Finance CV: Examples, Templates, and Samples for 2025
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.
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. Our step-by-step guide will help you create a compelling application that highlights your expertise and sets you apart from the competition.
With these professionally designed CV examples 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.
By studying finance CV templates categorised by experience level, whether entry-level, mid-career, or senior-level roles, you can learn how to structure your own CV. These templates can help you understand the type of information to include, along with how to structure your CV for finance-related roles.
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.
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.
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.
Take a look at our extensive library of CV templates to find inspiration for your own job application.
How to write a winning finance CV
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:
STEP 1
Write a personal statement for your finance CV
A personal statement or professional summary is a short paragraph 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 two and four 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.
OR
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.
STEP 2
Describe your finance-related experience
Finance is a highly technical field, which means that 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 – Current
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.
OR
Example 2:
Investment Banking Analyst HSBC Bank, London, UK | August 2023 – Current
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.
STEP 3
List your 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.
Business Intelligence Tools (e.g., Power BI, Tableau)
Monte Carlo Simulations
Options Pricing Models
Financial Statement Modelling
Time Series Analysis
Fundamental Analysis
Technical Analysis
STEP 4
Mention your qualifications
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 1:
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
OR
Example 2:
EDUCATION
Master of Business Administration (MBA) Manchester Business School, Manchester, 2018
Chartered Accountant (ACA) Institute of Chartered Accountants in England and Wales (ICAEW), 2016
Certified Management Accountant (CMA) Institute of Management Accountants (IMA), 2019
STEP 5
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.
Example:
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.
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