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3 professional resume examples for finance roles. See how to structure your resume and what content to include.
Investment Banking Analyst at Goldman Sachs with experience in M&A advisory and capital markets across technology, media, and healthcare sectors. Executed $8B+ in total transaction value including buy-side and sell-side mandates. Expert in financial modeling (DCF, LBO, merger analysis), pitchbook preparation, and deal execution.
Columbia Investment Banking Club — President (2023-2024) Columbia Economics Review — Senior Editor Volunteer Financial Literacy Instructor — Harlem Children's Zone (2021-2024)
Investment Banking Analyst at Goldman Sachs with experience in M&A advisory and capital markets across technology, media, and healthcare sectors. Executed $8B+ in total transaction value including buy-side and sell-side mandates. Expert in financial modeling (DCF, LBO, merger analysis), pitchbook preparation, and deal execution.
Columbia Investment Banking Club — President (2023-2024) Columbia Economics Review — Senior Editor Volunteer Financial Literacy Instructor — Harlem Children's Zone (2021-2024)
An IB analyst resume showcasing deal experience and valuation skills.
Senior Financial Analyst with 5 years of FP&A and advisory experience supporting $500M+ revenue organizations. Expert in integrated financial modeling, variance analysis, and strategic planning. Built forecasting frameworks that improved quarterly budget accuracy by 15%. Strong communicator who regularly presents financial insights to C-suite executives and board members.
JPMorgan Chase
Deloitte
Morgan Stanley
University of Pennsylvania (Wharton)
GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.
CFA Institute
Passed CFA Level I (2022). Level II candidate (June 2026).
Financial Modeling (3-statement) • Excel / VBA • Power BI • SAP • Bloomberg Terminal • Variance Analysis • Rolling Forecasts • SQL • Tableau • Budget Management • M&A Due Diligence • Presentation Design
CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep
Senior Financial Analyst with 5 years of FP&A and advisory experience supporting $500M+ revenue organizations. Expert in integrated financial modeling, variance analysis, and strategic planning. Built forecasting frameworks that improved quarterly budget accuracy by 15%. Strong communicator who regularly presents financial insights to C-suite executives and board members.
JPMorgan Chase
Deloitte
Morgan Stanley
University of Pennsylvania (Wharton)
GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.
CFA Institute
Passed CFA Level I (2022). Level II candidate (June 2026).
Financial Modeling (3-statement) • Excel / VBA • Power BI • SAP • Bloomberg Terminal • Variance Analysis • Rolling Forecasts • SQL • Tableau • Budget Management • M&A Due Diligence • Presentation Design
CFA Level I Passed (2022) Financial Modeling & Valuation Analyst (FMVA) — CFI Advanced Excel for Finance — Wall Street Prep
CPA-licensed Senior Accountant with 5 years of experience in financial reporting, tax compliance, and audit management for mid-market and Fortune 500 companies. Expert in GAAP, SOX compliance, and ERP systems. Reduced month-end close cycle by 3 days through process automation. Detail-oriented professional with strong analytical and communication skills.
KPMG
Grant Thornton
Deloitte
University of Illinois at Urbana-Champaign
Completed 150 credit-hour CPA requirement. Beta Alpha Psi Honor Society.
University of Illinois at Urbana-Champaign
GPA: 3.7. Dean's List. Accounting Club treasurer.
GAAP • SOX Compliance • Financial Reporting • Tax Provision (ASC 740) • SAP • Oracle • Excel (Advanced/VBA) • ACL/IDEA Analytics • Audit Planning • Internal Controls • CPA Licensed • Team Leadership
Certified Public Accountant (CPA) — Illinois (Active) SAP FICO Certification Advanced Excel & VBA — Wall Street Prep
CPA-licensed Senior Accountant with 5 years of experience in financial reporting, tax compliance, and audit management for mid-market and Fortune 500 companies. Expert in GAAP, SOX compliance, and ERP systems. Reduced month-end close cycle by 3 days through process automation. Detail-oriented professional with strong analytical and communication skills.
KPMG
Grant Thornton
Deloitte
University of Illinois at Urbana-Champaign
Completed 150 credit-hour CPA requirement. Beta Alpha Psi Honor Society.
University of Illinois at Urbana-Champaign
GPA: 3.7. Dean's List. Accounting Club treasurer.
GAAP • SOX Compliance • Financial Reporting • Tax Provision (ASC 740) • SAP • Oracle • Excel (Advanced/VBA) • ACL/IDEA Analytics • Audit Planning • Internal Controls • CPA Licensed • Team Leadership
Certified Public Accountant (CPA) — Illinois (Active) SAP FICO Certification Advanced Excel & VBA — Wall Street Prep
A financial analyst resume demonstrating financial modeling and FP&A expertise.
A polished accountant resume showcasing financial reporting expertise, audit experience, and CPA credentials. Suitable for accountants at public firms or corporate finance teams.
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