design elements that might make your CV less compatible with ATS scanning software.
• Select a font that increases the readability of your CV, such as popular serif and sans serif fonts, between the sizes of 10 and 12 for main text and 14 and 16 for headings.
• Use bullet points in place of full sentences and paragraphs. This can reduce the overall length of the document, make the keywords stand out and make it easier for ATS apps to scan.

You might feel there are a lot of things to remember when writing an ATS-compatible CV, but with just a few small tweaks, you can ensure yours passes this stage. Use one of our expert-designed, ATS-compatible CV templates to avoid the stress of adapting your CV for ATS screening.

Key takeaways for your finance CV

To stand out from the crowd with your CV, tailor your approach to each individual application, incorporating keywords and phrases that match the job description. Select a suitable CV format for your experience level, and show the reader how you've used skills relevant to the role, to create a positive impact in your career to date.

Finally, building your CV using Jobseeker's HR-approved CV templates can help to catch the eye of recruiters and hiring managers, making your application stand out and giving you the best chance of gaining your dream job.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, Recruitment Statistics