new accounts job description for resume

New Accounts Representative Resume Samples

A New accounts representative helps customers in opening a variety of new accounts including checking, CD, IRA, and others. The major roles and responsibilities that are incorporated in the New Accounts Representative Resume and executed are the following – collecting required information from new customers for opening account completing account setup process like data input, verifying references, documentation; providing necessary information and answering to queries with regards to interest rates, bank policies and fees; completing all processes related to opening new account and making appropriate referrals for cross-selling of bank services .

The minimum qualification and skills expected from a new accounts representative are – good communication and decision-making skills, excellent proficiency in Microsoft Office and Internet Explorer and sound negotiation capabilities. No formal education is needed as such for this job position, but most of the eligible resumes depict at least a High School Diploma with relevant experience.

• Resume Samples
• New Accounts Representative

New Accounts Representative II Resume

Summary : New Accounts Representative II with 18 years of experience in the Finance domain. A leader with management experience and attention to detail. Excellent communication skills and ability to multi-task. Ability to learn and adapt quickly to new processes.

Skills : Microsoft Word, Microsoft Excel, PowerPoint, KD Functions, IGate, SNAPS, Wealth Management Workstation, New Service Gateway, WMW Finder

Description :

• Responsible for document review, approval, and processing for employee stock option accounts.
• Reviewing of tax and legal documentation W8 and W9 forms, beneficiary processing, power of attorney, trust, divorce paperwork, and 529 college savings plan.
• Responsible for maintaining and developing good relationships with client service managers, financial advisors, and client associates.
• Providing phone support to plan participant services in relation to the ESOP new accounts.
• Responsible for reviewing and processing retail and legal documentation.
• Responsible for review and processing of 50-100 documents/day, which was audited at 100% accuracy.
• Responsible for reconciling accounts, account verification and stop payments, journal entries, and general ledger account month-end balances.
• Solely responsible for uploading new pension plan participants information on bridge session and setting up the plan for EFT and checks prints on the prescribed date.
• Procuring the information, determined accuracy, and performing continuous updating, while meeting deadlines. 
• Responsible for upgrading day to day work some regular forms and implementing new online forms to access day to day to work monitor payroll checks and electronic fund transfers for accuracy and on-time payment.

New Accounts Representative (Customer Service) Resume

Objective : I am a highly motivated and hardworking New Accounts Representative with over two-plus years of experience in Customer Service domain. I am a team player as well as a team leader. I have a proven ability to meet deadlines, maintain, build and organize schedules, and have an excellent track record in superior customer service. I am seeking a position where I can bring immediate value and strengths.

Skills : Team Leader, Team Player, Ability To Work Independently, Computer Literate, Quick Learner And Thinker, Excellent Verbal and Writing skills,, Proficient InWord, Excel, Adobe, Outlook, Mas90 & 200

• Entering all new incoming applications are entered accurately and completely into proprietary software.
• Reviewing all documents received including emails, applications and voided checks for consistency.
• Reviewing the equipment request for PCI compliance which includes terminals, software, and gateways by using PCI compliance and certification websites.
• Ensuring that all required documents are received, and all missing or unverified information is notated on a checklist for verification.
• Creating a file for each account including but not limited to setting up a checklist, running a credit report and submitting the completed file for approval.
• Printing and preparing the manual and external submissions from email and application printer.
• Adhering to company time service standards of 6 to 8 accounts submitted per hour.
• Using USPS website to validate addresses for MasterCard integrity report.
• Assisting in working with various industry reports as well as daily and weekly department reports.

New Accounts Representative (Bank) Resume

Objective : New Accounts Representative with 3 years of experience in the Finance domain. Maintains the highest level of confidentiality with all customer information, Complies with all department and company policies, procedures and regulations. Professional, pleasant and courteous telephone manner, Cheerful, relaxed, respectful and pleasing personality when working with others and Strong mathematical skills.

Skills : Customer Service Skills, Attentiveness, Information Retention, Tact And Diplomacy, Attention To Detail, Excellent Planning, Organizing And Time Management Skills, Detail Oriented, Competent With Computers, Telephone, 10-Key Calculator.

• Responsible for the opening accounts assisting customers with questions and complaints, troubleshoot the customer issues with several baking products and services (online banking, debit cards, etc. ), and maintained the customer files.
• Provided support and direction regarding new account processes, policies, and timeframes.
• Assisted the customers in accessing safety deposit boxes following bank policy.
• Placed holds on accounts for uncollected funds and followed required financial regulations and bank policies.
• Used the branch capture system to image transaction items processed for the day.
• Processed sale of various bank instruments such as money orders and cashier checks.
• Assisted the customers in reconciling their checkbooks and advise of account balances.
• Attended the annual training regarding procedures to follow if bank robbery occurs.
• Assisted the customers in account details and understanding with checkbook balancing.
• Worked on daily maintenance on accounts such as checking, savings, health savings, CDS, and loans.
• In charge of all mail going in and out of the branch including returned mail which was logged and maintenance filed in accounts.

New Accounts Representative I Resume

Summary : New Accounts Representative I with 10 years of experience in the Finance domain is seeking to obtain a position that will enable me to use my strong organizational skills, educational background, and ability to work well with people.

Skills : Microsoft Office, Customer Service, Telephone, Cash Register, Banking, Office Administration

• Responsible for processing all new account transactions, assisted the customers in their selection of various accounts and financial services.
• Answered the customers' questions and explained the available services such as deposit accounts, regular time deposit, and investments.
• Executed wire transfers of funds and performed foreign currency transactions.
• Informed the customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
• Promoted business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.
• Fully knowledgeable and skilled in the areas of teller, vault, safe deposit and basic branch operation functions.
• Required to assist in the cross-training of less experienced branch staff members.
• Responsible for generating and managing the new account of the bank to achieve its goals and objectives.
• Provided timely and accurate resolution to account related issues and backs up operational duties and functions.
• Received checks and cash for deposit, verified amounts, and endorsements, entered all necessary information in data processing system, issued receipts, cashed checks and paid out money upon verification standards and balanced in an accurate and complete manner.

Senior New Accounts Representative Resume

Summary : Senior New Accounts Representative with 8 years of experience in the Finance and Retail domains is seeking to obtain a challenging career that will allow me to utilize my skills and knowledge in different areas.

Skills : Microsoft Word, Excel, PowerPoint, Spreadsheet, Email

• Building loyal clientele through friendly interactions and great customer service.
• Opening, approving and revising the personal or commercial accounts while obtaining all necessary customer documentation.
• Performing auditing, reporting and performance tracking and assisting in on-the-job training and orientation of other tellers.
• Responsible for customer service, any type of cash and check transactions, filing and bookkeeping of personal information.
• Knowledgeable in computer operations and applications including Windows, Mac, Microsoft Word and Office, Office Spreadsheet, Microsoft PowerPoint and Banking industry software.
• Complying with and staying abreast of all policies and procedures, federal and state laws applicable to the job.
• Receiving commercial and individual checking deposits, verifying endorsement, and issuing the receipts.
• Accepting and placing the stop payment requests, accepting check reorders, and address changes and distributing these to the proper personnel for processing.
• Keeping the negotiable items secure and maintaining a high level of safety for the Bank.

New Accounts Representative III Resume

Summary : New Accounts Representative III with 15 years of experience in the Finance domain, extensive cash handling experience, supervisory experience and knowledge of policy and procedures of the banking business. Highly motivated New Accounts Rep. with experience in overseeing a small team of tellers and managing the risk management of the motor bank.

Skills : Microsoft Programs, Photoshop, Museum Programs: IO And TMS, PC And Apple Operating Systems, 50-60 WPM, Office Database Programs: Q&A And JST

• Assessing the needs of the new and existing customers' and being knowledgeable of the features and benefits of the products.
• Gathering and entering the customer and account information on the bank's computer system. Verifying input and performing account maintenance as needed.
• Closing the bank accounts as necessary following established bank procedures.
• Maintaining the highest level of customer service standards while consistently delighting our customers and exceeding expectations.
• Composing, typing and mailing the correspondence to new, existing and prospective customers.
• Reviewing and completing all compliance documentation with the customer, assuring that customer receives all copies of documents relating to his/her account.
• Proactively selling the bank products and services to both customers and non-customers through profiling, appointments, and referrals to other bank departments.
• Maintaining a high level of customer satisfaction through quick problem resolution.

Junior New Accounts Representative Resume

Objective : Highly motivated Junior New Accounts Representative with 3 years of experience in the Finance domain, with a wide range of customer service skills with aspirations of working for Columbia. I love working in a highly motivated, fast passed sales environment and would be a great fit for your team.

Skills : Customer Service, Receptionist, Retail Sales, Problem Solving

• Processed transactions including cashed checks, processed deposits and withdrawals, loan and mortgage payments and safe deposit payments.
• Assisted at the end of day branch activities such as check scanning, added bank checks, money orders, made a total deposit of all teller checks, cash advances, bank check and money order logs.
• Balanced the cash drawer and made settlement of daily activities maintained a neat and organized cash drawer.
• Determined the needs of businesses and individuals to open the accounts for them that will fit their needs the best and recommended products that will work for them.
• Performed maintenance on accounts like changing an overdraft code, adding a signer, adding pods, etc.
• Answered questions and provided an ongoing support for the new and current customers.
• Determined what customers need and provided an excellent customer service based on the needs of the customer and their finances.
• Assisted the Branch Manager in duties that need to be done around the bank like working daily reports, balancing cash for the bank, and processing deposits made in the ATM and night depository.

Loan Assistant/New Accounts Representative Resume

Headline : Organized, self-motivator New Accounts Representative with 7 years of experience in the Finance domain is seeking a financial advisor position.

Skills : Great Customer Service, Some Computer Work, Typing/accounting, Store Sales Rep, Store Clerk, Trainer Specialist

• Met with and interviewed the corporate and personal customers to discuss their financial requirements and provided appropriate financial advice.
• Analyzed the current customer relationships and proactively assisted with their needs.
• Accurately explained the concepts to each customer about the products and services provided.
• Assisted the members in opening new accounts such as savings, checking, money market certificates and term share certificates, handled the member inquiries concerning all types of deposit accounts.
• Processed the member IRA transactions, council members on IRA contributions and distributions.
• Renewed the certificate accounts, transferred funds and disbursed the checks as necessary.
• Conducted loan interviews, processed the loan applications, loan closings, and fund disbursements.
• Cross-sold and promoted credit union products, including deposit and loan products, insurance offerings and business services.

New Accounts Representative (Retail) Resume

Headline : To secure a challenging position utilizing my administrative skills, that will allow me to secure a position with your company while enhancing my professional and personal qualifications.

Skills : Microsoft Office, Document Management, Microsoft CRM, Lotus Notes, Credit Analysis, Customer Service

• Accepting the inbound calls to decide rather or not to approve applications.
• Making payments via check and updating the addresses on already established accounts.
• Handling calls from sales associates for their customers declined purchases as well as handled credit.
• Providing answers to customers questions about products or policies and resolving the customer inquiries.
• Responding to customer inquiries or complaints in person or over the phone in a professional manner which may include preparing and submitting written correspondence to the respective departments.
• Maintaining correspondence with customers and back office by following-up to ensure resolution.
• Identifying the customer needs through probing questions and offer appropriate products and services based on customer responses.
• Helping the internal and external clients establish new client accounts via phone and email.
• Managing all compliance documentation and ensuring the delivery of documents to customers.

Summary : New Accounts Representative I with 13 years of experience in the Finance domain. Provides assistance to clients through a thorough knowledge of financial services, while using excellent organizational, communication and analytical skills to build enduring professional relationships, which ultimately make both my clients and my institution as successful as possible.

Skills : Micrsoft Office, Typing, Data Entry, Customer Service, Financial Reporting

• Provided efficient and courteous customer service, cross-marketing products and services to generate new business.
• Prepared and maintained the account paperwork to meet all standards as required by the CIP and BSA programs of the institution.
• Used the discretion when performing transactions and made protecting the banks capital of utmost importance.
• Abided by bank policies and procedures and maintained compliance with federal regulations while conducting transactions.
• Analyzed, researched and resolved problems and discrepancies related to member accounts/loans.
• Assisted the members with submitting consumer/mortgage/equity loan, overdraft protection, and credit card applications.
• Ensured the cash and other negotiable instruments are handled properly.
• Assisted the members in opening new accounts such as savings, checking, money market certificates and term share certificates, handled member inquiries concerning all types of deposit accounts.

Table of Contents

Recent posts, download this pdf template., creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option., unlock the power of over 10,000 resume samples., take your job search to the next level with our extensive collection of 10,000+ resume samples. find inspiration for your own resume and gain a competitive edge in your job search., get hired faster with resume assistant., make your resume shine with our resume assistant. you'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want., get noticed with resume templates that beat the ats., get past the resume screeners with ease using our optimized templates. our professional designs are tailored to beat the ats and help you land your dream job..

Protect your data

This site uses cookies and related technologies for site operation, and analytics as described in our Privacy Policy . You may choose to consent to our use of these technologies, reject non-essential technologies, or further manage your preferences.

• Resume and Cover Letter
• Accountant Job Description:...

Accountant Job Description: All Key Roles & Duties

6 min read · Updated on April 24, 2024

Use this accountant job description to design a job-winning resume.

Accountants help organizations make critical financial decisions and corrections. They do this in a variety of ways, including research, audits, and data input, reporting, analysis, and tracking. Accountants can be responsible for tax reporting and filing, reconciling balance sheets, helping with departmental and organizational budgets, financial forecasting, communicating findings with stakeholders, and more. An accountant job description will include this type of information, tailored specifically to the type of accounting position listed.

Why refer to an accountant job description?

If you're an Accountant looking to land your next job and need to update your resume , one of the best resources you can turn to is an accountant job description. By reviewing job description examples, you can identify what technical and soft skills , credentials, and work experience matter most to an employer in your target field. In this post, we share an example of an accountant job description summary, followed by responsibilities, requirements, and skills.

Accountant job description example

Accountant Job Description

Prepare balance sheets, profit and loss statements, and other financial reports. Accountant duties and responsibilities also include analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. 

Reports organization's finances to management and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts.

Accounting candidates must be familiar with standard concepts, practices, and procedures within the [ field of focus ]. Astute at relying on experience and judgment to plan and accomplish goals. Performs a variety of additional tasks as assigned. A certain degree of creativity and latitude is required. 

Works under general supervision. This position will report to [title of supervisor or manager].

Requires a bachelor's degree in accounting or a similar area of specialty and two to four years of experience in the field or in a related area. An associate's degree in accounting might be acceptable.

Accountant responsibilities

Below the general job description summary, like the example above, you'll typically see a list of responsibilities, requirements, and necessary skills, as outlined in this section and the next two. 

Here are some of the accountant job description responsibilities you might find listed:

Prepare asset, liability, and capital account entries by compiling and analyzing account information

Document financial transactions by entering account information

Recommend financial actions by analyzing accounting options

Summarize current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports

Substantiate financial transactions by auditing documents

Maintain accounting controls by preparing and recommending policies and procedures

Guide accounting clerical staff by coordinating activities and answering questions

Reconcile financial discrepancies by collecting and analyzing account information

Secure financial information by completing database backups

Verify, allocate, post, and reconcile transactions

Produce error-free accounting reports and present their results

Analyze financial information and summarize financial status

Provide technical support and advice on management

Review and recommend modifications to accounting systems and generally accepted accounting procedures

Participate in financial standards setting and forecast process

Provide input into department's goal-setting process

Prepare financial statements and produce budget according to schedule

Direct internal and external audits to ensure compliance

Plan, assign, and review staff's work

Support month-end and year-end close process

Develop and document business processes and accounting policies to maintain and strengthen internal controls

Communicate effectively with clients

Contribute to a strong client relationship through positive interactions with client personnel

Communicate with Manager and/or Director on work status and client issues that arise

Accountant requirements

These are just a few of the job requirements you may see in an accountant job description:

Thorough knowledge of basic accounting procedures and principles, including the Generally Accepted Accounting Principles (GAAP)

Awareness of business trends

Experience with creating financial statements

Experience with general ledger functions and the month-end/year-end close process

Excellent accounting software user and administration skills

Accuracy and attention to detail

Aptitude for numbers and quantitative skills

Bachelor's Degree or Master's Degree in appropriate field of study or equivalent work experience

Intermediate understanding of accounting and reporting standards, gaining experience in researching as it relates to accounting issues

Experience with accounting software is a plus

Accountant skills & proficiencies

There are several hard and soft skills that are possibilities for an accountant job description. Hard skills are measurable talents learned through training and education. Soft skills are people skills that are generally acquired through experience and are difficult to measure. 

Below, we break them down by category, though you'll typically find necessary hard and soft skills listed together in the job description. 

Hard skills for an accountant job description

Corporate Finance

Reporting Skills

Reporting Research Results

Financial Data Entry Management

Scheduling and Monitoring

Problem Analysis and Problem-Solving Skills

Active Learning

Clerical Knowledge

Proficiency in Microsoft Office

Risk Analysis

Tax Returns

Certified Public Accountant (CPA)

Accounting Software

General Ledger Functions 

Balance Sheets

Data Analysis

Bookkeeping

Sarbanes-Oxley Act

Financial Audits

Certified Management Accountant (CMA)

Certified Fraud Examiner (CFE)

Certified Internal Auditor (CIA)

 Soft skills for an accountant job description

Attention to Detail

Deadline-Oriented

Confidentiality

Time Management

Organizational Skills

Communication Skills

Professionalism

Interpersonal Skills

Analytical Thinking

Self-started

Independent Worker

Creativity 

Tailor your resume

Referring to accountant job descriptions for resume development is a smart move to get your creative juices flowing. By reviewing the job descriptions, you can assess and make a list of what skills and experience you have that align with them. From there, you can incorporate them into your resume . 

Of course, you'll want to tweak your resume for each job you apply to. The good news is that you won't need to start from scratch if you have a strong initial version to work with. In that case, making minor updates to align with each job you apply to will be easy to do. 

Your resume aligned with the job description wins interviews

Use the example description and lists above to guide you in developing a resume to stand out and land interviews! 

Is your resume appropriately tailored to the accountant job description for the job you're applying to? Why not submit it for a free resume review to find out?

Recommended reading:

How to Use Action Verbs in a Resume

Whether or Not to Use a One-Page Resume

How to List Multiple Positions at One Company on Resume

Related Articles:

7 Signs Your Resume is Making You Look Old

Software Developer Top Needed Skills

How to Maximize Your Resume Action Words to Wow the Employer

See how your resume stacks up.

Career Advice Newsletter

Our experts gather the best career & resume tips weekly. Delivered weekly, always free.

Thanks! Career advice is on its way.

Share this article:

Let's stay in touch.

Subscribe today to get job tips and career advice that will come in handy.

Your information is secure. Please read our privacy policy for more information.

Explore Jobs

• Jobs Near Me
• Remote Jobs
• Full Time Jobs
• Part Time Jobs
• Entry Level Jobs
• Work From Home Jobs

Find Specific Jobs

• $15 Per Hour Jobs
• $20 Per Hour Jobs
• Hiring Immediately Jobs
• High School Jobs
• H1b Visa Jobs

Explore Careers

• Business And Financial
• Architecture And Engineering
• Computer And Mathematical

Explore Professions

• What They Do
• Certifications
• Demographics

Best Companies

• Health Care
• Fortune 500

Explore Companies

• CEO And Executies
• Resume Builder
• Career Advice
• Explore Majors
• Questions And Answers
• Interview Questions

New Accounts Representative resume examples for 2024

A strong new accounts representative resume should showcase a variety of skills. These include customer service, knowledge of bank policies and products, and the ability to handle a range of transactions such as loan payments and wire transfers. It's also important to demonstrate experience with account maintenance and resolving customer problems.

New Accounts Representative resume example

How to format your new accounts representative resume:.

• Tailor your resume's job title and content to match the new accounts representative role.
• Highlight achievements in work experience, such as activating accounts, assisting with financial services, and resolving customer issues.
• Keep your resume concise and focused, aiming for one page and using bullet points to present your experience.

Choose from 10+ customizable new accounts representative resume templates

Choose from a variety of easy-to-use new accounts representative resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your new accounts representative resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

New Accounts Representative resume format and sections

1. add contact information to your new accounts representative resume.

New Accounts Representative Resume Contact Information Example # 1

Dhruv Johnson

[email protected] | 333-111-2222 | www.linkedin.com/in/dhruv-johnson

2. Add relevant education to your new accounts representative resume

Your resume's education section should include:

• The name of your school
• The date you graduated ( Month, Year or Year are both appropriate)
• The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

• Academic awards (Dean's List, Latin honors, etc. )
• GPA (if you're a recent graduate and your GPA was 3.5+)
• Extra certifications
• Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

• If you're a recent graduate, you might opt to place your education section above your experience section
• The more work experience you get, the shorter your education section should be
• List your education in reverse chronological order, with your most recent and high-ranking degrees first
• If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About New Accounts Representative Education

New Accounts Representative Resume Relevant Education Example # 1

High School Diploma 2012 - 2014

New Accounts Representative Resume Relevant Education Example # 2

High School Diploma 2013 - 2015

3. Next, create a new accounts representative skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

• Include 6-12 skills, in bullet point form
• List mostly hard skills ; soft skills are hard to test
• Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an new accounts representative resume

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Top Skills for a New Accounts Representative

• Customer Service , 15.1%
• Bank Products , 7.9%
• Cross-Sell , 6.4%
• Financial Services , 6.1%
• Other Skills , 64.5%

4. List your new accounts representative experience

The most important part of any resume for a new accounts representative is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of new accounts representatives" and "Managed a team of 6 new accounts representatives over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

• Procured the sales of life insurance and financial service products such as, mutual funds, annuities, IRAs.
• Passed initial attempts Series 6 and Series 63 FINRA securities licensure exams.
• Documented and maintained brokerage accounts on Netx360, FSBI and StreetScape systems.
• Pursued new clients and served the existing client base as a FINRA-registered representative of MetLife Securities Inc.
• Maintained compliance with FINRA and California Department of Insurance.
• Refurbished furniture and fixtures within guest rooms such as cabinets, tables, chairs, doors, windows and counters.
• Trained and developed new VIP agents in all aspects of operations in the casino
• Worked with other VIP Representatives and directly with Casino Hosts to increase the guests that qualify for VIP status.
• Processed all new account transactions; cross-selling products and services.
• Researched job descriptions, updated as needed and emailed job descriptions to property/departments.
• Educated buyers on PC and Apple hardware, software and accessories.
• Helped customers understand Windows 7 and Apple Mac Lion OS operating systems to drive sales.
• Maintained professional communication with customers and peers while using cross-functional company resources and tools.
• Assisted Geek Squad employees in computer repairs.
• Generated +70K in computer/software/hardware related sales.
• Interviewed applicants and/or family members to explain eligibility requirements for Medicaid/Financial Assistance/ARKIDS applications, etc.
• Worked directly with patient care cosmetic and routine treatments.
• Followed up on Medicare/Medicaid and third party payer correspondence.
• Supervised the daily activities of the provider relations representatives in the education and servicing of Medicaid and Medicare participating network.
• Restricted Card Representative/Provide administrative services for the Indian Medicaid Restricted Card Program for ADVANTAGE Health Solutions.

5. Highlight new accounts representative certifications on your resume

Specific new accounts representative certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your new accounts representative resume:

• Certified Management Accountant (CMA)
• Certified Bank Auditor (CBA)

6. Finally, add an new accounts representative resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your new accounts representative resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common new accounts representative resume skills

• Customer Service
• Bank Products
• Financial Services
• Credit Card
• Loan Payments
• Savings Accounts
• Product Knowledge
• Bank Secrecy Act
• Check Orders
• Bank Policies
• Inbound Calls
• Debit Cards
• Account Maintenance
• Customer Inquiries
• Wire Transfers
• Customer Problems
• Account Types
• Customer Accounts
• Business Accounts
• Individual Retirement Accounts
• Customer Relations
• Outbound Calls
• Computer System
• Customer Complaints
• Bank Services
• Financial Transactions
• Loan Applications
• Savings Bonds
• Quality Customer Service
• Bank Accounts
• Customer Transactions
• Retirement Accounts
• Address Changes
• Customer Issues
• Credit Reports
• Cash Drawers
• Cashier Checks
• Financial Products
• Signature Cards
• Credit Applications
• Account Transfers
• Anti-Money Laundering

New Accounts Representative Jobs

Links to help optimize your new accounts representative resume.

• How To Write A Resume
• List Of Skills For Your Resume
• How To Write A Resume Summary Statement
• Action Words For Your Resume
• How To List References On Your Resume

Updated June 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

• Zippia Careers
• Office and Administrative Industry
• New Accounts Representative
• New Accounts Representative Resume

Browse office and administrative jobs

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement

New Accounts Job Description

New accounts duties & responsibilities.

To write an effective new accounts job description, begin by listing detailed duties, responsibilities and expectations. We have included new accounts job description templates that you can modify and use.

Sample responsibilities for this position include:

New Accounts Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for New Accounts

List any licenses or certifications required by the position: FINRA, BPI, GB, CFP, CFA, FSR, CB&T, COBRA, FPC

Education for New Accounts

Typically a job would require a certain level of education.

Employers hiring for the new accounts job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Finance, Economics, Graduate, Engineering, Management, Accounting, Technical, Marketing

Skills for New Accounts

Desired skills for new accounts include:

Desired experience for new accounts includes:

New Accounts Examples

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG
• High level of attention to detail while processing routine activities
• Maintains performance standards and expectations while increasing contribution to department initiatives
• Ability to work through challenging tasks to bring timely and accurate solutions
• Retain knowledge of several systems and processing guidelines
• Ability to promote a positive, team environment with a focus on client service
• Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office
• Gain a high level expertise on the processes we support through continued training
• Work independently and as a team to meet department, division and firm objectives
• Responsible for effectively processing routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction
• Maintain department statistics and perform daily controls
• This role serves to help institutions identify and execute strategies to drive student success, touching upon areas such as financial aid, student accounts, records, registration, retention services and career placement
• High financial acumen and ability to direct P&L and Pro Forma development for sales purposes represent financial projections to CFO and President level client stakeholders
• Solid understanding of Compliance rules and regulations, regulatory requirements (such as FATCA, CASL, AML and QI), that impact an account opening and maintenance
• Advanced knowledge of consumer credit card profit and loss drivers and the levers with which to influence them is required
• Creativity is required to decide scores, tools and systems that should be utilized to enhance the Bank’s future
• Trust Operations
• Perform quality reviews where required
• Respond to branch technical questions pertaining to the department's focus
• Requires basic understanding of the brokerage industry and in-depth knowledge of area systems, processes and procedures including those of related departments and divisions
• Serve as subject matter expert to others, both within and outside of the area
• Liaison between sales and new clients to gather all appropriate setup information
• Assign and oversee resources allocated across multiple projects
• Provide timely communication to senior leadership of progress across the portfolio of Account System projects and enhancements
• Frequent communication with home office leaders, branch offices, and/or vendors to resolve issues, answer escalated questions and carry out responsibilities
• Perform quality and accuracy reviews on selected team or department work and other processing procedures in the area
• Provide input and expertise on large scale improvements or other projects within the organization, which includes project leadership where appropriate managing the involvement of different reports on project teams
• 2+ years of management experience in a similar environment (brokerage, banking, or accounting)
• Ability to continuously look to improve and prepare for the future
• Must understand team/department workflows and controls
• Must be knowledgeable of and able to apply relevant firm, industry, and regulatory rules and deadlines
• Must have industry knowledge and skills in the areas of product, processes, and/or automation
• Must fully understand systems related to the team's responsibilities, and have a high-level understanding of other department systems and functions
• Maintain current knowledge of corporate policies, products and departmental procedures
• Build, organize and maintain process inventory for data in support of projects, special needs and ad-hoc requests
• Assess, research and analyze business and systems requirement
• Develop, code and document program using different languages
• Assist with end-to-end application testing, cases and scenarios, coordinate efforts with IT partners
• Establish relationship with team members, stakeholders and 3rd party vendors to gain maximum cooperation and buy in to solutions
• Support Ops Specialist to determine best mix of development, interfacing applications, 3rd party vendor solutions to meet business requirements and project objectives
• Detailed analysis of alternatives and presentation of recommendations for process and system improvements
• Perform Reconciliation of various account opening systems including Client Source, BPS, INA and Impact and execute tasks related to deficiencies surrounding account opening system enhancements
• Provide additional training resource to assist team lead and department supervisor while acting as a testing resource for system enhancements
• Familiarity with Excel, data entry, and data analysis
• Must be able to multi-task and follow-up appropriately to take issues to resolution
• 1-2 years experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred
• Must be comfortable working in a fast paced, team-oriented environment and stay organized to perform and prioritize multiple tasks
• Must be able to demonstrate attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded
• Strong customer service focus that supports firm's commitment to exceed client needs
• Understand department procedures and required accountabilities in the area or department in which the incumbent works while addressing escalated questions independently
• Understand department procedures and required accountabilities in the area or department in which the incumbent works and reduce risk by suggesting process changes and modifications as appropriate
• Monitor & deliver on key indicators of performance and productivity metrics including Recommend to Friend, CHT, & Top Box (OSAT)
• Take timely actions to ensure a consistently high level of service in line with the GCN Strategy to deliver extraordinary customer care
• Partner closely with GNICS teams to ensure an efficient and effective New Accounts, Credit & Collections process
• Responsible for the oversight and management of the CSK application processing vendor
• Work with Risk Management colleagues to support underwriting policy changes
• Control all financial and cost lines and proactively engage with Finance to optimize costs within budget levels
• Work with HR and Training in recruitment and retention of premium talent
• Motivate staff and leaders working multiple shifts across the Center to deliver at optimal levels – ensure high levels of employee engagement and retention in a challenging environment in a high growth industry
• Previous experience with Microsoft office tools and spreadsheets is required
• Bachelor’s Degree (B.A.) in Business Administration and eight (8) years experience in operations, including three (3) years in a management position in the financial services industry
• Work overtime including weekends (Sat/Sun) during peak periods
• Minimum of 2 years in a payroll environment with emphasis on processing payroll using computer software
• Familiarity with firm business process improvement methodology (BPI)
• Support business objectives, projects and enhancement initiatives of the department by developing test scripts, performing testing, implementing and measuring specific business processes in order to better serve branch teams and clients
• Supersede signature cards and other documents
• Open and maintain TCDs and IRAs including quoting rates, securing proper documentation, remittance of interest payments, and timely redemption or roll-over of such accounts
• Interact with Note Center, IRA center, CCSU teams, Account Executives
• Process stamp, check and deposit slip orders, reviewing monthly billing for such orders
• Perform Account Closures
• Perform system and paper file maintenance
• Generate and maintain documentation waiver file and deficiency report
• Process all new accounts the same day received
• Resolves problems and complicated issues with management and branch personnel
• Oversees opening and changes to DVP accounts for Retail and Fixed Income Capital Markets
• Must be well organized, possess a strong attention to detail and have the ability to prioritize and perform multiple tasks
• Communicate complex details effectively
• Advanced Excel, Hyperion, and knowledge of creating/editing macros is a plus
• Minimum of high school diploma or equivalent, college degree preferred
• Securities Industry or equivalent financier services experience preferred
• Knowledge of mutual fund and annuity related issues preferred

Related Job Descriptions

Create a Resume in Minutes with Professional Resume Templates

I am an Employer

I am a candidate.

New Accounts Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• Keeping up to date with company and industry regulations; ability to interpret firm policies and procedures and incorporate into daily processes
• Assists in Risk Mitigation and Quality Control as the Principal's other primary responsibility is oversight of the New Accounts Series 24 report which reviews and signs off on the items processed by the New Accounts at LPL daily
• Administer the New Accounts email inbox
• Assign and process tickets
• Process account changes
• Assist with opening and closing new accounts
• Receives client documents and cross references with system information, identifying any exceptions using available resources and verifying the identity of all new clients. All information received is checked for accuracy
• Act with a sense of urgency and a can-do attitude to address business need and accomplish goals
• Conflict resolution- ability to facilitate discussion; ability to quickly obtain relevant facts to resolve a problem is vital
• Anticipates customer needs and consistently meets or exceeds their expectations
• Lead internal and external business reviews covering strategic initiatives
•  Completes a wide range of responsibilities and processes with minimal supervision or guidance
•  Anticipates upcoming workflow changes, potential impact to the area, and coordinates accordingly. Adapts to changing workflow demands. Coordinates and collaborates with other work areas
•  Demonstrates subject matter expertise
• Identify and escalate priority issues / Redirect problems to appropriate resource
• Stay current with policies, procedures, and system information, including changes and updates
• Documents all client account changes in accordance with Company policies
• Makes customers and their needs a primary focus of one’s actions
• Interacts with others in a way that gives them confidence in one’s intentions and those of the organization. Focuses and guides self and team members in accomplishing work objectives
• Establishes proper courses of action to ensure that tasks are completed effectively and on time/within proper time limits, meeting established performance metrics
• Perform basic teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary

Professional Skills

• Proven relationship skills with the ability to take ownership and strong follow through skills
• Professional business acumen, demonstrated through excellent written and verbal communication skills
• Customer service experience with exceptional listening and relationship building skills is an advantage
• Relevant Customer service experience with exceptional listening and relationship building skills
• Strong problem solving skills and inherent decision making abilities are required
• Excellent organizations skills and capacity for attention to detail
• Proven experience of delivering ‘above and beyond’ customer service with an understanding of the core Relationship Care principles

How to write New Accounts Resume

New Accounts role is responsible for software, credit, building, listening, microsoft, excel, securities, retail, training, auditing. To write great resume for new accounts job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For New Accounts Resume

The section contact information is important in your new accounts resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your New Accounts Resume

The section work experience is an essential part of your new accounts resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous new accounts responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular new accounts position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative New Accounts resume experience can include:

• PC skills with Microsoft and general understanding of software operations
• Demonstrate ability to be flexible and adaptable while orienting others to effective change management
• Learn and apply new information or skills
• MS Outlook and Excel 07 skills
• MS Outlook and Excel skills
• Bank customer service experience, good knowledge of Bank’s products and services

Education on a New Accounts Resume

Make sure to make education a priority on your new accounts resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your new accounts experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in New Accounts Resume

When listing skills on your new accounts resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical new accounts skills:

• Effectively organize and prioritize work while analyzing and assessing client needs
• Good Analytical Skills With Eye For Details
• Good PC Skills - MS Windows And MS Access
• Proper phone etiquette with effective listening skills
• Strong time management skills; comfortable handling multiple projects simultaneously in a fast-paced environment
• Strong drive towards providing unsurpassed customer service experience, keeping in mind the legacy of our brand

List of Typical Experience For a New Accounts Resume

Experience for new accounts analyst resume.

• Review cardholder information for validity
• Manage multiple priorities and projects simultaneously
• Assists with establishing and enforcing policies and procedures. Recommends and helps implement suggestions to improve workflows, policies and procedures
• Supports associates with proper recordkeeping/note taking practices to ensure all client requests are documented and completed in a timely fashion
• Contributes heavily to department projects, documentation, functional analysis and testing as needed
• Assists in reviewing lower level associates work for accuracy and completeness
• Compose correspondence/reports for own or manager's signature

Experience For New Accounts Associate Resume

• Process replies on own initiative or from managers' dictation or notes
• Fix commitments to maximize manager's time efficiency
• Take initiative on requests and inquiries
• Flexibility to travel to other branch locations
• Accurately create new accounts into 1st Global’s systems
• Maintain existing accounts by accurately entering advisor and end-client changes into 1st Global’s systems and by requesting the same changes from the product sponsors
• Responsible for operations budget (New Accounts and TOA), largely expense with some revenue opportunity
• Execute special projects on time and on budget

Experience For Global New Accounts Resume

• Lead and serve as a team member on projects. Serve as a liaison between operations departments
• Research and resolve unique situations. Make or recommend appropriate exceptions to policy. Identify and implement process improvements to enhance performance
• Troubleshoot production and system problems. Recommend solutions to management
• Act as escalation point
• Assist with overflow of New Accounts department
• Create trackers that define KPI’s that are measureable and quantifiable
• Establish and maintain new accounts assuring accuracy of information and provide file maintenance of stored account data such as making changes to addresses, government reporting information, funds disposition, settlement instructions, etc

Experience For Spanish Analyst, New Accounts Verification Resume

• Respond and resolve miscellaneous problems in accounts such as incomplete, incorrect, or missing information. Respond to inquiries from the sales area regarding policy and procedures for new and changing accounts
• Assist in the review and preparation of daily customer confirmation process
• Assist other desks as necessary to ensure completion of departmental work
• Review all new debit card orders
• Support and interact with other internal departments as needed
• Ensure that regulatory, legal, bank, and audit requirements are met
• Interact with staff members and others encountered in the course of work

Experience For New Accounts Verification Assistant Manager Resume

• Perform detailed work on multiple, concurrent tasks
• Perform same-day quality review of co-workers’ processed items
• Personality: Self-confident, able to work independently, extroverted
• Basic PC knowledge, Internet navigation
• Quality checking the captured accounts to ensure the correct information has been captured and ensuring the customers has passed the AML/KYC requirements and that we retain all required documentation correctly
• Communicating with internal and external customers regarding the case status or application status and ensuring all parties are updated of the progression of the set up timely
• Independently processes and answers questions on moderately complex issues, analyzing and interpreting data to determine appropriate corrective action
• Understands client needs, identifies root causes of more complex problems and implements pragmatic solutions

Experience For Senior New Accounts Associate Resume

• Manages basic department workflows to ensure work is completed in a timely manner
• Processes various advanced regulatory reports and contacts FA’s to resolve account issues
• Influences a culture where on-the-job training is prevalent. Acts in a mentor capacity to less experienced associates and provides training support for specific functions, under the guidance of the department trainers or leadership
• Supports the creation and updates to department documentation such as user manuals, quick reference guides, job procedures, RJnet, training materials, and other relevant job aides
• Provide information to assist in providing feedback to internal and external business partners
• Answers calls and questions from financial advisors (FA’s) and sales assistants (SA’s) related to account opening and maintenance
• Establishes new client accounts by utilizing industry registration requirements
• Review and process new account documentation
• Document quality issues, performance measures, and quality improvements for management review as required

Experience For New Accounts Banker Resume

• Provide backup to comparison desks such as working daily comparison reports of transactions that fail to electronically compare, identifying discrepancies and providing appropriate trading desk with accurate details
• Follow up to ensure outages are resolved and verbally compare and/or exchange trade information with the contra broker dealer
• Maintain and distribute spreadsheets and various reports obtaining authorized signatures for records and files according to regulation and established procedure
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client
• Work in a fast-paced, structured, multinational environment with changing priorities
• Maintain performance standards, including effectiveness, efficiency and quality
• Brokerage Account Transition experience

Experience For Analyst, New Accounts Resume

• General Trust business experience and knowledge
• Demonstrated KYC knowledge
• Deliver extraordinary customer care by responding to correspondence concerning Commercial New Accounts
• Contributes to department projects, documentation, general analysis and testing as needed
• Processes various basic department related reports and contacts FA’s and SA’s to resolve account issues
• Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion
• Monitors, maintains and enhances the activities of the function to ensure that current and prospective customers are satisfied and corporate objectives are being met continually, consistently and efficiently
• Interact with a diverse group of employees
• Work both independently and collaboratively on projects

Experience For Team Manager, New Accounts Resume

• Review, respond and resolve miscellaneous problems in accounts such as incomplete, incorrect, or missing information. Respond to inquiries from the sales area regarding policy and procedures for new and changing accounts
• Resolves complaints by investigating issues and composing responses
• Support internal partner requests
• Document account information clearly
• Estimated % of time required to travel – 5%

Experience For Manager, New Accounts & Transfer of Assets Resume

• 10-key by touch; ability to type 40 wpm; ability to work effectively under constant time constraint; ability to diplomatically communicate with a demanding sales staff; ability to work overtime when necessary
• Operations and New Accounts systems
• Customer operations and the financial industry
• Investment concepts, practices and procedures used in the securities industry and as required by New Accounts
• Operations and New Account systems

List of Typical Skills For a New Accounts Resume

Skills for new accounts analyst resume.

• PC skills, ie, Microsoft Word, Excel, Powerpoint
• Basic Computer skills mandatory
• Willingness to co-operate with others and work to the greater good
• Great communication and guest service skills

Skills For New Accounts Associate Resume

• Experience with special assets including Real Estate, LLC’s, and Hedge Funds etc
• Industry experience (preferably in financial services) in Operations, Trading, Compliance and/or Risk Management
• The ability to speak and write clearly and accurately with demonstrated proficiency in typing and grammar
• Strong flexibility/ adaptability to manage multiple tasks within stringent time frames while maintaining accuracy
• Strong ability to analyze, interpret and make decisions working independently

Skills For Global New Accounts Resume

• Able to work independently and also as a strong team player with a positive can do attitude, working with the team to adhere to daily deadlines
• Proactively coaches employees and finds both formal and informal opportunities to share experience, expertise and knowledge
• +2 years of people management experience
• Account Analysis experience
• Previous experience with Cash Management, Corporate Actions, and Wire Transfers

Skills For Spanish Analyst, New Accounts Verification Resume

• Experience in investment management industry
• Experience with discretionary managed solutions
• New accounts or related experience
• Experience with Open Architecture Trustee Platforms
• Graduate With More Than Year Of Experience In A Related Field

Skills For New Accounts Verification Assistant Manager Resume

• Self Motivated Individual With A Very Strong Results Orientation
• Honest, patient, responsive and with good integrated personality
• Education: Commercial apprenticeship and/or equivalent experience
• Provides functional support to less experienced associates including resolving client escalations
• Providing daily management reports to Manager, Senior Manager and Director, capturing work volumes, SLA’s and any backlogged items
• Processing all new and existing Corporate and/or Consumer accounts set up for new customers for the Nordic markets
• Liaising with potential prospects Bank’s or Employee’s to perform additional verification as required (Market Specific)

Skills For Senior New Accounts Associate Resume

• Accounting concepts and principles
• Completes enrollments by analyzing and auditing documents, researching and resolving processing problems
• Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents
• Creates a positive and engaged work environment by building trust and empowering and motivating team members
• Mentors, develops and trains new and existing employees, leading by example and demonstrating best practices
• Resolve administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions
•  Focuses on the customer while investigating complex situations, identifying problems, and following through to resolution
• Tailors coaching and development to employees, providing specific and actionable recommendations

Skills For New Accounts Banker Resume

• Ensure that the account opening process satisfies the client’s needs via complete and through responses to account opening questions and concerns
• Develops, promotes, and maintains collaborative working relationships among team members, and proactively addresses potential issues/conflicts
• +2 year of coaching in a metric driven environment
• Full service cafeteria featuring Starbucks and many meal options
• Process administrative tasks for pending applications
• Basic knowledge of loans and lending processes and procedures
• Check deadlines on incoming requests and put preliminary work in play
• Set up "exception reporting" system to handle routines without supervision
• Responsible for ensuring compliance with regulatory requirements and Written Supervisory Procedures

Skills For Analyst, New Accounts Resume

• Responsible for meeting client satisfaction (VOTA) goals
• Develop advanced training materials for New Accounts department
• Assist in training associates
• Perform user acceptance and quality control testing
• Trust Investment knowledge and understanding

Skills For Team Manager, New Accounts Resume

• General commercial/banking or credit card industry knowledge
• Multi-tasking capabilities and attention to detail is required
• Initiate new strategies and make ongoing recommendations for process improvement
• Allocate and invest assets received via physical check and wire transfer according to the client/rep’s instructions
• Retains, motivates and recognizes employees
• Provides regular and scheduled feedback on job performance
• Rapidly assimilates and integrates new members to the team
• Performs a variety of transactions on the customer’s behalf such as funds transfers, stop payments, debit card orders, address changes and check orders
• Possess general knowledge of financial markets

Skills For Manager, New Accounts & Transfer of Assets Resume

• Proficiency in MS Office – Excel, PowerPoint and Word
• Work in a flexible work environment
• Update systems accurately and efficiently
• Respond quickly and accurately to customer questions and issues over the phone
• Willingness to work first and/or second shifts
• Willingness to be flexible and adaptive to business requirements

List of Typical Responsibilities For a New Accounts Resume

Responsibilities for new accounts analyst resume.

• Good phone manner and service attitude
• Proficiency in Microsoft Office, Business Objects and Access
• Exceptional command of the German & English language
• Knowledge of MS Windows
• Input and interpret data
• Familiar with New Account processes, workflows, internal applications, and technology requirements (BranchNet, ClientWorks, Oracle, BETA, Documentum), applicable rules and regulations, and be in accordance with LPL stated policies. (Internal Candidates Only)

Responsibilities For New Accounts Associate Resume

• Work independently in a fast-paced environment on multiple priorities with minimal management oversight for day-to-day work responsibilities
• Able to communicate verbally and written in English as well as in Nordic language with a variety of audiences
• Able to communicate verbally and written in English as well as fluency in a Finnish or Swedish with a variety of audiences
• Able to communicate verbally and written in English as well as fluency in Norwegian with a variety of audiences
• Knowledge of Corporate and CPS Hierarchy structure required

Responsibilities For Global New Accounts Resume

• Proficiency in MS Office (Word and Excel), IMS, CAS, Global Limits, and Dun and Bradstreet
• Fluent in French: Read, spoken, written
• Exceptional command of the German & English languages
• Interact with guests and stores with the appropriate branded, friendly, emphatic and professional attitude
• 3) Manage service levels to meet customer needs in a manner consistent with Scotia’s Service Level Agreement as they pertain to the specific business lines
• Basic customer operations and the financial industry

Responsibilities For Spanish Analyst, New Accounts Verification Resume

• Basic investment concepts, practices and procedures used in the securities industry and as required New Accounts
• Reasonable Risk Orientation
• Be Punctual and responsible
• Action plan taken upon management's advice
• Attendance is critical
• Adhere to a schedule
• All Microsoft applications,
• Series 7 knowledge
• A college diploma

Related to New Accounts Resume Samples

Accounts analyst resume sample, accounts receivables resume sample, managed accounts resume sample, global accounts resume sample, account manager / client manager resume sample, temporary accounting resume sample, resume builder.

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Account Representative Resume Examples

Writing a resume for an account representative position can be a challenging task. You will need to demonstrate your aptitude for customer service, attention to detail, and communication and negotiation skills. Your resume should also highlight any previous sales, customer service, or account management experience. To create a successful resume, it is important to include relevant keywords, powerful action verbs, and accomplishment statements to show the hiring manager your value as an account representative. In this guide, we will provide detailed information on how to write a compelling resume for an account representative position, and provide examples of effective resumes to give you some ideas. With these tips, you will be able to write a successful resume that captures the attention of the hiring manager.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

Results-driven Account Representative with a proven track record of success in sales and customer service. Adept at building relationships with clients and providing solutions to their needs. Experienced in identifying opportunities for growth, creating sales strategies, and managing accounts.

Core Skills :

• Sales and Account Management
• Client Relations
• Lead & Opportunity Generation
• Negotiation & Closing
• Product Promotion
• Value-Added Selling
• Order Processing
• Market Analysis

Professional Experience : Account Representative ABC Pharma, NY | June 2018 – Present

• Generate leads, identify opportunities, and manage accounts to maximize sales and growth.
• Develop and implement sales strategies, promotional campaigns, and product promotion.
• Maintain a thorough understanding of the clients’ needs and provide solutions accordingly.
• Ensure accurate order processing and timely delivery of products.
• Provide updates to clients on order status, pricing, and delivery information.
• Analyze market trends and customer preferences to develop an effective strategy.

Account Manager XYZ Corp., NY | May 2015 – May 2018

• Developed and executed sales strategies to exceed revenue goals.
• Maintained a portfolio of 200+ accounts and developed relationships with clients.
• Negotiated and closed deals with customers to achieve desired objectives.
• Provided value-added solutions to clients to increase customer satisfaction.
• Conducted market research to identify customer preferences and develop strategies.

Education : B.S. in Business Administration, ABC University, NY | 2014

Create My Resume

Build a professional resume in just minutes for free.

Account Representative Resume with No Experience

Dedicated and ambitious recent graduate eager to join a team of motivated and successful professionals as an Account Representative. Proven track record of working well in high-pressure, fast-paced environments. Possess excellent organizational and customer service skills. Open to learning new skills and tasks to meet customer needs.

• Excellent interpersonal and customer service skills
• Highly organized and detail-oriented
• Ability to multitask and prioritize tasks
• Computer proficiency with Microsoft Office and other software programs
• Excellent communication and written skills
• Ability to work independently and as part of a team

Responsibilities

• Develop relationships with key accounts
• Handle customer inquiries and complaints in a timely manner
• Build customer loyalty through exceptional customer service
• Process orders and ensure accuracy of data
• Monitor customer accounts to identify sales opportunities
• Generate reports on sales trends and customer feedback
• Maintain accurate records of customer accounts and interactions
• Develop marketing strategies to meet customer needs

Experience 0 Years

Level Junior

Education Bachelor’s

Account Representative Resume with 2 Years of Experience

Dedicated and motivated Account Representative with 2 years of experience in client relations and sales. Proven track record of success in developing and maintaining relationships with customers, increasing customer retention, and driving sales. Excellent interpersonal and communication skills with a focus on customer service and satisfaction.

• Client Relationship Management
• Sales Negotiation
• Project Management
• Customer Service
• Account Management
• Business Development
• Territory Management
• Cold Calling
• CRM Software

Responsibilities :

• Generated new business opportunities and developed long-term client relationships
• Negotiated deals and contracts with clients to increase revenue and customer satisfaction
• Created and implemented marketing strategies to target specific customer segments
• Managed a portfolio of accounts while maintaining timely and accurate customer records
• Developed sales strategies and tactics to increase customer satisfaction and sales
• Developed and maintained relationships with clients, providing timely and accurate customer service
• Resolved customer complaints and provided timely and accurate resolutions
• Provided product demonstrations, education, and training to ensure customer understanding and satisfaction

Experience 2+ Years

Account Representative Resume with 5 Years of Experience

Results-driven Account Representative with 5 years of experience striving to build customer loyalty through a customer-centric approach. Proven ability to develop relationships with key decision-makers, identify customer needs and provide customer-oriented solutions that help grow the customer base. Skilled in managing and expanding complex accounts.

• Relationship Building
• Strategic Planning
• Sales & Negotiation
• Problem Solving
• Defined and implemented effective sales strategies to acquire new customers and grow existing accounts.
• Established relationships with key decision-makers and identified customer needs.
• Developed and maintained customer loyalty through quality customer service.
• Developed a thorough understanding of competitive products and services.
• Analyzed accounts to identify areas for improvement and provide periodic updates to customers.
• Negotiated contracts and pricing with customers.
• Created and maintained accurate record keeping of customer accounts.
• Monitored customer accounts to identify potential issues and respond quickly to customer concerns.

Experience 5+ Years

Level Senior

Account Representative Resume with 7 Years of Experience

Organized and motivated Account Representative with 10+ years of experience in customer service, sales, and account management. Skilled in developing relationships with clients to create customer satisfaction, problem resolution, and identifying areas of improvement. Results-driven with a proven track record of success in sales, customer acquisition, and retention.

Core Skills

• Sales Strategies
• Client Relationships
• Problem Resolution
• Negotiation
• Presentations
• Data Analysis
• Developed and maintained relationships with clients to ensure customer satisfaction.
• Managed customer accounts, including customer service and sales.
• Developed and implemented sales strategies to raise awareness of products and services.
• Negotiated contracts with clients and closed deals to increase sales.
• Conducted cold calls to generate leads and increase customer base.
• Analyzed customer data to identify areas of improvement and to develop strategies to increase sales.
• Assisted with product demonstrations and presentations to potential clients.
• Resolved customer complaints and inquiries in an efficient and timely manner.

Experience 7+ Years

Account Representative Resume with 10 Years of Experience

Experience 10+ Years

Level Senior Manager

Education Master’s

Account Representative Resume with 15 Years of Experience

Highly accomplished Account Representative with over 15 years of experience in account management, customer relationship management, and sales and marketing. Proven track record of providing exceptional customer service, achieving sales objectives, and managing team operations. Equipped with great organizational and interpersonal skills, and strong leadership abilities.

• Customer Relationship Management
• Sales and Marketing
• Team Leadership
• Thorough Understanding of Products and Services
• Skillful Negotiator
• Strong Attention to Detail
• Developed and managed relationships with existing and new accounts to build sales opportunities
• Developed and implemented strategies to meet sales goals and objectives
• Monitored customer accounts and conducted periodic reviews to ensure order accuracy and customer satisfaction
• Researched and analyzed customer data to identify trends and assess customer needs
• Negotiated prices and contracts with clients to secure sales and maximize profits
• Trained and managed team members on customer service and sales techniques
• Implemented CRM software to track customer accounts, sales, and customer service
• Generated reports to track sales performance and customer satisfaction levels

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

Frequently Asked Questions

Let us help you build your resume.

Make your resume more organized and attractive with our Resume Builder

Resume Worded   |  Proven Resume Examples

• Resume Examples
• Finance Resumes

34 Accountant Resume Examples - Here's What Works In 2024

Accountants are key players in the daily operations of most businesses. we cover what you need to know to land an accounting job in 2023 (google docs and pdfs attached)..

Practically all businesses need to do some form of accounting. Companies typically manage their finances by monitoring cash flow and keeping records of transactions. In many cases, they also analyze financial data to gain insights about the health of the business. Accountants specialize in providing these financial services. Their duties can overlap with those of a financial analyst -- one major difference is that accountants focus on everyday operations, whereas financial analysts provide big-picture insights and recommendations based on company performance and market conditions over time. In either case, these professionals perform vital work for businesses. Accounting job prospects are expanding and are not likely to disappear anytime soon -- by 2029, the US Bureau of Labor Statistics predicts that accounting jobs will grow by 4%. Most accountants are detail-oriented, conscientious, and excellent at working with numbers. If you’re seeking an accounting job, you need a resume that shows you have the right skills for the job. What does it take to build a stellar accounting resume in 2023? Here are some templates to follow that could increase your odds of getting hired.

Accountant Resume Templates

Jump to a template:

• Accounting Clerk
• Accounting Manager
• Senior Accountant / Accounting Executive
• Entry Level Accountant
• Staff Accountant
• Cost Accountant
• Payroll Accountant
• Accounting Assistant
• Tax Accountant
• Accounting Specialist
• Junior Accountant
• Project Accountant
• Public Accountant
• Fund Accountant
• Senior Tax Accountant
• Property Accountant
• Experienced Accountant
• Construction Accountant
• Fixed Asset Accountant
• Corporate Accountant
• Revenue Accountant
• Chief Accounting Officer
• Director of Accounting

Jump to a resource:

• Keywords for Accountant Resumes

Accountant Resume Tips

• Action Verbs to Use
• Bullet Points on Accountant Resumes
• Frequently Asked Questions
• Related Finance Resumes

Get advice on each section of your resume:

Template 1 of 34: Accountant Resume Example

An accountant is a financial professional who keeps track of an organization’s transaction history, including costs and income. They evaluate a company’s financial performance and provide reports to stakeholders. Additionally, an accountant must issue employee payments, record bank statements, and issue taxes. You should demonstrate your impact on the bottom line in your accountant resume. Accountants can help organizations improve their operations, reduce risks, and generate more profit. You can use this as a reference as to what metrics and accomplishments to include in your resume.

We're just getting the template ready for you, just a second left.

Tips to help you write your Accountant resume in 2024

   highlight your knowledge of relevant (and recent) accounting regulations on your resume..

Accountants should provide accurate and transparent financial information to the government, investors, and banks. That’s why accounting compliance regulates their operations and sets ethical standards that they must follow. Show knowledge of recent developments in your industry by including projects that involved up-to-date or recent laws or accounting frameworks.

   Indicate your area of specialization.

Accountants can specialize in a particular area such as payroll, tax, and inventory accounting. This is something you should specify in your resume, either in your resume's title or summary section. By doing this, you demonstrate more authority in your field, which makes you more competitive for recruiters.

Skills you can include on your Accountant resume

Template 2 of 34: accounting clerk resume example.

An accounting clerk sits on a company’s accounting team within their finance department. These professionals are responsible for administrative accounting tasks such as reporting, bookkeeping, discrepancy identification and resolution, and invoice collection. These professionals deal with the granular aspects of a business's finances, ensuring payments are timely from customers and books are balanced. To become an accounting clerk, you will need a minimum of an associate's degree in accounting. A bachelor’s degree can help you land this role but is not always required. Hiring managers will look for someone with accounting experience, such as a prior role as a bookkeeper or debt collector. Moreover, they’ll look for candidates with a deep understanding of accounting processes, computer literacy, and superb organization and time management skills.

Tips to help you write your Accounting Clerk resume in 2024

   highlight your organizational abilities.

Since accounting clerks are usually responsible for organizing and cataloging important paperwork such as bills, invoices, and payment orders - showing you are highly organized will help you get this role. Highlight your organizational skills by detailing situations where you have successfully kept track of varying documents in prior roles.

   Showcase your experience solving account discrepancies or delinquency

It’s important that the accounting clerk is able to solve financial issues such as delinquent accounts. It’s important to highlight any experience you have identifying discrepancies or delinquent accounts and how you solved them.

Skills you can include on your Accounting Clerk resume

Template 3 of 34: accounting clerk resume example.

Accounting clerks perform various administrative tasks such as bookkeeping, reconciling accounts, tracking payments, and collecting data for audits. To get this job, your resume should reflect that you are highly organized, analytical, and capable of juggling a myriad of responsibilities. Provide examples from your prior work experience to illustrate these skills.

   Uses clear action verbs to discuss accomplishments

Accounting clerks perform a wide array of clerical duties to support their departments. On your resume, you should choose precise action verbs to describe how you’ve handled similar responsibilities at previous jobs. Industry-specific verbs such as “audited”, “processed”, and “reconciled” are especially strong choices to emphasize your accounting skills.

   Resume lists relevant work experience

Although you can find entry-level accounting clerk positions, having prior experience within the field always makes you a stronger job candidate. Focusing your resume on accounting clerk positions (or similar roles) you’ve held in the past is ideal, and shows hiring managers that you are ready to succeed in the role.

Template 4 of 34: Accounting Manager Resume Example

The accounting manager is a senior-level position within the finance team at an organization. Accounting managers are leaders who oversee the accounting team and their day-to-day business processes. As an accounting manager, you may monitor and optimize workflow processes, identify cost-savings opportunities, and provide guidance to junior accountants. To become an accounting manager, you will need demonstrated knowledge in accounting, as well as an eye for detail and great leadership skills. For this role, hiring managers will look for a candidate with a bachelor’s degree in accounting, finance, or business. More importantly, ideal candidates will have significant and progressive experience working in finance roles. Hiring managers may look for someone with previous experience as a junior accountant, budget officer, or controller. It’s important that candidates for this role have leadership abilities as well as project management capabilities.

Tips to help you write your Accounting Manager resume in 2024

   become a cpa (certified public accountant).

The CPA is a credential given to licensed accounting professionals. Having this certification on your resume will show hiring managers you have completed at least 150 hours of accounting education and have a minimum of 2 years of professional accounting experience. Gaining a CPA is a great way to quickly show hiring managers you are knowledgeable.

   Demonstrate your ability to lead others

It’s crucial that the accounting manager is a strong leader as they will oversee junior finance staff who complete important tasks such as payroll, accounts receivable, billing, and more. You should showcase your ability to manage several team members with varying responsibilities on your resume.

Skills you can include on your Accounting Manager resume

Template 5 of 34: accounting manager resume example.

The accounting manager oversees and manages the accounting team. They determine goals, and policies, and delegate tasks to team members. Accounting managers ensure that the organization’s finances are at their best state by auditing their financial reports. Then they identify patterns that allow them to draw conclusions. This is a leadership position, so you should demonstrate your leadership and project management skills in your resume. You can mention previous experiences in which you managed a large team.

   Demonstrate your expertise in the accounting field.

As an accounting manager, you are expected to have several years of experience in the field, so it’s important to include all relevant project and job experience in accounting. This will demonstrate seniority and illustrate your value in the industry.

   Indicate that you are up-to-date with industry trends, such as new accounting software or techniques.

Accounting managers should be computer-literate and up-to-date with the latest trends in the industry. Some of the most used programs for accounting in 2023 include Oracle NetSuite Accounting Software, Intuit QuickBooks Online, Melio, and FreshBooks Accounting Software. It might be a good idea to research the company you're applying to by looking at the job description, find out what they're using, and including that exact stack of software on your resume.

Template 6 of 34: Accounting Manager Resume Example

Accounting managers oversee accounting departments, manage financial reporting, and lead their teams to success. To advance to a management position in accounting, you not only need to be a great accountant; you also need to demonstrate leadership and people skills. Make sure your resume reflects your experience in these areas.

   Promotions show proactivity and growth in accounting

Featuring past promotions on your resume tells hiring managers that you are an outstanding employee with the potential to excel. It takes proactivity and drive to rise through the ranks at any job, and those same qualities are essential when you’re seeking a leadership position.

   Cites specific, measurable achievements from past jobs

As a financial professional, you will be expected to produce results for your employers. Quantify your previous successes with specific numbers to show the impact you made at your old jobs. Prior achievements such as “recovered $2M in overstated expenses” or “consolidated sales over $10M” are a strong testament to your skills.

Template 7 of 34: Senior Accountant / Accounting Executive Resume Example

Writing a resume for a Senior Accountant or Accounting Executive role is an exercise in demonstrating expertise and leadership within the finance realm. It's essential to remember that these roles are often the backbone of the finance department, so your resume should reflect the depth and breadth of your experience. In recent times, companies increasingly value accountants who can leverage technological tools for efficiency and accuracy; your knowledge of accounting software should be a shining star on your resume. Furthermore, with the rise of remote work and globalization, Senior Accountants are expected to be comfortable managing virtual teams and handling International Financial Reporting Standards. Ensure to incorporate your experience or training in these areas too.

Tips to help you write your Senior Accountant / Accounting Executive resume in 2024

   highlight technical competency.

Due to the increasing reliance on technology within accounting, ensure that you dedicate space to your proficiency in diverse accounting software and tools. Mention your experience in QuickBooks, SAP, Oracle Financials, or any proprietary software you used.

   Showcase Leadership Skills

Senior roles require you to lead teams and communicate financial information to non-financial stakeholders. Highlight any instances of leading a project, automating a process, or explaining complex data to others in your work experience section.

Skills you can include on your Senior Accountant / Accounting Executive resume

Template 8 of 34: senior accountant / accounting executive resume example.

Senior accountants don’t always supervise other employees, but they are typically experienced professionals who have worked in accounting for a number of years. As a senior accountant, you’ll do some typical accounting tasks, but you’ll also do higher-level analyses of your company’s financial standing. Your resume should show your aptitude for data analysis and your ability to make complex business decisions that lead to positive outcomes.

   Skills section lists relevant accounting technical skills

In your years of accounting, you’ve probably gained experience with software such as QuickBook, Oracle, RSM Auditor Assistant, and others. You’re likely also familiar with concepts such as generally accepted accounting principles (GAAP), auditing, and financial analysis. Use a separate skills section to list technical and other hard skills you’ve acquired over the course of your career.

   Accounting-specific action verbs highlight past successes

Strong action verbs are an effective way to introduce achievements from your former jobs. Verbs like “conducted”, “automated”, and “implemented” all demonstrate proactivity, and they paint a clear picture of the role you played in each accomplishment.

Template 9 of 34: Entry Level Accountant Resume Example

Entry level accountants help with maintaining financial records, gathering data, and assembling basic reports. While you don’t need formal accounting experience for this job, it can help to have a bachelor’s degree in accounting, finance, or a similar field. Lead your resume with your educational experience, mentioning any relevant coursework (such as business law or microeconomics), and be sure to also mention any relevant internships you’ve held.

Tips to help you write your Entry Level Accountant resume in 2024

   emphasizes educational history.

At the beginning of your accounting career, you won’t have as much work experience to list on your resume -- so place more focus on your education, especially if you completed a degree in accounting and finance. A high GPA and any academic distinctions you’ve earned can show potential employers proof of your work ethic and dedication.

   Lists relevant internships and community projects

When you have less employment history under your belt, highlight any internships you’ve done in accounting or finance. These positions are valuable because they teach you similar skills to what you might learn in an accounting job. Volunteer projects where you’ve organized meetings, gathered donations, or developed other professional skills are also worth mentioning.

Skills you can include on your Entry Level Accountant resume

Template 10 of 34: staff accountant resume example.

Staff accountants keep track of and oversee all financial records in an organization, including balance sheets and cash flow, equity, and income statements. They must record transactions conduct the billing processes, and help stakeholders make more informed decisions regarding year budgets or new projects. That’s why you might want to highlight your business acumen on your resume by mentioning your impact on previous projects’ bottom line. A staff accountant can work in private, public, and non-profit institutions. Ideally, you should have a bachelor’s degree in finance, administration, or accounting.

Tips to help you write your Staff Accountant resume in 2024

   mention your familiarity with local and state staff accounting regulations..

One of your responsibilities as a staff accountant is to ensure the company is compliant with local and state regulations. You should guarantee that the accounting team is following the best practices to demonstrate transparency and accuracy in financial records.

   Highlight your financial analysis skills.

As a staff accountant, you should compare each year’s transactions to identify patterns in the data. This includes income, spending habits, and budgets. This way, you can help stakeholders make better financial decisions using data-backed insights.

Skills you can include on your Staff Accountant resume

Template 11 of 34: staff accountant resume example.

Staff accountants have a variety of duties that may include bookkeeping, processing payroll, preparing taxes, and generating financial reports and statements. They also help ensure compliance with local laws and regulations.

   Focuses on quantifiable achievements from past accounting jobs

When talking about your previous jobs, it’s wise to mention specific results that you achieved in each position so accounting hiring managers can see the extent of your capabilities. When you can say that you “reduced error rates by 20%” or “maintained monthly schedules of 30+ fixed assets”, you show that your actions and decisions had a measurable impact at past jobs.

   Leads accomplishments with action verbs

You should always lead your bullet-point achievements with precise action verbs such as “oversaw”, “maintained”, and “reconciled”. These types of verbs clearly illustrate what you accomplished at past jobs, and they help you position yourself as a skilled professional within your field. If you can choose verbs that are related to accounting and finance, do that!

Template 12 of 34: Cost Accountant Resume Example

Cost accountants analyze and assess the costs of producing products or services. They help businesses identify areas where they could become more profitable. In addition to the math and data analysis skills that most accountants need, cost accountants need strong budgeting skills and the ability to communicate effectively with management about their findings. Use your resume to highlight your accounting background and your skills at collaborating with others.

Tips to help you write your Cost Accountant resume in 2024

   promotions demonstrate a drive to succeed.

If you’ve advanced from less-senior positions to roles with more responsibility in the past, make sure to point out your promotions on your resume. Starting as an auditor and leveling up to a management accountant position demonstrates your financial acumen and tells recruiters that you are likely to thrive in a potential new role.

   Industry-specific action verbs show financial expertise

When you’re pursuing a job in accounting, use verbs specific to finance (such as “analyzed”, “audited”, and “managed”) throughout your resume to talk about your past accomplishments. These verbs are a great way to showcase your knowledge and experience within the financial industry.

Skills you can include on your Cost Accountant resume

Template 13 of 34: payroll accountant resume example.

Payroll accountants supervise and process payments. They are responsible for ensuring that payments are processed efficiently, on time, and following legal regulations. Additional responsibilities include calculating deductions, resolving salary conflicts, and generating salary statements for employees. Generally, payroll accountants have a bachelor’s degree in finance or administration. Keep in mind that it’s important to demonstrate your knowledge of relevant tax laws on your resume.

Tips to help you write your Payroll Accountant resume in 2024

   indicate you have extensive knowledge of payroll functions on your resume..

As a payroll accountant, you should demonstrate proficiency in payroll functions. This includes calculating wages, deductions, bonuses, and processing payments for each employee. That’s why you should include skills such as payroll processing, auditing, tax deduction, and financial reporting.

   Showcase the payroll software that you are familiar with in your resume.

There are numerous tools out there that help you automate payroll tasks. Some of the most popular ones include QuickBooks Payro, Gusto, and OnPay. However, you can mention any payroll tool that you are familiar with. It’s also a good idea to check your potential employer’s requirements to see if they have a particular program they use.

Skills you can include on your Payroll Accountant resume

Template 14 of 34: payroll accountant resume example.

Payroll accountants are responsible for processing companies’ employee compensation. Each pay period, they calculate each employee’s earnings, deduct the proper amounts for income tax and benefits, and issue paychecks. To get a payroll accountant position, use your resume to show that you have general accounting skills, experience using payroll software, and a working knowledge of labor and tax regulations.

   Prominent skills section for hard accounting skills

Payroll accounting requires some specialized knowledge. You’ll need to know your local labor and tax laws to ensure your company is in compliance. You may also use software such as ADP Payroll to process your company’s payroll. A resume skills section allows you to list your job-specific hard skills in a place where they’ll be easy to see.

   Resume is tailored to the specific payroll-related job

Always target your resume to the job you’re applying for. Adding the job title “Payroll Accountant” near the top of the document can help your resume get through automated tracking systems (ATS) and other resume screening tools. Make your resume even more relevant to the position by adding accounting keywords throughout your work experience and skills (“payroll”, “processing”, and “reporting” are just a few of many examples).

Template 15 of 34: Accounting Assistant Resume Example

Being an accounting assistant requires a particular set of skills. You're often the backbone of the accounting department, handling data entry, invoice processing, and overall financial record keeping. The job requires meticulous attention to detail, great numerical skills, and often, a good handle on certain software like Quickbooks or Excel. Lately, due to increased digitalization, many accounting assistant roles may also require familiarity with cloud-based tools and software. As you craft your resume, remember that hiring managers are keen to see your technical skills, your ability to work with a team, and examples of how you've added value in past roles, such as improving processes or saving company resources. Specificity is key, so provide quantifiable achievements whenever possible.

Tips to help you write your Accounting Assistant resume in 2024

   highlight software proficiency.

As an accounting assistant, you'll likely be using a variety of accounting and data management software. Specify which programs you're familiar with, like QuickBooks, MS Excel, or any other cloud-based accounting tools, as this can be a key deciding factor for hiring managers.

   Detail achievements with numbers

When drafting the experience section, don't just list your routine tasks. Instead, highlight achievements and improvements you've brought about, ideally using specific numbers. For example, "Implemented a new data entry method that improved efficiency by 20%".

Skills you can include on your Accounting Assistant resume

Template 16 of 34: accounting assistant resume example.

In an accounting assistant role, you’ll be doing basic accounting tasks such as record keeping, cash handling, and billing to help support your company. You may be able to get this job straight out of school, but some companies may require a few years of accounting experience. Use a resume like this one to showcase the experience you do have, giving specific examples of achievements that illustrate your organizational, analytical, and problem-solving skills.

   Resume is focused on the specific accounting position

Recruiters like to see consistency in resumes, and if you have a lengthy work history within a specific role, you’ll be a desirable candidate for that position. Having held previous accounting assistant positions (including ones of increasing seniority), you’ll have gained many relevant and transferable skills for your new job.

   Relevant educational history is included

Most companies want to hire accounting assistants who at least hold a bachelor’s degree in a relevant subject area (such as applied business, accounting, or finance). Be sure to mention your finance-related educational background and credentials on your resume.

Template 17 of 34: Tax Accountant Resume Example

As a Tax Accountant, your resume should show that you're more than just an individual who crunches numbers. Your expertise in complex tax law, vast knowledge about regulations and meticulous nature are important. These days, companies are becoming more and more aware of the importance of abiding by tax laws. They want accountants who are informed and up-to-date with these regulations, both federal and state. Keep in mind, your resume is the first opportunity to showcase these skills to potential employers. Recently, there's been a shift towards valuing soft skills like communication and problem-solving in the Tax Accountant role. It's not enough to just be good with numbers, you should also be able to explain complex tax concepts to non-tax professionals. When writing your resume, it's crucial to demonstrate both technical expertise and these soft skills.

Tips to help you write your Tax Accountant resume in 2024

   include relevant certifications.

Next to your formal education, make sure you include any additional certifications like the Certified Public Accountant (CPA) or the Chartered Tax Advisor (CTA). These qualifications not only confirm your competence in tax law and regulations, but also display your commitment to the accounting field.

   Showcase your problem-solving skills

Don't just list your roles and responsibilities, but illustrate how you've used your skills to solve real tax issues. Maybe you identified a tax-saving opportunity for your previous employer or assisted in a difficult audit. Concrete examples will make your resume stand out.

Skills you can include on your Tax Accountant resume

Template 18 of 34: tax accountant resume example.

A tax accountant specializes in preparing and filing tax forms for businesses and individuals. These accountants must stay abreast of current tax regulations to help their clients comply with the law. You’ll need specialized knowledge in order to become a tax accountant -- so if you have experience in tax accounting, auditing, or tax preparation, make sure to say so on your resume.

   Skills section highlights specialized tax and accounting knowledge

To become a tax accountant, you’ll need additional training in tax law and preparation beyond what is standard for your industry. Once you’ve acquired these hard skills, list them prominently in your resume skills section.

   Discuss past achievements using specific numbers related to accounting

All types of accountants usually produce tangible results for the companies they work for. Instead of providing vague statements about what you did at past jobs, mention past achievements using specific numbers to measure the scope of what you accomplished (e.g. “resolved over 100 tax issues” or “reduced tax penalty fees by 20%”).

Template 19 of 34: Accounting Specialist Resume Example

As an Accounting Specialist, you're often perceived as the 'financial lifeline' of a company. Your role requires you to masterfully balance numbers and ensure that the financial health of the company is spot on. It's a job that's all about precision and accuracy, and it's gaining more importance as companies evolve in this technology-driven era. With this trend, employers are increasingly looking for people who can navigate not only the traditional accounting tasks but also new age financial software and systems. Therefore, when crafting your resume, it's crucial to convey your in-depth knowledge in accounting principles, alongside your proficiency in financial software. In recent times, companies have been advocating for automation in accounting, aiming to reduce errors and increase efficiency. Not to forget, the accounting field is also adopting machine learning and artificial intelligence to streamline processes. As such, candidates who can demonstrate their adaptability to these evolving trends will have an edge. Your resume should highlight your willingness to learn and adapt, while also showcasing your expertise in the core accounting tasks.

Tips to help you write your Accounting Specialist resume in 2024

   highlight your technology proficiency.

As an Accounting Specialist, you must emphasize your familiarity with accounting software like QuickBooks, Excel, or any other specific tools you've mastered. Mention any special certifications you have in these tools as it would demonstrate your initiative and proficiency.

   Show Evidence of Your Accuracy and Precision

Accounting is all about accuracy and precision. Ensure to highlight any accomplishments or roles where you've demonstrated these qualities. Use specific numbers or statistics as evidence. For example, you could mention the percentage of accuracy achieved in your previous role or any error reduction initiatives you've spearheaded.

Skills you can include on your Accounting Specialist resume

Template 20 of 34: accounting specialist resume example.

Accounting specialists may have wide ranging responsibilities such as maintaining financial records, processing payroll, generating reports, and making projections. To get this job, focus your resume on accounting skills such as balancing budget sheets, processing invoices, or managing account transfers.

   Uses effective action verbs to talk about achievements

When writing your resume bullet points, consider leading with verbs such as “conducted”, “streamlined”, and “spearheaded” to underscore the impact of your successes. Verbs like these ones show that you are proactive and take your career seriously.

   Relevant technical skills in skills section

As an accounting specialist, you may need to use certain types of software in your daily duties. Create a dedicated skills section on your resume where you can list the programs you’re proficient with, such as Microsoft Access, QuickBooks, or NetSuite ERP.

Template 21 of 34: Junior Accountant Resume Example

This is an entry-level position and you will be working under the supervision of a manager or senior accountant. Tasks you can expect include preparing financial reports, handling payroll, creating and updating financial statements, etc. Your resume must show recruiters your skills in accounting as well as a strong accounting background, Take a look at this resume sample.

Tips to help you write your Junior Accountant resume in 2024

   include accounting-related certifications..

Impress recruiters by listing any accounting certifications you may have gotten. Internationally recognized certifications like a CPA would be particularly impressive, and in some cases required.

   Focus your skills section on accounting-related skills and tools.

Just by taking a look at your skills section, recruiters should be able to tell what you are capable of as an accountant. So make sure you include all industry-standard accounting tools, and mention your experience and skills in all the main tasks in accounting.

Skills you can include on your Junior Accountant resume

Template 22 of 34: project accountant resume example.

As the name suggests, as a project accountant you will be responsible for handling and monitoring the finances of a project. You will approve payments, analyze expenses, and ensure that the project progresses as intended and within the allocated budget. Recruiters will want to see a strong educational background in accounting and will be looking to see experience in accounting and more specifically in project accounting. If you have experience doing accounting in the same industry as the recruiting company, all the better. Take a look at this successful resume sample.

Tips to help you write your Project Accountant resume in 2024

   show a variety of accounting skills in the skills section..

Because you will be in charge of the accounting for a project, you will have a variety of accounting tasks to complete. Show that you are capable of completing all expected tasks by ensuring your skills section lists the various tasks.

   Indicate the financial size of the projects you have worked on.

Give recruiters an idea of what you are capable of handling by adding figures of the financial size of the projects you have worked with. This applicant had worked on a project worth $22M.

Skills you can include on your Project Accountant resume

Template 23 of 34: public accountant resume example.

A public accountant is similar to a freelancer or contractor. You do not work as a full-time employee of one company but you instead offer your services to many companies or individuals. You may be preparing their returns, doing a forensic analysis of their books, or even just giving relevant advice. Your qualifications are of great importance for this title, so ensure they are clearly shown. Above that, individuals and companies will be looking to see the experience you have had doing the kind of tasks they need to be done, so ensure that your experience section reflects all your capabilities.

Tips to help you write your Public Accountant resume in 2024

   indicate the kind of clients you generally work with..

Huge corporations may need very different accounting services than individuals or small businesses. It is therefore very important to indicate who your clients have been so far so potential clients can get an idea of how much experience you have in the tasks they need to be done.

   Use metrics to highlight your achievements.

Metrics are an easy way to quantify your achievements and impress potential clients. So include metrics like how many clients you had, how much much money you saved them, etc.

Skills you can include on your Public Accountant resume

Template 24 of 34: fund accountant resume example.

Fund accountants perform everyday accounting functions for a fund. These functions might include valuing net assets, balancing the books, providing vetted and accurate statements, etc. Apart from these general accounting tasks, you might also be tasked with analyzing financial metrics in the industry to help firms accurately value their funds.

Tips to help you write your Fund Accountant resume in 2024

   show a history in the financial sector..

Because this position is in the financial sector, clients would prefer to hire someone with a long history doing accounting tasks for firms in the financial sector. So make sure your experience section concentrates on your financial sector past jobs.

   Write ‘Fund Accountant’ in your title to bypass ATS.

Most recruiters use ATS resume filters, so you must clearly state your title to help you bypass these filters. Writing ‘Accountant’ only for your title may not be enough to get you through. Be specific.

Skills you can include on your Fund Accountant resume

Template 25 of 34: senior tax accountant resume example.

As the name suggests, this is an experienced tax accountant. Tasks you can expect include preparing all tax documentation, training junior tax accountants, and ensuring your client remains tax compliant. Recruiters expect to see a resume that shows at least 5 years of experience and a strong accounting background. Evidence of managerial or leader experience would be an extra benefit. Here is a recruiter-approved resume sample.

Tips to help you write your Senior Tax Accountant resume in 2024

   get certified as a tax professional..

Accounting certifications are always nice, but for this position, you should aim to get tax-specific accounting certifications. It will set you apart from all the more generic accountants you are competing with and will show recruiters that you are highly skilled and passionate about the field.

   Include tax-specific keywords.

Using job-specific keywords in your resume may help you bypass ATS resume filters put in place. So use keywords relevant to tax accounting like ‘IRS’, ‘corporate tex’, and ‘compliance’.

Skills you can include on your Senior Tax Accountant resume

Template 26 of 34: property accountant resume example.

This accountant handles the financial documents associated with real estate. You may assist in valuing properties, preparing financial reports, or figuring out your client's tax obligations and preparing the correct documentation. Recruiters will be looking to see if your resume indicates expert knowledge in real estate and the accounting and tax processes and obligations associated with real estate. Ensure that your experience in this industry is well-highlighted. Take a look at this strong resume sample.

Tips to help you write your Property Accountant resume in 2024

   include property-specific skills in your skills section..

Accounting largely requires the same basic skills regardless of the industry you are working in. But if you are a specialized accountant as this title positions you to be, ensure that your skills section indicates skills in this particular industry. Skills like ‘property accounting’ and ‘property management’ would be effective.

   Get property-specific certification.

Show recruiters that you are particularly skilled and knowledgeable in property accounting by getting certified. This applicant’s certification in property management is a good example of a certification that would give an applicant an edge.

Skills you can include on your Property Accountant resume

Template 27 of 34: experienced accountant resume example.

An experienced accountant, sometimes called a senior accountant, is a professional who has worked successfully in the field for many years (at least 5). Your tasks may be the same as more junior accountants but you may be tasked with the most important and central accounting functions. This position requires accuracy, interpersonal skills, and a strong accounting skill set. Here is a successful resume sample.

Tips to help you write your Experienced Accountant resume in 2024

   list your expertise on various functions in the introduction section..

Start your resume strong by including the accounting functions you are particularly skilled at, and include a key achievement that shows the outcome of your skills. Starting your resume off strong will help your resume look more impressive overall.

   Use metrics to quantify your accounting success.

Metrics jump out among the text in a resume and are an easy way to impress recruiters. A great accountant will work to maintain the financial health of the company, increase efficiencies, and reduce costs. If you have done any of the 3, include metrics to prove them.

Skills you can include on your Experienced Accountant resume

Template 28 of 34: construction accountant resume example.

Construction accountants have the same functions as project accountants, except they operate solely on construction projects. Tasks you can expect include planning budgets, updating financial records, approving payments to suppliers, etc. You are basically in charge of ensuring that the budget allocated is used as it was intended. Extensive knowledge about the workings of the construction business is expected, as is experience being an accountant for projects. Take a look at this recruiter-approved resume sample.

Tips to help you write your Construction Accountant resume in 2024

   use strong action verbs that indicate a variety of experiences..

Action verbs can be really powerful in shaping your experience. Use strong and varied action verbs like ‘supervised’ and ‘analyzed’ to show recruiters that you can perform a variety of accountant functions.

   Write ‘Construction Accountant’ in your title to bypass ATS.

Most recruiters use ATS resume filters, so you must clearly state your title to help you bypass these filters. Writing ‘Accountant’ only for your title may not be enough to get you through. Be industry-specific.

Skills you can include on your Construction Accountant resume

Template 29 of 34: fixed asset accountant resume example.

As the name suggests, you will be in charge of accounting tasks related to fixed assets. Tasks you can expect include valuing, recording, and even identifying fixed assets. You will also be responsible for providing financial reports to decision-makers, and doing other general accounting tasks. You must have an in-depth knowledge of fixed assets and must be a talented accountant. Your resume should show your strength in both. Here is a resume sample that does that effectively.

Tips to help you write your Fixed Asset Accountant resume in 2024

   show career progression through promotions..

Show recruiters that you are a hardworking and successful employee by showing promotions in your career. It will also show recruiters your dedication to your profession. This applicant started as an audit intern and moved their way up to a fixed asset accountant position.

   Include the skills level for skills you are excellent at.

An easy way to impress recruiters and also show them your strengths is by including proficiencies for some of your skills. This applicant has listed ‘advanced’ for some skills and ‘experienced’ for others.

Skills you can include on your Fixed Asset Accountant resume

Template 30 of 34: corporate accountant resume example.

In this position, you will specialize in accounting for a business or company. Your tasks may include preparing financial documents, maintaining good financial records, preparing tax documents, and ensuring that the business is compliant with all relevant financial or tax regulations and laws. You need to show that you are experienced working in this type of accounting. Ensure both the experience and skills sections of your resume show that. Here is a good resume sample.

Tips to help you write your Corporate Accountant resume in 2024

   highlight your accountant certifications and qualifications..

Because of the large budgets and complicated accounting processes attributed to corporations, your formal qualifications are particularly important and in many cases required. So ensure you highlight your internationally recognized certification like your CPA.

   Write ‘Corporate Accountant’ in your title to bypass ATS.

Skills you can include on your Corporate Accountant resume

Template 31 of 34: revenue accountant resume example.

A revenue accountant is in charge of monitoring a company’s incoming revenue. You will create invoices, track payments, update transaction records, and ensure that all incoming revenue is accounted for. You need to have a strong understanding of the company and its processes concerning revenue. You also need to show a strong accounting background to attract recruiters. Here is a recruiter-approved resume sample.

Tips to help you write your Revenue Accountant resume in 2024

   concentrate on revenue-related experience..

You want to show that you are an all-rounded accountant but you need to show that you have a wealth of experience doing revenue-related accounting tasks, so focus on highlighting those.

   Highlight revenue accounting technical skills.

Your skills section is small and should include the skills most relevant to the job position. So ensure that your skills section focuses on revenue accounting skills like revenue recognition.

Skills you can include on your Revenue Accountant resume

Template 32 of 34: chief accounting officer resume example.

As the CAO you are in charge of the entire accounting department and its operations. Tasks you can expect include compiling financial reports, overseeing payroll, Analyzing and developing budgets and other accounting goals, etc. Most companies will expect you to have a master’s degree in accounting or a related field and you will need to have at least 5 years of experience. Most companies will also ask for a CPA certification so make sure your certifications are clearly listed on your resume. Here is a successful resume sample.

Tips to help you write your Chief Accounting Officer resume in 2024

Show recruiters your upward progression in your career. It will show recruiters your dedication to your profession and give them a better idea of the relevant skills you have gained along the way. This applicant started as a financial controller and moved their way up to a CAO position.

   Include any accounting-related certification.

Apart from the expected CPA certification, include any other certifications you have gained related to accounting or management. It will give recruiters a better idea of your specializations or your styles of management. This applicant has an internal auditor certification which indicates their accounting specialization and could have listed an Agile certification which would have indicated their management ideology.

Skills you can include on your Chief Accounting Officer resume

Template 33 of 34: director of accounting resume example.

A Director of Accounting role is about leading the finance team and making high-impact decisions, but remember, it's not all about numbers. It's how you articulate your strategic mindset to transform raw data into actionable insights in your resume that sets you apart. Recently, there's been a trend towards placing a higher value on those who can demonstrate their ability to implement new technologies, such as AI or blockchain, to streamline financial operations. Writing a resume for this position is more than just listing your achievements. It's about showcasing your leadership style, your ability to influence others and the strategic thinking behind your decisions. To truly stand out, you need to capture your holistic view of a company's financial health and how you've driven companies to thrive, not just survive.

Tips to help you write your Director of Accounting resume in 2024

   show your experiential proficiency with financial technology.

Showcase your experience with modern financial tools, ERP systems, or even AI-powered accounting software. Demonstrate how you've used these technologies to increase efficiency or accuracy in your previous roles. This will show that you're forward-thinking and readily adapt to technological advancements.

   Exhibit your strategic financial planning skills

In the Director of Accounting role, it's essential to look beyond the numbers. Hence, you need to include instances where you've developed strategic financial plans which successfully drove company growth. Show how you've worked with different departments to achieve these financial goals.

Skills you can include on your Director of Accounting resume

Template 34 of 34: director of accounting resume example.

A director of accounting is a senior, experienced accounting professional. They will lead the way in financial reporting, international exchanges, intercompany transactions, and audits. They may also be tasked with optimizing internal controls, preparing detailed financial reports for investors, and more. This position oversees direct reports in the accounting department making managerial skills also important. When looking for a director of accounting, hiring managers will be looking for someone with at least a Bachelor's degree in accounting or finance, though a Master’s degree may give a candidate a competitive edge. Hiring managers will want a candidate with 5+ years of progressive professional accounting experience. Having accounting specific certifications will also be desirable to hiring managers.

   Obtain a CMA or CPA credential

Certifications show hiring managers you have studied and been tested on core aspects of accounting and financial management. Obtaining your CPA (Certified Public Accountant) or CMA (Certified Managerial Accountant) credential can show employers you’re well-versed in accounting principles.

   Show your experience managing teams in a financial setting

As a director of accounting, you’ll be expected to lead junior accountants in daily processes and operations. To land this role, it’s wise to show you have the leadership skills to do this. If you’ve previously overseen a team, or led your team in accounting projects or overhauling processes, it’s wise to detail your success with it in your resume.

As a hiring manager who has recruited accountants at top companies like PwC, Deloitte, and KPMG, I've seen countless resumes over the years. The best ones always stand out by showcasing the candidate's skills, experience, and achievements in a clear and compelling way. In this article, we'll share some tips to help you create a strong accountant resume that will catch the attention of hiring managers and increase your chances of landing an interview.

   Highlight your accounting certifications and education

Make sure to prominently feature your accounting certifications, such as CPA, CMA, or CIA, as well as your educational background in accounting or a related field. Here are some examples:

• Certified Public Accountant (CPA), [State], [Year]
• Master of Science in Accounting, [University Name], [Graduation Year]
• Bachelor of Science in Accounting, [University Name], [Graduation Year]

Avoid simply listing your certifications or degrees without providing context:

   Emphasize your experience with accounting software and tools

Highlight your proficiency with commonly used accounting software and tools, such as:

• Microsoft Excel (including advanced functions like VLOOKUP and Pivot Tables)
• Oracle NetSuite

Provide specific examples of how you've used these tools to improve processes or solve problems in your previous roles. For instance:

Implemented a new invoicing system using QuickBooks, reducing payment processing time by 30% and improving cash flow.

   Quantify your achievements with metrics and data

Use numbers and percentages to quantify your accomplishments and show the impact of your work. Here are some examples:

• Reduced accounts receivable aging by 25% through proactive collection efforts and improved invoicing processes
• Identified and corrected errors in financial statements, saving the company $50,000 in potential penalties
• Managed a team of 5 accountants, overseeing the preparation of monthly and quarterly financial reports for 20+ clients

Avoid using vague or generic statements that don't provide any context, like:

• Responsible for accounts receivable
• Prepared financial statements
• Managed a team of accountants

   Tailor your resume to the specific job description

Customize your resume for each job application by highlighting the skills and experiences that are most relevant to the position. For example, if the job description emphasizes experience with tax accounting, make sure to focus on your tax-related projects and achievements.

Here's an example of a tailored bullet point:

• Prepared and filed federal and state income tax returns for individuals and small businesses, ensuring compliance with tax laws and regulations

Avoid using a generic resume that doesn't address the specific requirements of the job, like:

• Assisted with various accounting tasks

   Showcase your problem-solving skills with specific examples

Demonstrate your ability to analyze financial data, identify issues, and recommend solutions by providing concrete examples from your previous experience. Use the STAR method (Situation, Task, Action, Result) to structure your examples.

Situation: Noticed discrepancies in the company's financial statements during month-end close Task: Investigate the source of the discrepancies and recommend corrective actions Action: Analyzed financial data, traced transactions, and identified a systemic issue with the revenue recognition process Result: Implemented a new revenue recognition policy, ensuring accurate financial reporting and compliance with GAAP

Avoid simply stating that you have strong problem-solving skills without providing any evidence to support your claim.

   Include relevant volunteer experience or professional affiliations

If you have volunteered in a financial capacity or are a member of professional accounting organizations, include this information on your resume. It can demonstrate your commitment to the field and provide additional evidence of your skills and experience.

For example:

• Volunteer Treasurer, [Non-Profit Organization], [Dates]
• Member, American Institute of Certified Public Accountants (AICPA), [Dates]

However, avoid listing memberships or volunteer experiences that are not directly relevant to accounting or finance, as they may distract from your core qualifications.

Ready to start preparing your accounting resume? Keep these tips in mind as you write to maximize your chances of getting the job you want.

   Make sure to include relevant education and certifications

Most companies today want prospective accountants to have at least a bachelor’s degree in accounting or another finance-specific area. Accounting jobs are growing more competitive, so having an educational background in accounting might give you the edge you need to get hired. Although not all accounting positions require you to have additional certifications (such as CPA, CFA, and others), acquiring these will add to your training and help you advance to more senior roles. Don’t skip including your accounting-related education and credentials on your resume.

   Create a skills section to list your hard and technical accounting skills

Accounting professionals should be familiar with generally accepted accounting practices, relevant laws, and business concepts. They may have specialized knowledge of tax, auditing, financial analysis, or other areas. Often, accountants need to be comfortable using software like QuickBooks or NetSuite ERS. Because there are so many hard skills associated with accounting, it’s smart to create a section in your resume to showcase these abilities. Note that your skills section is ideal for listing hard and technical skills only; it’s better to illustrate soft skills like communication or teamwork through examples in your work experience section.

   Target your resume to the specific role you’re applying for

Be sure to tailor your resume to the particular accounting position you want. Whether you’re hoping to become a tax accountant or accounting manager, your resume should mention the specific job title you’re applying for. Focus on your most relevant work experience and skills, and add accounting and finance-related keywords (such as “payroll”, “tax”, “reconciliation”, and others) wherever possible. Adding keywords and tailoring your work history to the position is beneficial for several reasons. First, it shows recruiters that you are interested in the specific job they’re offering -- a much better strategy than firing off generic resumes to dozens of hiring managers. And second, a tailored resume with relevant keywords is more likely to get through automated resume-filtering systems (such as ATS) that employers commonly use.

Writing Your Accountant Resume: Section By Section

  header, 1. include your name, email, and phone number.

Your header should prominently feature your full name at the top, followed by your email address and phone number. Make sure to use a professional email address that includes your name, rather than a casual or outdated one.

Here's an example of a well-formatted header for an accountant resume:

• John Smith, CPA
• [email protected] | 555-123-4567

Avoid cluttering your header with unnecessary details like:

• John Smith, CPA, MBA, EA
• 123 Main St, Anytown USA 12345
• [email protected]

2. Highlight your accounting credentials

If you have earned a CPA license or other relevant accounting certifications, be sure to include them after your name in your header. This immediately conveys your expertise and qualifications to employers.

• Jane Doe, CPA
• Bob Johnson, CMA, CFE

However, avoid listing all of your credentials if you have many. Focus on the most impressive and relevant ones for the specific accounting role. For example:

Sarah Lee, CPA, CIA, CFE, EA, CGMA, CISA, MBA

3. Consider including your LinkedIn profile URL

In today's digital age, many employers will look up candidates on LinkedIn. You can make it easy for them by including a link to your LinkedIn profile in your resume header.

• linkedin.com/in/john-smith-cpa

Just be sure your LinkedIn profile is up-to-date and presents you in a professional light before linking to it. Avoid linking to a bare-bones profile, or one that has discrepancies from your resume.

  Summary

A resume summary is an optional section that provides a brief overview of your qualifications, experience, and career goals. While it's not a required component of a resume, it can be a valuable addition for experienced accountants or those seeking a career change. A well-crafted summary can quickly capture the attention of hiring managers and showcase your most relevant skills and achievements.

However, it's important to note that you should never use an objective statement in place of a summary. Objective statements are outdated and focus on what you want from an employer, rather than what you can offer them. Instead, use your summary to highlight your unique value proposition and demonstrate how you can contribute to the organization's success.

To learn how to write an effective resume summary for your Accountant resume, or figure out if you need one, please read Accountant Resume Summary Examples , or Accountant Resume Objective Examples .

1. Tailor your summary to the specific accounting role

When writing your summary, it's crucial to align your qualifications with the requirements of the specific accounting position you're targeting. Research the company and the job description to identify the key skills, certifications, and experience they're seeking.

For instance, if you're applying for a tax accountant role, your summary might look like this:

CPA with 5+ years of experience in corporate tax accounting. Skilled in preparing and filing federal and state tax returns, identifying tax savings opportunities, and ensuring compliance with tax laws and regulations. Proven track record of successfully managing multiple client accounts and delivering timely and accurate results.

On the other hand, a generic summary that fails to address the specific requirements of the role might read:

Experienced accountant with a strong work ethic and attention to detail. Proficient in various accounting software and able to handle multiple tasks simultaneously. Seeking a challenging position in a dynamic organization.

2. Highlight your most relevant skills and achievements

Your summary should showcase your most impressive and relevant accomplishments, skills, and qualifications. Focus on the aspects of your background that directly relate to the accounting position you're seeking and demonstrate your ability to excel in the role.

When highlighting your skills and achievements, be specific and quantify your results whenever possible. For example:

• Managed accounts payable and receivable for a $10M company, ensuring 98% on-time payment and reducing outstanding receivables by 25%
• Implemented a new financial reporting system that streamlined processes and reduced month-end close time by 40%

Avoid using vague or generic statements that don't provide concrete evidence of your abilities, such as:

• Experienced in various accounting functions
• Strong problem-solving skills

  Experience

Your work experience section is the core of your resume. It's where you have the chance to showcase your career trajectory, key accomplishments, and the impact you've made at previous companies. In this section, we'll break down step-by-step what you should include and how to write about your experience to impress hiring managers.

1. Highlight your accounting specialization

As an accountant, you likely have experience in a specific area of accounting, such as tax accounting, auditing, or financial accounting. Make sure to highlight your specialization in your work experience section.

Here are a few examples of how to showcase your accounting specialization:

• Managed tax accounting for a portfolio of 50+ clients, ensuring compliance with federal and state tax laws
• Conducted financial audits for public and private companies, identifying areas of risk and providing recommendations for improvement
• Prepared and analyzed financial statements for a $50M company, providing insights to senior management

2. Quantify your impact with metrics

Numbers are a powerful way to demonstrate your impact and value to a company. Use metrics to quantify your accomplishments whenever possible.

Here are some examples of how to use metrics in your work experience section:

• Reduced accounts receivable by 30% by implementing a new collections process
• Identified and corrected errors in financial statements, saving the company $100,000 in potential fines
• Managed a team of 5 accountants to complete month-end close process in 3 days, a 50% reduction from previous timeline

Avoid using vague statements like this that don't quantify your impact:

• Assisted with financial statement preparation

3. Showcase your progression and promotions

Hiring managers love to see candidates who have progressed and been promoted within their previous companies. It shows that you were a valued employee and were able to take on increasing levels of responsibility.

Here's an example of how to showcase your progression:

Senior Accountant, XYZ Company, New York, NY (2018-Present) - Promoted to Senior Accountant after 2 years as a Staff Accountant - Manage a team of 3 junior accountants to complete financial reporting and analysis - Prepare and review complex tax returns for high-net-worth individuals Staff Accountant, XYZ Company, New York, NY (2016-2018) - Assisted with preparation of monthly financial statements - Reconciled bank statements and credit card accounts - Prepared individual and business tax returns

4. Highlight relevant tools and technologies

Accounting roles often require proficiency in specific software or tools. Highlight your experience with these tools in your work experience section to show hiring managers that you have the necessary skills for the job.

Some common tools and technologies for accountants include:

• Microsoft Excel

Here are a couple examples of how to incorporate these tools into your work experience:

• Managed financial reporting using Oracle NetSuite ERP system
• Created complex financial models and forecasts using Microsoft Excel

  Education

Your education section shows hiring managers that you have the necessary knowledge and training for the accountant role. It also gives them a sense of your career trajectory and goals. Here are some tips for crafting a strong education section on your accountant resume.

1. Put your education section near the top if you're a recent grad

If you graduated within the last few years, your education is likely your strongest qualification for the job. In this case, put your education section above your work experience.

Include any relevant coursework, academic achievements, or extracurricular activities that show your accounting skills:

• Bachelor of Science in Accounting, XYZ University, 2020
• Relevant Coursework: Financial Accounting, Managerial Accounting, Auditing, Taxation
• GPA: 3.8/4.0
• Treasurer, Accounting Students Association

2. Keep your education section brief if you're an experienced accountant

If you have several years of accounting experience, your work history is more important than your education. Keep your education section short and to the point.

Bad example:

• Bachelor of Science in Accounting, XYZ University, 1995-1999
• Relevant Coursework: Financial Accounting, Managerial Accounting, Auditing, Taxation, Business Law, Economics, Statistics
• GPA: 3.6/4.0
• Accounting Club Member

Good example:

• Bachelor of Science in Accounting, XYZ University
• CPA, ABC State Board of Accountancy

3. Include your CPA license and other relevant certifications

Many accountant jobs require or prefer candidates with a CPA (Certified Public Accountant) license. If you have your CPA, make sure to include it in your education section.

You can also include other relevant certifications, such as:

• CMA (Certified Management Accountant)
• CIA (Certified Internal Auditor)
• CFE (Certified Fraud Examiner)
• EA (Enrolled Agent)

Education Bachelor of Science in Accounting, XYZ University CPA, ABC State Board of Accountancy CMA, Institute of Management Accountants

Action Verbs For Accountant Resumes

When discussing your accounting experience on your resume, you’ll want to lead into your achievements with strong action verbs. Choose the clearest, most concise word to express the role you played in your accomplishment. Active, specific verbs like “managed” or “developed” are always a stronger choice than vague phrases like “assisted with” or “was responsible for”. Finally, remember that finance comes with its own specialized “language” and vocabulary. As much as possible, pick verbs that are industry-specific to convey your expertise.

• Administered
• Restructured

For a full list of effective resume action verbs, visit Resume Action Verbs .

Action Verbs for Accountant Resumes

How to write an accountant resume.

Here we take you through the process of creating a resume for an accountant position. These steps will help you whether you are applying for an entry-level or senior accounting position.

Start by completing the essentials on any Accounting resume

1.1: your resume header should capture your key information..

A resume header is one of the first things that many recruiters see, and so it should include essential details like your name, location (your full address is not required), and your email address. You can optionally include the job title of the job you are applying for - especially if you're making a career change into accounting.

1.2: Use conventional resume section titles

In general, your resume will have at least 3 core sections: Experience, Education, and Skills. Make sure you have a clear section title for each section. If you have a lot of experience outside of accounting, you might find it useful to create a separate section for those called "Other Experience", while creating a dedicated section for accounting called "Accounting Experience" or "Relevant Experience."

Demonstrate your experience as an Accountant using bullet points

2.1: highlight relevant achievements using bullet points..

Bullet points make resumes easy to skim through for the hiring managers who are actually going to read your resume. Plus, they're also the most conventional resume format and is what hiring managers expect to see. Remember to always focus your bullet points on clear achievements, ideally involving accounting with things like accounts reconciliation or bookkeeping. For example: Identified discrepancies in reports totaling $125,000, resulting in crediting money back to the direct group This is a good example of a bullet point to use in your accounting resume.

2.2: Emphasize your attention to detail by using action verbs

Use strong action verbs to demonstrate your achievements as an accountant. Strong action verbs like "analyzed," "audited," "calculated," and "computed" show that you were tasked with accounting-related responsibilities and highlight your attention to detail - an important skill set recruiters want to see through your bullet points.

2.3: Emphasize your accomplishments.

Avoid things that fit more into a job description, like "I was tasked with keeping books." Instead, focus on achievements by saying something like, " Reduced the company's tax penalties by 10% in just one financial year as a tax accountant."

Optimize your skills to make them easier for an Applicant Tracking System to pick out

3.1: tailor your resume to the specific accounting job posting..

Tailoring your resume to suit the specific accounting job ensures the Applicant Tracking System finds it relevant to the job posting. For example, if applying for a Payroll Accountant position, your resume should show you have skills in payroll administration, payroll processing, and ADP payroll.

3.2: Include relevant keywords in the skills section.

Ensure you include skills relevant to the accounting job you are applying for in the skills sections, as these are the keywords the ATS system will look for as it scans the resume. For example, if applying for a tax accountant position, include keywords like "tax" and "reporting."

Polish up your Accountant resume

4.1: add a summary section if you are applying for a senior accountant position..

A summary is optional, but it is good to have it at the top of your resume if applying for a senior accountant position or switching careers to an accountant role. Summaries provide an easy way to direct the hiring manager to particular achievements that don't have space on other parts of your resume.

4.2: Include relevant certifications.

If you have any relevant certifications, honors, or awards related to your accounting profession, including them is a good idea. For example, you can include your CFA, CPA, or CMA certifications even if the job advertisement does not require you to have them.

Skills For Accountant Resumes

Many people think of accounting as a data-centric job -- and it is. You do need to have excellent math and data analysis skills because you’ll spend much of your time working with numbers. However, there is also a collaborative aspect to being an accountant; you’ll probably work in teams with others, and in some roles, you’ll give presentations and reports to management that will help guide their financial decision-making. Being a great accountant requires a blend of technical and people skills. So give plenty of examples from your prior work experiences where you’ve developed and used these abilities. Talk about how you’ve successfully managed expenses, conducted account analyses, and worked on project teams. Make sure to also list your software proficiencies (such as QuickBooks and Oracle) and other hard skills in a separate skills section.

• Accounts Receivable (AR)
• Account Reconciliation
• Accounts Payable
• General Ledger
• Journal Entries
• Bank Reconciliation
• Financial Reporting
• Financial Statements
• Financial Accounting
• Financial Analysis
• Accounts Payable & Receivable
• Cash Collection

How To Write Your Skills Section On an Accountant Resumes

You can include the above skills in a dedicated Skills section on your resume, or weave them in your experience. Here's how you might create your dedicated skills section:

Skills Word Cloud For Accountant Resumes

This word cloud highlights the important keywords that appear on Accountant job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more 'important' it is.

How to use these skills?

Resume bullet points from accountant resumes.

You should use bullet points to describe your achievements in your Accountant resume. Here are sample bullet points to help you get started:

Collaborated with 10 department managers and peers to develop and implement policies and procedures that increased internal efficiency by 20%.

Provided excellent customer service, effectively reducing customer complaints from 65% to 23% within the first 8 months.

Introduced a new invoicing system that reduced month-end turnaround time by 15%.

Filed payroll tax and sales tax for over 50 international customers each month.

Led annual budget preparation, performed departmental and account variances, and managed the standard costing globally for 4 sites.

For more sample bullet points and details on how to write effective bullet points, see our articles on resume bullet points , how to quantify your resume and resume accomplishments .

Frequently Asked Questions on Accountant Resumes

What should be in your resume to get a job as an accountant, what resume skills should you include in your accounting resume, what are examples of strong accounting accomplishments i can include on my resume.

• Saving money: Explain how your accounting methods helped reduce accounting error rates and resulted in savings for the organization.
• Revenue: Explain the extent to which your work helped your company generate revenue. List the value of assets you oversaw and the amount of money under your care.
• Regulatory compliance: How did your interpretation of accounting rules help your company stay compliant and save money in fines and fees?
• Vendor and client relations: State the number of individual client accounts that you handled and the period that you retained them. Explain how you assessed vendors and handled their invoices.
• Management: Mention the number of junior accountants that you mentored and how you liaised with senior executives to achieve the company’s vision.

What should a senior accountant include on their resume?

What are examples of strong bullet points i can include on my accounting resume.

Audited departmental acquisition protocols and recovered $10M in overstated expenses. Managed a team of 13 tax specialists, increasing division’s revenue by 15% year-on-year. Implemented simpler journaling systems using Excel for a team of 70+ accounting clerks, reducing closing time by an average of 3 days.

Other Finance Resumes

Cost analyst.

Credit Analyst

Procurement

• Bookkeeper Resume Guide
• Investment Banking Resume Guide
• Financial Analyst Resume Guide

Accountant Resume Guide

• Equity Research Resume Guide
• C-Level and Executive Resume Guide
• Financial Advisor Resume Guide
• Procurement Resume Guide
• Auditor Resume Guide
• Financial Controller Resume Guide
• Risk Management Resume Guide
• Accounts Payable Resume Guide
• Internal Audit Resume Guide
• Purchasing Manager Resume Guide
• Loan Processor Resume Guide
• Finance Director Resume Guide
• Credit Analyst Resume Guide
• Collections Specialist Resume Guide
• Finance Executive Resume Guide
• VP of Finance Resume Guide
• Claims Adjuster Resume Guide
• Payroll Specialist Resume Guide
• Cost Analyst Resume Guide
• M&A Resume Guide
• Accountant Resume Example
• Accounting Clerk Resume Example
• Accounting Manager Resume Example
• Senior Accountant / Accounting Executive Resume Example
• Entry Level Accountant Resume Example
• Staff Accountant Resume Example
• Cost Accountant Resume Example
• Payroll Accountant Resume Example
• Accounting Assistant Resume Example
• Tax Accountant Resume Example
• Accounting Specialist Resume Example
• Junior Accountant Resume Example
• Project Accountant Resume Example
• Public Accountant Resume Example
• Fund Accountant Resume Example
• Senior Tax Accountant Resume Example
• Property Accountant Resume Example
• Experienced Accountant Resume Example
• Construction Accountant Resume Example
• Fixed Asset Accountant Resume Example
• Corporate Accountant Resume Example
• Revenue Accountant Resume Example
• Chief Accounting Officer Resume Example
• Director of Accounting Resume Example
• Tips for Accountant Resumes
• Skills and Keywords to Add
• Sample Bullet Points from Top Resumes
• All Resume Examples
• Accountant CV Examples
• Accountant Cover Letter
• Accountant Interview Guide
• Explore Alternative and Similar Careers

Download this PDF template.

Creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option..

• Have an account? Sign in

E-mail Please enter a valid email address This email address hasn't been signed up yet, or it has already been signed up with Facebook or Google login.

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number. It looks like your password is incorrect.

Remember me

Forgot your password?

Sign up to get access to Resume Worded's Career Coaching platform in less than 2 minutes

Name Please enter your name correctly

E-mail Remember to use a real email address that you have access to. You will need to confirm your email address before you get access to our features, so please enter it correctly. Please enter a valid email address, or another email address to sign up. We unfortunately can't accept that email domain right now. This email address has already been taken, or you've already signed up via Google or Facebook login. We currently are experiencing a very high server load so Email signup is currently disabled for the next 24 hours. Please sign up with Google or Facebook to continue! We apologize for the inconvenience!

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number.

Receive resume templates, real resume samples, and updates monthly via email

By continuing, you agree to our Terms and Conditions and Privacy Policy .

Lost your password? Please enter the email address you used when you signed up. We'll send you a link to create a new password.

E-mail This email address either hasn't been signed up yet, or you signed up with Facebook or Google. This email address doesn't look valid.

Back to log-in

These professional templates are optimized to beat resume screeners (i.e. the Applicant Tracking System). You can download the templates in Word, Google Docs, or PDF. For free (limited time).

   access samples from top resumes, get inspired by real bullet points that helped candidates get into top companies.,    get a resume score., find out how effective your resume really is. you'll get access to our confidential resume review tool which will tell you how recruiters see your resume..

Writing an effective resume has never been easier .

Upgrade to resume worded pro to unlock your full resume review., get this resume template (+ 33 others), plus proven bullet points., for a small one-time fee, you'll get everything you need to write a winning resume in your industry., here's what you'll get:.

• 📄 Get the editable resume template in Google Docs + Word . Plus, you'll also get all 33 other templates .
• ✍️ Get sample bullet points that worked for others in your industry . Copy proven lines and tailor them to your resume.
• 🎯 Optimized to pass all resume screeners (i.e. ATS) . All templates have been professionally designed by recruiters and 100% readable by ATS.

Buy now. Instant delivery via email.

  instant access. one-time only., what's your email address.

I had a clear uptick in responses after using your template. I got many compliments on it from senior hiring staff, and my resume scored way higher when I ran it through ATS resume scanners because it was more readable. Thank you!

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.