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Sample Finance Resume

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Example of Finance Resume with Objective, Skills, Education and Work Experience that will help Job Seekers create their Resume.

Professionals working within the financial sector of employment conduct a variety of duties including sales and management. The financial resume sample below is for an analyst displaying a separate category for computer experience calling attention to the applicant's technical knowledge; the highly specific job descriptions illustrate knowledge and experience depth. Feel free to use this financial resume sample for guidance when it comes to crafting your own.

Mahalia McGinley
Willow Oaks Lane, Opelousas, LA 70570 – (333) 333 4444 – mmcginley@abc.org


More than five years of varied experience in the financial analysis market. Capable of dealing with customers, employees and staff members. Excellent verbal and written communication skills. Quick decision maker who defines priorities for meeting strict project and report deadlines. Has a capability to adjust and innovate new tasks and concepts through possessing a string degree of self motivation.

Computer Programming Skills

• Experienced with computer operating systems including all Windows-based and Macintosh OS10.
• Expert level knowledge of Microsoft Office Package including Microsoft Excel, Microsoft Word and Microsoft PowerPoint.
• Expert Knowledge of Lotus 1-2-3, CS Professional Suite, Peachtree, WordStar, Lotus Macros.

Professional Experience

Entergy, New Orleans, LA 2006 - Present
Accounting Analyst

• Accountable for analyzing and preparing income fund investment statements, salary cost schedules and monthly, quarterly and annual balance sheets for S120 billion energy company and its subsidiaries.
• Designed and adapted computer-oriented database-driven financial management software specific to company accounting operations.
• Examine key ratios for balance sheets and income fund statements through using trend reports and preparing gap details as well.
• Analyze, organize and complete annual reports for marketing documentation through creating a computer reporting software adaption of existing Lotus accounting software.
• Examine and contribute to documentation preparation for investor offers through computer-based database integration software.

Superior Energy Services, Harvey, LA 2004-2006
Financial Analyst

• Developed computer-based management tools for analyzing and measuring operational information including financial ratios, sales forecasts
• Designed, implemented and managed complex and complicated Excel-based financial models
• Improved computer-based automated information processes to increase delivery speed

Whitney National Bank, New Orleans, LA 2001-2004
Financial Analyst

• Analyzed company’s financial needs with respect to raising capital.
• Analyzed competitor’s operating data and market share.
• Analyzed debt and equity financing impacts.
• Prepared investor opportunity presentations using Word and Excel documents through Power Point.
• Developed an adapted Excel-based document for production of three- and five-years pro forma financial statements.
• Contributed to customer prospectus proposals.


Harvard University School of Business, Boston, MA
MBA, 1999

• Scholarship recipient, Robert A. Toigo Foundation
• Fellowship recipient, American Association of University Women
• Dean's Awards, Commencement 1999
• Contributor, Harvard Business Review

Tulane University, New Orleans, LA
BS in Computer Economics, 1997

• Graduated magna cum laude
• Dean's List Student
• Merit Scholar
• Member Phi Beta Kappa

Professional Organizations

• American Accounting Association
• Association for Accounting Marketing
• American Computer Accounting Association
• Institute of Financial Accountants

Community Involvement

• Pro bono work for The New Orleans Humane Society
• American Cancer Society Relay for Life
• Habitat for Humanity
• Second Harvest Food Bank of Greater New Orleans


• Conversational Creole

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