Finance Consultant CV Guide + Tips + Example

Nilda Melissa Diaz, CPRW
By Nilda Melissa Diaz, CPRW, Career Advice Expert Last Updated: September 11, 2023
Finance Consultant CV Template
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Ready for the next step in your career in finance? Update your finance consultant CV to showcase your financial prowess, data knowledge and analytical skills. We have the perfect guide to help you, with tips on what to add, skills to include, and how using a CV builder will save you time. 

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Finance Consultant CV (text version)


Houston, TX 77016
(555) 555-5555

Summary Statement

Experienced business and finance consultant with more than 15 years of experience in the field of business operations. Innovative and committed expert who has a proven history of aiding and significantly improving the efficiency and success of numerous businesses. An individual who prioritizes working alongside clients in order to achieve the desired results in a quick and efficient manner. Familiar with all stages of project design and implementation in order to train or educate employees as necessary.

Core Qualifications

  • Financial management and reporting
  • Sales expertise
  • Financial analysis
  • Risk assessment
  • Computer competencies
  • Critical thinking
  • Attention to detail
  • Time management


  • University of Houston Houston, TX
    Master of Arts Business Analytics
  • University of Houston Houston, TX
    Certificate Financial Services Management
  • University of Houston Houston, TX
    BBA Finance

Work Experience

January 2015 – Current
C&G Consulting – Houston, TX
Business and Financial Consultant

  • Work with the executives of over 10 corporations in the last two years in order to improve success.
  • Develop dynamic business plans to reinvigorate operations.
  • Evaluate and appraise project design, overseeing execution to keep it on track.
  • Improve the budget and profits of collaborated businesses by an average of 10%.
  • Identify areas of potential improvement and submit reports of inefficiencies and strategies for betterment, improving 25% of functionality.

January 2010 – January 2015
BP Americas, Inc – Houston, TX
Financial Analyst

  • Reviewed financial data and created weekly reports for the CEO.
  • Presented capital usage and recoup in monthly board meetings.
  • Compiled and organized raw data from 20 accounts into useful forms.
  • Participated in client meetings to discuss the financial analysis and investment strategies.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

January 2002 – January 2010
Alloy Group – Houston, TX
Operations Manager

  • Led operations and oversaw all aspects of continued business.
  • Met with the management team weekly to ensure all employees were continuing to perform as expected.
  • Created the schedule for a team of 18, guaranteeing that adequate labor requirements were met at all times.
  • Managed the marketing strategy, working alongside marketing staff.
    Organized and ensured the payroll was accurate every month.

Research Experience

Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns as research lead in “Finance and Business Today ” (2018), at the University of Houston
Worked and participated in thesis assessment as a research assistant in “Risk Management and Consulting Techniques” (2016), at the University of Houston

Conference Presentations

  • Trends Analysis and Risk Management Conference, Houston, TX – (2022)
  • Financial Consulting Conference; Opportunities and Challenges, virtual conference – (2021)
  • Tenbound (2017): “Sales and Financial Development” – (2019)
  • Process Improvement, Tactical Support and Investment Advisement Expo, University of Houston, Houston TX – (2017)

Conference Attendance

  • TEXPO, Treasury & Financial Conference – (2023)
  • AFP 2022 Annual Conference – (2022)
  • “Data Privacy and Ethics”, virtual conference – (2022)
  • Finance Management Conference, virtual conference – (2021)
  • TOPO Summit (2019): “Reflecting, Rethinking and Redefining
  • Strategies and Tactics to Grow Revenue Faster” – (2019)

Professional Affiliations and Memberships

  • Association for Financial Professionals (AFP) – (2022)
  • Financial Planning Association (FPA) – (2021)
  • National Association of Personal Financial Advisors (NAPFA) – (2018)

Certifications and Licenses

  • Chartered Financial Consultant (ChFC) – (2022)
  • Chartered Investment Counselor (CIC) – (2021)
  • Certified Investment Management Analyst (CIMA) – (2019)
  • Chartered Financial Analyst – (2017)

Profession Relevant Skills

  • Business development skills and extensive experience in entrepreneurship
  • Familiar with operations, delegating work and managing a leadership team to keep businesses successful
  • Mathematical and accounting skills, experience as an analyst
  • Active listening and strong communication and cooperation skills
  • Evaluation abilities and project appraisal experience
  • Proficient in working with complex Excel formulas, SQL, Google Analytics, Python and Pivot Tables
  • Decision making, conflict resolution and communication abilities


  • English
    Native or Bilingual
  • Spanish
    Professional Working

Hobbies and Interests

I make an effort to volunteer my time twice a year with a charity marathon. I run daily in order to stay fit and ready for the biannual race. In my spare time, I make sure to read business magazines in order to stay informed of market trends.

5 essentials of a finance consultant CV

  1. Contact details

    Create a contact details section with your most current information. Include your full name, city, state and ZIP code. Add your phone number, email address and LinkedIn profile. If you have a professional website, like a digital resume or portfolio, include it in this section.

  2. Personal statement

    Approach this section as an elevator pitch: give the hiring manager the version of you they want to hire. Also called a professional summary, this section consists of three to five sentences. Introduce yourself with your best skills and related financial experience. Include job-relevant skills, how long you have been in the industry and one or two of your most notable professional accomplishments.

  3. Skills

    Your CV skills section tells a hiring manager what you bring to the table. Using a bulleted list, create a balanced list of hard skills and soft skills. Hard skills are all about the job, like your sales expertise and data analysis. Soft skills refer to your work habits and how you work with others, like your relationship building and time management. 

    If you have no experience as a consultant, include transferable skills from other employment opportunities to show your leadership, collaboration and finance skills.

  4. Work history

    Start with your most recent job and work backward to create a work history section in reverse-chronological order. Using bullet points, list the workplace names, locations and dates worked. Under each position, include three quantifiable achievements.

    If you have no previous experience as a finance consultant, include other relevant work experience to showcase your abilities.

  5. Education

    In this section, include the school name, degree and graduation year. Skip the graduation year if it has been more than a decade. Remember to include any academic accomplishments, like projects, research, scholarships or important memberships.

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Do’s and don’ts for building a finance consultant CV

  • Use measurable achievements to describe your finance consultant skills and experience.
  • Use action words to make an impact on your finance consultant CV.
  • Tailor your CV to your target finance consultant job.
  • Use keywords from the job description throughout your finance consultant CV.
  • Format your finance consultant CV so that it is easy to read by ATS software and human eyes.
  • Lie about your experience and skills as a finance consultant.
  • Boast your “incomparable” consultant abilities.
  • Include irrelevant personal information such as your ethnicity and age.
  • Add skills and experience not pertaining to finance consultant. 
  • Forget to proofread. A finance consultant CV with errors is unprofessional.

Top 4 tips for acing a consultant interview

  1. Research the company or institution before your interview.

    Research comes natural to you. Use this skill to your advantage by learning more about a potential employer, their values and goals. This will help prepare you for the interview and to figure out if this is the right fit for your career. Use your findings to formulate questions to ask at the end of the interview. Plus, your knowledge will help ease the nerves and have an idea of what to expect.

  2. Practice before the interview.

    Start prepping for your interview by researching common interview questions. For example:

    Perform a mock interview with the help of a trusted persona. They can provide feedback on your answers, tone and body language. Write down your best answers and continue practicing. This will help build your confidence and help prepare you for other interviews.

  3. Prepare questions for your interview.

    An interview goes both ways: you’re interviewing the employer as much as they are interviewing you. Prepare three to five questions to help you learn more about the employer and figure out if it is the right move for your career.

    Here are a few examples of questions to get you started:

    • What are the goals for this role?
    • What is the day-to-day like?
    • Why did you decide to work for this employer?
    • How has the role change in the past 3 years?
    • What training do you provide your staff?
    • How do you handle conflict with guests/patrons?
    • How do you maintain your staff safe?
    • How do you support the community you serve?

    Ask open-ended questions and give the interviewer time to fully answer before moving on to the next one.

  4. Gather your references.

    Stay one step ahead of the process. Ask previous managers or mentors to become your reference. Remember, they should be able to vouch for your skills and employment. Let them know where you are in the process, and at what point they can expect a phone call or email. Ask ahead if they could also write a letter of recommendation.

    If this is your first job, request references from someone who could corroborate your skills, like professors, classmates or volunteer coordinators.

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