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.

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    Finance CV examples

    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.

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    Finance CV templates by experience

    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.

    Finance CV template with no experience

    Create my CVFinance 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 template for mid-career level

    Create my CVFinance CV 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 template for senior level

    Create my CVFinance CV Template 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.

    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:

    how to write finance cv

    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.

    Example of technical skills for a finance CV:

    • 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
    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

    • 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
    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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