Financial Services Professional Resume Sample

The functional resume format (skill based resume), highlights the skills and accomplishments developed through work, academic and community experiences, and hide carrier changes and irregularities in work history. Your skills and potential can be stressed and lack of experience or possible gaps in work history de-emphasized. Check the functional resume advantages and disadvantages.

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FirstName LastName
Street Address ▪ City, ST ZipCode • Country
Phone # ▪ Email Address


Enthusiastic and versatile young professional seeking to secure a position in financial/investment industry. Known as an ambitious, conscientious, loyal, and ethical individual who goes “above and beyond” to achieve personal and professional goals/objectives. Core areas of experience include:

  • Demonstrated analytical, problem solving, customer service, team building, and administrative skills.
  • Proven ability to investigate, research, and verify factual information with minimal supervision.
  • Commanding presence with volunteer experience in fundraising, leadership, and motivational speaking.

Interact and work effectively with management and customers at diverse levels. Demonstrate strong communication and interpersonal skills within varying work environments. Computer literate with proficiency in Word, PowerPoint, Excel, and Access. Broad knowledge of conducting Internet research and utilizing proprietary database programs.


B.S. - Cum Laude, Business Administration
University of New Hampshire (May 2004)
Obtained dual cum laude distinction in honors program at Whittemore School of Business
Relevant Coursework: •  Financial & Operations Management •  Managerial Accounting
  •  Quantitative Business Methods •  Strategic Management
  •  Business Statistics •  Macro and Micro Economics
Honors Thesis Project: "The Evolving Corporate Payout Policy: Stock Dividend versus Stock Reinvestment"


Developed and implemented fundraising event initiatives as Fundraising Chair of Sigma Nu Fraternity. Successful and creative in raising monies to cover ongoing expenses (2002).


Held various positions as Assistant Manager in food service industry. Given opportunity to prepare daily deposits, reconcile monthly bank statements, and close month end financials. Analyzed P&L statements and made suggestions for cutting costs and raising profitability.
  • Trax Café Ambler, PA 2003-2004
  • Blitz's Grille Ocean City, NJ 2002-2003
  • Tague Deli Phoenixville, PA 1999-2001




Vice President of Sigma Nu fraternity and was second in command for 50 members. Directed training program for new candidates of national chapter. Effectively utilized management, leadership and team building skills to facilitate smooth operations and execute administrative tasks designated to individual members (2003).


Educated student groups regarding campus life issues, i.e. hazing/alcohol use. Integral part of peer education team nominated to present on-going motivational speeches to groups of 30-50 students per session (2002).


Mentored third grade students in Seacoast Reads Program (2001).
Gained invaluable exposure to and awareness of differences between European and American cultures through participation in London Study Abroad Program (2003).

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