Sample Financial Associate Resume

If you are seeking a position of financial associate in a finance industry and for that purpose if you want to create your own resume then following sample financial associate resume will help you to build an impressive resume. The aim of this financial associate resume example is to help you in writing resume for the post of financial associate. This sample resume focuses on applicant’s skills and experience.

Carl Furman,
1450, Mockingbird Way,
Baltimore, MD 20804

Career Objective:
Seeking a challenging position in a well established finance company where my finance education and experience will have valuable application.

Education and Training:

  • MBA degree, Ghoul University, 1995.
  • Bachelor of Science, Finance, Ghoul University, 1993.
  • Trained in use of Microsoft Excel/Word/Outlook e-mail system.
  • Internal Auditor for: ISO 9002 Quality System.

Knowledge and skills:

  • 5+ year experience in finance.
  • Strong communication skills.
  • Strong business application skills.
  • Good computation skills.
  • Excellent accounting skills.
  • Good written and verbal communication skills.
  • Willingness to learn.
  • Excellent customer service skills.


OP Investments Inc., Washington, D.C
Financial Associate

  • Performed company and market research.
  • Managed buy and sell transactions including project management, preparation of marketing materials, etc.
  • Developed and implemented business and marketing plans to grow the business.
  • Solicited new customers through approved techniques and methods.
  • Worked with relationship managers as well as contacting clients directly to resolve compliance related questions and inquiries.

Accounting Firm, Washington, D.C
Accounting Assistant:

  • Managed calendar and answered phones for partners.
  • Prepared light travel arrangements.
  • Communicated with clients over the phone.
  • Entered all invoices for payment into the accounting system.
  • Processed all cash receipts and prepared bank deposits.
  • Received all raw materials and finished goods into the accounting system.
  • Maintained daily warehouse inventory counts.
  • Maintained all files for A/P, A/R, inventory and purchases.
  • Completed special projects and miscellaneous assignments as required.


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