Finance Intern Resume examples & templates
Copyable Finance Intern Resume examples
Breaking into finance isn't just about landing any internship—it's about finding that perfect launching pad for your career. Right now, thousands of finance students are competing for the same positions, yet many don't realize that 68% of successful finance professionals credit their internship experience as the defining factor in their career trajectory. In today's market, where algorithmic trading and fintech are reshaping traditional roles, interns face the dual challenge of mastering fundamental concepts while adapting to rapidly evolving industry demands.
What separates standout finance interns isn't just their technical knowledge—it's their ability to translate data into meaningful business insights. The finance world is shifting away from number-crunching (though that still matters!) toward interpretation and strategic thinking. Companies increasingly seek interns who can work with cross-functional teams and communicate complex financial concepts to non-finance colleagues. As financial markets continue to integrate with technology, tomorrow's finance leaders will be those who can bridge these worlds while maintaining the analytical rigor that's always been at the heart of the profession.
Junior Finance Intern Resume Example
Michael Reyes
San Diego, CA • (619) 555-2187 • michael.reyes@email.com • linkedin.com/in/michaelreyes
Professional Summary
Finance student with hands-on experience in financial analysis and accounting through internships at a mid-sized investment firm and local credit union. Proficient in Excel modeling and data visualization with exposure to financial reporting workflows. Currently pursuing a Bachelor’s in Finance with a 3.7 GPA and eager to leverage my analytical skills in a challenging finance role.
Experience
Finance Intern | Pacific Investment Partners, San Diego, CA | January 2023 – Present
- Support senior analysts in preparing quarterly financial reports for client portfolios valued at $14M+
- Build and maintain Excel models to track performance across 37 investment vehicles
- Assist with due diligence research for potential investment opportunities, including market analysis and competitor research
- Participate in weekly team meetings to discuss market trends and present findings (got to lead 2 presentations!)
Accounting Intern | Bayside Credit Union, San Diego, CA | June 2022 – December 2022
- Reconciled daily transactions and assisted with month-end closing procedures
- Created and updated financial spreadsheets to track departmental expenses, identifying $4,700 in potential cost savings
- Supported accounts payable operations by processing invoices and maintaining vendor files
- Helped migrate legacy financial data to new accounting software platform
Student Finance Club Treasurer | San Diego State University | September 2021 – May 2022
- Managed a club budget of $3,250, tracking all expenses and revenues
- Prepared monthly financial statements for review by faculty advisor
- Organized fundraising events that generated $1,175 for club activities
Education
Bachelor of Science in Finance | San Diego State University | Expected Graduation: May 2024
- GPA: 3.7/4.0
- Relevant Coursework: Financial Analysis, Corporate Finance, Investment Principles, Financial Accounting, Business Statistics
- Finance Club, Active Member
Excel for Financial Analysis Certificate | Coursera | Completed March 2022
Skills
- Financial Analysis & Reporting
- Microsoft Excel (VLOOKUPs, PivotTables, financial modeling)
- Financial Research
- Data Visualization (basic Tableau)
- QuickBooks
- Accounting Fundamentals
- Written & Verbal Communication
- Problem Solving
- Attention to Detail
- Bloomberg Terminal (basic)
Mid-level Finance Intern Resume Example
Julia Martinez
Pittsburgh, PA 15213 | (412) 555-8762 | jmartinez@emailpro.net | linkedin.com/in/juliamartinez
Financial professional with 5+ years of progressive experience in financial analysis, reporting, and data modeling. Adept at financial forecasting and budget management with strong technical skills in Excel, SQL, and financial systems. Proven track record of streamlining processes that saved previous employer over $127,000 annually. Seeking to leverage my analytical capabilities in a challenging finance role.
PROFESSIONAL EXPERIENCE
Senior Finance Intern – Morgan Stanley, Pittsburgh, PA (June 2021 – Present)
- Collaborate with VP of Finance to develop quarterly financial reports and presentations for C-suite executives
- Created automated Excel dashboard that reduced monthly reporting time by 73% (from 3 days to 6 hours)
- Assist in preparing annual budget ($45M) and track variances, providing insights on cost-saving opportunities
- Lead a team of 2 junior interns, providing mentorship and guidance on financial modeling techniques
- Spearheaded implementation of new accounts payable system, resulting in 31% faster processing times
Finance Intern – PNC Financial Services, Pittsburgh, PA (March 2019 – May 2021)
- Supported financial analysis team with monthly close processes and variance analysis
- Built complex financial models to forecast department expenses within 4% accuracy
- Conducted competitor analysis that identified $89,000 in potential cost savings
- Assisted with audit preparation by gathering and organizing financial documentation
Accounting Assistant (Part-time) – Riverfront Accounting, Pittsburgh, PA (Sept 2017 – Feb 2019)
- Managed accounts payable/receivable for 12+ small business clients while completing degree
- Reconciled bank statements and prepared monthly financial reports
- Implemented digital filing system that improved document retrieval by 40%
EDUCATION
University of Pittsburgh – Bachelor of Science in Finance (2018)
GPA: 3.7/4.0 | Minor: Business Analytics
Certifications
- Financial Modeling & Valuation Analyst (FMVA) – In Progress, expected completion Dec 2023
- Bloomberg Market Concepts (BMC) – 2020
- Excel Expert Certification – Microsoft Office Specialist – 2019
SKILLS
- Financial Analysis & Reporting
- Budget Development & Management
- Advanced Excel (VLOOKUP, Pivot Tables, Macros)
- SQL & Database Management
- Financial Modeling & Forecasting
- Data Visualization (Tableau, Power BI)
- SAP Finance
- Bloomberg Terminal
- QuickBooks
- Project Management
Senior / Experienced Finance Intern Resume Example
MICHAEL THOMPSON
Chicago, IL | (312) 555-8321 | m.thompson@email.com | linkedin.com/in/michaelthompson
Finance professional with 8+ years of experience spanning corporate finance, investment analysis, and financial modeling. Proven track record of partnering with senior leaders to drive strategic financial initiatives while maintaining exceptional attention to detail. Looking to leverage deep industry knowledge and technical expertise in a Finance Intern role that offers pathway to leadership.
PROFESSIONAL EXPERIENCE
First Chicago Partners, Chicago, IL
Finance Intern (Senior Associate) | June 2020 – Present
- Manage financial analysis for 7 key client accounts with combined portfolio value of $127M, providing quarterly performance reports and strategic recommendations
- Developed comprehensive DCF models that identified $4.3M in potential cost savings for a mid-sized manufacturing client
- Lead weekly meetings with C-suite executives to present financial insights and performance metrics
- Mentor 3 junior finance interns, creating structured learning plans that reduced onboarding time by 37%
- Spearheaded implementation of new financial reporting system that decreased monthly close process by 4 business days
Meridian Global Investments, Chicago, IL
Finance Intern (Associate) | March 2016 – May 2020
- Performed detailed financial statement analysis for potential acquisition targets, contributing to 5 successful transactions worth $89M total
- Created and maintained complex financial models in Excel, supporting investment decisions for the firm’s $340M portfolio
- Collaborated with cross-functional teams to prepare quarterly board presentations and investor materials
- Reduced budget variance by 14% through implementation of enhanced forecasting methodologies
Wintrust Financial Corporation, Rosemont, IL
Finance Intern | September 2013 – February 2016
- Assisted senior financial analysts with monthly close process and preparation of financial statements
- Reconciled general ledger accounts and investigated discrepancies, resolving 93% of issues without escalation
- Compiled data for regulatory reporting requirements (FR Y-9C, Call Reports)
- Built automated dashboard that saved finance team ~12 hours per month in manual reporting tasks
EDUCATION
University of Chicago, Booth School of Business – Chicago, IL
Master of Business Administration, Finance Concentration, 2018
GPA: 3.83/4.0
University of Illinois at Urbana-Champaign – Champaign, IL
Bachelor of Science in Finance, Minor in Economics, 2013
GPA: 3.75/4.0
CERTIFICATIONS
Chartered Financial Analyst (CFA) – Level II Candidate
Financial Modeling & Valuation Analyst (FMVA) – Completed 2019
Bloomberg Market Concepts (BMC) – Completed 2017
TECHNICAL SKILLS
- Financial Modeling & Valuation
- Advanced Excel (VLOOKUP, Pivot Tables, Macros)
- Bloomberg Terminal & Capital IQ
- SQL & Python for Financial Analysis
- Power BI & Tableau
- Monte Carlo Simulation
- Financial Statement Analysis
- Hyperion & SAP (basic)
ADDITIONAL INFORMATION
Volunteer Financial Advisor, Chicago Community Trust (2017-Present)
Languages: English (Native), Spanish (Conversational)
Interests: Marathon running (completed Chicago Marathon 2019), chess, and coaching youth basketball
How to Write a Finance Intern Resume
Introduction
Landing a finance internship is competitive—you're up against students from top business schools, all vying for the same limited spots. Your resume isn't just a formality; it's often your only shot at making a first impression. I've reviewed thousands of finance intern applications over my career and the difference between getting an interview or getting overlooked can come down to a single well-crafted page. Let's break down exactly what makes finance recruiters stop and take notice.
Resume Structure and Format
Keep your finance intern resume clean and structured—banks and financial institutions value organization and attention to detail. One page is non-negotiable for interns (trust me, nobody needs to see your high school achievements if you're in college).
- Use a conservative, professional template—nothing flashy or colored
- Stick to standard fonts like Arial, Calibri, or Times New Roman (10-12pt)
- Create clear sections with bold headings: Education, Experience, Skills, etc.
- Use consistent formatting for dates (Month Year format works best)
- Include plenty of white space—cramming text makes your resume look desperate
Save your resume as a PDF! I can't tell you how many Word documents I've received with formatting that completely falls apart when opened on a different computer. PDF preserves your layout exactly as intended.
Profile/Summary Section
For finance interns, a summary is optional but can be effective. If you include one, keep it under 3 lines and make it specific to finance. Avoid generic statements about being "passionate" or "hardworking"—everyone says that.
Good example: "Finance junior with 2 semesters of investment club experience and proficiency in financial modeling. Seeking to apply Bloomberg Terminal skills and accounting knowledge in a corporate finance environment."
Professional Experience
Don't panic if you lack direct finance experience! Focus on transferable skills from other jobs or projects. For each experience:
- Start bullets with action verbs (analyzed, calculated, researched)
- Quantify achievements where possible ("Reconciled accounts with 99.7% accuracy")
- Highlight analytical, Excel, or communication skills from any work setting
- Include relevant class projects or case competitions if work experience is limited
- Mention any experience with financial software or tools, even if self-taught
Education and Certifications
For finance interns, education typically comes before experience. Include:
- University name, degree, major, expected graduation date
- GPA if above 3.3 (or above 3.0 if the rest of your resume is strong)
- Relevant coursework (limit to 4-5 truly relevant classes)
- Finance-specific certifications or in-progress designations
- Study abroad experiences if finance-related
Keywords and ATS Tips
Many finance firms use Applicant Tracking Systems to filter resumes. To get past these digital gatekeepers:
- Include specific finance terms from the job description
- Mention software skills explicitly (Excel, VBA, PowerPoint, Bloomberg)
- Use standard section headings that ATS systems recognize
- Avoid tables, headers/footers and text boxes that confuse ATS
Industry-specific Terms
Sprinkle these finance terms throughout your resume (but only if you can speak to them in an interview!):
- Financial modeling
- Valuation
- Financial statement analysis
- Discounted cash flow (DCF)
- Data visualization
- Variance analysis
- Risk assessment
Common Mistakes
I see these errors constantly on finance intern resumes:
- Claiming expert Excel skills when you barely know VLOOKUP
- Including irrelevant hobbies (your fantasy football league doesn't belong here)
- Typos in financial terms (nothing kills credibility faster)
- Using vague descriptions instead of concrete examples
- Focusing on responsibilities rather than achievements
Before/After Example
Before: "Helped with budget spreadsheets and did data entry for manager."
After: "Developed Excel model that identified $14,300 in potential cost savings by analyzing 3 years of departmental spending patterns."
The second version demonstrates analytical thinking, Excel skills and quantifiable impact—exactly what finance recruiters look for, even in interns. Remember that every line should earn its place on your limited resume real estate!
Related Resume Examples
Soft skills for your Finance Intern resume
- Cross-functional communication – comfortable explaining financial data to both technical and non-technical stakeholders
- Adaptability to shifting priorities, especially during month-end close periods
- Detail orientation without losing sight of the big picture (critical for reconciliation tasks)
- Time management – juggling multiple financial projects with competing deadlines
- Collaborative problem-solving, particularly when identifying discrepancies in financial reports
- Active listening skills that help clarify ambiguous financial requirements
Hard skills for your Finance Intern resume
- Financial modeling with Excel (DCF, LBO, M&A models)
- Bloomberg Terminal navigation and data extraction
- QuickBooks Pro/Enterprise accounting software
- SQL database queries for financial reporting
- Financial statement analysis (income statements, balance sheets, cash flows)
- Experience with Capital IQ and FactSet research platforms
- Python scripting for basic financial data analysis
- Risk assessment using Value at Risk (VaR) techniques
- Proficiency with Thomson Reuters Eikon