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YES8 Finance CV Examples & Writing Guide
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Whether you count beans or supervise billions, one thing is for sure. The competition is high, and your finance CV needs to prove that you’re the candidate everyone wants. First impressions matter: you only have a few seconds to make an impression.
In this guide, you'll learn how to write a finance CV that translates into profits. Get finance CV examples tailored to the UK job market, plus a finance CV template you can copy and use.
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Based on over 6 million CVs created in our builder, we found out that*:
- Finance professionals usually create 2.1 pages-long CVs.
- The average number of skills added to a finance professional’s CV is 5.
- The most popular skills for finance professionals are results-driven attitude, monetary audits, sales pipeline management, client growth, and record management.
- The average work experience for finance professionals is 90 months.
*The data comes from a period of the last 12 months (August 2023-August 2024).
Finance CV template
Sofia Charlton
Financial Specialist
070 1821 5269
sofiacharlton@jmail.com
linkedin.com/in/SofiaCharlton321
Personal Statement
Meticulous and cost-saving finance specialist with 6+ years of commercial experience. Proven track record in identifying investment opportunities that pay for themselves, such as in the case of GloCare, securing £10M+ contracts as in the case of Jones Construction, and increasing forecasting accuracy by up to 30%. Seeking to leverage the wide base of commercial experience to become the in-house specialist at Walfour Inc. and identify expansion opportunities in line with those outlined in your Company Mission.
Work Experience
Finance Specialist
Safe Finance, London
November 2018—Present
- Implemented a new annual forecasting model, 30% more accurate than the previous one.
- Provided financial expertise and advice to help Jones Construction secure a corporate contract worth £12M over two years.
- Provided audit and analysis of RT Holdings, which made recommendations for restructuring that allowed them to avoid administration and possibly bankruptcy post-Covid.
- Identified investment opportunity for a beauty industry client, GloCare, which led to a £1M acquisition, and after 3 months of intensive marketing, has already paid itself off.
- Submitted quarterly and annual financial reports to the company's management, commended on detail and accuracy by directorship 2 times.
- Negotiated improved contracts with subcontractors of Greenvale Development, which increased profit margin by 3.8%
- Briefed and prepared the CFO and CEO for C-level client meetings over 50 times.
Trainee Finance Advisor
Smith Accounting, Blockley
August 2014—October 2018
- Filed VAT and corporation tax returns with HMRC for 250+ self-employed and small company clients with 100% accuracy.
- Saved 3 hours of work per week by introducing a new payroll system, and reduced complaints by 50% within two months.
- Submitting VAT and CIS returns, partnership, and personal tax returns with 100% accuracy and on-time.
Education
MSc Economics, June 2014
London School of Economics, London, UK
BSc Economics, June 2011
London School of Economics, London, UK
Certifications
- Certificate in Green and Sustainable Finance, Chartered Banker Institute, 2021
- Chartered Banker Diploma, Chartered Banker Institute, 2019
- Investment Advice Diploma, Chartered Institute for Securities & Investment, 2015
- Xero Certified Advisor, 2014
Skills
- Increasing Operational Efficiency
- Commercial Finance
- Risk Management
- Forecasting
- MI/Statutory Reporting
Languages
- Chinese (fluent)
- Portuguese (beginner)
- Italian (intermediate)
Finance manager CV
David Connors
Finance Manager
073 9812 3467
david.connors@email.com
linkedin.com/in/davidconnors
Personal Statement
Strategic and results-driven finance manager with 10+ years of experience in corporate finance and budgeting. Proven expertise in financial planning, cost reduction, and risk management. Successfully led a finance team at Sterling Holdings, optimizing cash flow and reducing operational costs by 15%. Seeking to leverage leadership skills to drive financial efficiency at Redwood Capital.
Work Experience
Finance Manager
Sterling Holdings, London
January 2018–Present
- Led a team of 5 finance professionals, overseeing budgeting and financial strategy.
- Implemented cost-control measures that reduced annual operating expenses by £1.2M.
- Developed forecasting models that improved financial planning accuracy by 20%.
- Negotiated new supplier contracts, increasing profit margins by 5%.
- Spearheaded ERP system implementation, enhancing financial reporting efficiency.
Senior Financial Analyst
Willow & Co., Birmingham
July 2014–December 2017
- Analyzed financial statements to provide insights that boosted revenue by 8%.
- Provided strategic investment recommendations, securing £10M in capital funding.
- Led internal financial audits, ensuring compliance with regulatory standards.
Education
MBA in Finance, 2014
University of Birmingham, UK
BSc Accounting & Finance, 2012
University of Birmingham, UK
Certifications
- CIMA (Chartered Institute of Management Accountants), 2016
Skills
- Strategic Financial Planning
- Cost Reduction Strategies
- Team Leadership
- ERP Implementation
- Compliance & Risk Management
Leadership & Achievements
- Mentored 5 junior finance professionals, 2 of whom were promoted within a year.
- Delivered financial workshops on budgeting and cost optimization.
Financial analyst CV
Jessica Patel
Financial Analyst
078 2514 7893
jessica.patel@email.com
linkedin.com/in/jessicapatel
Personal Statement
Detail-oriented financial analyst with 5+ years of experience in financial modeling, data analysis, and investment research. Strong track record of identifying cost-saving opportunities and optimizing portfolio performance. Seeking to contribute analytical expertise to Everest Finance in a high-growth environment.
Work Experience
Financial Analyst
Horizon Capital, Manchester
March 2019–Present
- Conducted in-depth financial analysis that led to a 12% increase in investment returns.
- Developed financial models to support mergers and acquisitions (M&A).
- Assisted in preparing reports for senior management and stakeholders.
- Improved data accuracy in financial reporting, reducing errors by 30%.
Junior Financial Analyst
Brightstone Consulting, Liverpool
August 2016–February 2019
- Analyzed company balance sheets and income statements for clients.
- Provided insights that resulted in cost savings of £500K for a major client.
- Assisted in risk assessment and valuation reports.
Education
MSc Finance, 2016
University of Manchester, UK
BSc Economics, 2014
University of Manchester, UK
Certifications
- CFA Level II Candidate, 2024
Skills
- Financial Modeling
- Data Analysis
- Investment Strategy
- Risk Assessment
- Excel & SQL
Software Proficiency
- Proficient in Tableau, Bloomberg, Python for Finance
Finance CV for accountants
Ryan Thompson
Accountant
074 2391 7654
ryan.thompson@email.com
linkedin.com/in/ryanthompson
Personal Statement
Detail-oriented and results-driven chartered accountant with 7+ years of experience in financial reporting, tax compliance, and audit management. Proven ability to streamline accounting processes, reduce tax liabilities, and enhance financial transparency. At Grant & Myers, implemented a new automated accounting system that cut reporting time by 30%, significantly improving efficiency. Adept at managing month-end closings, statutory compliance, and cash flow analysis. Seeking to apply my expertise at Hamilton Group to enhance their financial operations and reporting accuracy.
Work Experience
Accountant
Grant & Myers, Leeds
June 2017–Present
- Managed month-end and year-end financial statements for a portfolio of 30+ corporate clients, ensuring 100% compliance with IFRS and UK GAAP.
- Developed and implemented cost-reduction tax strategies, resulting in an 8% decrease in tax liabilities for SME clients.
- Spearheaded the transition to a cloud-based accounting system (Xero and QuickBooks), reducing manual processing errors by 25%.
- Conducted financial audits for medium-sized enterprises, identifying key areas for cost savings and efficiency improvements.
- Supervised a team of 3 junior accountants, providing mentorship and technical support to improve team performance.
Junior Accountant
Morrison & Partners, Leeds
September 2014–May 2017
- Assisted in the preparation of statutory accounts and tax returns for sole traders and limited companies.
- Reconciled bank statements, accounts payable, and accounts receivable, ensuring 100% accuracy in financial transactions.
- Supported external audits by collating financial data and verifying supporting documentation.
Education
MSc Accounting & Finance, 2014
University of Leeds, UK
BSc Accounting & Finance, 2012
University of Leeds, UK
Certifications
- ACCA (Association of Chartered Certified Accountants), 2018
- Xero Certified Advisor, 2017
Skills
- Tax Accounting & Compliance
- Financial Reporting
- IFRS & UK GAAP Compliance
- Audit & Risk Management
- Budgeting & Forecasting
- Cash Flow Analysis
Languages
- French (Intermediate)
Achievements
- Awarded Best Performing Accountant 2020 at Grant & Myers for implementing financial process improvements.
Finance assistant CV
Emily Roberts
Finance Assistant
073 5621 8904
emily.roberts@email.com
linkedin.com/in/emilyroberts
Personal Statement
Highly organized and proactive finance assistant with 3 years of experience in accounts reconciliation, invoice processing, and financial reporting support. Skilled in managing expenses, processing payments, and assisting in month-end closings. At MetroBank, I introduced an improved expense tracking system that reduced discrepancies by 20%. Looking to leverage my attention to detail and problem-solving skills in a dynamic finance team at Sterling Advisory Group.
Work Experience
Finance Assistant
MetroBank, Nottingham
July 2021–Present
- Reconciled bank statements, accounts payable, and accounts receivable to ensure financial accuracy.
- Assisted in budget preparation and expense tracking, reducing financial discrepancies by 20%.
- Managed invoice processing, ensuring all payments were on time and within budget.
- Supported the finance team in preparing monthly and quarterly financial reports for senior management.
- Liaised with vendors and suppliers to resolve billing issues and payment discrepancies.
Finance Intern
Abbott & Smith Accountants, Nottingham
March 2020–June 2021
- Assisted with data entry and financial recordkeeping, maintaining an organized system for tax filing.
- Provided support in VAT calculations and tax return submissions.
- Helped conduct financial audits, verifying invoices and ensuring compliance.
Education
BSc Finance & Accounting, 2020
Nottingham Trent University, UK
Certifications
- AAT Level 3 Diploma in Accounting, 2022
Skills
- Bank Reconciliation
- Accounts Payable & Receivable
- Invoice Processing
- Budgeting Support
- Financial Reporting
- MS Excel & QuickBooks
Languages
- Spanish (Beginner)
Volunteer Experience
- Treasurer for a local charity finance committee, managing a £15,000 annual budget.
Financial accountant CV
Adam Spencer
Financial Accountant
077 8234 6754
adam.spencer@email.com
linkedin.com/in/adamspencer
Personal Statement
Highly skilled financial accountant with 6+ years of experience in financial reporting, statutory compliance, and internal audits. Proven expertise in financial controls, budget preparation, and risk assessment. At Stratford Holdings, I played a key role in optimizing financial reporting accuracy, reducing reporting errors by 35%. Seeking to leverage my financial expertise and analytical mindset to support corporate financial operations at Lexington Group.
Work Experience
Financial Accountant
Stratford Holdings, London
May 2019–Present
- Led year-end financial reporting in compliance with IFRS and UK GAAP.
- Managed internal audits and liaised with external auditors to ensure 100% regulatory compliance.
- Implemented financial controls that reduced fraud risks and improved financial accuracy.
- Oversaw consolidation accounting for multiple subsidiaries, ensuring proper intercompany reconciliations.
- Assisted in budget forecasting, improving financial planning by 15%.
Assistant Accountant
Winters & Co. Finance, London
April 2016–April 2019
- Assisted in the preparation of P&L statements, balance sheets, and tax filings.
- Conducted variance analysis to monitor financial performance against projections.
- Provided recommendations for cost-saving initiatives, reducing overhead expenses by 10%.
Education
MSc Financial Accounting, 2016
University of London, UK
BSc Economics & Accounting, 2014
University of London, UK
Certifications
- ACA (Associate Chartered Accountant), 2020
Skills
- Statutory & Financial Reporting
- Consolidation Accounting
- Budgeting & Forecasting
- IFRS & UK GAAP Compliance
- Risk Management & Internal Audits
- Advanced Excel & SAP
Languages
- German (Fluent)
Financial auditor CV
Nathan Lloyd
Auditor
078 4231 7843
nathan.lloyd@email.com
linkedin.com/in/nathanlloyd
Personal Statement
Highly analytical auditor with 7+ years of experience in internal and external audits, risk assessment, and compliance across banking and corporate finance. Adept at identifying financial discrepancies, ensuring regulatory compliance, and streamlining financial processes to enhance operational efficiency. At Deloitte UK, conducted high-risk financial audits for FTSE 100 companies, identifying and resolving compliance issues worth £2M+. Seeking to leverage my expertise at Horizon Advisory Group to enhance internal controls and financial integrity.
Work Experience
Senior Auditor
Deloitte UK, London
September 2018–Present
- Led comprehensive risk-based audits for high-profile corporate clients, ensuring full compliance with IFRS and UK GAAP.
- Identified and resolved financial discrepancies totaling £2.3M, reducing corporate financial risks.
- Designed new internal audit procedures, reducing audit processing time by 20% while improving accuracy.
- Provided regulatory guidance on FCA and HMRC compliance for multinational corporations.
- Trained and mentored junior auditors, enhancing team productivity and technical expertise.
Junior Auditor
KPMG, Manchester
June 2015–August 2018
- Assisted in forensic accounting investigations, uncovering fraud risks in corporate accounts.
- Conducted financial statement audits and provided key recommendations to mitigate risks.
- Reviewed financial controls and processes, enhancing internal compliance for 30+ clients.
Education
MSc Audit & Risk Management, 2015
University of Manchester, UK
BSc Accounting & Finance, 2013
University of Manchester, UK
Certifications
- Certified Internal Auditor (CIA), 2020
- Association of Chartered Accountants (ACA), 2018
Skills
- Internal & External Audits
- Risk Assessment & Compliance
- IFRS & UK GAAP
- Fraud Detection
- Financial Statement Analysis
- SOX & FCA Compliance
Languages
- German (Fluent)
Major Achievements
- Led a high-profile FCA audit, ensuring regulatory compliance for a £5B financial institution.
Financial management CV for accountants
Laura Bennett
Management Accountant
075 6342 9274
laura.bennett@email.com
linkedin.com/in/laurabennett
Personal Statement
Strategic and detail-focused management accountant with 8+ years of experience in budgeting, cost control, and financial performance analysis. Proven ability to develop financial models, optimize business operations, and improve profitability. At Prestige Group, I enhanced financial efficiency, cut operational costs by 10%, and introduced an automated reporting system that improved financial forecasting accuracy by 25%. Passionate about leveraging financial insights to drive business success. Seeking to bring my expertise to Kingston Financial Services to support strategic financial decision-making.
Work Experience
Management Accountant
Prestige Group, Bristol
April 2019–Present
- Developed budgeting strategies that cut operational costs by 10% without reducing productivity.
- Implemented an automated financial reporting system, reducing forecasting errors by 25%.
- Conducted detailed variance analysis, identifying inefficiencies and improving cost control.
- Provided financial insights to senior management, supporting long-term business strategy.
- Led a cross-departmental financial training program, improving financial literacy among managers.
Assistant Management Accountant
Harrison & Co. Finance, Bath
July 2016–March 2019
- Assisted in monthly P&L analysis, ensuring accurate reporting and variance identification.
- Developed cost-control mechanisms that saved £500K annually.
- Prepared cash flow projections and forecasting reports to support investment decisions.
Education
MSc Financial Management, 2016
University of Bath, UK
BSc Economics & Finance, 2014
University of Bath, UK
Certifications
- CIMA (Chartered Institute of Management Accountants), 2019
Skills
- Budgeting & Forecasting
- Cost Control
- Variance Analysis
- Performance Reporting
- Cash Flow Management
- Business Partnering
Languages
- Spanish (Intermediate)
Industry Expertise
- Extensive experience in FMCG, Healthcare, and Financial Services.
How to format a finance CV template?
Just like investors scan financial reports for key figures, recruiters skim through CVs at lightning speed. If yours isn’t clear, structured, and easy to read, it might not even get a second glance. Create an easily skimmable and readable CV format:
- Use a simple CV template for enhanced readability. Match the style of your finance CV and cover letter: you can check our free CV templates to see how pros do it.
- Opt for a professional CV font like Calibri, Noto, or Didot in a 10–12 size.
- Set 1-inch margins on all sides and leave space between sections.
- Use clear section headings throughout your finance CV template.
- Limit your CV to one page. Save your CV for finance as a PDF unless asked otherwise.
As the number of new finance jobs is drastically decreasing year-on-year, make each part of your finance CV count.
Here’s how to put together your own CV for finance:
1. Invest in a convincing personal statement for your finance CV
Finance professionals handle a wide range of tasks and responsibilities, so it can be hard to summarise and introduce yourself in a few lines. For this reason, you should individualise every finance CV you send out and only focus on what is most important to that employer.
Start your CV personal statement with a strong adjective, and summarise your years of experience and most recent job title. Scour the job ad for important aspects and key industries, and elaborate on a couple of strong achievements in those domains.
Think of your personal statement (or personal profile) as your elevator pitch—it’s your chance to make a strong first impression in just a few lines. But just like crafting a great pitch, it’s much easier once you have all the key details in place. That’s why it’s best to write your personal statement last after you’ve completed the rest of your finance CV.
Finance CV template—personal statement
Meticulous and cost-saving Finance Specialist with 6+ years of commercial experience. Proven track record in identifying investment opportunities that pay for themselves, such as in the case of GloCare, securing £10M+ contracts as in the case of Jones Construction, and increasing forecasting accuracy by up to 30%. Seeking to leverage the wide base of commercial experience to become the in-house specialist at Walfour Inc. and identify expansion opportunities in line with those outlined in your 2021 Company Mission.
A strong CV summary will convince the recruiter you’re the perfect candidate. Save time and choose a ready-made personal statement written by career experts and adjust it to your needs in the LiveCareer CV builder.
2. Write your finance CV job description
Listing work experience efficiently is an art. Avoid the trivial and irrelevant, and instead focus on evidence-backed achievements. After all, your job is all about numbers, and your attention to getting them right needs to be reflected in your finance CV.
Mention the percentage improvements, ROIs, profit margins that you took a hand in, and anything that illustrates your competence in the relevant areas. Focus on the ones that the employer calls for in the job ad.
Record your experience like this:
[Job Title]
[Employer Name, Location]
[Dates of Employment]
For a finance CV, you could go up to 10 bullet points for your most recent position, but limit your older ones to 3–5 at most. Around three-quarters of your bullet points should have numbers to back you up, and so that the employer can envision your impact.
No former work experience in finance? Highlight your transferable skills and relevant coursework or certifications. Emphasise your willingness to learn and your strong analytical abilities.
Finance CV template—work experience section
Finance Specialist
Safe Finance, London
November 2018–Present
- Implemented a new annual forecasting model, 30% more accurate than the previous one.
- Provided financial expertise and advice to help Jones Construction secure a corporate contract worth £12M over two years.
- Provided audit and analysis of RT Holdings, which made recommendations for restructuring that allowed them to avoid administration and possibly bankruptcy post-Covid.
- Identified investment opportunity for a beauty industry client, GloCare, which led to a £1M acquisition, and after 3 months of intensive marketing, has already paid itself off.
- Submitted quarterly and annual financial reports to the company's management, commended on detail and accuracy by directorship 2 times.
- Negotiated improved contracts with subcontractors of Greenvale Development, which increased profit margin by 3.8%
- Briefed and prepared CFO and CEO for C-level client meetings over 50 times.
Trainee Finance Advisor
Smith Accounting, Blockley
August 2014–October 2018
- Filed VAT and corporation tax returns with HMRC for 250+ self-employed and small company clients with 100% accuracy.
- Saved 3 hours of work per week by introducing a new payroll system, and reduced complaints by 50% within two months.
- Submitting VAT and CIS returns, partnership, and personal tax returns with 100% accuracy and on time.
3. Add an education section to your finance CV
Sometimes, trusting your instinct works. Those instincts, however, were shaped by your experience—and education. Depending on the area of finance you’re in, your certifications could be more important, but your degrees need to be recorded correctly.
List your degree title, graduation date, and school. Once you have a few years of professional experience, you can opt to leave out the degree classification. Omit mentioning your secondary school, only list your degrees and relevant professional qualifications.
CV template for finance—education section
Education
MSc Economics, June 2014
London School of Economics, London, UK
BSc Economics, June 2011
London School of Economics, London, UK
4. List relevant skills in your finance CV
There aren’t many broader terms than ‘finance’. To illustrate your suitability for the role, study which skills are in high demand with this particular employer, and include a list of 5–10 core skills that you excel at.
If you are fresh out of university and without experience, you could add a sentence or two to explain how you acquired each skill and your achievements in that domain. For accounting and bookkeeping positions, this is where you list all that accounting software.
Finance CV examples—skills
Skills
- Increasing Operational Efficiency
- Commercial Finance
- Risk Management
- Forecasting
- MI/Statutory Reporting
5. Add extra sections to your finance CV
Whichever area of finance you’re in, the likelihood is you will have some certifications. Those, along with languages and awards can make for excellent additional CV sections. Discussing your hobbies and interests is seldom relevant.
Check against the job ad to see what could be relevant. If you are lacking experience, you could add a section to list your volunteering or extracurricular activities.
Finance CV examples—additional sections
Certifications
- Certificate in Green and Sustainable Finance, Chartered Banker Institute, 2021
- Chartered Banker Diploma, Chartered Banker Institute, 2019
- Investment Advice Diploma, Chartered Institute for Securities & Investment, 2015
- Xero Certified Advisor, 2014
Languages
- Chinese (fluent)
- Portuguese (beginner)
- Italian (intermediate)
6. Write a finance cover letter to support your CV
If your finance CV is a balance sheet, the cover letter is the written report. It’s a chance to put your achievements into context and prove your interest in the company.
62% of executives believe ‘clearly defined core values and beliefs’ substantially contribute to company success, so displaying a culture fit is important in getting hired. Find out more about the company from the website or LinkedIn so you have a point of reference.
Your cover letter should fit on a page of A4, and the first paragraph should summarise your years of experience, and most important and relevant achievements, as well as set out your intention in joining the company.
The body of the cover letter should discuss 2 or 3 aspects of your experience most relevant to the role. The last paragraph ought to relate the experience to the goals of the company you’re applying to and ask for an interview.
Need a different CV example? Check these guides:
- Accountant CV
- Accounts Assistant CV
- Administrator CV
- Consulting CV
- Business Analyst CV
- Investment Banking CV
- Finance Assistant CV
- Finance Business Partner CV
- Management Accountant CV
- Trainee Accountant CV
Haven't found what you're looking for? Check all our CV examples.
You don’t have to be a CV writing expert. In the LiveCareer CV builder you’ll find ready-made content for every industry and position, which you can then add with a single click.
Do you have any questions on how to write a good CV for finance? Did you find our finance CV examples useful? Any suggestions to make our article better? Use the comments section below to let us know.
How we review the content at LiveCareer
Our editorial team has reviewed this article for compliance with Livecareer’s editorial guidelines. It’s to ensure that our expert advice and recommendations are consistent across all our career guides and align with current CV and cover letter writing standards and trends. We’re trusted by over 10 million job seekers, supporting them on their way to finding their dream job. Each article is preceded by research and scrutiny to ensure our content responds to current market trends and demand.
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About the author
Since 2013, the LiveCareer UK team has shared the best advice to help you advance your career. Experts from our UK editorial team have written more than one hundred guides on how to write the perfect CV or cover letter.
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