Financial consultant CV sample - financial consultant CV formats / templates

An effective CV of a financial consultant should highlight following qualities:

- Accessibility
- Good planner
- Calmness
- Integrity
- Analytical thinking
- Dependability
- Strong communication skills

Refer to following Sample CVs :

Sample Consultant CV
Sample CV format - sample curriculum vitae

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  • RE: Financial consultant CV sample - financial consultant CV formats / templates -Ishita kispotta (09/06/12)
  • Financial consultant CV sample

    Monicka w.x.
    Ph No: 1234567890


    Strong knowledge of various financial concepts with an ability to deal effectively with clients; seeking a position as Financial Consultant.

    Professional Experience

    Working as Financial consultant in XYZ Finance Consulting Since 09Aug20XX-till date


    - Understand and analyze the available resource in the organization to make a proper decision.
    - Advice the clients to formulate finance structure that can be achieved.
    - Keep track of the market values regards to finance.
    - Update the customers regarding new products and services available.
    - Negotiate with product suppliers.
    - To examine the financial statement and make improvements accordingly.
    - Make budget recommendation as per requirement.
    - Training the staffs on all financial matters like budget preparation, annual audit preparation.
    - Understand the clients very well.
    - Develop financial goals by giving financial advice to the clients.
    - Update the day to day activities done with the clients.
    - Present annual budget to the concerned person or the board.

    Personal Traits

    -Strong communication and interpersonal skills.
    -Honesty and integrity.
    -Flexibility and adaptability
    -Open mindedness
    -Attention to details


    -Appreciation by clients for giving good financial advice.
    -Achieved high customer satisfaction and loyalty..


    -Diploma in Finance from CVZ University.
    -B com from XYZ College in 19XX.

    Computer skills

    -Basics (MS-Word, MS-PowerPoint, MS-Excel) Internet Concepts, Ms-Access.
    -Shortcuts in excel, for better result and minimize cost.
    -Financial software required for easy calculation and understanding.

    Personal Details

    Date of birth: 26th Feb 19XX
    Languages known: English, Kanada, Hindi, Tamil.
    Address: Wax road, oxford cross, B’lore.