Portfolio Accountant

Portfolio Accountant Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Portfolio Accountant 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.

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  • Financial Reporting
  • Accounting
  • Bank Reconciliation
  • Financial Statements
  • Account Reconciliation
  • Financial Analysis
  • Yardi Voyager
  • Financial Accounting
  • General Ledger
  • Accounts Payable
  • Finance
  • Journal Entries
  • Equities
  • Portfolio Management
  • Bloomberg
  • Accounts Receivable (AR)
  • Real Estate
  • Financial Modeling
  • Banking
  • Investments
  •   Show full list

Resume Skills: Financial Software

  • QuickBooks
  • Oracle Financials
  • Microsoft Dynamics GP
  • SAP
  • FreshBooks
  • Zoho Books
  • Bloomberg Terminal
  • Oracle Hyperion
  • IBM Cognos
  • Crystal Ball
  • SAS JMP
  • Microsoft Dynamics
  • Microsoft Excel
  • Quickbooks

Resume Skills: Data Analysis Tools

  • Excel
  • Tableau
  • Python (Pandas, Numpy)
  • SQL

Resume Skills: Financial Modelling

  • NPV/IRR Analysis
  • DCF Modeling
  • LBO Modelling
  • Comparable Company Analysis
  • Precedent Transaction Analysis

Resume Skills: Regulatory Knowledge

  • FASB Standards
  • IFRS
  • SEC Regulations
  • GAAP Accounting

Resume Skills: Accounting Principles

  • IFRS
  • US GAAP
  • Revenue Recognition
  • Accrual Accounting
  • GAAP
  • Budget forecasting
  • Balance Sheets

Resume Skills: Data Analysis

  • Advanced Excel (Pivot Tables, VLOOKUP)
  • Minitab
  • Python (Pandas)
  • R
  • SAS

Resume Skills: Languages

  • English
  • French

Resume Skills: Office Suite

  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Access
  • Google Sheets
  • Google Docs

Resume Skills: Programming Languages

  • SQL
  • Python
  • MATLAB

Resume Skills: Financial Modeling

  • DCF Analysis
  • Quantitative Risk Analysis
  • ROI Studies
  • EVA Analysis
  • Monte Carlo Simulation

Resume Skills: Investment Strategies

  • Portfolio Management
  • Risk Analysis
  • Valuation (DCF, Relative)
  • Equity Research

Resume Skills: Regulatory Compliance

  • SOX
  • Dodd-Frank
  • EU Financial Regulations
  • AML and KYC Procedures
  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 Portfolio Accountant 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 Portfolio Accountant 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
Portfolio Accountant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2020 - Present
Senior Portfolio Accountant
Negotiated and reconciled Accounts Payable resulting in 20% faster payment cycles.
Reduced client portfolio risk by 15% by implementing risk analysis methodology.
Reengineered financial reporting processes which reduced monthly closing period from 5 days to 3 days.
Implemented an internal control system that saved $50k in fraud loss within the first year.
Led team of 5 junior accountants to maintain the general ledger, ensuring accuracy of financial statements.
Resume Worded June 2016 - December 2019
Portfolio Accountant
Enhanced financial portfolio management, adding $1 Million in net invested assets.
Managed bank reconciliation for 100+ clients, improving accuracy by 99%.
Executed $10m+ in monthly journal entries, optimizing financial workflows.
Morgan Stanley July 2014 - May 2016
Junior Portfolio Accountant
Collaborated on an Equities trading platform, improving trade speed by 5%
Aided in the reconciliation of 1,000+ customer accounts receivable (AR), significantly increasing collections by 12%.
Conducted in-depth financial analysis to aid in the decision making for $2m in new investments.
EDUCATION
Resume Worded University June 2014
Master of Business Administration - Finance Concentration
Focus on Portfolio Management and Investment Strategies
Resume Worded Institute April 2012
Certified Financial Planner (CFP)
Coursework included Estate Planning and Tax Planning
SKILLS
Financial Analysis Software: Bloomberg Terminal, Oracle Hyperion, IBM Cognos, Crystal Ball, SAS JMP, QuickBooks
Office Suite: Microsoft Excel (Advanced), Microsoft Word, Microsoft PowerPoint, Microsoft Access, Google Sheets, Google Docs
Programming Languages: SQL (Intermediate), Python (Basic), MATLAB (Basic)
Financial Modeling: DCF Analysis, Quantitative Risk Analysis, ROI Studies, EVA Analysis, Monte Carlo Simulation
OTHER
Certifications: Chartered Investment Analyst (CIA) Certification, Six Sigma Green Belt
Professional Membership: Member of the CFA Institute, Member of the Financial Planning Association
Volunteer Experience: Financial Literacy Advocate at National Endowment for Financial Education
Projects: Developed new risk forecast models for investment portfolio leading to 15% reduction in investment risk
Your Name
Senior Portfolio Accountant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs February 2021 - Present
Lead Portfolio Accountant
Led a team of 10 to onboard a $20m portfolio and boost overall performance by 12%.
Managed the general ledger for $200m in assets, ensuring high accuracy in financial statements.
Deployed Bloomberg terminal for financial analysis, leading to increased investment returns of 5%
Championed Yardi Voyager implementation leading to improved financial reporting efficiency by 25%.
Built a robust financial modeling strategy, guiding investment decisions and adding $5m to portfolio value.
Coached.com August 2017 - January 2021
Senior Portfolio Accountant
Revitalized finance department's account reconciliation process, enhancing accuracy by 30%.
Optimized portfolio management by managing transactions of $50m+ in assets.
Implemented risk analysis strategies, decreasing portfolio volatility by 20%.
J.P. Morgan June 2015 - July 2017
Portfolio Accountant
Spearheaded improvements in journal entry system, increasing workflow efficiency by 15%
Managed reconciliation of over 1,000 bank transactions monthly.
EDUCATION
Resume Worded Academic Center February 2020
Chartered Financial Analyst (CFA) - Level II
Passed Level II on the first attempt
Resume Worded University May 2015
Master of Business Administration - Finance
Specialized in Investment Management and Financial Analysis
SKILLS
Financial Analysis Software: QuickBooks, Oracle Financials, Microsoft Dynamics GP, SAP, FreshBooks, Zoho Books
Data Analysis Tools: Excel (Advanced), Tableau, Python (Pandas, Numpy), SQL
Financial Modelling: NPV/IRR Analysis, DCF Modeling, LBO Modelling, Comparable Company Analysis, Precedent Transaction Analysis
Regulatory Knowledge: FASB Standards, IFRS, SEC Regulations, GAAP Accounting
OTHER
Certifications: Certified Public Accountant (CPA - Awarded May 2019), Series 7 - General Securities Representative Exam (Passed in 2016)
Leadership & Volunteering: Lead Volunteer, The Dollars Make Sense Financial Literacy Program, July 2017-Present
Continuing Education: Financial Statement Analysis Course - Resume Worded Institute - April 2020
Awards: Outstanding Achievement Award - Senior Portfolio Accountant 2018 - Coached.com
Your Name
Lead Portfolio Accountant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2019 - Present
Lead Portfolio Accountant
Oversaw the seamless merger of two $10M portfolios, boosting returns by 7%
Directed a team of 4 in managing and reconciling accounts payable for 200+ vendors.
Designed a real estate investment strategy that yielded a 35% IRR over two years.
Revamped financial reporting processes increasing efficiency by 20%.
Implemented a proactive approach to portfolio risk management, reducing potential losses by 20%.
Coached.com January 2015 - February 2019
Senior Portfolio Accountant
Controlled financial accounting for $5m in assets, improving financial statements accuracy by 10%.
Worked with a new collation tool to reconcile monthly journal entries, improving closing cycle times by 10%
Executed critical financial analysis, aiding in the portfolio's 8% annual growth.
Blackrock February 2013 - December 2014
Portfolio Accountant
Streamlined the account reconciliation process, improving accuracy by 25%.
Assisted in the management of a $1m portfolio, leading to a 5% increase in net invested assets.
EDUCATION
Resume Worded Institute June 2019
Chartered Financial Analyst (CFA) - Level III
Fully qualified Chartered Financial Analyst member.
Resume Worded University May 2015
Master of Business Administration - Finance
Specialization in Applied Corporate Finance.
Recipient: Resume Worded Business Student Award, Top 10% of class.
SKILLS
Financial Software: Bloomberg Terminal, Microsoft Dynamics, Oracle Financials, QuickBooks, SAP
Accounting Principles: IFRS, US GAAP, Revenue Recognition, Accrual Accounting
Data Analysis: Advanced Excel (Pivot Tables, VLOOKUP), Minitab, Python (Pandas), R, SAS
Languages: English (Native), French (Conversational)
OTHER
Certifications: Certified Management Accountant (CMA) - 2014
Leadership & Volunteering: Resume Worded Foundation: Financial Advisor and Volunteer (2016-Present)
Awards & Recognition: Navbar Best Portfolio Accountant - 2018, 2019
Continued Learning: Finance for Non-Finance Managers Course - Coursera - 2020

How do I add skills to a Portfolio Accountant resume?

1
Review the job posting closely.

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

2
Add industry skills like Bank Reconciliation and Yardi Voyager.

Add other common skills from your industry - such as Financial Statements, Account Reconciliation and Financial Reporting - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Banking, Finance and General Ledger - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Emphasize your communication skills.

Communication is often an important component of the role of a Portfolio Accountant, so when writing your resume, include examples of how you communicated with stakeholders, team members or customers, or produced content.

5
Emphasize your accounting skills.

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

6
Use the exact job title.

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

Word Cloud for Portfolio Accountant Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Portfolio Accountant 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 Portfolio Accountant Skills and Keywords to Include On Your Resume

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Portfolio Accountant 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 Accountant / Accounting Executive


Resume Example
Senior Accountant / Accounting Executive


Resume Example
Senior Portfolio Manager


Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on a Portfolio Accountant resume?

Some effective Portfolio Accountant skills you can add to your resume include:

  • Financial Reporting
  • Accounting
  • Bank Reconciliation
  • Financial Statements
  • Account Reconciliation
  • Financial Analysis
  • Yardi Voyager
  • Financial Accounting

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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