Sample Financial Resume Template


Sample Résumé - Finance
Sample Résumé - Accounting
123 Armory, Champaign, IL 61820
(847) 123-4567
Jon Doe
Current Address
Permanent Address
123 Green Street
45678 Anystreet
To obtain a full-time position in finance.
Champaign, IL 61820
Anytown, IL 60001
University of Illinois at Urbana-Champaign
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
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.
Deloitte, LLP
Chicago, IL
Audit Intern
January 2011 – April 2011
• 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
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
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
• 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
Alpha Kappa Psi (Professional Business Fraternity)
Spring 2008 – Present
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
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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