Finance Associate Resume Examples and Templates

This page provides you with Finance Associate resume samples to use to create your own resume with our easy-to-use resume builder. Below you'll find our how-to section that will guide you through each section of a Finance Associate resume.

Finance Associate Resume Sample and Template
Finance Associate Resume Sample and Template
Finance Associate Resume Sample and Template
Finance Associate Resume Sample and Template

What do Hiring Managers look for in a Finance Associate Resume

  • Financial Knowledge: Basic understanding of finance principles, accounting concepts, and financial analysis.
  • Attention to Detail: Ensuring accuracy in financial records, reports, and transactions.
  • Analytical Skills: Ability to analyze financial data and assist with financial planning and forecasting.
  • Communication Skills: Effective written and verbal communication for financial reporting and collaboration with team members.
  • Adaptability: Willingness to learn and adapt to changing financial regulations and processes.

How to Write a Finance Associate Resume?

To write a professional Finance Associate resume, follow these steps:

  • Select the right Finance Associate resume template.
  • Write a professional summary at the top explaining your Finance Associate’s experience and achievements.
  • Follow the STAR method while writing your Finance Associate resume’s work experience. Show what you were responsible for and what you achieved as a Finance Associate.
  • List your top Finance Associate skills in a separate skills section.

How to Write Your Finance Associate Resume Header?

Write the perfect Finance Associate resume header by:

  • Adding your full name at the top of the header.
  • Add a photo to your resume if you are applying for jobs outside of the US. For applying to jobs within the US, avoid adding photo to your resume header.
  • Add your current Finance Associate position to the header to show relevance.
  • Add your current city, your phone number and a professional email address.
  • Finally, add a link to your portfolio to the Finance Associate resume header. If there’s no portfolio link to add, consider adding a link to your LinkedIn profile instead.

Bad Finance Associate Resume Example - Header Section

Lillian 7598 Old Manor St. Saugus, MA 01906 Marital Status: Married, email:

Good Finance Associate Resume Example - Header Section

Lillian Flynn, Saugus, MA, Phone number: +1-555-555-5555, Link: linkedin/in/johndoe

Make sure to add a professional looking email address while writing your resume header. Let’s assume your name is John Doe - here is a formula you can use to create email addresses:

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For a Finance Associate email, we recommend you either go with a custom domain name ( or select a very reputed email provider (Gmail or Outlook).

How to Write a Professional Finance Associate Resume Summary?

Use this template to write the best Finance Associate resume summary: Finance Associate with [number of years] experience of [top 2-3 skills]. Achieved [top achievement]. Expert at [X], [Y] and [Z].

How to Write a Finance Associate Resume Experience Section?

Here’s how you can write a job winning Finance Associate resume experience section:

  • Write your Finance Associate work experience in a reverse chronological order.
  • Use bullets instead of paragraphs to explain your Finance Associate work experience.
  • While describing your work experience focus on highlighting what you did and the impact you made (you can use numbers to describe your success as a Finance Associate).
  • Use action verbs in your bullet points.

Leveraged Finance Associate Resume Example

Leveraged Finance Associate

  • Managed deal execution, including operational and financial due diligence, financial modeling, credit assessment, negotiation of credit agreements and commitment papers, creation of offering/information memoranda, development of rating agency and lender presentations, preparation of roadshow and sales materials, and addressing investor inquiries.
  • Developed multi-scenario financial models (LBO, M&A, DCF, and Transaction Comparables/Trading Multiples) and conducted comprehensive valuation and cash flow analyses to assess the company's ability to manage financing activities and provide adequate returns to equity investors (IRR and accretion/dilution analysis).
  • Advised Financial Sponsors and High-Yield (HY) Corporate issuers in collaboration with deal teams regarding potential acquisitions, financing options, and derivatives-based solutions.

Finance Associate Resume Example

Finance Associate

  • Analyzed and presented extensive quantitative and KPI data using SQL and Excel, contributing to a 23% operations growth.
  • Led a project enabling a SaaS client to enter the Eastern European market, resulting in a 5x revenue increase.
  • Managed account records, invoice issuance, and payment handling, leading to a 75% efficiency improvement.
  • Prepared operating budgets and financial statements for budgets of up to $5 million, providing valuable insights and recommendations.
  • Created financial models to assess operational efficiencies, performance, and trends.
  • Consulted with a venture capital firm and conducted portfolio analysis for a $5.5 billion fund.
  • Collaborated across departments, addressing daily inquiries, performing ad hoc analysis, and gathering data for budget planning.
  • Developed reports, graphs, and presentations to support strategic decision-making.

Finance Associate Resume Example

Finance Associate

  • Managing TDS work, Income Tax, and Bank Reconciliation.
  • Proficient in various versions of MS Office, including Word, Excel, Outlook, and PowerPoint (Office 97, 2000, XP, 2003, 2007, and 2010).
  • Familiar with MIS and ERP environments.
  • Skilled in Accounting Packages such as Tally 4.5, Tally 5.4, Tally 7.2, Tally 9.0, and Tally ERP9.
  • Experience with Statutory and Tax Audit processes.

Strategic Finance Associate Resume Example

Strategic Finance Associate

  • Constructed a comprehensive operating model to update the senior leadership team on the company's financial status, performance against targets, KPIs, and cash runway, aiding in determining venture fundraising requirements and timing.
  • Conducted primary market research in the payroll and HCM industries to assess market size, identify industry-specific opportunities for Zeal, and recognize industry trends such as retention, customer satisfaction, and expansion.
  • Designed tailored Go-To-Market (GTM) materials and ROI calculators for different verticals to assist our sales team in quantifying payroll-related partnership opportunities.
  • Developed a scenario-based Series B model to support Zeal's senior management team in presenting the company to potential venture capital investors during the capital raising process.
  • Held weekly meetings with senior leadership to plan and execute strategic initiatives for the organization.

Senior Accounting & Finance Associate Resume Example

Senior Accounting & Finance Associate

  • Oversaw Receivable functions to ensure accurate reporting.
  • Prepared weekly and monthly bank reconciliations.
  • Conducted reconciliation of general and subsidiary bank accounts by gathering and balancing information.
  • Prepared special reports on financial status and completed special projects.
  • Compiled Sales and other items from client portals into the books.
  • Managed bookkeeping for major clients.
  • Prepared monthly financial reports.
  • Managed all accounts receivables and payables.

Senior Finance Associate Resume Example

Senior Finance Associate

  • Prepare withholding tax reports and handle monthly, quarterly, and annual filings.
  • Monitor documentary stamp tax for lease contracts at branch locations.
  • Assist in tax computation and scheduling.
  • Review reports from various departments used for tax reporting.
  • Ensure compliance with local and national government regulations.
  • Analyze issues impacting the company's tax compliance.
  • Perform computations and document verifications.
  • Prepare well-organized draft work products with minimal need for revisions.
  • Interact with relevant government agencies and offices as required.

Finance Associate Resume Example

Finance Associate

  • Successfully delivered projects involving report consolidation, tool updates, and action areas for submissions, closely collaborating with MIFID databases.
  • Led idea generation, trained, and mentored analysts, effectively overseeing the team's work.
  • Collaborated on business initiatives, development projects, and cross-functional training.
  • Worked with business partners to define data requirements and expectations, ensuring timely data delivery and analysis.
  • Prepared multiple MIS reports and submitted statistical data to regulators such as Bundesbank and Bank of England.
  • Developed and supported technical teams in enhancing Tableau dashboards, testing data, programs, and software for functional user-interface tools.
  • Provided direction and guidance to working groups to achieve various goals.
  • Offered statistical and performance feedback, conducted coaching, and administered performance reviews to enhance skills.

Finance Associate Resume Example

Finance Associate

  • Prepare the monthly finance packet and necessary financial reports.
  • Review Payment Request Forms and Expense Reports for validity, accuracy, and completeness, releasing cash payments promptly.
  • Ensure source tax deduction for vendor payments.
  • Enforce office adherence to administration policies, procedures, and deadlines.
  • Post daily transactions to QuickBooks and provide daily balances for reconciliation.
  • Perform weekly bank reconciliation.
  • Coordinate with other Office Accountants for control account transactions.
  • Communicate and enforce finance policies and procedures to all FO staff through regular reminders and clarifications.
  • Assist in fraud investigations.
  • Train staff on Email approval format, PRF Module, Watchdog (Vendor Vetting), and Budget Vs Actuals Automated mails.
  • Manage finance files and records effectively.
  • Prepare PRFs and checks for PT, PF, TDS, and monthly reports for auditors, communicating by the end of the month.

Finance Associate Resume Example

Finance Associate

  • Managed main branch opening and closing times.
  • Ensured confidentiality of bank records and client information.
  • Followed up with customers who failed to make promised payments to secure payments.
  • Stayed updated on banking guidelines and statutory requirements by researching new laws and applications.
  • Achieved a zero-error rate in balancing daily cash deposits and vault inventory.
  • Processed sales referrals and promoted bank services and products.
  • Handled incoming phone calls from customers, directing them to the appropriate department or individual for assistance.

Finance Associate Resume Example

Finance Associate

  • Operated within a general ledger team dedicated to Banking for the Customer.
  • Prepared journal entries and transactions related to Banking, maintaining accurate financial data for customers.
  • Generated monthly Bank reconciliation statements for customer financial data and produced separate monthly audit reports for internal review, ensuring precise target achievement.
  • Handled travel and expenses transactions for customer needs using the SAP Protocol.
  • Utilized the SAP - Assets/Liabilities module for this project.

Finance Associate Resume Example

Finance Associate

  • Collecting daily sales reports from each branch.
  • Monitoring daily sales reports from each branch.
  • Reconciling data with the Area Finance Officer.
  • Monitoring cancellation requests and parcel weights.

Top Finance Associate Resume Skills for 2023

  1. Financial analysis
  2. Budgeting and forecasting
  3. Financial modeling
  4. Financial reporting
  5. Data analysis and interpretation
  6. Accounting principles (GAAP)
  7. Financial statements analysis
  8. Expense tracking and management
  9. Cost analysis
  10. Variance analysis
  11. Financial statement preparation
  12. Financial data reconciliation
  13. Cash flow management
  14. Financial risk assessment
  15. Tax planning and compliance
  16. Investment analysis
  17. Financial metrics and KPIs
  18. Financial software proficiency (e.g., Excel, QuickBooks)
  19. Financial statement consolidation
  20. Financial statement audit support
  21. Financial data entry
  22. Accounts payable and receivable
  23. Invoice processing
  24. Financial statement review
  25. Financial statement presentation
  26. Financial data accuracy verification
  27. Financial trend analysis
  28. Financial document management
  29. Budget tracking
  30. Financial policy compliance
  31. Financial data security and privacy
  32. Financial transaction recording
  33. Financial data reporting
  34. Presentation and communication skills
  35. Problem-solving abilities
  36. Time management and organization
  37. Adaptability and flexibility
  38. Decision-making skills
  39. Attention to detail
  40. Regulatory compliance
  41. Financial audit support
  42. Vendor and supplier management
  43. Financial software training
  44. Cash handling and reconciliation
  45. Financial documentation filing
  46. Financial process improvement
  47. Financial data analysis tools (e.g., Tableau)
  48. Financial data visualization
  49. Financial data forecasting tools

How Long Should my Finance Associate Resume be?

Your Finance Associate resume length should be less than one or two pages maximum. Unless you have more than 25 years of experience, any resume that’s more than two pages would appear to be too long and risk getting rejected.

On an average, for Finance Associate, we see most resumes have a length of 2. And, that’s why we advise you to keep the resume length appropriate to not get rejected.

Finance Associate Resume Sample and Template
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