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Finance CVs by experience level

The best way to write a finance CV evolves throughout your career. Use these CV examples to highlight the right training, skills, and work experience as you advance through the world of finance.

Entry-Level Finance CV

This CV shows how a well-structured CV can make up for limited experience by focusing on initiative and attention to detail.

Entry level finance CV example
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Mid-Level Finance CV

This CV highlights solid progression through assistant and analyst roles.

Mid level finance CV example
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Senior-Level Finance CV

A standout example of leadership in financial operations, this CV highlights some impressive achievements in innovation and top-level management.

Finance CV examples by job title

Tailoring your CV to your target role helps demonstrate your sector knowledge and technical skills. Use the examples below to sharpen your application.

Financial Analyst CV

This applicant immediately showcases their analytical toolkit while backing it up with achievements that show real commercial impact.

The first page of a financial analyst CV example
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Finance Assistant CV

Aimed at applicants with limited experience, this CV focuses on relevant transferable skills and experience gained through previous admin work.

A finance assistant CV example.
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Finance Director CV

Perfect for a Finance Director aiming to join a board-facing team. This CV demonstrates leadership across FP&A, tax, and M&A support.

Finance director CV example
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Regional Finance CV

This CV stands out by showing leadership across multi-entity regional finance teams and compliance with global reporting standards. It also highlights consistent cost control, cross-border collaboration, and audit oversight for companies like Siemens and Reckitt.

Regional finance controller CV example
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Credit Controller CV

An excellent example of a CV tailored to credit control, this applicant clearly demonstrates success in reducing aged debt, improving DSO (Days Sales Outstanding), and managing key accounts.

The first page of a credit controller CV example.
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Wealth Consultant CV

A well-balanced CV that demonstrates reliability and commercial acumen, this sample shows success in client acquisition and portfolio management.

Wealth consultant CV example
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FX Strategy Analyst CV

This CV blends quantitative insight and economic commentary, with hands-on experience producing FX notes, modelling currency trends, and advising trading desks at HSBC and Barclays. It’s especially strong in research-to-action conversion.

FX strategy analyst CV example
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Treasury Analyst CV

This example highlights key skill areas for the target role, including liquidity reporting and credit facility negotiations.

Treasury analyst CV example
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Private Banker CV

Mentioning over £240M in client assets and consistent growth results, this applicant does a great job of showcasing their strength in wealth management.

Private banker CV example
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Risk Analyst CV

Proven experience with tools like Power BI and Python makes this analyst’s CV stand out.

Risk analyst CV example
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Finance CV examples by employer

If you’re applying to a specific financial institution, it pays to understand and reflect their priorities. These tailored CV examples give you a sense of how to align your experience with the values and focus of major employers.

JPMorgan Chase CV

This candidate’s CV is highly tailored to the demands of JPMorgan’s trading environment. It highlights key strengths such as repo market insights and collateral modelling.

JPMorgan CV example
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Barclays CV

The applicant’s work experience clearly aligns with the analytical and deal execution skills needed to work at this respected financial institution.

Barclays CV example
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Goldman Sachs CV

This CV demonstrates a deep understanding of risk assessment and regulatory documentation, all supported by hands-on experience in investment banking.

Goldman Sachs CV example
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Aviva CV

This LDI-focused CV is an ideal match for Aviva. The applicant brings deep technical skill in derivative hedging, ALM, and Solvency II reporting, as well as proven success managing billions in client assets at Legal & General and BlackRock.

Aviva CV example
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How to write your finance CV

In finance, you’ll handle diverse finance-related responsibilities like proposing investment opportunities and budgetary changes to your superiors.

Employers in finance look for candidates who can demonstrate the breadth of their skills and experience in a professional and straightforward manner. So to prove your finance abilities, write a CV that reflects your:

  • in-depth knowledge of the finance sector
  • qualifications related to finance
  • experience and achievements in the finance field

Follow these three tips to persuade recruiters in the finance industry to invest in you as an employee:

1. Draw the recruiter’s interest with a compelling personal statement

High-quality CVs always have a personal statement at the top of the first page. A CV personal statement is the first thing a recruiting manager sees, so it’s the perfect place to include your top finance-relevant achievements, qualifications, and skills.

To write a powerful CV personal statement:

  • bear in mind the type of finance role you’re seeking (e.g., audit, tax, compliance)
  • analyse the job advert
  • research the company you’re applying to
  • build a profile of the recruiter’s ideal candidate

Then use your CV’s personal summary to demonstrate how you fit that profile.

Here’s an example of a personal statement written by a candidate applying for a finance manager role:

Finance Manager with 10+ years of experience in accounting and financial management within the consumer electronics sector. Track record of effectively advising executive leadership on business planning and making large-scale decisions. Skilled at developing robust financial management models, establishing investment portfolios, directing finance departments, and improving P&L figures.

A personal statement summarises your CV, so don’t make it too long. You can expand on the information you provide in your cover letter.

2. Highlight your professional qualifications

Working in finance, you’ll have the opportunity to pick up many different qualifications. Depending on the firm you work for, you may be required to study for these qualifications as you progress in your career.

For example, if you work for one of the Big Four Accounting Firms, you’ll normally be required to follow a programme of professional qualifications. For instance, if you join the popular Audit graduate programme at KPMG, you’ll need to study for various professional qualifications during your first few years.

Once you’ve gained a professional financial qualification, showcase it on your CV so that recruiting managers can quickly see you’re qualified in the speciality they’re hiring for. Because professional qualifications are vital in finance, create a standalone professional qualifications section to group them together in an easy-to-find place.

Here’s how to highlight an ACA qualification on a CV:

An ACA qualification on an UK finance CV.
An example of professional qualifications on a finance CV.

You should add any other qualifications you’re studying to this section, as well as when you expect to gain them.

Check individual qualifications for organisations’ guidance on how and when to show them on your CV. For example, the ICAEW says you should specify if you passed your ACA exams the first time.

3. Highlight your finance skills

You should also create a skills section on your CV that specifies any skills you’ve picked up in previous finance roles or university modules.

If you’ve worked in the finance industry for a few years, you may have more skills than space on your CV to highlight them. In this case, look at the job advert for the finance role you’re interested in, and only add skills to your CV if they’re specifically listed there.

Another great way to identify relevant skills is to use an online CV maker to suggest relevant skills for your CV as it builds out your application.

If you’re new to finance or are looking for new skills to pick up, consider some of these resources:

Twitter: @goldmansachs, @wallstreetmojo, @conorsen, @reformedbroker
Reddit: r/finance, r/financestudents, r/financialcareers, r/securityanalysis
YouTube: The Motley Fool, Bloomberg Finance & Markets, WisdomCA, TheFinancialDiet

Talking about how you’ve used these resources or discussing an interesting recent development in the financial world can also help you make connections with the interviewer if you use them when responding to common interview questions.

Finance job outlook in 2026 — things to know

According to the UK Earnings Explorer provided by the Office for National Statistics (ONS), financial professionals in the UK earn an average annual salary of £22,544.

Additionally, there are similar pay levels for both men and women in this type of role.

Data source: The Office for National Statistics, an agency of His Majesty’s Government. The information contains public sector information licensed under the Open Government Licence v3.0 and reflects the ONS’s most recent salary (1/11/2023), gender pay gap (4/2023), and skills shortage data (6/2022).

Need more ideas?

Our library of CV examples has hundreds of tailored CVs you can use to fine-tune your job application and stand out from other applicants.

 

Seb Morgan
Written by

Seb Morgan

Seb is a Certified Professional Resume Writer with 10 years of combined experience in career counselling and editorial work. With a MA in Communications from National Chengchi University (Taiwan) and a BA in East Asian Studies from the Autonomous University of Madrid (Spain), he helps job seekers translate their experience into employer-ready applications for UK and international job markets. Seb’s insights in CV and cover letter writing, interview preparation, and skill development have appeared in careers-focused and national media, including Onrec, Employee Benefit News, and The Sun. Reach him at [sebastian] @ [cvgenius.com] or via LinkedIn.