Finance Resume Samples

Finance Internship Resume

PRIYA PATEL

Ann Arbor, MI
555.555.5555
ppatel@university.edu

SUMMARY

Results-driven undergraduate with extensive knowledge of accounting principles, financial forecasting, and internal controls. Expertise in ensuring quality of financial reporting and conducting research to address and resolve management and client queries.

EDUCATION

Dilbert University | Chicago, IL (expected graduation May 2021)
Bachelor of Science, Economics/Minor in Philosophy

EXPERIENCE

Audit Intern, Billings Financial
Ann Arbor, MI (Aug 2019–Present)

• Identified security failure in network firewall due to software design; collaborated with IT and implemented programming patches to resolve issue prior to outside access to client data.
• Develop IT protocols for continued analysis of company network systems to locate and rectify security concerns.
• Review company finances and client accounts to identify and rectify accounting discrepancies.
• Provide monthly reports to management on accounting procedures, errors, and suggestions for remedying operational deficiencies.

Associate Bookkeeper, Ace Flooring Warehouse
Portland, ME (June 2018–Aug 2019)

• Assisted company accountant with payroll, accounts payable/receivable, and bank statement reconciliations.
• Administered accounts for area housing contractors, conducting quarterly audits that resulted in an 11% reduction in delinquent accounts the following year.

Sales Associate, National Appliance Inc.
Portland, ME (Summers, 2015–2017)

• Recognized for becoming top five sales associate in second month in role, exceeding $13,000 in sales during first month of employment.
• Created Excel database for data management, aiding in the identification of sales patterns over previous three years for all major appliances sold in order to assist in designing and implementing future sales and marketing initiatives.

RELEVANT COURSEWORK

• Microeconomics, Macroeconomics, Statistics and Data Analysis, International Trade, and Public Finance.
• Certified Microsoft Office Specialist Expert, 2018

Financial Analyst Resume

Jane Smith

123 Home Street | Lancaster, NY 14086
555.555.5555 | jane.smith@email.com

OBJECTIVE
Entry-level financial analyst seeking to maximize revenue for Brickman, Inc. by leveraging data analysis and research skills. Track record of success in previous roles; saved Billings $200k by identifying deficiencies and named top five sales associate at National Appliance.

EDUCATION
Hilbert University | Depew, NY (December 2017)
Bachelor of Science, Economics/Minor in Finance

SUMMARY OF QUALIFICATIONS

• Efficient worker with advanced knowledge of accounting principles and internal controls.
• Ability to generate daily, monthly, and quarterly reports of client accounts and company revenue.
• Expertise in conducting comprehensive research to address and resolve management and client queries.
• Trained in financial accounting, managerial accounting, financial modeling, credit analysis, statistics, investments, taxation, and auditing.

EXPERIENCE

Billings Financial | Corfu, NY (May 2018–Present)
Junior Auditor

• Identified security failure in network firewall due to software design; collaborated with IT and implemented programming patches to resolve issue prior to outside access to client data.
• Developed IT protocols for continued analysis of company network systems to locate and rectify security concerns.
• Review company finances and client accounts to identify and rectify accounting discrepancies.
• Provide monthly reports to management on accounting procedures, errors, and suggestions for remedying operational deficiencies, saving company $210,000 annually.

National Appliance Inc. | Springville, NY (September 2017–May 2018)
Sales Associate

• Named among top five sales associates within two months of hire, exceeding $33,000 in sales during first six weeks of employment.
• Created Excel database for data management, aiding in identification of sales patterns over previous three years (2013–2015) for all major appliances sold in order to assist in designing and implementing future sales and marketing initiatives.

ADDITIONAL INFORMATION

• MS Access and Excel, QuickBooks, Bloomberg Terminal
• Member, American Finance Association
• Hilbert University Student Association, Vice President, May 2015–May 2017

Financial Controller Resume

FRANK SULLIVAN

100 Broad Street | Lancaster, NY 14086
555.555.5555 | frank.sullivan@email.com

EDUCATION
Lancaster State College | Lancaster, NY (May 2016)
Bachelor of Science, Accounting

SUMMARY OF QUALIFICATIONS

• Adept at account auditing, with experience in Microsoft Dynamics AX.
• Expertise in successfully ensuring quality control in financial transactions and financial reporting.
• Ability to execute asset management processes and strengthen internal controls and accounting protocols to ensure accuracy in accounts management.
• Proficiency leading the preparation of budgets and financial forecasts; experience in administering company ledgers and financial statements for monthly reviews.
• Training and supplemental coursework in Accounting Principles, Business Law, Financial Accounting, Forensic Accounting, and Management Accounting.

EXPERIENCE
Bellwood Financial Group | West Seneca, NY (May 2016–Present)
Accountant/Compliance Officer

• Assisted senior partners in implementing Microsoft Dynamics AX software.
• Served as primary trainer for staff in use of MS Dynamics AX and as liaison with MS programming contractors during initial setup of the AX ERP platform.
• Designed and implemented internal auditing procedures that reduced response time to external audit inquiries by 15%.
• Promoted to compliance officer (2017), responsible for ensuring adherence to IFRS protocols.

Ace Flooring Warehouse | Williamsville, NY (February 2014–May 2016)
Associate Bookkeeper

• Administered accounts for area housing contractors, conducting quarterly audits that resulted in an 11% reduction in delinquent accounts each year after 2013.
• Assisted company accountant with payroll, accounts payable/receivable, and bank statement reconciliations.

Jones Electronics | Buffalo, NY (September 2013–May 2015)
Sales Associate

• Provided point of sale and customer service support for family-owned small engine repair shop; processed sales and scheduled home repairs.

COMPUTER PROFICIENCIES
MS Dynamics AX, Excel, PowerPoint, and Word; QuickBooks; Xero

Treasury Analyst Resume

FRANCIS FERRY
100 Home Street | Buffalo, NY 14222
555.555.5555 | frank.sullivan@email.com

RESUME SUMMARY
Detail-oriented and highly accurate treasury analyst with expertise in leading the collaboration between A/R & A/P teams to generate accurate 15-week rolling cash forecasts for managers and corporate leadership.

EDUCATION
Lancaster State College | Lancaster, NY (May 2017)
Bachelor of Science, Accounting
Lewiston Community College | Lewiston, NY (May 2015)
Associate, Bookkeeping

EXPERIENCE

Accountant/Compliance Officer, Bellwood Financial Group
West Seneca, NY (May 2017–Present)

• Ensured sufficient liquidity of international subsidiaries through monitoring of cash balances.
• Assisted senior partners in the implementation of Microsoft Dynamics AX software.
• Designed and implemented internal auditing procedures that reduced response time to external audit inquiries.
• Promoted to compliance officer (August), responsible for ensuring adherence to IFRS protocols by corporation’s international offices.

Associate Bookkeeper, Ace Flooring Warehouse
Williamsville, NY (February 2015–May 2017)

• Administered accounts for area housing contractors, conducting quarterly audits that resulted in an 11% reduction in delinquent accounts each year after 2015.
• Aided in the expanded use of host-to-host transfers and led testing of systems to ensure accuracy of transactions between banks and the company’s accounting system.

Sales Associate, Jones Electronics
Buffalo, NY (September 2012–May 2014)

• Provided point of sale and customer service support for family-owned small engine repair shop; processed sales and scheduled home repairs.

TECHNICAL SKILLS

MS Dynamics AX, Excel, PowerPoint, and Word; QuickBooks; Xero

Investment Banker Resume

Nahla Davis

100 Home Street | Kansas City, KC
555.555.5555 | nahladavis@email.com

EDUCATION

Erie University | Lackawanna, NY (May 2017)
Bachelor of Science, Economics/Minor in Business Management

• Magna cum laude, GPA: 3.8/4.0
• Treasurer, Gamma Phi Beta (Sept 2015–May 2017)
• Shanghai University: Study abroad in Shanghai, China (Sept–Dec 2016)

SUMMARY OF QUALIFICATIONS

• Advanced knowledge of and experience in valuation, financial modeling & analysis, and corporate financing operations.
• Proficiency in accounting, finance transactions, and conducting M&A analyses.
• Training completed in financial accounting, managerial accounting, financial modeling, credit analysis, statistics, investments, taxation, and auditing.

EXPERIENCE

William Hardy Investments | Kansas City, KC (Aug 2017–Present)
Investment Banking Assistant

• Forecast housing market upturn, leading to 33% increase in value for respective clients’ portfolios.
• Prepare client records for audit processing and aid in the analysis of clients’ finances to track and report expenses.
• Assist senior management in investment operations and transactions from origination to close.
• Provide advanced financial modeling support, aiding management and fellow associates in advising financial effects on investors’ portfolios.

Downtown Credit Union | Springville, NY (September 2014–May 2015)
Teller

• Accurately processed financial service transactions for members, including loan payments, check cashing, cash deposits, and bank check processing.
• Maintained balanced cash drawer while processing 20+ transactions per hour.
• Managed credit union’s web presence, providing customers 24/7 access to calendar of events, interest rates, banking procedures, and answers to FAQs.

COMPUTER PROFICIENCIES

MS Excel, Bloomberg, Reuters, QuickBooks