Finance Manager Resume Sample

Jessica Park

jessica@park.finance

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(415) 888-7777

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linkedin.com/in/jessica-park-cpa

Finance Manager

Finance Manager with 12+ years leading financial planning, analysis, and reporting for $150M+ businesses. Managed finance teams of 6+ analysts supporting strategic decision-making and driving $8M+ in cost savings. Expert in FP&A, budgeting, and building scalable finance processes. CPA with proven track record of improving forecast accuracy and financial controls.

WORK EXPERIENCE

Finance Manager

Jan 2020 – Present

SaaS Growth Corp

FP&A Team Leadership: Built and led finance team of 6 analysts supporting $150M ARR business, establishing planning processes and analyst development program that reduced turnover from 40% to 12%
Strategic Financial Planning: Led annual budgeting and monthly forecasting processes, improving forecast accuracy from 78% to 93% and identifying $8M in cost optimization opportunities that improved EBITDA margins 5 points
Executive Reporting & Analysis: Created monthly executive dashboard and board reporting package tracking 30+ KPIs, enabling data-driven decisions that supported successful Series C fundraise ($75M) and path to profitability

Senior Financial Analyst

Mar 2017 – Dec 2019

Technology Inc

Financial Modeling & Analysis: Built complex financial models for M&A evaluation, pricing strategy, and product line profitability, supporting executive decisions on $50M+ in investments and 3 acquisitions
Budgeting & Forecasting: Managed annual budget process for $80M operating budget, partnering with 12 department heads and implementing rolling forecast methodology that improved planning agility
Process Improvement & Automation: Implemented Anaplan FP&A platform replacing Excel-based planning, reducing budget cycle time from 8 weeks to 4 weeks and improving data integrity from 85% to 98%

Financial Analyst

Jun 2013 – Feb 2017

Consulting Firm

Client Financial Analysis: Conducted financial analysis and due diligence for 15 client engagements including M&A transactions, operational assessments, and financial modeling projects
Variance Analysis & Reporting: Performed monthly variance analysis and created executive summaries explaining financial performance drivers, budget variances, and corrective actions
Financial Systems & Controls: Supported implementation of financial controls and close process improvements for clients, reducing close cycle time by average of 3 days

SKILLS & COMPETENCIES

CERTIFICATIONS

Certified Public Accountant (CPA)

Oct 2015

AICPA

CFA Level III Candidate

Jun 2023

CFA Institute

Certified Management Accountant (CMA)

Mar 2018

IMA

EDUCATION

Master of Business Administration (MBA)

2011-2013

Stanford University - Graduate School of Business

Stanford, California

Finance
Accounting

Tools to build your Finance Manager resume

Copy and adapt these proven examples to create a resume that stands out.

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Resume Headlines

Use these attention-grabbing headlines to make a strong first impression.

Finance Manager | $150M ARR FP&A Leadership | 6-Person Team | $8M Cost Savings | CPA

FP&A Manager | 93% Forecast Accuracy | Series C Fundraise Support | CPA & CFA

Finance Manager | Led 6 Analysts | Improved EBITDA 5 Points | Anaplan Implementation

Finance Manager | $120M+ Budget Management | Board Reporting | 12 Years Experience

Senior Finance Leader | $50M+ Investment Decisions | Reduced Turnover 40% to 12% | MBA

FP&A Manager | Strategic Planning | 8-Week to 4-Week Budget Cycle | SaaS Finance Expert

💡 Tip: Choose a headline that reflects your unique value proposition and matches the job requirements.

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Power Bullet Points

Adapt these achievement-focused bullets to showcase your impact.

FP&A & Strategic Planning

• Led annual budgeting and monthly forecasting processes for $150M ARR SaaS business, improving forecast accuracy from 78% to 93% through enhanced driver-based modeling and cross-functional collaboration

• Identified $8M in cost optimization opportunities through detailed variance analysis and spend pattern review, implementing changes that improved EBITDA margins by 5 percentage points

• Partnered with executive team on 3-year strategic plan and Series C fundraise, creating financial models and projections that supported successful $75M capital raise at target valuation

• Established quarterly business review process with department heads, aligning financial targets with strategic initiatives and improving cross-functional accountability

Team Leadership & Development

• Built and managed finance team of 6 analysts supporting $150M business, creating structured onboarding program and career development framework that reduced turnover from 40% to 12%

• Mentored 3 analysts to promotion (2 to Senior Analyst, 1 to Finance Manager at another company), establishing technical training program and regular 1:1 development coaching

• Defined roles, responsibilities, and performance metrics for finance team, implementing workload balancing and professional development paths that improved employee engagement scores by 28 points

• Established finance team best practices including modeling standards, documentation requirements, and peer review processes that improved work quality and knowledge sharing

Financial Systems & Process

• Led implementation of Anaplan FP&A platform replacing Excel-based planning, reducing budget cycle time from 8 weeks to 4 weeks and improving data integrity from 85% to 98%

• Established financial close calendar and month-end reporting process, reducing close cycle from 15 days to 8 days while improving accuracy and providing earlier insights to leadership

• Implemented automated variance analysis and KPI tracking dashboards, reducing manual reporting time by 20 hours per month and enabling real-time performance monitoring

• Designed and documented 15+ financial processes including budgeting, forecasting, reporting, and analysis workflows, improving consistency and enabling team scalability

Executive Partnership & Reporting

• Created monthly executive dashboard and board reporting package tracking 30+ KPIs across revenue, costs, cash flow, and unit economics, becoming trusted advisor to CEO and CFO

• Presented quarterly board reports on financial performance, key drivers, and forward outlook, translating complex financial data into clear narratives with strategic recommendations

• Partnered with Sales, Marketing, and Product leaders on strategic initiatives including pricing strategy, customer segmentation, and product investment decisions worth $20M+

• Supported M&A evaluation and integration planning for 3 acquisition targets, performing financial due diligence and developing integration financial models

💡 Tip: Replace generic terms with specific metrics, technologies, and outcomes from your experience.

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Resume Writing Tips for Finance Managers

Lead with Team Leadership & Business Impact

Finance Manager is a people leadership role. Start with: team size managed (6 analysts), business scope ($150M), and key outcomes (forecast accuracy 93%, $8M savings, EBITDA improvement). Show you're managing people and driving business results—not just doing individual analysis.

Quantify FP&A Excellence

Show planning process mastery with metrics: forecast accuracy improvements (78% → 93%), budget cycle time reductions (8 weeks → 4 weeks), and cost savings identified ($8M). Include board presentations, fundraise support, and strategic planning participation to demonstrate executive partnership.

Demonstrate Team Development

Manager resumes must show people leadership. Include: analysts mentored to promotion (3 promotions), turnover reduction (40% → 12%), training programs established, and 1:1 coaching provided. Show you're building team capability—not just managing workload.

Show Systems & Process Building

Managers build infrastructure. Highlight: FP&A platform implementation (Anaplan), close process improvements (15 days → 8 days), automation efforts (20 hours saved monthly), and documentation created (15+ processes). Prove you're scaling finance operations for company growth.

Include CPA/CFA/MBA Credentials

Finance Manager level expects professional credentials. List: CPA or CFA completion (not just candidacy), MBA from reputable program, or CMA certification. Combine 12+ years experience + certifications + people leadership = strong Finance Manager positioning. Path to Director/VP clear.

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Essential Skills & Keywords

Include these skills to optimize your resume for ATS systems and recruiter searches.

FP&A & Planning

Financial Planning & Analysis Budgeting and Forecasting Variance Analysis Strategic Planning Support Business Case Development Long-Range Planning

Team Leadership

People Management Analyst Development & Mentoring Performance Management Hiring and Onboarding Team Process & Standards Workload Management

Financial Systems & Tools

Anaplan, Adaptive Insights, or Planful Excel (Power Query, VBA, Advanced Modeling) ERP Systems (NetSuite, SAP, Oracle) Business Intelligence (Tableau, Power BI) SQL for Data Analysis Financial Consolidation Tools

Executive Partnership

Board Reporting & Presentations Executive Stakeholder Management Cross-Functional Collaboration Strategic Decision Support Business Partnering Fundraising & Investor Relations

Financial Expertise

Financial Modeling & Valuation SaaS/Tech Metrics & Unit Economics Management Reporting KPI Development & Tracking Cost Analysis & Optimization M&A Due Diligence

Core Competencies

Leadership & Influence Data-Driven Decision Making Process Improvement Change Management Communication & Presentation Project Management

💡 Tip: Naturally integrate 8-12 of these keywords throughout your resume, especially in your summary and experience sections.

Why this resume works

Role-Specific Strengths

Finance team leadership: Shows people management: led team of 6 analysts, mentored juniors, established finance best practices
Strategic FP&A impact: Demonstrates business partnership: $8M cost savings, improved forecast accuracy 15%, supported strategic decisions
Process and controls: Built scalable systems: implemented planning software, established controls, improved close process
Executive partnership: Shows senior influence: monthly executive reporting, board presentations, cross-functional leadership

✓ ATS-Friendly Elements

Manager keywords: "FP&A," "financial planning," "team leadership," "budgeting," "forecasting," "financial reporting"
Leadership action verbs: Led, Managed, Built, Implemented, Drove
Business metrics: team size (6), cost savings ($8M), budget managed ($150M), forecast accuracy
Finance qualifications: CPA, CFA, MBA common for finance management
Clear progression: Junior Analyst → Analyst → Senior Analyst → Manager
Advanced certifications (CPA, CFA, CMA) or MBA expected

✓ Human-Readable Design

Summary establishes leadership scope: 6-person team, $150M business, strategic finance role
Metrics at manager level: millions in savings, team management, forecast accuracy improvements
Experience shows progression from analyst to finance leadership
Balance of technical finance skills with team leadership and business partnership
Skills reflect manager expectations: FP&A, team management, executive communication
CPA or CFA plus MBA signals readiness for Director/VP track

💡 Key Takeaways

Finance Manager resumes must lead with business impact: cost savings, accuracy improvements, team results
Quantify team leadership: analysts managed, budget size, financial impact delivered
Show FP&A excellence: forecast accuracy, planning process improvements, decision support
Demonstrate executive partnership: board presentations, strategic initiatives, cross-functional collaboration
Include process building: systems implemented, controls established, efficiency gains
Professional certifications (CPA, CFA, CMA) are table stakes for finance management

📈 Career Progression in Finance

See how Finance roles evolve from financial analysis support to strategic finance leadership.

📊 Junior Analyst → 📈 Financial Analyst → 💼 Finance Manager (Current)

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Finance Manager Resume Example