FINANCIAL SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 13, 2025 - The Financial Professional demonstrates extensive experience in financial planning, investment strategies, and portfolio management across diverse industries. This responsibility demands excellence in data analysis, risk assessment, and regulatory compliance to drive sound fiscal decision-making. This position also has a proven ability to optimize financial performance through budget forecasting, cost control, and strategic reporting.

Essential Hard and Soft Skills for a Standout Financial Resume
  • Financial Analysis
  • Budget Management
  • Report Preparation
  • Data Analysis
  • Account Reconciliation
  • Compliance Assurance
  • Payroll Administration
  • System Implementation
  • Process Improvement
  • Forecast Preparation
  • Team Collaboration
  • Problem Resolution
  • Relationship Building
  • Communication Skills
  • Stakeholder Management
  • Business Partnering
  • Decision Support
  • Inquiry Response
  • Change Management
  • Client Servicing

Summary of Financial Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting, or Risk Reporting experience
  • An active Certified Public Accountant (CPA) designation
  • Experience with financial reporting under regulatory, GAAP, and/or SEC guidelines with demonstrated ability to apply such guidelines
  • Experience with Alteryx or Power BI
  • Experience working in SEC/Regulatory reporting
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of loan accounting
  • Intermediate Microsoft Office (Word, Excel, Outlook) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to grasp complex business issues quickly, recommend solutions, and drive for resolutions

2. BA in Accounting with 5 years of Experience

  • Be ACA, ACCA, or CIMA qualified.
  • Qualified Technical Financial Accountant with experience in tax preparation
  • A strong background in month-end closing procedures and financial accounting.
  • Be aware of the UK Taxes Acts.
  • Working knowledge of the tax aspects of UK GAAP and IFRS.
  • Experience working in SAP (ERP).
  • Good understanding of MS Excel (and other MS Office software).
  • Be able to work as part of a virtual team with excellent communication skills.
  • Be experienced in tax preparation.
  • Be organised, proactive, and self-motivated.
  • Reliable/flexible and able to work independently.

3. BA in Business Economics with 1 year of Experience

  • Must pursue professional studies in accounting/financial or its equivalent.
  • Familiarity with accounting software, such as Microsoft Navision, Xero, Oracle, and SAP
  • Intermediate Microsoft Office skills
  • Business-level English with strong communication skills
  • Meticulous, pro-active, strong self-motivated, and able to work independently with minimum supervision.
  • Understanding of the company's work culture
  • Excellent time management and planning skills to meet deadlines
  • Motivation to achieve the objectives of the company and the team.
  • Heavy involvement in process improvement
  • Understanding of the country's rules and regulations

4. BA in Corporate Finance with 3 years of Experience

  • Previous accounting experience.
  • Experience in architecture, engineering, or construction (A/E/C) industry.
  • Experience using Deltek Vision software.
  • Proficient with Microsoft Office Suite, especially Excel.
  • Ability to work cross-functionally with other technical teams.
  • Proactive, independent thinker possessing a high attention to detail.
  • Excellent communication skills, both verbal and written.

5. BA in Commerce with 1 year of Experience

  • Cash handling or client service experience
  • Strong commitment to customer service and excellent written and verbal communication
  • Ability to assess students’ needs over the phone or via email
  • Energetic, personable, and with a positive attitude
  • Highly organized while working in a fast-paced environment
  • Capacity to multitask while maintaining attention to detail
  • Ability to be flexible to changing processes while proactively seeking solutions and problem-solving.
  • Internet savvy with multiple browsers, and familiar with Microsoft Office products

6. BA in Investment Management with 2 years of Experience

  • Experience working in higher education, and in the Financial Aid or Scholarship Office.
  • Working knowledge of regulations governing federal, state, and institutional policies regarding administration of financial aid, i.e., Federal Direct Loans, NDSL, Federal Work Study Programs, EdFund, Sallie Mae, EdConnect, EdExpress, Cal Grants, and Web Express.
  • Knowledge of PowerFAIDS and Microsoft Office (MS Windows, Word, Excel).
  • Ability to analyze and interpret federal and state regulations about student aid.
  • Ability to maintain effective working relationships with diverse/multi-cultural faculty, students, staff, and external contacts.
  • Excellent organizational skills with the ability to manage multiple tasks simultaneously, ability to prioritize and meet deadlines.
  • Excellent proactive communication skills, ability to negotiate, make requests, and provide leadership.
  • Strong problem-solving skills and ability to address complex issues.
  • Ability to communicate technological needs to Information Services staff.
  • Ability to work independently and manage time effectively.

7. BA in Finance with 7 years of Experience

  • CPA, CMA, or CFA certification
  • Cognos and JDEdwards General Ledger knowledge
  • Strong PC and Microsoft application skills.
  • Knowledge of generally accepted accounting principles and procedures.
  • Advanced technical skills in Excel and PowerPoint
  • Experience in financial report systems or software
  • Good working knowledge of the insurance brokerage business
  • Experience in reporting, forecasting, corporate finance, financial diagnosis, and the ability to effectively analyze information.
  • Strong interpersonal skills with the ability to work and communicate with employees at all levels of the organization.
  • Experience managing teams, both subordinates and cross-functional teams, and consistently delivering high-quality results.
  • Solid background in the use of technology, particularly applications specific to the department/area.
  • Strong analytical and problem-solving skills.
  • Strong written and oral communication and presentation skills, as well as organization skills.

8. BA in Financial Planning with 8 years of Experience

  • Business analysis experience
  • Budget forecasting experience
  • Foundational knowledge in SEC Financial Reporting
  • Practical knowledge in problem solving through statistical analysis or with large data sets, such as in derivatives, structured finance, or business analytics, or in a similarly demanding and analytical role
  • Strong communication skills and able to receive criticism well
  • Ability to simplify complex problems and build solutions
  • Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
  • Prior experience in spreadsheets and ERP systems
  • Working knowledge of Financial Planning and Analysis (go-to-market experience)
  • Proficiency with Business Intelligence (BI) reporting tools

9. BA in Mathematics with 2 years of Experience

  • Experience in bookkeeping, finance, or accounting
  • Basic knowledge of Generally Accepted Accounting Principles (GAAP)
  • Proficient with Microsoft operating systems (Outlook, Word, PowerPoint, Office, preferably strong Microsoft Excel skills)
  • Experience in data entry, record keeping, and database operation (QuickBooks or other accounting software) with strong 10-key skills
  • Strong written and verbal communication skills
  • Strong math and good organizational skills
  • An ability to set priorities, handle multiple tasks, and able to meet deadlines
  • Skilled problem-solving and decision-making
  • Detail-oriented, able to accurately interpret data.
  • Interpersonal characteristics with prompt, collaborative/team player, regular attendance, adaptable, communicator, and organized.
  • Familiar with QuickBooks and Great Plains accounting software

10. BA in Risk Management with 3 years of Experience

  • Business experience in accounting, finance, or a related field
  • Detail-oriented and well-organized
  • Working knowledge of internal controls, GAAP, and automated accounting systems.
  • Excellent written and verbal communication, customer service, and problem-solving skills.
  • Ability/aptitude to analyze and reconcile data.
  • Ability to work independently and as part of a team
  • Strong attention to detail, along with consistent exercise of discretion, independent judgment, and initiative
  • Proficiency with MS Office, including strong Excel skills, and the ability to learn and utilize numerous accounting systems.
  • Experience working with Oracle Financial

11. BA in Statistics with 7 years of Experience

  • Relevant experience in operational, financial, and/or compliance auditing, including developing risk assessments, audit surveys, and audit programs.
  • Experience in data analytics, including areas like IT, audit, and finance.
  • Proficient in business applications - Excel, Word, PowerPoint.
  • Ability to provide sufficient and appropriate audit evidence to support audit objectives, opinions, findings, and recommendations.
  • Excellent written and verbal communication and interpersonal skills that enable effective interaction with all levels of employees, management, and departments within the company.
  • High ethical values and be a self-motivated team player with a strong sense of urgency, commitment, and accountability.
  • An ability to actively seek out new opportunities and improvements to existing solutions.
  • Excellent analytical skills and comfortable working with complex data, processes, and systems to review and evaluate controls.
  • Ability to work independently, with limited direction and guidance.
  • At least one professional certification ( CPA , CIA , CFE ) completed or in process.
  • Solid understanding of internal auditing standards, risk assessment practices, audit principles, and awareness of IIA standards for the Professional Practice of Internal Auditing

12. BA in International Business with 4 years of Experience

  • Experience in finance and accounting, preferably in the insurance industry
  • Life and Health License, as well as the CEBS designation
  • Basic benefits underwriting concepts
  • Basic knowledge of insurance carrier claims experience and utilization reporting
  • Basic applied mathematics
  • Strong communication, presentation, and organizational skills
  • Ability to work independently as well as in a team environment, and thrive in a fast-paced environment with a positive attitude
  • Strong analytical and problem-solving skills with extreme attention to detail
  • Ability to establish and maintain collaborative working relationships with others at all levels, as well as work with clients and partners at a strategic level
  • Ability to maintain a high level of confidentiality
  • Proficiency with Microsoft Office, with strong MS Excel and PowerPoint knowledge

13. BA in Marketing with 2 years of Experience

  • Basic knowledge of industry standards and regulations
  • CPA license in some FAIR roles
  • Proficient desktop/spreadsheet/database skills
  • Proficient organizational and problem-solving skills
  • Proficient verbal and written communication skills
  • Basic understanding of the firm's products
  • Comfortable liaising with business and risk partners while building and maintaining relationships
  • Ability to critically challenge to identify control issues
  • Ability to understand business drivers and requirements, and influence others to deliver solutions
  • Able to quickly understand the workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies

14. BA in Financial Management with 6 years of Experience

  • Related finance experience and/or training with CPA and/or CMA
  • Knowledge of ERP manufacturing system, preferably SAP.
  • Knowledge of Microsoft Word processing software, Excel spreadsheet software, and Outlook email software
  • Ability to work in a fast-paced culture, and must be able to re-prioritize tasks on short notice and adapt to a dynamic work atmosphere.
  • Ability to communicate complex information in a relatable manner, matching the message to the audience.
  • Ability to read, analyze, and interpret general business periodicals, financial standards, system manuals, procedure manuals, and governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to speak effectively before groups of employees or colleagues.
  • Ability to analyze performance trends across multiple periods, including price-volume-mix analyses.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

15. BA in Business Administration with 3 years of Experience

  • Previous accounting work experience
  • Knowledge of all functions and related tasks in the area of analysis and reporting
  • Knowledge of general accounting and billing procedures
  • Ability to read, write, and speak the English language to communicate with employees, customers, and suppliers in person, on the phone, and by written communications in a clear, straightforward, professional, and pleasant manner
  • Ability to use personal computer and software applications (i.e., word processing, spreadsheet, etc.)
  • Ability to work independently
  • Basic knowledge of cable television products and services
  • Ability to handle multiple projects and deadlines, as well as prioritize and organize effectively
  • Ability to implement record-keeping procedures
  • Ability to process a high volume of detailed information accurately and efficiently
  • Ability to show judgment and initiative and to accomplish job duties

16. BA in Economics with 10 years of Experience

  • Financial management experience in Andean countries, including a CFO position
  • Balanced experience in Controllership (i.e., Accounting, Treasury, Tax) and Financial Planning and Analysis (Financial consolidation reporting experience)
  • Proficient MS Office User (Word, Excel, PowerPoint) and Power BI
  • Ability to collaborate and influence cross-functionally - gather, disseminate, and summarize financial data, and make sound financial, business recommendations
  • Strong analytical and problem-solving skills, along with the drive for results (action-oriented and self-motivated)
  • Advanced financial and accounting knowledge with strong financial analysis and planning skills
  • Experience leading strategic finance planning activities, driving efficiency/process change initiatives, and collaborating cross-functionally within a global, matrixed environment
  • Ability to apply sound business principles and practices to project management and change management processes
  • Ability to interact with senior management and communicate and build partnerships at all levels of the organization
  • Experience working and leading in a dynamic, fast-paced environment
  • Ability to articulate, communicate, and persuade within and outside of the business segment
  • Ability to manage, motivate, and develop direct reports in the context of different locations
  • Exposure to FMCG/manufacturing environment, and the US GAAP working environment
  • Experience working with the SAP System
  • Financial consolidation reporting experience.

17. BA in Statistics with 4 years of Experience

  • Strong communication skills
  • Good team coordination skills and the ability to drive several projects
  • Interest in working with overseas teams and in an international environment.
  • Well-organized, reliable, and rigorous.
  • Flexible on workload needs and a motivated individual.
  • Able to work independently while reporting on progress and raising issues rapidly.
  • Be flexible/willing to work across this delivery landscape, including Agile Applications Development, Support, and Deployment.
  • Deep content knowledge in multiple functional areas
  • Success working with clients and staff to identify issues and develop innovative solutions
  • Excellent verbal and written communication skills
  • Experience designing, preparing, and/or leading effective meetings with clients
  • Experience successfully leading a small team on at least one project that impacted at least one functional area

18. BA in Accounting with 5 years of Experience

  • Financial accounting experience, including financial report preparation, with professional accounting designation (e.g., CPA - CGA, CMA, CA )
  • Experience in the public sector and/or Not-For-Profit sector
  • Experience with Government reporting
  • Experience at a research-intensive institution
  • Previous experience working with PeopleSoft Financials
  • Demonstrated analytical ability with a sound knowledge of accounting principles
  • Strong financial systems (e.g., PeopleSoft) knowledge, advanced MS Excel skills with basic knowledge of Word and PowerPoint
  • Ability to establish and build healthy working relations and partnerships with clients, peers, and external stakeholders
  • Ability to multitask and maintain an organized and effective personal work environment
  • Judgment, analytical and problem-solving skills with a consultative and collaborative approach to addressing issues and opportunities
  • Ability to work well under pressure, apply good judgment in assessing difficult situations, as well as work independently and collaboratively in a team environment
  • Strong client focus and a desire to achieve results
  • Excellent communication and presentation skills with a demonstrated ability to complete details analytics and reports
  • Ability to process information with high levels of accuracy
  • Ability to work in a fluid and challenging work environment with changing deadlines

19. BA in Corporate Finance with 4 years of Experience

  • Certified Financial Planner (CFP) designation.
  • Knowledge of job skills as a Client Service Specialist.
  • Excellent client focus.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook
  • Experience with Salesforce and financial planning software
  • Technical and analytical training and experience in financial planning.
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment.
  • Ability to work without close supervision, managing and prioritizing deliverables.
  • Must be highly flexible and confidential with all matters.
  • Ability to travel up for local client meetings and/or nationally for educational trainings and seminars.

20. BS in Actuarial Science with 7 years of Experience

  • Financial work experience in a field relevant to the position
  • Active SIE, Series 7 and 66 (or 63 and 65)
  • Able to complete and maintain the internal Financial Planning Associate designation
  • Willingness to obtain CFP and/or CPWA designation
  • Knowledge of Financial Planning and product knowledge
  • Knowledge of applicable compliance rules and regulations, and firm policies
  • Exemplary communication, presentation, time management, and organizational skills
  • Proficient at listening to client needs and skillfully constructing tailored financial solutions
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment

21. BA in Business Economics with 1 year of Experience

  • Skilled in Excel and Word
  • Experience adding, subtracting, multiplying, dividing, comparing numbers, and calculating percentages/ratios
  • Experience working with banking or financial transactions
  • Experience working in Medicare or other insurance.
  • Experience performing in-depth research
  • Experience preparing grammatically correct written responses to correspondence
  • Experience working in a production environment and handling multiple changing priorities
  • Strong analytical, organizational, problem-solving, reading comprehension, and decision-making skills
  • Effective written and verbal skills

22. BA in Risk Management with 3 years of Experience

  • Relevant experience in finance, preferably in bank or credit union finance.
  • Strong quantitative, financial, and problem-solving skills, attention to detail.
  • Strong verbal, written, and interpersonal communication skills.
  • Strong PC proficiency, including Microsoft Office (Word, Excel, PowerPoint, Access, Outlook)
  • Ability to function in a commercial business office environment and utilize standard office equipment, including PC, copier, telephone, etc.
  • Possession or progress towards the Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation.
  • Ability to work with complex data sets.
  • Ability to work independently yet collaborate cross-functionally in a team environment.
  • Ability to handle multiple priorities, projects, and relationships simultaneously.
  • Ability to educate non-financial professionals about financial risk exposures.
  • Familiarity with ZM Financial Systems' ALM software (ZMdesk) or other ALM software.

23. BA in Banking and Finance with 6 years of Experience

  • Experience in a risk analytics role or equivalent, preferably within banking/financial services
  • Experience in stress tests, scenarios, and reverse stress testing
  • Experience in data analysis and data visualization, ability to analyse, understand, and interpret data, and coherently communicate the inference
  • Advanced SAS and SQL
  • Knowledge of risk management techniques and risk-related regulations
  • Strong communications skills, both written and verbal.
  • Strong technical, analytical, and problem-solving skills.
  • Understanding of the importance of attention to detail and organization

24. BA in Business Administration with 1 year of Experience

  • Experience in the SAP program and export operations.
  • Excellent verbal and written skills in English
  • Understanding of the needs of the market and customer, and must think broadly about business
  • Desire to do an outstanding job
  • An ability to recognize and understand the emotions of other people
  • Able to listen to different perspectives and show flexibility
  • Strong collaboration skills
  • Clear in communicating thoughts and ideas.
  • Must be self-driven and highly motivated
  • Personable, with good interpersonal and communication skills

25. BA in Investment Management with 3 years of Experience

  • Experience in sales, preferably inside sales
  • Current FINRA licenses and/or ability to successfully obtain FINRA 7 and 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
  • Motivated, self-starter with the ability to learn new information quickly and independently
  • Demonstrated customer service, relationship management, and sales skills
  • Effective communication skills and comfortable interacting with others
  • Problem-solving skills and the ability to engage with customers, ask questions, share thoughts, and offer solutions
  • Previous experience with inbound sales
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems, and prior experience with Salesforce
  • Good understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment
  • A growth mindset to meet the company and team sales goals
  • Ability to advance career and promote to a Senior Retirement Consultant

26. BA in International Business with 2 years of Experience

  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in all Microsoft Office applications.
  • Strong mathematical skills and excellent analytical, organizational, and problem-solving skills.
  • Exceptional customer service skills with effective communication skills.
  • Able to learn how the company works with thousands of clients across several countries to support financing and cash management needs
  • An ability to identify opportunities to leverage emerging technologies to meet client needs
  • Exposure to the product and client coverage teams
  • Being part of creating innovative ideas to transform the Credit landscape
  • Able to work under the guidance of mentors and a supportive team

27. BA in Mathematics with 4 years of Experience

  • Experience in business or technology transformation and change in the Financial Services industry or a related consulting domain
  • Business Analysis and or Project Management experience
  • Team lead, coaching, or management experience
  • Logical and systematic approach to solving analytical tasks
  • Communication and presentation skills (verbal and non-verbal)
  • Advanced MS Office knowledge (MS PowerPoint, MS Excel, MS Word)
  • Ability to express and present own opinion, objective argumentation skills
  • Ability to work independently
  • Ability to work in a team and stress resilience
  • Diligence, punctuality, and a systematic, responsible approach
  • Willingness to invest time in one’s knowledge and competencies

28. BA in Taxation with 5 years of Experience

  • A superior level of member service and demonstrates a high level of commitment to the credit union
  • Basic understanding of data processing system regarding job duties
  • Working knowledge of teller functions
  • Basic understanding of the responsibilities of the departments within the credit union
  • Excellent member service skills with effective communication skills
  • Thorough knowledge of lending products and services
  • Thorough knowledge of credit reporting functions
  • Working knowledge of credit union collection policies and procedures
  • Thorough knowledge of lending regulations and laws
  • Working knowledge of underwriting principles
  • Working knowledge of PC applications
  • Working knowledge of market conditions

29. BA in Auditing with 4 years of Experience

  • Teller or cash handling, or client service experience
  • Good interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to use office equipment and perform basic mathematical functions
  • Willing and able to follow written and verbal instructions and work under established guidelines
  • Demonstrated ability to deliver excellent client service and provide team support
  • Ability to travel to accommodate temporary staffing needs, including temporary assignments or locale changes
  • Ability to work weekends and/or extended hours, with occasional travel and overnights
  • Demonstrated ability to uncover referral opportunities
  • Knowledge of advanced or complex branch transactions, risk management, and loss prevention
  • Demonstrated ability to handle multiple priorities under time constraints
  • General understanding of bank operations, policies, and procedures

30. BA in Insurance with 6 years of Experience

  • Significant experience as a systems administrator
  • Experience with Workday Financials
  • Experience with accounting or financial reporting
  • Ability to work outside of normal business hours (evenings, weekends, etc.)
  • Excellent customer service orientation
  • Attentive to detail, as demonstrated by regularly verifying all work thoroughly to ensure accuracy
  • Excellent analytical and problem-solving skills
  • Speak or write with ease, clarity, and impact, using a communication style appropriate to the subject and the audience
  • Demonstrated ability to write concise, logical, grammatically correct documentation
  • Self-motivated with the ability to manage projects to completion
  • Excellent collaborative skills, applied successfully within the team as well as with other areas

31. BA in Finance with 7 years of Experience

  • Experience in large-scale Enterprise Resource Planning financial systems (e.g., MS D365, etc.), production support (incident management), business systems analysis, quality assurance, testing, or programming
  • Prior experience with Business Intelligence, Financial Modelling/Analysis, or related field experience
  • Experience in corporate finance/accounting with a solid understanding of GAAP and IFRS
  • Document experience, understand data needs of finance system requirements, including fixed assets, revenue recognition, cash, and financial close
  • Broad exposure/experience of analyzing corporate requirements and making recommendations for new and improved applications to meet those requirements
  • Strong communication skills (oral, written, and interpersonal)
  • High accuracy and meticulous attention to detail
  • Advanced business modelling skills, including expert proficiency in Excel
  • Excellent SQL skills, ability to write and debug complex SQL queries
  • Experience with Microsoft Dynamics Finance, Supply Chain Management, or other ERP systems
  • Experience with data visualization tools like Power BI, Tableau, or similar
  • Experience with financial data models and data mapping
  • Significant enterprise resource planning systems experience, including system design and implementations
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