Finance associate resume examples from 2025
Land interviews using Zippia's AI-powered resume builder.

All resume examples
Table of content
How to write a finance associate resume
Craft a resume summary statement
A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the finance associate role.
Step 1: Start with your professional title, or the one you aspire to.
Step 2: Detail your years of experience in finance associate-related roles and your industry experience.
Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.
Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.
These four steps should give you a strong elevator pitch and land you some finance associate interviews.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
- Put all relevant hard and soft skills in your skills section.
- Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
- Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
- Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
Here are example skills to include in your “Area of Expertise” on a finance associate resume:
- Financial Statements
- PowerPoint
- Financial Services
- Work Ethic
- Phone Calls
- Financial Models
- Strong Analytical
- Financial Analysis
- Hyperion
- Due Diligence
- Securities
- Real Estate
- Reconciliations
- Financial Data
- Good Judgment
- Client Relationships
- Cash Management
- Treasury
- Journal Entries
- Payroll
- Balance Sheet
- GAAP
- Customer Service
- General Ledger
- Process Improvement
- Data Analysis
- Cash Flow
- Fixed Assets
- Credit Card
- HR
Zippia’s AI can customize your resume for you.
How to structure your work experience
Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the finance associate position. Here is how to most effectively structure your work experience:
- List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
- Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs.
How to write finance associate experience bullet points
Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.
Use the XYZ formula for your work experience bullet points. Here's how it works:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
This creates bullet points that read Achieved X, measured by Y, by doing Z.
Here are examples from great finance associate resumes:
Work history example #1
Treasury Analyst
IBM
- Achieved yearly inventory reconciliation within 1% variance on $20M base by performing annual physical count.
- Worked with the accounting team to ensure revenue recognition rules where in compliance with GAAP and internal policy.
- Performed assessments for Sarbanes-Oxley compliance and recommend appropriate action.
- Maintain audit readiness and compliance for internal/external corporate and project audits - PWC, KPMG, and Sarbanes-Oxley (SOX).
- Generated queries, including ad hoc reports, audit requests, and SOX data.
Work history example #2
Finance Associate
E-Trade
- Lead FSR responsible for customer account management for high priority or value trade placement accounts.
- Posted deposits from night drops and ATM to customers' accounts.
- Deepen member relationships through needs assessment and solution offerings from USAA products and services.
- Educate customers on automated service options available including ATMs, Internet Banking, for the purpose of driving additional sales.
- Generated business through direct marketing, cross-selling, telemarketing and presence in the community.
Work history example #3
Executive Assistant To Chief Finance Officer
The Bank of New York Mellon
- Promoted within the first six months of start date to Senior Specialist.
- Ensured data reflected their activities with accuracy through corresponding software.
- Prepared the daily NAV to NAV reports for all portfolios and send it to the client (Raytheon) and performance.
- Controlled account balances of their party client companies ensuring compliance with GAAP and release transactions.
- Assist outside CPA firms during their audit engagements by providing additional information and answering questions.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries for resumes:
High School Diploma
2014 - 2014
Highlight your finance associate certifications on your resume
Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.
Include the full name of the certification, along with the name of the issuing organization and date of obtainment.
If you have any of these certifications, be sure to include them on your finance associate resume:
- Chartered Financial Analyst (CFA)
- Certified Management Accountant (CMA)
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Resume Specialist: Accounting and Finance (CRS+AF)
- International Accredited Business Accountant (IABA)
- Certified Financial Planner (CFP)
- Chartered Certified Accountant (ACCA)
- Certified Sales Professional (CSP)
- Certified Financial Planner (CFP)