Combination
Finance Resume Template

Jordan Ellis

Seattle, WA | (123) 456-7891 | [email protected]

Objective:

Dynamic finance professional possessing a wealth of experience in consultancy and tax analysis, alongside valued certifications in internal auditing and financial planning. Seeking opportunities to leverage my diverse skill set in financial forecasting, asset management, and tax planning to facilitate organizational success.

Certifications:

  • Certified Internal Auditor (CIA)
  • Certified Financial Planner (CFP)

Skills & Abilities:

  • Financial Forecasting
  • Asset Management
  • Tax Planning
  • Financial Software Proficiency

Experience:

  • Senior Finance Consultant, DEF Financial Group
    Seattle, WA — 2023-Present

    • Provided seasoned advisory services, enabling businesses to optimize financial strategies and investments.
    • Conducted impactful workshops focusing on advanced tax planning and savings mechanisms.
  • Tax Analyst, GHI Finance Firm
    Seattle, WA — 2016-2018

    • Delivered exceptional client service in tax preparation and planning, fostering client satisfaction and retention.
    • Effectively managed a proficient team of junior tax analysts, promoting an environment of learning and growth.

Education:

  • Bachelor of Science in Finance, Seattle University — 2010-2014

Strategic Resume Building-Skills and Certifications

When building your finance resume, emphasize at least two core technical skills and enhance them with key soft skills. Don’t forget to include relevant certifications to strengthen your professional credibility.

Common Skills

  • Financial Analysis
  • Budgeting & Forecasting
  • Risk Management
  • Financial Reporting
  • Asset Management
  • Tax Planning & Compliance
  • Financial Software Proficiency (e.g., QuickBooks, SAP)
  • Investment Strategy
  • Regulatory Compliance
  • Financial Modeling

Common Certifications

  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Certified Management Accountant (CMA)
  • Certified Internal Auditor (CIA)
  • Certified Financial Planner (CFP)
  • Chartered Accountant (CA)
  • TFA™ – Chartered Financial Consultant
  • Certified Treasury Professional (CTP)
  • Certified Credit Professional (CCP)

Categories

Balance Skills and Experience with a Combination Finance Resume

The combination finance resume template offers a blend of traditional and functional resume features, making it ideal for professionals who have both strong finance skills and a solid work history. This format is perfect for those who want to showcase a comprehensive view of their financial expertise.

Why Choose a Combination Resume?

Key Features:

Use this template to present a well-rounded view of your career, demonstrating both your experience and your broad skill set in finance roles.