Finance Specialist CV Example
A finance specialist CV is built on clearly showing your responsibilities in budget and cash management, the tools you use (Excel, ERP) and your measurable contributions. Analytical thinking and command of regulations come first. Keep it one page, ATS-friendly, no photo or personal details.
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Daniel Foster
Finance Specialist
Birmingham, UK
Summary
5 years of corporate finance experience. Took an active role in budget planning, cash-flow management and financial reporting. Delivered business-unit analyses with SAP and advanced Excel to support management decisions. Confident with IFRS standards and tax compliance.
Experience
Finance Specialist · Energy Company
Mar 2021 – Present- ›Ran the planning and tracking of an £8M annual budget; contributed an 8% reduction in operating expenses through variance analysis.
- ›Built a weekly cash-flow model that shortened liquidity planning and provided real-time visibility.
- ›Led the preparation of IFRS-compliant monthly and annual financial reports.
Finance Assistant · Consultancy Firm
Sep 2019 – Feb 2021- ›Prepared analysis and comparative reporting of client financial statements.
- ›Was an active team member collecting data and updating models in budgeting processes.
Skills
Education
BSc Business Administration (Finance) · University of Warwick (2015 – 2019)
What to Highlight in a Finance Specialist CV
- ✓State the size of the budget you managed (in £/$) — scale matters.
- ✓List the ERP systems and tools you use (SAP, Oracle, Excel VBA).
- ✓Show your contribution with numbers: cost savings, model build speed, reporting time.
- ✓Mention your IFRS/GAAP knowledge and any professional qualifications (e.g. CFA, ACCA).
Technical Skills
- •Budget & cash management
- •SAP / Oracle / ERP
- •Excel (advanced)
- •IFRS / GAAP
- •Financial modelling
- •Reporting & variance analysis
Soft Skills
- •Analytical thinking
- •Confidentiality
- •Attention to detail
- •Communication
- •Working under pressure
Common Mistakes
- ✕Not stating the scale of the budget you managed.
- ✕Copying only the job description; showing no contribution or result.
- ✕Skipping knowledge of regulations and standards (IFRS, tax).
Frequently Asked Questions
What is the difference between a finance specialist CV and an accountant CV?
A finance specialist focuses on analysis, modelling and decision support; an accountant focuses on record-keeping and compliance. Frame your CV accordingly.
Do professional qualifications like the CFA matter?
Yes — a CFA candidacy or a relevant investment/derivatives qualification helps you stand out in a competitive field; include it if you have it.
I have no ERP experience. What should I do?
Highlight your advanced Excel and financial modelling skills; state that you are keen to learn ERP. Most companies provide training.
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