About this template
The ATS Finance Pro template uses a single-column layout in Merriweather serif with a fir-green accent and a thin line under each section title. Sober, balance-sheet aesthetic — every keyword stays plain text so the ATS picks them up without struggle. Compatible with bank ATS (Workday at JPMorgan, Avature at Goldman Sachs, iCIMS at Bank of America) and audit firm pipelines (PwC, Deloitte, KPMG, EY).
Who is it for?
It fits analysts (M&A, ECM, DCM, leveraged finance), FP&A specialists, external and internal auditors, finance directors (CFO), treasurers, fund managers, investment bankers and risk managers applying to banks, audit firms, asset managers (BlackRock, Fidelity, Vanguard, T. Rowe Price, PIMCO) or corporate finance roles. The rendering matches sector expectations — measured, precise, ornament-free.
How to use it
Certifications dominate in finance: build a 'Professional certifications' section with CFA (with level and year), CAIA, FRM, ACA, ACCA, CPA, Series 7/63/79/86/87. For M&A analysts, structure experience by deal: name (or code if NDA), enterprise value, role, sector, mandate (sell-side, buy-side, advisory). For controllers and auditors, mention standards mastered (IFRS, US GAAP) and ERP systems (SAP FICO, Oracle Hyperion, NetSuite, Sage X3, Workday Financials).
Frequently asked questions
Should I list advisory deals with precise values?
Yes for publicly-announced deals (press-released) with enterprise value, exit multiple and acquirer. For deals under NDA, provide a range ('$250-500M'), the sector and the mandate. M&A directors cross-check figures against league tables on Mergermarket, Refinitiv and Bloomberg — any approximation is immediately visible, so precision matters.
How do I present CFA in progress?
Mention 'CFA Candidate — Level II passed (2024) — sitting for Level III in 2025'. Recruiters value the trajectory and the seriousness of the candidate. Avoid ambiguous phrasing ('CFA in progress') that suggests an abandoned attempt. If you've passed a level but no longer plan to continue, mention only 'CFA Level I/II passed' without the candidate label.
Should I prepare a US vs international version of the CV?
For Wall Street investment banks and US asset managers, follow the US convention: one page, no photo, no marital status, no date of birth, action verbs in simple past. For European and Asian banks, two pages remain standard with somewhat more contextual detail. The Skills and Certifications sections stay identical — only the format and the bullet density change between versions.
