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Top Tips for Creating a Winning CV for Finance Professionals

A standout CV is crucial for finance professionals in today’s competitive job market.


A standout CV is crucial for finance professionals in today’s competitive job market. This article shares essential tips to help you create a CV highlighting your skills, qualifications, and achievements in finance.

Key Components of a Finance CV

  • Contact information: Ensure your name, phone number, email address, and LinkedIn profile link are clearly visible at the top of your CV. This makes it easy for potential employers to get in touch with you.
  • Personal statement or professional summary: Craft a concise and engaging personal statement or professional summary that highlights your key strengths, experience, and passion for the finance industry.
  • Education and qualifications: List your relevant degrees, certifications, and qualifications in reverse chronological order, emphasising any finance-related achievements and accomplishments.
  • Professional experience: Detail your work history in reverse chronological order, focusing on roles and responsibilities relevant to the finance sector. Be sure to quantify your accomplishments and use action verbs to demonstrate your impact.
  • Skills and competencies: Showcase a mix of transferable and technical skills that are pertinent to finance roles, such as financial analysis, forecasting, and proficiency in accounting software. Additionally, include any relevant soft skills, such as communication, teamwork, and problem-solving.
  • Certifications and memberships: Highlight any professional certifications, such as ACCA, CIMA, or AAT, and memberships in finance-related organisations that demonstrate your commitment to staying current with industry trends and best practices.

Tailoring Your CV for Finance Roles

  • Align your CV with the job description: Carefully review the job description and tailor your CV to address the specific requirements and expectations outlined by the employer. This will help demonstrate your suitability for the role and ensure your CV stands out.
  • Emphasise relevant skills and experiences: Focus on highlighting the skills and experiences that are most relevant to the finance role you are applying for. Be sure to provide examples of how you have applied these skills in your previous roles and the positive impact you have made as a result.
  • Use industry-specific keywords and terminology: Incorporate finance-related keywords and terminology that are commonly used in the industry and mentioned in the job description. This will demonstrate your familiarity with the sector and help your CV be picked up by applicant tracking systems that screen for relevant keywords.

Writing an Engaging Personal Statement or Professional Summary

  • Summarise your strengths and experiences: Begin your personal statement or professional summary by summarising your key strengths and most relevant experiences. This will provide a snapshot of your expertise and the value you can bring to the finance role.
  • Convey your passion for the finance industry: Show your enthusiasm for the finance sector by highlighting your interest in the industry, any relevant achievements, and your aspirations for a career in finance. This will help to demonstrate your commitment and genuine passion for the field.
  • Keep it concise: Ensure your personal statement or professional summary remains concise and to the point, ideally no more than three to four sentences. This will make it easier for potential employers to quickly grasp your key selling points and understand why you are the right candidate for the role.

Showcasing Your Education and Qualifications

  • List relevant degrees and certifications: Include all relevant educational qualifications, such as degrees, diplomas, and certifications, that are pertinent to the finance industry. Present them in reverse chronological order, mentioning the institution, qualification name, and year of completion. This will provide potential employers with a clear understanding of your academic background and accomplishments.
  • Highlight academic achievements: If you have noteworthy academic achievements, such as awards, honours, or high grades, don’t hesitate to highlight them in your CV. This will help to showcase your dedication and aptitude for the finance sector and make you stand out as a strong candidate.

Presenting Your Professional Experience

  • Focus on relevant roles and responsibilities: When listing your professional experience, concentrate on roles that are directly related to the finance industry or showcase transferable skills. For each position, briefly describe your responsibilities and highlight any achievements that demonstrate your competence in finance. Make sure to present your experience in reverse chronological order, with the most recent role first.
  • Quantify your accomplishments: To make your CV more impactful, quantify your accomplishments wherever possible. Use specific numbers, percentages, or figures to illustrate your contributions in a tangible way. This will help potential employers better understand your work’s scope and significance, setting you apart from other candidates.

Demonstrating Your Skills and Competencies

  • Highlight transferable and technical skills: Emphasise your transferable skills, such as problem-solving, data analysis, and project management, as these can be valuable across various finance roles. Additionally, showcase your technical skills, including proficiency in finance software or tools, as these demonstrate your ability to adapt to the ever-evolving financial landscape.
  • Include soft skills: While hard skills are important in the finance industry, soft skills, such as communication, teamwork, and leadership, are equally crucial for success. Highlighting these skills can help demonstrate your ability to collaborate with colleagues, manage projects, and communicate effectively with clients or stakeholders. By combining hard and soft skills in your CV, you can present yourself as a well-rounded candidate who will thrive in a finance role.

Final Tips for a Winning Finance CV

  • Proofread for errors: Before submitting your CV, make sure to proofread for any spelling or grammatical mistakes carefully. Errors in your CV can create a negative impression and may cause potential employers to question your attention to detail. Consider asking a trusted friend or colleague to review your CV for any mistakes you may have missed.
  • Maintain a clear format: Use a clean, easy-to-read layout with consistent formatting throughout your CV. This will help potential employers quickly scan your document and find the most important information. Stick to simple fonts and use headings, bullet points, and white space effectively to break up blocks of text.
  • Keep your CV concise and relevant: Aim to keep your CV to no more than two pages in length. Focus on the most relevant and recent experiences and achievements that demonstrate your suitability for the role. By presenting a concise and focused CV, you can make it easier for potential employers to identify your strengths and qualifications, increasing your chances of landing that all-important finance job.


By following these tips, you can create a compelling CV that showcases your unique strengths and abilities, making you an attractive candidate for finance roles.
Johnny Meagher
4 min read

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