Finance CV Examples & Templates

The objective of a finance CV is to showcase your professional skills and qualifications to potential employers in the financial industry. 

Your CV should highlight relevant work experience, educational credentials and certifications in a clear and concise manner, demonstrating that you have the expertise to excel in finance roles.   

Highlight any specialized knowledge or skills that set you apart from other applicants in the competitive finance job market. 

In addition to browsing the CV examples for finance on this page, we recommend exploring our library of CV examples for further guidance.

A CV for finance should typically be no more than two pages long. While it’s essential to include relevant information, it’s equally important to keep the document concise and focused. 

If you have extensive experience directly related to the role you are applying for, a three-page CV is acceptable. 

Hiring managers often have many CVs to review, so they appreciate candidates who can communicate their qualifications succinctly. 

Aim to highlight your most relevant experiences and accomplishments that align with the finance roles you’re applying for. 

Writing a compelling finance CV requires clearly and strategically presenting your qualifications and experiences to stand out in a competitive job market. 

Here are a few tips on how to make a CV for finance roles: 

• Tailor your CV: Customize your CV for each finance job you apply for. Highlight the skills and qualifications that are most relevant to the specific role and company.
• Include a professional summary: Start with an attention-grabbing professional summary that highlights your finance expertise and key achievements in past roles.
• Add relevant certifications: If you have any finance-related certifications or licenses (such as CFA, CPA or Series 7), be sure to include them in your CV.
• Feature key skills: Include hard skills and soft skills relevant to finance, such as financial modeling, data analysis, proficiency in financial software (e.g., Excel, Bloomberg Terminal), communication skills and attention to detail.
• Quantify achievements: Whenever possible, quantify your achievements with numbers, percentages or dollar amounts. 

Explore our ChatGPT CV guide for tips on using AI to make a CV that stands out to hiring managers.

To tailor your CV to the job, start by carefully reading and analyzing the job description to identify the skills, experiences and keywords the employer is seeking. 

Pay attention to specific finance-related tasks, such as financial analysis, investment management, risk assessment or budgeting.

Use concrete examples and metrics to demonstrate your expertise in areas such as financial modeling, valuation, forecasting and financial reporting. 

We also recommend checking our personalized resume guide, which has tips and examples for tailoring your CV. 

Writing a finance CV with no prior experience requires focusing on transferable skills, relevant coursework, extracurricular activities and internships or volunteer experiences.

Here are a few tips to help you get started: 

• Highlight your educational background, emphasizing courses related to finance, accounting, economics, mathematics or business.
• Showcase any extracurricular activities such as participation in finance or investment clubs or organizing finance-related events.
• If you have any internships or volunteer experiences, include them on your CV. Focus on the transferable skills you gained such as analytical thinking or attention to detail. 
• Feature relevant projects or achievements such as academic research projects, case competitions or personal finance initiatives you’ve undertaken.

See our guide on how to write a resume without experience for expert tips that can be applied to crafting a finance CV in the early stages of your career. 

A finance CV should be professional and polished, with a clear layout that effectively communicates your qualifications and experiences. 

Use a standard resume font (e.g., Arial, Calibri) and adhere to a consistent formatting style throughout the document. Remember to use bullet points to break up text and make it more straightforward and digestible. 

We recommend using one of our professional CV templates to eliminate the guesswork involved in formatting your CV template for finance jobs. 

If you are deciding between a CV and a resume, you can browse our CV versus resume guide for specific details on how these two documents differ in terms of formatting and content.