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How To Write A Cv Finance

Tips on how to write a Finance CV

about 2 years ago by Eamonn Mifsud
woman using a calculator

Building the perfect CV is very important when looking to land that desired finance position. An effective CV allows recruiters to acknowledge the value that you are able to offer to their team, hopefully impressing them to proceed to the interview stage. When it comes to writing your CV, it is important to make it easy for the reader to be able to distinguish for which role you are applying. For instance, the type of CV used to apply for a Tech role should be different than one used to apply for a Finance role.


Personal Profile

Also known as a personal statement, a personal profile should be placed at the top of your CV, explaining briefly who you are and the skillset related to the role that you are applying for. Correctly wording your personal profile is crucial as it will determine whether a recruiter will continue reading with interest or feel as if they are obligated to do so. However, personal profiles are not something that you should necessarily include. If you are a graduate and have not yet garnered any work experience it might be best to leave this section out since your cover letter would already be covering all these aspects to the employer.



When it comes to a CV for the financial services industry it is imperative that it is a black on white document with no unnecessary colours in the mix of it all. Keeping every aspect clear and concise is the best way to go forward, the recruiters would probably be going through numerous applications along with yours, keeping yours straight to the point will definitely leave you in the good books.



After listing your personal profile, listing your work experience, skills and the key qualifications that you have is very important to let the recruiter know your ‘seniority level’.


Work Experience

In this section, information about the role that you currently have and the ones that you previously had should be listed. It is important to list down the job title and your position, the responsibilities that you carried out on a day to day basis and also any achievements whilst working in a particular role. Be sure to mention the format of the team that you were working in and mention if you were in charge of any people.


Backing up all your claims with figures is very important, apart from giving you more credibility, it would also be perceived well since you’re applying for a financial role.



When listing down your educational background and your qualifications, keep it simple, mentioning the qualification that you acquired and the institution that awarded you the certificate.



Adding in the skills that you have is very important for a financial role as they are able to assess your proficiency and see if you are familiar with any systems that they use within their team. Also, list down how advanced you are with the skills that you have.


Personal Skills

The next step would be to include any personal skills that you have. When writing down attributes to describe yourself, always keep in mind that the employer would most likely not only be seeing your CV, but also of other potential employees, so try refraining from using common self-compliments such as ‘motivated’ or ‘excellent communication skills’, as the recruiter would have most likely already heard it all. Instead, try to use words such as ‘versatile’ or ‘accountable’.


Including any hobbies that you have, allows the employer to paint a better picture of who you are and understand you better as a person when it comes to interests in life. Listing hobbies that you think give a contribution to personal building would be ideal, anything else does not concern the employer and might in fact leave bad impressions when not needed.



When sending your CV to a potential employer, always tailor it beforehand to that particular position. If you think that particular attributes would be more beneficial to land you the role it would be a good idea to highlight them more in your CV. Keeping your CV updated is not only very important but also gives yourself a greater chance for the opportunity that you truly deserve. If you achieve new certifications, even if they are minor, let your potential employer know by updating them in your CV.