Sample Financial Resume Template
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2Sample Résumé - Finance
Sample Résumé - Accounting
JOE SAMPLE
123 Armory, Champaign, IL 61820
(847) 123-4567
Jon Doe
jsample@illinois.edu
jdoe@illinois.edu
Current Address
Permanent Address
CAREER OBJECTIVE
123 Green Street
45678 Anystreet
To obtain a full-time position in finance.
Champaign, IL 61820
Anytown, IL 60001
217-123-4567
123-456-7890
EDUCATION
University of Illinois at Urbana-Champaign
OBJECTIVE
To obtain a full-time position that utilizes communication, analytical, and
Bachelor of Science in Finance, May 2012
leadership skills in the accounting industry
Cumulative GPA: 3.7/4.0
Dean’s List
EDUCATION
University of Illinois at Urbana-Champaign
International Business Immersion Program
Summer 2010
Master of Accounting Science
May 2012
•
Attended a variety of classes, toured companies, and visited government agencies
Bachelor of Science in Accountancy
May 2011
in Europe.
Cumulative GPA: 3.4/4.0
•
Studied the challenges many companies and government agencies face while
operating in the new European Union.
EXPERIENCE
Deloitte, LLP
Chicago, IL
Audit Intern
January 2011 – April 2011
WORK EXPERIENCE
• Tested and audited cash for clients
Smith Barney – Northbrook, Illinois
Summers 2010 – 2011, Winter 2010
• Prepared benefit plan worksheets
Intern, Assistant to the Sales Manager
• Priced, referenced, and filed audit reports for client portfolios
•
Assisted with financial planning by analyzing clients’ current investments, income,
• Researched accounting practices for client’s quarterly filing
liabilities, and risk tolerances to provide advice on how to allocate their assets
•
Researched and analyzed stocks, bonds, annuities, and REITs using Bloomberg
University of Illinois-Accountancy Department
Champaign, IL
terminal, MorningStar, Smith Barney Radio, and others
Student Assistant
August 2010 – December 2010
•
Assisted the Sales Manager in recommending and analyzing various products to
• Researched and developed questions for interviews with intra-department
customers and other Financial Consultants
professors
•
Managed databases by organizing customer data to provide Financial Consults the
• Interviewed and established relationships with university professors
ability to perform filters, set-up call cycles, and analyze clients
• Created visual and audio media used in Accountancy 202 lectures
•
Created Microsoft Excel sheets, PowerPoint presentations, and assisted with
technology
University of Illinois Foundation
Champaign, IL
Student Development Representative
June 2009 – September 2010
Hedge Fund Partners – Northbrook, Illinois
Summer 2009
• Developed and maintained existing alumni relations
Intern
• Trained new employees on computer system
•
Assisted in development of hedge fund investment strategies by testing strategies
• Updated and maintained alumni information on computer system
and providing managers with statistics including return and risk
• Organized and facilitated contact information about university campaigns
•
Managed hedge fund data and provided managers with current balances and positions
LEADERSHIP
Alpha Kappa Psi (Professional Business Fraternity)
Spring 2008 – Present
HONORS & ACTIVITIES
Mentor/Mentee Chair (Spring 2009)
Johnson & Johnson Case Study
• Implemented relationships for upperclassmen to mentor underclassmen
•
Worked with a group of six students to determine if a product should be introduced
• Provided social and professional settings to initiate mentoring activities
in a foreign market
• Organized résumé workshops
•
Analyzed to see if the product would be profitable, then provided a marketing
Pledge Coordinator (Fall 2008)
strategy and insight on how the product should be delivered into the market
• Organized social events to integrate thirty pledges into the organization
•
Presented the results to a panel of Johnson & Johnson management and University
• Planned and implemented bi-weekly activities for over 100 members
of Illinois Professors.
• Acted as liaison between pledge and active members
•
Finished second place out of six teams
Zeta Beta Tau Fraternity, Assistant Secretary, Assistant Treasurer
HONORS
National Society of Collegiate Scholars
Phi Eta Sigma Honor Society
•
Analyzed current financial status, and presented to executive board
Dean’s List
Beta Gamma Sigma Honors Society
Alpha Lambda Delta National Honors Society
Phi Eta Sigma National Honors Society
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Parent category: Business