Financial Professional

Financial Professional Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Professional job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Finance
  • Accounting
  • Financial Accounting
  • Financial Reporting
  • Microsoft Access
  • Financial Analysis
  • Accounts Payable
  •  Find out what your resume's missing
  • Accounts Receivable (AR)
  • Tax
  • Management
  • Customer Service
  • MYOB
  • Petty Cash
  • Account Reconciliation
  • Office Administration
  • Social Media
  • Cash Flow
  • Banking
  • Risk Management
  • Internal Controls
  • Financial Risk
  • Retail Banking
  • Change Management
  • SAP Products
  • Management Consulting
  • Credit Risk
  • Commercial Banking
  • Interim Management
  • Coaching
  • Financial Planning

  •   Show full list

Resume Skills: Financial Analysis

  • Budgeting
  • Cost Management
  • Risk Assessment
  • Pricing Strategy
  • Financial Modelling
  • Revenue Growth
  • Portfolio Management
  • Financial Modeling
  • Risk Management
  • Investment Strategies
  • Quantitative Analysis
  •  Match your resume to these skills

Resume Skills: Software proficiency

Resume Skills: Regulatory Understanding

Resume Skills: Technical

  • Bloomberg
  • Microsoft Excel (Macros, Pivot Tables)
  • Financial Reporting Software
  • SQL
  • Microsoft Excel (Advanced, including pivot tables and VBA)
  • SAP
  • Oracle Financial
  • QuickBooks
  • Bloomberg Terminal
  •  Match your resume to these skills

Resume Skills: Certifications

Resume Skills: Languages

Resume Skills: Finance

Resume Skills: Legal Compliance

Resume Skills: Data Analysis

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Financial Professional Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Financial Professional Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Investment Banker
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded October 2017 - Present
Senior Investment Banker
Directed 10+ banking projects, increasing project portfolio ROI by 18% through intelligent risk management.
Leveraged financial analysis skills to advise clients on mergers and acquisitions, leading to 22% annual profit increase.
Enhanced the financial accounting and reporting system, resulting in increased efficiency by 20%.
Managed relationships with 100+ high-profile clients bolstering customer service reputation.
Improved company's financial risk assessment strategies, leading to a reduction in potential losses by 25%.
J.P. Morgan August 2016 - September 2017
Investment Analyst
Boosted portfolio returns by 15% through advanced financial analysis and forecasting.
Managed accounts receivable and payable systems reducing discrepancies by 20%.
Conducted regular account reconciliation thereby promoting financial accuracy and compliance. June 2015 - July 2016
Junior Investment Analyst
Managed petty cash transactions with 100% accuracy.
Assisted in the preparation of financial reports in line with internal controls.
Handeled customer inquiries fulfilling client expectations and enhancing customer service.
Resume Worded University May 2017
Master of Business Administration - Finance
Specializations: Investment Banking, Mergers & Acquisitions
Resume Worded Academic Center May 2015
Bachelor of Commerce - Finance
Awards: Dean's List 2014 (Top 10%), Resume Worded Academic Excellence Scholarship
Clubs: Member, Finance Students Association; Junior Analyst, Student Investment Fund
Financial Analysis: Portfolio Management, Financial Modeling, Risk Management, Investment Strategies, Quantitative Analysis
Technical Skills: Bloomberg, Microsoft Excel (Macros, Pivot Tables), Financial Reporting Software, MATLAB, SQL
Certifications: Chartered Financial Analyst (CFA) - Passed Level II, Certified Financial Planner (CFP)
Languages: English (Native)
Leadership & Volunteering: Treasurer, Local Rotary Club 2018-Present; Financial Advisor, Local Non-profit Organization
Professional Development: Attended 'Investment Strategies for Changing Markets' seminar, Bloomberg 'Financial Markets Conference'
Projects: Financial Analysis of leading Tech Companies for personal blog, Analysis of IPO trends for online finance forum
Awards: J.P. Morgan 'Top Performing Analyst' (2017), Resume Worded 'Best New Hire' (2017)
Your Name
Finance Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE May 2019 - Present
Finance Manager
Overhauled accounting practices, enhancing accounts payable and receivable efficiency by 30%.
Developed new financial analysis models resulting in 15% increase in company profits.
Directed a team of 5 accountants, driving financial process improvements and boosting team efficiency by 20%.
Managed budget planning process, saving company $1M+ annually through strategic financial planning.
Led financial reporting initiatives, leveraging Microsoft Access to enhance report generation speed and accuracy.
Resume Worded January 2018 - April 2019
Assistant Finance Manager
Approved petty cash transactions ensuring operational efficiency.
Achieved 10% reduction in financial discrepancies through rigorous account reconciliation.
Implemented customer-centric strategies in the finance department enhancing customer service ratings by 15%.
Bank of America July 2015 - December 2017
Finance Associate
Conducted thorough financial analysis facilitating investment decisions.
Collaborated with the accounting team to augment financial accounting processes.
Managed office administration tasks maintaining seamless financial operations.
Resume Worded Institute June 2016
Master of Business Administration - Finance
Concentration in Corporate Finance, Strategy, and Operations Management
Resume Worded University June 2013
Bachelor of Science in Business Administration
Majored in Finance, Minor in Economics
Graduated with Honors, Membership in Beta Gamma Sigma Business Honor Society
Finance: Financial Analysis, Financial Modeling, Financial Risk Management, Cost Accounting, Auditing, Forecasting
Technical Skills: Microsoft Excel (Advanced, including pivot tables and VBA), SAP, Oracle Financial, QuickBooks, Bloomberg Terminal
Legal Compliance: GAAP, IFRS, Sarbanes-Oxley Act (SOX), SEC filings, Internal Controls
Data Analysis: SQL, Python, R, SAS, Tableau, Power BI
Certifications: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) - Level II
Professional Development: Financial Management and Strategy Course - Resume Worded Institute (2018), Project Management Professional (PMP) - PMI (2019)
Leadeship & Volunteering: Treasurer - Local Finance Professionals Association, Volunteer Financial Advisor - NonProfit Inc.
Awards: Finance Manager of the Year - (2020), Rising Star in Finance - Resume Worded (2019)

How do I add skills to a Financial Professional resume?

Review the job posting closely.

Go through the Financial Professional posting you're applying to, and identify hard skills the company is looking for. For example, skills like Finance, Accounts Payable and Accounting are possible skills. These are skills you should try to include on your resume.

Add industry skills like Microsoft Access and Financial Reporting.

Add other common skills from your industry - such as Financial Analysis, Financial Accounting and Accounts Receivable (AR) - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Account Reconciliation, Internal Controls and Retail Banking - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Professional resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Professional roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Professional, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Professional Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Professional job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Professional Skills and Keywords to Include On Your Resume

Financial Professional Soft Skills

Here are common soft skills that appear on Financial Professional job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

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Financial Professional Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you add to a Financial Professional resume?

On top Financial Professional resumes, skills like Finance, Accounting, Financial Accounting, Financial Reporting, Microsoft Access, Financial Analysis, Accounts Payable and Accounts Receivable (AR) appear most often.

Depending on the exact role you're applying to, skills like Retail Banking, Account Reconciliation, Internal Controls, Financial Risk and Office Administration can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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