Sample Financial Service CV - CV Formats / Templates

Financial Service CV - Sample

Rashi Jain
Cell: 91 – 92********
E-Mail: rashi.***
Professional Summary
  • More than 2 years of experience in Financial Analysis, Customer Relationship Management, Credit Appraisal, MIS & Documentation.
  • Proficiency in analysing the financial situation, extracting and interpreting complex financial data.
  • Keen interest in Corporate Finance, Portfolio Management, Stock Analysis, Financial Statement Analysis, Derivatives, I.P.O., Mutual Fund & Fixed Income.
  • An effective communicator with good analytical, numerical, inter-personal, organisational & mentoring skills.
Work Experience
  • Currently working as Sr. CRE at XYZ Bank, since 2010.
Customer Relationship Management
  • Delivering high standard services to corporate clients to ensure total customer satisfaction.
Financial Analysis
  • Preparing and maintaining statutory books of accounts & financial statements in compliance with Accounting Standards.
  • Co-ordinating internal review and audit activities.
  • Conducting analysis to assess the financial results & profitability implications.
  • Identifying business risks & implementing effective mechanisms to deal with it.
  • Analyzing the financial performance of clients through performance indicators like Ratios.
MIS & Documentation
  • Developing CCR (Credit Committee Review) report for NPA asset.
  • Maintaining record of the client’s data after disbursal for Bank Audit.
  • Preparing MIS for managerial decisions.
  • MBA (Finance) from DU with 68% marks in 2009.
  • BCom from DU with 65% marks in 2007.
IT Skills
  • MS DOS, Windows 98 & XP.
  • MS Office (Word Excel, PowerPoint).
  • Tally 6.3, Sage.
Personal Information
Date of Birth : 5th January 19**.
Languages known : English and Hindi .
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Sample Financial service CV
Harman Thadani



-Ten years of experience working across roles in the financial services and consulting domains
-Experience in driving & implementing the strategic management agenda across functions and departments
-Proven ability to lead projects, aimed at process transformation using IT tools, in tight schedules
-Experience in data analytics specifically focused on business strategy and client relationship
-Certified ISO internal and lead auditor in quality management systems
-Excellent interpersonal skills, a professional attitude coupled with a firm & positive personality to manage projects independently or as a team member
-Able to adapt quickly to challenges and changing environments


XXX India, Mumbai

February 20XX till date

-Leading the transformation of client relationship management process. This involved redefining the prevailing processes and a successful implementation of a world leading CRM software

enabling the processes. It was accomplished in a short span of six months involving ten locations and 50 users which has subsequently grown to 175 users.
-Owning the client analytics process which fed into strategic decision making of BDO India. Successfully set up processes to track and monitor client acquisition across five business streams.

Reduction of client acquisition cycle time and increased cross sales were the primary objectives of the process.
-Implementing a client reach out program targeted at increasing BDO brand visibility. Client outreach improved from 5% to 50% during a 3 year period. Overall client satisfaction scores

increasing by five basis points and top two boxes scores improved by six basis points.
-Leading the annual ISO compliance & audit function to ensure that all ten BDO offices across India were certified. Ensuring year-on-year implementation of audit recommendations across

-Implementing an enterprise resource planning (ERP) system comprising of time management, finance, HR & CRM modules with the goals of improving operational efficiency & tracking and improving

-Mentoring corporate communications towards executing strategic communication plans which involved reviewing contents, providing inputs in design & development of internal & external

-Implementing employee engagement initiatives – an outsourced corporate library & an employee purchase program – resulting in 50% budget reduction.
-Ideating & implementing the CSR initiative between BDO & Goonj - an NGO channelizing the urban surplus to the rural needy.

ABC Group, Mumbai
March 20XX – June 20XX

-Identification of prospective clients & conducting client need assessment
-Scheduling and participating in personal interactions with key decision makers
-Coordination with internal execution team to ensure servicing of the client needs.
-Assisting the COO to convert his wish-list prospects into clients through constant focus & follow up
-Positioned as the ‘right hand to the COO’ within six months of joining the organization


Masters in Finance - ABC, India - 20XX-20XX
Chartered Financial Analyst - ABC, India - 20XX-20XX
Bachelors in Business Administration, BBA - ABC India - 20XX-20XX


- Internal Auditor training program on ISO in February 20XX
- Quality Management Systems Auditor / Lead Auditor training course in March 20XX

Personal Details:
- Date Of Birth
- Languages Known:
- Address:
Sample Financial service CV 10-13-2012
Sample Financial service CV
Mobile: 99*******
E-Mail: tal****

Career Summary

-A competent professional with experience of over 10 years in Operations Management, Process Management, Team Management and Customer Relationship Management.
-Proficient at leading teams for running successful process operations & experience of developing procedures & service standards for business excellence.
-Proven track record of managing processes/ SOPs and streamlining workflow & creating team work environment to enhance productivity. Deft in ensuring that the process surpasses achievement of

delivery & service quality norms.
-Excellent interpersonal, communication and organizational skills with abilities in team management, crisis management & customer relationship management.

Functional Experience

Operations Management

-Framing work direction & plan for associates after assessment of their capabilities; preparing & presenting various weekly/monthly MIS reports related to process/productivity.
-Setting up targets, SLA (service level agreement) and maintaining CTQ (Critical to Quality) / CTP (Critical to Process) targets.
-Handling day-to-day analysis for maintaining SLA; monitoring resolution closures and case aging to ensure timely resolution.

Process Management

-Mapping business requirements and coordinating in development and implementation of processes in line with pre-set guidelines.
-Monitoring the overall functioning of processes, identifying improvement areas and implementing measures to maximize customer satisfaction level.
-Conducting internal process audits & process reviews for ensuring full adherence to the process parameters/systems as per defined guidelines.

Customer Relationship Management

-Mapping clients, identifying improvement areas & implementing measures to maximize customer satisfaction levels.
-Ensuring continuous interaction with the customer to make sure that area of concern can be worked upon for improved customer satisfaction levels.
-Setting out quality standards for various operational areas, ensuring a high-quality customer experience while adhering to the SLA’s and work processes.

Team Management

-Managing team functions viz., manpower planning, recruitment & selection, induction, performance appraisal, training, etc.
-Leading, mentoring & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets.
-Conceptualizing & developing need based training modules for developing multi skilled workforce for optimum efficiency.

Work Experience

Since Feb’XX with XYZ Bank Ltd., New Delhi
As Senior Officer – Customer Service Quality Group

Key Deliverables:

-Managing relationship with the Office of the Banking Ombudsman and Reserve Bank of India, New Delhi for consumer dispute resolution & service deficiency. Attend the Conciliatory Meetings in

-Implementing 5-S quality standards to achieve quality service deliverables and ensuring Six Sigma projects in Delhi NCR for Service Quality Group of the ICICI Bank Ltd.
-Ensuring adherence to RBI mandated banking norms such as KYC (Know Your Customer) and AML (Anti-Money laundering) thus assisting the bank in avoiding frauds.
-Managing database for all related data from Reserve Bank of India and internal data for all required MIS and future decision making processes.
-Analysing database of highly escalated core issues that reach the regulator/ redressal forums (RBI etc.) for all the banking product & business groups and working on the improvement areas.

Since June 2012 -
-Managing the escalations marked to senior management & zonal office specific to mortgage products. Retention of potential HNI mortgage customer with customized product offering.
-Advising deviation to the standard product in order to retain the business and avoiding churn due to competition.


-Greatly acknowledged for ensuring no penalties on the Bank for three consecutive years by the Banking Ombudsman, Reserve Bank of India.
-Played pivotal role in change of medium from conventional hard copy system to web based complaint tracking system of Reserve Bank of India for ICICI Bank in Delhi NCR region.
-Handled all internet frauds (Deposits & Credit cards) related complaints that reached RBI/Banking Ombudsman and resolved maximum in Bank’s favour by


20XX MBA (PGDBM) in Finance from XYZ.
-20XX Bachelor of Science from XYZ
Personal Details

Contact Address :
Date of Birth :
Languages Known :
Sample Financial service CV 10-13-2012
Sample Financial service CV

Intend to build a career in an innovative, creative environment with committed & dedicated people, which will help me to explore myself and give best out of me to the organization.


-Around 7 years of experience in financial analysis, accounting, Global procurement, Vendor Data Management, Tax Analysis, Operations and Audit recovery service experience
-Proficient in Financial Analysis & Planning, Financial Reporting and supporting end to end contracting process and governance services.
-A strategic planner with proficiency in devising strategy for collection and recovery from clients against overpaid / double paid after analyzing the payments database of HP
-Focusing on maximizing client satisfaction, process compliance and quality; comprehensive experience in leading teams & multiple projects
-Strong orientations in Operations; participated in high level operational initiatives and business process improvement. As an innovative marketer used instincts, insight, judgment, and

timing to succeed on tough deal
-Expertise in:
Operations & Quality - Process & Systems Management
Contract Management - SLA Management
Tax Analysis - Process Improvement
Training/ Skill Development - Transition Management


-Master of Commerce from Bangalore University
-Bachelor of Commerce from St Joseph’s College
-10th & 12th Std from Kendriya Vidyalaya MEG Centre, CBSE

Professional Experience

I] Financial Analyst, ABC Group, Bangalore ( July 20XX - Till date)

Job Profile:

-Business Problem: Financial Statement Analysis. Billing and Invoice management
-Financial Report Generation
-Graphical Representation and analysis for the Financial data
-Preparation of Invoice Reports between Client and its suppliers
-Delinquency Reports and other debt Analysis for the client Using Ms Office tools
-Identifying Gaps in the business for formulating Strategies
-Well versed contract pricing adjustments process (ECA and COLA – Economic change adjustment and Cost of living adjustment)
-Preparation of Dash Boards and Graphical Representation of the various Trends from Year on Year Basis
-Preparation of Monthly Invoice Reporting for all the Departments Segment wise as well as Region wise
-Work closely with the onsite team to understand the scope of the contract in order to provide the analysis/information and recommendations to the onsite team.
-Analyze the Service Level Credits applicable for each service provider as per contract
-Learn and follow various financial processes, understand and analyze pricing impact on contracts and prepare periodic reports
-Understand measurement matrix and adopt them to measure service provider’s performance
-Conduct detailed financial and data analysis on Forecasting, budgeting, Trend analysis, monthly cost and variance analysis report and accruals process
-Engage with client through written and verbal communication
-Perform in-depth Invoice Validation for ITO & ADM Contracts and make suggestion with respect to approve Invoice for Payment or Reject the invoice
-Preparation of various reports to enable management to predict the Trend of the Contract
-Preparation of Variance cost Analysis report & Trend Report
-Presentation of the expenses by region in the form of Financial Dashboard.
-Preparation of the Process documentation of all the Processes
-Provide administrative support to global engagements in terms of tracking action items from meetings to their closure


-Microsoft Office (Spreadsheets, Power-point, Visio, Access)
-Complete knowledge on SAP (PO1,FI1 , PJ1, BW1& LH1) payments reports & also have FICO Knowledge.
-Knowledge on Procurement tools (ARIBA‘s smart buy and Enterprise strategic procurement)
-Complete technical knowledge on invoice processing tools.
-Knowledge on Business intelligence reports ( Business objects tools)


-Understanding the people, process & partnering,
-Grooming the skills sets for role assigned.
-Analytical skill & Leadership Quality
-Work under any given time and Pressure.
-Team Work and motivating approach


-Received certificate of Recognition ‘Silver Award’ for exemplary performance and
-Demonstration of GE Values at the workplace.
-Received Certificate of Achievement from President & CEO George Oliver.
-Successfully transitioned the sub process of 3rd Party Sourcing Process


Date of Birth :
Languages Known:
Sample Financial service CV 10-13-2012
Financial services CV sample

Financial services CV sample

Mobile: +91-95********

Career Summary

-Highly talented and motivated Financial Professional with five years of experience.
-Responsible for preparing financial plans and reports.
-Look after the financial budgets, and funds.
-Handle clients and execute internal policies.
-Ability to understand the financial data’s and prepare valid conclusion.
-Consult the customers for their financial allocations

Key Skills

-Analyze financial data.
-Experienced in dealing with complex reporting.
-Develop and analysis the explanation of variances.
-Excellent in professional accounting duties.
-Team contributor.
-Excellent in making investment strategies.
-Knowledge of computer applications like excel, accounting software etc.
-Well verse with accounting, financial and budgeting

Personality Traits

-Excellent communication and analytical skills.
-Excellent skills in creating clients relations.
-Excellent mathematical and logical skills.
-Customer centric and service oriented.


Company Name- Place
Financial Service Associate
January 2010-Till Date

-Advertise various investment products.
-Maintain relationship with existing customers and inform new investment policies.
-Search new customers and provide investment and insurance policies.
-Facilitate in developing various investment plans.
-Facilitate the customers with investment and insurance products to meet their financial goals
-Responsible for strategic planning, preparing market plan, budgeting and customer service.
-Prepare pricing strategies, competitor analysis, and legal compliancy.
-Responsible for partner’s recruitment and vendor relations.

Company Name- Place
Junior Financial Service Associate
January 20**-Sept 20**

-Responsible for developing insurance and investment programs
-Process policy options, loans, and insurance claims of the organization.
-Sell investment and insurance products to customers.
-Prepare business transactions report on monthly basis.
-Managing customer’s portfolio.
-Identify the transaction should follow the procedure.

Academic Qualifications

-Successfully completed Diploma in Financial Services in 20**.
-MBA in Finance from “XYZ” in 20**.
-Graduate in Commerce from “XYZ” 20**.

Personal Details

Date of Birth: 19 Oct. 19**.
Languages known: Hindi and English.
Address: XYZ.
Ishita kispotta 09-4-2012