Position Overview

Finance associates work in the financial industry and are largely responsible for managing a company’s clients in terms of investment ideas and insurance policies. This job requires a person to be qualified in this field and possess a degree in finance at the very least.

If you are looking for a job as a finance associate, the following resume may interest you as it depicts the skills, qualifications and experience that is necessary for this position.



Finance Associate Resume Example


Rebecca Carr

733 Main Avenue – Wood Ridge, NJ 66189
(999) 999-9999, Email

• 2+ years’ progressive experience in accounts and finance arena
• Proven ability to develop and demonstrate deep understanding of key metrics and operations
• Hands on experience in creating strategic P&L programs to understand potential performance and assess investments
• Functional knowledge of supervising preparation of final invoices and transfer employee billable hours effectively
• Highly skilled in preparing special project analysis as required

• Analytic creativity, insight and agility along with strong financial acumen
• Devotion to accuracy and detail
• Strong communication skills
• Track record of handling extra responsibilities over time
• Strong leadership skills
• Excellent ability to work long shifts

• Implemented an automated system in order to provide end of the year support to auditor requirements
• Managed a financial sales forecasting system by employing keen procedures and appropriate financial data

Aug 2013 – Dec 2015
Core Financials – Wood Ridge, NJ
Finance Associate
• Prepared and reviewed monthly journal entries
• Managed reconciliations and variance analysis
• Prepared financial schedules to meet reporting requirements
• Built and maintain reliable revenue and cost forecasting processes
• Created presentations regarding new initiatives
• Managed interactions with external and internal agencies as required
• Assisted with employee payroll and billing hours

New Jersey State University – New Jersey, NJ
Bachelor’s Degree in Business Finance
GPA: 3.6