Finance

Finance
Objectives & summaries

Resume Examples Objectives and summaries Templates Create your resume
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

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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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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Personal banker

Customer-focused professional offering successful sales experience within the retail industry, with established expertise in managing and building long-term relationships with individual and corporate clients. Looking to transition my skills into a personal banker positon and help provide value to the bank and its customers.

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Objective examples

Banker

Resourceful Banking professional, well versed in the workings of the financial market and customer care to successfully manage a portfolio of consisting of high income clients. Seeking a challenging position at a reputable financial institution that allows for further career growth.

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Bank teller

Experienced bank teller, skilled at supporting daily branch operations and providing premium customer service to each customer. Seeking a challenging position within a visionary financial institution that offers the opportunity for further career growth and exposure.

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Personal banker

Organized and analytical personal banker adept at facilitating banking processes and managing clients’ accounts within fast paced environments. Looking to leverage problem-solving and relations expertise to handle customer accounts and facilitate revenue goals for a reputable bank.

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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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Finance manager

Summary examples

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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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

Driven Finance Manager with extensive experience in assessing risks, creating alternative solutions and contingency plans to achieve financial and business goals. Champions productivity across the organization through the identification of possible opportunities and advocates productivity changes to financial and non-financial processes. Manages Treasury, Tax and Commercial, and Corporate Finance with the pace and agility as per business and market demands. Demonstrates self-confidence, decisiveness, and calculated risk-taking abilities.

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Objective examples

Finance manager

Analytical and results oriented finance manager, adept at streamlining daily financial operations whilst translating complex data into actionable information to achieve strategic organizational goals. Looking to join an advanced organization that allows for further career growth and exposure.

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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

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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Insurance

Summary examples

Insurance agent

Customer oriented and analytical insurance agent, recognized for skills in sourcing and singing up new clients for policies. Leveraging previous sales and customer service expertise to evaluate each prospective clients’ need and recommend policies suited to them whilst providing them with ample information on insurance premiums, coverages, and claims information.

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Claims adjuster

Dedicated to accurately and ethically determining liability in insurance claims. Committed to avoiding litigation by ensuring fair settlements with claimants. Talented problem-solver with high levels of social competence and a passion for helping people in crisis. Knowledgeable of Texas state regulations.

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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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Objective examples

Insurance agent

Goal-focused insurance agent, recognized for leveraging previous sales and customer service expertise to consistently surpass set sales goals. Looking to build a successful career within an ambitious organization, whilst honing new skills to better execute duties and bring value to clients.

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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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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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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

Savvy and expert financial consultant with six years of significant investment expertise. Maintained a successful record of providing tailored financial strategies that fit with client requirements. Managed various portfolios with due diligence and continual analysis of economic trends to ensure optimal asset allocation. Highly competent in appraising business and investment prospects, clear understanding corporates and their market trends. Consistent high performing specialist in corporate expansion, growth, and diversification.

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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

Dynamic Financial Advisor, adept at efficiently evaluating clients’ assets whilst educating them on different financial and investment products to develop comprehensive financial plans that facilitate the attainment of their financial goals. Looking to join an ambitious financial institution to raise client satisfaction and facilitate strategic financial plans.

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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

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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