Finance Industry-Specific Resume Templates: Copy-Paste Samples to Land Interviews

If you’re targeting roles in finance, the difference between a good resume and a standout one is clarity, quantified impact, and crisp, industry-specific language. This post is part of our Industry-Specific Resume Series. If you are short on time, or want to see templates that can be part of your application arsenal, then this blog is for you.

We’ve already published related resume resources on the Prepzo blog and continue to expand this series.

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Investment Banking Analyst — Resume Template

[Your Name]
[City, State] • [Email] • [Phone] • [LinkedIn] • [Portfolio]

SUMMARY
Detail-oriented Investment Banking Analyst with [X] years of experience in M&A, valuation (DCF, comps, precedent), and market research. Proven ability to build professional financial models, support deal execution, and communicate complex insights to senior stakeholders. Seeking to drive impact at [Target Firm].

EXPERIENCE
Investment Banking Analyst | [Firm], [Location] | [MM/YYYY]–Present
- Built DCF, trading comps, and precedent transaction analyses for [#] deals totaling $[X]M–$[Y]B; improved valuation accuracy and decision speed.
- Owned sections of CIMs and management presentations; streamlined diligence workstreams across legal, tax, and commercial.
- Automated data pulls and model checks, cutting model QA time by [X]%. 
- Coordinated with buyers/sellers and cross-functional advisors, contributing to [X] successful transactions.

Financial Analyst Intern | [Firm], [Location] | [MM/YYYY]–[MM/YYYY]
- Supported FP&A and corporate development with scenario modeling; drove insights on margin expansion and revenue drivers.
- Conducted market/competitive research; summarized implications for leadership.

EDUCATION
[B.S./M.S.] in Finance/Economics/Accounting, [University], [Grad Year]
- Relevant Coursework: Corporate Finance, Investments, Accounting, Econometrics

SKILLS
Valuation (DCF, Comps, Precedent), Excel, PowerPoint, Capital IQ, Bloomberg, Financial Modeling, M&A Execution

CERTIFICATIONS
CFA Level [I/II/III] (if applicable)

Corporate Finance (FP&A) Analyst — Resume Template

[Your Name]
[City, State] • [Email] • [Phone] • [LinkedIn]

SUMMARY
Results-driven FP&A Analyst with [X] years of experience in budgeting, forecasting, variance analysis, and stakeholder reporting. Expert at building professional models for strategic planning and resource allocation. Passionate about Resume Building that showcases actionable impact.

EXPERIENCE
FP&A Analyst | [Company], [Location] | [MM/YYYY]–Present
- Built rolling forecasts and driver-based models across [X] business units; improved forecast accuracy by [X]%.
- Led monthly variance analysis and executive dashboards; flagged risks/opportunities worth $[X]M.
- Partnered with Sales, Ops, and Product to optimize working capital and OPEX; reduced spend by [X]% YoY.

Finance Intern | [Company], [Location] | [MM/YYYY]–[MM/YYYY]
- Prepared management reports and KPI packs; standardized templates to speed delivery by [X] hours/month.

EDUCATION
[B.S.] in Finance/Accounting, [University], [Grad Year]

SKILLS
Excel (advanced), Financial Modeling, SQL (basic), Power BI/Tableau, Budgeting & Forecasting, Variance Analysis

CERTIFICATIONS
CFA Level I (if applicable), FMVA (optional)

Risk Analyst — Resume Template

[Your Name]
[City, State] • [Email] • [Phone] • [LinkedIn]

SUMMARY
Analytical Risk Analyst with [X] years’ experience across credit, market, or operational risk. Adept at data analysis, stress testing, and policy design that reduces loss exposure. Seeking to apply quantitative rigor at [Target Company].

EXPERIENCE
Risk Analyst | [Institution], [Location] | [MM/YYYY]–Present
- Built and maintained risk models (PD/LGD/EAD or VaR/ES) reducing unexpected loss volatility by [X]%. 
- Designed dashboards tracking portfolio risk, concentrations, and early warning signals; accelerated decisioning by [X]%. 
- Collaborated with Audit/Compliance; improved control effectiveness and policy adherence.

Risk Intern | [Institution], [Location] | [MM/YYYY]–[MM/YYYY]
- Assisted in stress scenarios and sensitivity analyses; documented methodologies and results.

EDUCATION
[B.S./M.S.] in Finance/Statistics/Math/Economics, [University], [Grad Year]

SKILLS
Excel, Python/R (optional), SQL (optional), Risk Modeling, Stress Testing, Basel/IFRS (if relevant), Data Visualization

CERTIFICATIONS
FRM (in progress or completed), CFA Level I (optional)

P.S. You may consider using, Prepzo Free Resume Builder to get your own Finance Resume.

Accounting (Staff/Senior) — Resume Template

[Your Name]
[City, State] • [Email] • [Phone] • [LinkedIn]

SUMMARY
Detail-focused Accounting professional with [X] years across GL, reconciliations, month-end close, and financial reporting. Demonstrated process discipline and accuracy in a fast-paced environment.

EXPERIENCE
Senior Accountant | [Company], [Location] | [MM/YYYY]–Present
- Led month/quarter close for [X] entities; reduced close time by [X] days while improving accuracy.
- Reconciled complex accounts and implemented controls that cut adjustments by [X]%. 
- Supported audits (internal/external) and prepared GAAP-compliant statements.

Staff Accountant | [Company] | [MM/YYYY]–[MM/YYYY]
- Managed AP/AR, accruals, and journal entries; maintained documentation for audit readiness.

EDUCATION
[B.S.] in Accounting/Finance, [University], [Grad Year]

SKILLS
GAAP, NetSuite/SAP/Oracle, Reconciliations, Fixed Assets, Close Management, Reporting

CERTIFICATIONS
CPA (if applicable), CMA (optional)

FinTech Product Analyst — Resume Template

[Your Name]
[City, State] • [Email] • [Phone] • [LinkedIn]

SUMMARY
FinTech Product Analyst bridging finance, data, and product strategy. Experienced with KPI design, pricing experiments, and partner analytics. Strong communicator with a professional resume record of cross-functional impact.

EXPERIENCE
Product/Strategy Analyst | [FinTech], [Location] | [MM/YYYY]–Present
- Owned pricing/packaging experiments; lifted ARPU/LTV by [X]% while maintaining NPS. 
- Built funnel dashboards and cohort analysis; enabled faster GTM decisions across Sales and Marketing. 
- Conducted financial modeling for new features/partnerships; prioritized high-ROI initiatives.

EDUCATION
[B.S.] in Finance/Economics/CS/Math, [University], [Grad Year]

SKILLS
SQL, Excel, A/B Testing, Tableau/Looker, Financial Modeling, GTM Analytics, Partner Ops

CERTIFICATIONS
FMVA (optional), Product Analytics (optional)

Series + Keywords

This article is part of our Industry-Specific Resume Series (Tech, Healthcare, Marketing to follow). Previously published blogs by Prepzo and Prepzo’s free resume builder tool are linked below.