Finance planner resume examples from 2025

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in finance planner-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the finance planner position.

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

1. You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
2. Include as many relevant hard skills and soft skills as possible from the listing.
3. Use the most up to date and accurate terms. Don't forget to be specific.

These five steps should give you a strong elevator pitch and land you some finance planner interviews.

Your work experience should be structured:

1. With your most recent roles first, followed by earlier roles in reverse chronological order.
2. Job title, along with company name and location on the left.
3. Put the corresponding dates of employment on the left side.
4. Keep only relevant jobs on your work experience.

Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:

• Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
• Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
• Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.

Here are great bullet points from finance planner resumes:

Employers are looking for a few things when looking at the Education section of your resume:

• The highest degree you have achieved.
• TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
• TField of study
• TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries from finance planner resumes:

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 planner resume:

1. Certified Financial Planner (CFP)
2. Certified Professional, Life and Health Insurance Program (CPLHI)
3. Certified Financial Planner (CFP)
4. Certified Planning Engineer (CPE)
5. Chartered Financial Consultant (ChFC)
6. Chartered Financial Analyst (CFA)
7. Certified Management Accountant (CMA)
8. Certified Investment Management Analyst (CIMA)