Writing a Resume for Banking and Finance Jobs [7 Examples]

If you are just stepping into finance, accounting, and investment sectors, this post will guide you on creating a resume that stands out.

Photo by Sharon McCutcheon / Unsplash

Finance and Banking are two areas that will never go out of jobs. Being dynamic and fast-paced, they need employees that match the pace and evolve.

If you are one of those employees, you need a resume that rightly demonstrates so. And even if you are just stepping into finance, accounting, and investment sectors, this post will guide you on creating a resume that stands out.    

In this post you will learn about:

Watch a summary of the blog here
  • Financial Planner
  • Financial Analyst
  • Investor Relations Associate
  • Budget Analyst
  • Branch Banking Manager
  • Branch Operations Manager
  • Chartered Accountant
  • Company Secretary
  • Mergers and Acquisitions (M&A) Specialist
  • Underwriter
  • Risk Manager
  • Portfolio Manager
  • Banking Relationship Manager
  • Investment Analyst
  • Actuary
  • Accountant
  • Credit Analyst
  • Economist

Why do you need an optimized Finance Resume?

You need a resume for every job you apply for, be it finance or sales. But finance jobs require a very clearly defined skill set, and a resume does that for you.

Here are a few more reasons to tailor your resumes right now if you are still not convinced:

  • To show your potential employer that you have both the skills and experience to manage the company’s finances
  • There is a pool of finance jobs and an even larger pool of applicants. And you need to stand out.
  • Banking and finance are umbrella terms and you want to hit the right job with the right keywords
  • Most skills required for finance and accounting are specific, and you need to bring these to the fore


3 Tips to Make Your Finance Resume Stand Out

With thousands of profiles under the BFSI umbrella, being specific is the key. Read on to know how you can customize different sections of your finance resume

  • Resume headline: Make your resume headline stand out and be specific. Finance, investment, and accounting offer diverse yet specific roles. Mention the exact role you are aspiring for.

Jose Andrew

Finance Manager

  • Qualification or certification: Many jobs in finance and accounting require specific qualifications or certifications. Mention that right at the yop with your name.

Jose Andrew, CFA

  • Summary: Include at least the top three keywords related to your new role in the summary. Make sure you do not include anything here that hints to similar role.

Skills Required for Banking and Finance jobs

  • Financial Statements Analysis
  • Tax Returns and Filings
  • GST Accounting
  • Internal and External Audits
  • Mergers and Acquisitions
  • Cost Accounting
  • Regulatory Compliance
  • GAAP
  • General Ledger
  • Data Validation Techniques
  • Risk Management
  • Financial Statement Preparation
  • P&L Management
  • Financial Planning
  • Financial Modelling
  • Financial Advisory and Consultation
  • Cross-department Coordination
  • Resource and Cost Optimization
  • Statistical Analysis
  • Financial Software Applications
  • Corporate Finance Knowledge
  • Finance and Auditing
  • Management Accounting
  • Business Law
  • Team Coordination
  • Audits and Accounting
  • Account Analysis
  • Regulatory Filings
  • KYC Analyst
  • Anti Money Laundering (AML) Analyst
  • Lending Regulations
  • High-Risk Account Reviews
  • Data Collection and Analysis
  • Risk Assessment Procedures
  • Customer Handling
  • Administration Support
  • Documentation Review
  • Customer Due Diligence
  • Research Skills


  • Customer Service
  • Team Leadership
  • Debt and Credit Management
  • Problem-solving skills
  • Time Management skills
  • Investment Management
  • Cash Handling
  • Budget Administration
  • Cost Reduction
  • Cash Flow Optimization
  • Financial Planning & Management
  • Financial Reporting
  • Team Leadership
  • Resource and Cost Optimization
  • Branch Operations
  • KYC Operations
  • Financial Reporting
  • Process Improvements
  • Compliance Management

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