finance

Finance Manager

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MICHAEL ROSS

Senior Finance Manager

+1 (555) 987-6543

[email protected]

San Francisco, CA

linkedin.com/in/michael-ross-finance-manager

michaelrossfinance.com

Skills

SAP ERP, Oracle Financials, Microsoft Dynamics, Tableau, Financial Modeling, Budget Analysis, Strategic Planning, Risk Assessment

Certifications

Certified Public Accountant (CPA)

Demonstrates professional knowledge of accounting, auditing, financial reporting, and tax requirements.

Chartered Financial Analyst (CFA)

Recognizes advanced knowledge in investment analysis, portfolio management, ethics, and financial decision-making.

Professional Summary

Finance Manager with 7+ years of experience in financial planning, forecasting, reporting, and portfolio analysis. Led planning for a $20 million portfolio, improved return visibility by 30% within two fiscal quarters, and built KPI dashboards that helped identify $500K in cost-saving opportunities. Skilled in SAP ERP, Oracle Financials, Tableau, budget governance, and executive reporting.

Work Experience

Senior Finance Manager

01/2022

Tech Company Inc

San Francisco, CA

Led financial planning for a $20 million portfolio, improving return visibility by 30% within two fiscal quarters.

Built KPI dashboards in Tableau to monitor margins, cash flow, and forecast variance, helping identify $500K in cost-saving opportunities.

Partnered with operations and investment stakeholders to implement a revised allocation strategy that increased portfolio value by 25% in the first year.

Standardized monthly reporting workflows, reducing close and reporting preparation time by 30%.

Finance Manager

06/2020 - 12/2021

XYZ Corp

San Francisco, CA

Analyzed budget, forecast, and variance data to support leadership decisions and reduce unnecessary spending by $300K.

Created acquisition financial models that informed valuation, scenario planning, and due diligence for a $5 million competitor purchase.

Financial Analyst

01/2018 - 05/2020

Finance Solutions Ltd

San Francisco, CA

Conducted operating cost analysis and identified a 20% savings opportunity across vendor and departmental spend.

Prepared financial forecasts and investor reporting that supported a 15% increase in venture capital investment.

Education

Master of Science in Business Administration (Finance)

09/2015 - 05/2017

University of California, Berkeley

Berkeley, CA

Projects

GreenTech Investment Tracker

Built a Python and Tableau dashboard to track renewable energy investments, compare projected returns, and flag portfolio risks for finance leadership review.

github.com/michaelross/greentechtracker

Financial Literacy App

Created a budgeting and investment education app with scenario-based modules that help young adults practice cash-flow planning and basic portfolio decisions.

Why This Template Works

This resume format is designed to excel in ATS (Applicant Tracking Systems) by incorporating relevant keywords specific to the Finance Manager role, such as 'financial modeling,' 'strategic planning,' and 'portfolio management.' The use of bullet points for achievements makes it easy for both humans and machines to quickly grasp key accomplishments. Additionally, including quantifiable results like the $20 million portfolio restructuring in the summary section adds significant credibility and demonstrates the candidate's impact in previous roles. This structured approach ensures that recruiters and automated systems alike can easily identify the candidate’s expertise and qualifications.

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How to Write This Resume

How to Write This Resume

Expert guidelines and best practices for each section of your resume.

01

Contact

Contact

First Name Last Name City, State, Zip Code Phone Number | Email Address LinkedIn Profile URL | Portfolio URL (Optional)

General Guidelines

Your contact information is the first section recruiters see. Keep it concise and professional. Ensure your email address is appropriate (e.g., [email protected]). Include your LinkedIn profile for a comprehensive view of your professional journey. A portfolio or personal website is recommended for creative, technical, or design roles.

Avoid This

Do not include your full physical address (street number/name) for privacy reasons. Avoid including personal details like marital status, age, photo, or social security number unless specifically required in your country. Do not use unprofessional email addresses such as nicknames or informal handles.

Real Examples

See clear examples of how to format contact details effectively.

Don't

John Doe 1234 Random St, Apt 56 New York, NY 10001 [email protected] github.com/aliciacode

Do

John Doe New York, NY (555) 123-4567 | [email protected] linkedin.com/in/johndoe

Quick Tips

  • Use a professional email address (firstname.lastname format)
  • Ensure your voicemail is set up and professional
  • Double-check your phone number and email for typos
  • Make your LinkedIn URL custom (linkedin.com/in/yourname)

02

Summary

Summary

Professional Title Result-oriented [Role Name] with [Number] years of experience in [Key Skills/Industries]. Proven track record of [Major Achievement]. Skilled in [Key Technologies/Skills]. Committed to delivering [Specific Value] for [Target Industry/Company type].

General Guidelines

A professional summary is your elevator pitch. It should be 3-5 sentences long, summarizing your experience, key skills, and major achievements. Tailor it to the job description by using relevant keywords. Focus on what makes you unique and the value you bring to potential employers.

Avoid This

Avoid generic objectives like 'Looking for a challenging role to grow my skills.' Recruiters want to know what value you bring to them, not what you want from them. Don't use first-person pronouns (I, me, my). Keep it concise and impactful.

Real Examples

Compare a weak objective with a strong professional summary.

Don't

Objective: I am a hard-working individual looking for a Finance Manager position where I can learn new things and advance my career.

Do

Finance Manager with 7+ years of experience in financial planning, budget analysis, and strategic reporting. Led planning for a $20 million portfolio, improved return visibility by 30% within two fiscal quarters, and built KPI dashboards that helped identify $500K in savings opportunities.

Quick Tips

  • Quantify achievements where possible (e.g., 'Increased revenue by 20%')
  • Keep it under 5 lines for readability
  • Use strong action verbs to start sentences
  • Tailor the summary to match the job description

03

Skills

Skills

Technical Skills - Languages: [List] - Frameworks: [List] - Tools: [List] Soft Skills - [Skill 1], [Skill 2], [Skill 3]

General Guidelines

Group your skills logically (e.g., Languages, Frameworks, Tools). Focus on hard skills relevant to the job. List skills in order of proficiency or relevance. Soft skills are better demonstrated through bullet points in your experience section rather than a bare list.

Avoid This

Do not list skills you are not comfortable using in an interview. Avoid using progress bars or percentages to rate your skills (e.g., "Java: 80%"). Do not include outdated technologies unless specifically required.

Real Examples

Practical example showing do's and don'ts for skills

Don't

Knowledge of SAP, Oracle, Microsoft Dynamics, Tableau; Financial modeling, budget analysis, strategic planning, risk assessment

Do
  • Tools: SAP ERP, Oracle Financials, Microsoft Dynamics, Tableau - Skills: Financial Modeling, Budget Analysis, Strategic Planning, Risk Assessment
Don't

Languages: Java (70%), Python (85%); Frameworks: Spring Boot, Django; Tools: SQL Server, PostgreSQL

Do
  • Languages: Java, Python - Frameworks: Spring Boot, Django - Tools: SQL Server, PostgreSQL

Quick Tips

  • List technical skills under specific categories like Languages, Frameworks, and Tools.
  • Under each category, use bullet points to clearly delineate individual items.
  • Avoid including soft skills in this section. Instead, demonstrate them through experience descriptions.
  • Prioritize recent or relevant tools and technologies over older ones unless they are crucial for the role.

04

Experience

Experience

Job Title | Company Name | Location Month Year – Month Year - Action Verb + Context + Result (Quantified) - Led [Project] resulting in [Outcome]... - Collaborated with [Team] to implement [Feature]...

General Guidelines

This is the core of your resume. Use reverse-chronological order (most recent first). Start each bullet with a strong action verb. Focus on achievements and impact, not just duties. Use numbers to quantify your impact (dollars, percentages, time saved, users affected). Show progression and increasing responsibility.

Avoid This

Avoid passive language like "Responsible for..." or "Tasked with...." Don't list every single daily task; focus on significant contributions and measurable outcomes. Avoid jargon that recruiters outside your field won't understand.

Real Examples

Practical example showing do's and don'ts for experiences

Don't

Responsible for managing financial reports and budgets.

Do

Developed and managed comprehensive financial reports, reducing reporting time by 20%.

Don't

Performed routine audits on company finances to ensure compliance with regulations.

Do

Conducted detailed financial audits that identified $500K in cost-saving opportunities.

Quick Tips

  • Use strong action verbs like 'led,' 'implemented,' and 'optimized' to start each bullet point. These words convey leadership and initiative.
  • Quantify your achievements whenever possible with numbers, percentages, or specific dollar amounts. This makes your impact more tangible and impressive.
  • Show how your analysis influenced decisions, such as cost control, investment planning, risk review, or executive reporting.
  • Emphasize teamwork but focus on personal contributions that led to significant outcomes, rather than just listing team roles.

05

Education

Education

Degree Name | University Name | Location Month Year – Month Year - Relevant Coursework: [Course 1], [Course 2] - Honors/Awards: [Award Name] - GPA: X.X (if above 3.5)

General Guidelines

List your highest degree first. If you have significant work experience, keep the education section brief. Include your GPA only if it is above 3.5 or if you are a recent graduate. Highlight relevant coursework, academic projects, honors, or leadership roles.

Avoid This

Do not include high school details if you have a college degree. Avoid listing every single course you took; select only the most relevant ones. Don't include graduation dates from decades ago if age discrimination is a concern in your field.

Real Examples

Don't

Bachelor of Arts, General Studies | University of California, Berkeley | Berkeley, CA September 2013 – May 2017 - Coursework: Economics, Political Science, Sociology

Do

Master of Business Administration (Finance) | Stanford University | Palo Alto, CA January 2024 – December 2025 - Relevant Coursework: Financial Management, Corporate Finance, Investment Analysis - Honors/Awards: Dean's List Fall 2024

Quick Tips

  • Start with your most recent and relevant degree.
  • Include only the name of the highest academic degree obtained.
  • List honors or awards if they are significant and relevant to your career.
  • Exclude irrelevant details such as GPA unless it's above 3.5 or you're a new graduate.

06

Projects

Projects

Project Name | Tools/Technologies Used - Briefly describe what you created and its purpose - Highlight specific challenges you solved - Link to portfolio or demo if available

General Guidelines

Projects are excellent for demonstrating practical skills, especially if you lack work experience or are changing careers. Include a link to your portfolio or demo if possible. Focus on projects that show problem-solving skills and relevant tools for the target role.

Avoid This

Don't include trivial tutorials unless you significantly expanded on them. Avoid projects that are outdated, incomplete, or irrelevant to the role you're applying for. Don't just list technologies—explain what you created and why it matters.

Real Examples

Practical example showing do's and don'ts for projects

Don't

Developed a budget calculator using Excel, but the project was basic with no unique features or benefits.

Do

Created a financial risk assessment dashboard in Tableau that integrates AI to predict potential risks based on historical data. This tool helped the finance team make proactive decisions.

Quick Tips

  • Emphasize projects that showcase your ability to solve complex financial issues using advanced tools and techniques.
  • Provide detailed descriptions of how you leveraged specific technologies or platforms to achieve project goals.
  • Ensure each project demonstrates a clear business impact, such as cost savings, increased efficiency, or improved decision-making processes.
  • Highlight any leadership roles or team collaborations within your projects to demonstrate your management skills.

Frequently Asked Questions

Common questions about this role and how to best present it on your resume.

Focus on budgeting, forecasting, financial modeling, reporting, cost control, stakeholder management, and measurable business impact.

Use numbers tied to portfolio size, budget ownership, savings, forecast accuracy, reporting cycle time, or investment outcomes when those details are accurate.

Include relevant finance and analytics tools such as SAP ERP, Oracle Financials, Microsoft Dynamics, Excel, Tableau, Power BI, or planning software you can discuss confidently.

List roles in reverse-chronological order and show increasing scope, such as larger budgets, broader reporting ownership, team leadership, or executive-facing analysis.

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