FINANCE CHEAT SHEET, Lecture notes of Finance

Download FINANCE CHEAT SHEET and more Lecture notes Finance in PDF only on Docsity! FINANCE CHEAT SHEET CAREER SUMMARY SECTION This is the most important area of the resume to provide employers with an overview of your highest-level accomplishments. This section tells the reader what type of work you’ve done using the lens of the types of roles that you’re targeting. The Career Summary section should include at least 3 action-oriented statements that highlight your most impressive abilities and relevant career highlights. Some elements to highlight in the Career Summary section: - The types of companies that you’ve worked with - The annual revenue of these organizations - The # of clients that you worked with directly - The types of programs/projects that you’ve worked on - The computer programs that you’re familiar with CAREER SUMMARY SECTION EXAMPLE: Audit Assistant Junior Auditor with nearly five years of experience contributing to financial tracking and reporting procedures on behalf of leading financial institutions and investment firms. Track record of interfacing directly with external consultants and auditors to ensure full compliance with federal regulations and accounting requirements. Career history of multiple promotions in recognition of outstanding performance and leadership abilities. CAREER SUMMARY SECTION EXAMPLE: Finance Degree Candidate Finance Degree candidate with prior experience working closely with financial services executives and investment professionals to optimize internal processes, supporting firms with up to $1 billion in assets under management. Track record of reviewing complex documentation pertaining to SEC filings, commodities, commercial lease agreements and historic transactions, promoting accuracy and integrity of financial information. CAREER SUMMARY SECTION EXAMPLE: Accountant Accountant with prior experience contributing to financial reporting and compliance initiatives on behalf of industry-leading advisory and consulting firms with over $400 billion in assets under management. Career history of multiple promotions in recognition of outstanding ability to optimize fiscal tracking and reporting processes, working closely with senior analysts and consultants throughout the U.S. and overseas to promote adherence to industry standards. CAREER SUMMARY SECTION EXAMPLE: Accounting Services Specialist Accounting Services Specialist with QuickBooks Certification and several years of experience providing financial guidance and taxation services to clients on behalf of leading regional organizations. Well-developed ability to review and evaluate financial data including commercial invoices and income tax forms, consistently working to ensure accuracy and compliance with IRS regulations. AREAS OF EXPERTISE SECTION The Areas of Expertise section is where to highlight specific skills that the job description asks for. Since many employers use Applicant Tracking Systems, this section is a great way to include relevant skills. Some sample transferrable skills that you can choose from: Account Management Accounting Procedures Anti-Money Laundering Audit Procedures Budgetary Analysis Business Analytics Business Development Client Presentations Client Relationships Contract Negotiations Data Analysis Data Management Due Diligence Processes Financial Forecasting Financial Management Financial Reporting Fiscal Reporting Processes GAAP Principles Industry Research Internal Audit Procedures Investigative Procedures Investment Strategies Operations Management Operations Oversight Pricing Initiatives Process Automation Process Implementation Project Management Promotional Strategies Quality Control Protocols Reconciliation Processes Regulatory Compliance Risk Mitigation Strategies Social Media Analytics Staff Development Stakeholder Relations Statistical Analysis System Implementation Vendor Management TIP: To keep the resume visually balanced, try to organize each column of skills with longest items closest to the top. PROFESSIONAL EXPERIENCE SECTION This section should include a description of each of the past positions that you’ve had. • The first 1-2 lines of each job description should give the reader an overview of the company that you were working for, like the company size, industry, types of services that they provided, and their yearly revenue. • It's great to include #$% details like $ in annual sales, # of clients that you worked with, and any % improvement that you might have contributed to. • Remember to use the SPAR Framework! Include details about the Situation that you were working in, any Problems or issues that you helped to resolve, the direct Action that you took, and the measurable Results that you contributed to. SAMPLE PROFESSIONAL EXPERIENCE SECTIONS COMPANY NAME City, ST Accounts Receivable Specialist Sept. 2015 - May 2016 • Managed internal accounting processes on behalf of multinational diagnostic services firm specializing in development, manufacture and marketing of clinical products. • Compiled financial reports for submission to senior management, outlining account status while reporting to Controller. • Oversaw monthly invoicing procedures, posting payments and verifying credit information to ensure accuracy of data. COMPANY NAME City, ST Finance Intern Sept. 2013 - Sept. 2014 • Worked closely with senior staff of venture capital firm investing in entities with up to $15 million in yearly revenue, specializing in growth capital investments, technology-enabled services and e-commerce entities. • Conducted research and created presentations on potential uses and projected benefits of blockchain technologies, presenting key findings to firm partners and staff. COMPANY NAME City, ST Intern Mar. 2018 - Present • Worked directly with senior staff of hedge fund with over $100 million assets under management, promoting accuracy and integrity of sensitive and complex financial information. • Compiled a high volume of historic data for bond traders, cataloguing ISIN numbers of more than 1,000 government-issued bonds issued in New Zealand, Germany, France and Spain throughout 10-year period. • Assessed debt to equity rations for over 30 commercial entities, reviewing SEC documentation such as 10-K forms.