Finance

Finance
Objectives & summaries

Resume Examples Objectives and summaries Templates
Finance
Finance
Resume examples
Resume Examples Objectives and summaries Templates

112Finance objectives and summaries found

A well-written objective or summary on your resume can be the difference between getting rejected, or getting invited for an interview. Copy any of these Finance objective or summary examples, and use it as inspiration for your own resume. All examples are written by certified resume experts, and free for personal use.

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Banking

Summary examples

Bank teller

Methodical and customer-oriented professional, with 2 years’ experience in customer facing positions in high-pressure and fast-paced work environments within the retail sales industry. Offering practiced communication and critical thinking skills to resolve client issues and address complaints.

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Investment banker

Meticulous and analytical recent college graduate with a Bachelor’s Degree in Economics, adept at analyzing, evaluating and breaking down large data to determine risks and develop strategic plans. Often commended by professors for shrewdness and the ability to see the bigger picture.

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Banker

Personable and enthusiastic professional with experience in sales and customer relations positions. Adept at managing high-profile client accounts and establishing strong business relationships which result in an overall increase in revenue and the attainment of defined corporate goals.

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Objective examples

Bank teller

Knowledgeable bank teller seeking position as a bank manager, leveraging working knowledge of large branch banking practices and exceptional customer service. Proven expertise in managing a wide variety of bank transactions, training others, and completing 15% more transactions per hour than the average.

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Investment banker

Meticulous and analytical Financial Associate with a Bachelor’s Degree in Economics, offering practiced analytical and relations skills to compile and analyze large financial data. Seeking an entry level position at a reputable investment bank that allows for extensive professional development.

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Banker

Dynamic sales and customer relations professional with a degree in finance, seeking an entry-level position at Bank of America where educational and previous professional experience can be leverage to bring value to customers whilst facilitating defined corporate goals.

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Financial analyst

Summary examples

Financial analyst

Accomplished Senior Financial Analyst, offering in-depth knowledge and extensive experience in directing and advising on all aspects of complex financial and accounting processes. Effectively utilizes various financial techniques to analyze financial data, recommend tools, systems, and accounting measures to drive profitable performance. Offers leadership experience with the interpersonal skills needed to build strong relationships. Thrives in fast-paced environments requiring the ability to prioritize and manage multiple projects within time limits.

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Private equity analyst

Tenacious finance college graduate offering recognized analytical skills. Commended by professors for dedication to accuracy and consistently turning in projects before deadlines. Eager to learn and develop practical experience at a reputable financial institution.

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Credit analyst

Accomplished in maximizing cash flow and retrieving millions of dollars in unsecured debt while minimizing aged receivables and uncollectible expenses. Remarkably successful in navigating the complex process of collecting on delinquent accounts. Proven history of maintaining full compliance with laws, regulations, and contractual agreements. Paired time-tested collection methods with industry-leading technologies to recover money as quickly as possible. Leverages active listening, crafting alternative solutions, and assertiveness to elicit quick, favorable responses from debtors.

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Objective examples

Financial analyst

A highly astute, energetic, and team-spirited financial analyst graduate seeking a position to meet and exceed an organization’s goals and objectives. Adept at working as part of a cross-functional team or independently. Communicates effectively with all levels of an organization.

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Private equity analyst

Dynamic financial expert and private equity analyst adept at efficiently managing diverse portfolios to increase investments. Looking to leverage excellent relations expertise to manage high-profile clients and develop strategic financial plans that help them attain and exceed their financial goals.

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Credit analyst

Credit Evaluation expert with six years of extensive experience in credit structures, financial collections, and all related credit-based system procedures. Seeks an opportunity within the capacity of a credit analyst by maintaining the highest standards in the best interests of all parties.

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Insurance

Summary examples

Insurance agent

Highly skilled Insurance agent with 17+ years of documented accomplishments driving up revenue, building exceptional customer relationships, and optimizing profits by selling insurance and financial products. Experienced in banking automation industry; proven ability in closing large, complex sales with C-level executives. Highly effective communicator and negotiator who easily establishes relationships, resolves customer problems, and ensures customer satisfaction. Winner of numerous sales performance awards including 4 presidents club recognitions.

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Actuary

Certified Actuarial Analyst (CAA) with comprehensive foundation in actuarial valuations, budgeting, and forecasting. Outstanding accuracy in quantitative/ qualitative research and statistical analysis, financial modeling, risk, and probability analysis. Highly systematic and diligent professional with exceptional supervisory, managerial, and operations skills. Proficient in overall accounting cycle, from data-entry to creating financial reports.

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Claims adjuster

Result-driven and highly diligent claims adjuster specialized in the accidental investigation and claim management. Professional with a detail-oriented approach and strong self-efficacy to perform insurance verification for various property damages and physical injuries claims. Expertise in drafting documents, and policy coverage interpretation, with 100% accuracy. Highly proficient in using Xactimate to deliver precise and comprehensive claim estimation solutions.

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Objective examples

Insurance agent

Adaptable automotive insurance agent seeking transition to the corporate insurance industry. Leverages customer service, sales ability, and risk management skills, with a demonstrated ability to manage a large portfolio of recurring clients and increase personal sales by 20% year-over-year.

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Actuary

A dynamic and performance-driven Actuary with 6 years of experience in statistic and financial data analysis. Seeks an opportunity to utilize excellently honed analytical and statistical techniques to evaluate and minimalize risk within a dynamic actuary position.

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Claims adjuster

Well-rounded and result-driven professional eager to gain the position of Claims Adjuster. Enthusiastic about utilizing 6+ years of experience in claims risk assessment, policy interpretation, documentation and claim settlements to reach the best claim decisions for the organization.

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Finance manager

Summary examples

Finance manager

Forward-thinking financial executive with an impressive track record of implementing high-impact growth strategies, robust internal controls, efficient reporting systems, and decision support driving 20% YOY revenue growth. Navigates organizations through strategic ambiguity to strategic clarity and integrity. Serves as business strategist and catalyst by leveraging data and performance management cycles to address multiple aspects of strategic risk.

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Finance director

Result-driven, conscientious, and task-oriented financial professional experienced in directing activities for accounting, financial planning, revenue generation, cost reduction and budget management. Adept in assisting staff through training, open negotiation, and counseling to develop and enhance their efficiency at work. Expertise in achieving team-driven process improvements to increase operational effectiveness, profitability, and consumer retention while certifying reliability and compliance.

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Finance manager

Methodical finance manager with 6+ years’ professional experience in successfully growing clients’ revenue streams through strategic financial plans and project management. Offering expertise in evaluating business performance, developing detailed financial reports and competition analysis, and cash flow management in support of corporate and individual clients.

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Objective examples

Finance manager

Accomplished finance manager with over 6 years’ experience in managing, evaluating and redefining team structures to meet strategic operational goals whilst providing financial guidance to organizations. Eager to leverage my leadership skills to drive business goals through strategic financial development initiatives.

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Finance director

Certified finance professional with exceptional analytical, communication, and interpersonal skills working from last 7 years in financial industry. Seeks a position of a Finance Director to demonstrate revenue improvement, cost controlling and conflict resolution skills that are integral to the accomplishment of the organizational mission.

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Finance manager

Meticulous financial manager adept at exceeding defined goals whilst managing a team of 6 financial analysts to develop effective financial forecasts and strategies that drive business development. Looking to facilitate financial and business goals within a fast-paced financial organization.

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Financial advisor

Summary examples

Financial advisor

Client-focused financial and banking professional, offering 12+ years of verifiable experience in financial services and client services operations with leading banking institutions. Equipped with both entrepreneurial and intrapreneurial leadership to drive top/ bottom-line growth. Utilizes excellent communication skills to develop a relationship with cross-functional business partners and key internal and external stakeholders. Implements cutting-edge solutions that foster improved processes, sound credit policies, and profitability.

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Financial consultant

Highly diligent and organized Financial Consultant with two years of experience in providing tailored financial planning and assistance in line with business needs. Proficient in calculating client’s creditworthiness, recognizing investment opportunities, formulating persistent financial plans, and facilitating in financial management. Eager learner in identifying investment opportunities through market and trend examination. Proficient in using various financial planning software, including eMoney Advisor and MoneyGuide.

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Financial advisor

Seasoned business leader and financial consultant, offering entrepreneurial leadership by creating and delivering financial planning and retirement solutions. Excellent ability to understand customer needs from multiple perspectives, as well as the ability to envision, create, and execute solutions to personal and business challenges. Skilled at contributing to strategic development planning and guidance to achieve a quality of life and financial sustainability. Demonstrates the highest level of integrity and fully commitment to excellence.

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Objective examples

Financial advisor

Strategic financial advisor with a master’s in finance and business management. Offering over 6 years’ experience in financial reporting and analysis to support process improvement initiatives. Looking to drive organizational growth through strategic financial planning at a fast-paced organization.

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Financial consultant

Highly impactful financial consultant with exceptional six years’ experience identifying initiatives and implementing action-driven plans to support organizational growth and objectives. Seeks a position to utilize comprehensive investment expertise in beneficial to an organization.

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Financial advisor

Results-oriented financial expert, adept at optimizing operational performance by streamlining and automating payment processes, resulting in increased customer satisfaction. Seeking a challenging position at ABC financials that allows for further career growth.

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