Formal
Accounting · Finance
Formal serif type in a trustworthy deep green.
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Accounting, banking, investment
Finance CV templates
For accounting, audit, banking and investment roles. Professional certificates, the software you use and the figures you manage each have their own place.
A section for professional certificatesList your accounting, audit and investment analysis certificates.Software you useAccounting software, analysis tools and advanced spreadsheets.Figures shown with discretionShow the scale of your responsibilities without revealing a former employer’s internal data.
Accounting
Accounting · Internal audit
Neat ledger-style lines in a dependable navy.
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Banking
Banking · Credit
Deep emerald with a subtle gradient at the top.
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Investment
Investment finance · Securities
Brass gold on a dark base with a vertical band on the left edge.
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Audit
Independent audit
Rigorous forest green with fine vertical lines.
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Finance, accounting and banking CVs: certificates worth listing, figures to show or withhold
Recruiters in accounting, audit, banking and investment read a CV with a professional eye: which certificates, which software, what scale you have handled, and whether the CV contains a single wrong figure. To them, a typo in a number says something about how careful you are. Việc Hot has 5 finance CV templates with dedicated sections for certificates, software and the figures you were responsible for. The sections below go through each of these points.
What accounting and banking recruiters look at first
Accounting: the type of company you have worked for (manufacturing, trading, services, construction), since each has its own transactions; the software you have used; whether you have prepared financial statements and the annual tax finalisation yourself; and whether you are used to dealing with the tax authority and auditors. Audit: which tier your previous firm belongs to, how many audit seasons you have done, and your clients' industries. Banking: retail or corporate clients, the products you handled, how far you met your targets, and the quality of your loan book. Investment analysis: the models you have built, which CFA level you are at, and your Excel and data tool skills. All of them look at certificates right after experience.
Certificates and software worth listing
| Role group | Certificates | Software, tools |
|---|---|---|
| Accounting | CertificatesAccountant certificate, Vietnamese CPA, tax agent certificate, ACCA | Software, toolsMISA, Fast, Bravo, SAP; HTKK; advanced Excel |
| Audit, internal control | CertificatesVietnamese CPA, ACCA, ICAEW, CIA | Software, toolsAudit software, Excel |
| Banking | CertificatesNot required; languages, securities certificates | Software, toolsCore banking systems, Excel |
| Investment analysis, corporate finance | CertificatesCFA (state the level passed), FRM, securities certificates | Software, toolsExcel, VBA, Power BI, Python; Bloomberg, FiinPro |
Writing experience as action, figure, result
Two complete bullet points
General accountant: Prepared quarterly and annual financial statements for a trading company with annual revenue of about 200 billion VND and 3 branches, booked in MISA; standardised the set of incoming documents and brought the month-end close forward from the 12th to the 7th of the following month; two audits with no material adjusting entries.
Corporate relationship manager: Brought in 28 new corporate clients in 12 months, grew outstanding loans by about 40% against the start of the period, reached 115% of the deposit target, with no loans falling into Group 2.
Each line has four elements: the task, the scale, the tool and the result. If there is no result, keep the scale; if both are missing, the line is not yet worth including.
Show scale without revealing your former employer's information
Recruiters need to know what volume you have handled, not the exact numbers. Give approximate figures ("revenue of about 200 billion VND"), ratios ("15% above target") instead of absolute numbers, and clients' industries instead of their names. Do not include balances, unpublished profits, partner names or figures you know only because of your previous position. Many contracts in this sector include a business confidentiality clause, which the Labour Code 2019 (Bộ luật Lao động 2019) allows the two parties to agree in writing; a CV that discloses figures both breaches that agreement and makes your new employer wary of you.
Section order, length and English-language finance CVs
Order: contact details, three-line summary, experience, certificates, education, software and skills, languages. One page for under five years of experience; two pages for chief accountants, department heads or auditors with many audit seasons behind them. Foreign banks, audit firms, investment funds and multinationals use English CVs with standard titles: General Accountant, Chief Accountant, Internal Auditor, Credit Analyst, Relationship Manager. Domestic banks and companies that post in Vietnamese expect a Vietnamese CV.
Common mistakes in accounting and banking CVs
- A single wrong figure or date.
- Writing "proficient in Excel" without saying what you have done with Excel.
- Listing an unfinished certificate as if you already hold it.
- Including internal figures or client names from a previous employer.
Frequently asked questions
List your projects, internships, the software you have learned (MISA, Excel) and any certificate you are studying for, with your progress. For newcomers, carefulness and software skills get more attention than certificates.
No. Keep salary for the interview stage; the CV only states your targets and how far you met them.
State exactly what you have done: "Excel: Pivot, VLOOKUP, Power Query; built a receivables and payables reconciliation template used by 3 branches". One concrete example is worth more than any adjective.
Domestic banks are generally used to seeing a small portrait in business attire. Audit firms, investment funds and foreign companies do not need one.