Targeted Finance Resume Template

By The Diversity Employment Team - Published on: Feb 12, 2024

Jordan Ellis

Seattle, WA | (123) 456-7891 | jordanellis@email.com

Objective:

Ambitious finance professional specialized in financial planning and auditing, seeking a Senior Financial Analyst position at PQR Financial Services. Aiming to employ my comprehensive expertise in financial auditing, planning, and regulatory compliance to drive organizational success and client satisfaction.

Certifications:

  • Certified Treasury Professional (CTP)
  • Certified Credit Professional (CCP)

Relevant Experience:

  • Senior Financial Planner, STU Financial Advisors
    Seattle, WA — 2023-Present
    • Cultivated effective financial plans, contributing to the financial success of a diverse clientele.
    • Conducted insightful financial seminars, promoting financial literacy and client engagement.
  • Audit Associate, VWX Accounting Firm
    Seattle, WA — 2017-2019
    • Conducted comprehensive financial audits, ensuring client compliance with pertinent financial regulations and standards.
    • Played a crucial role in the preparation and analysis of detailed annual financial statements.

Skills:

  • Financial Auditing
  • Financial Planning
  • Regulatory Compliance
  • Financial Software Proficiency

Education:

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

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