Corporate Finance and Investment CV writing

Lead with the scope you supported, such as business unit revenue, cost base or number of cost centres, then show the forecasting and budgeting cycles you owned. The strongest FP&A bullets link analysis to action: a variance you explained that changed a spending decision, or a forecast model that became the planning standard. Name your planning and ERP tools clearly.

Yes, show it clearly with the level passed and the expected completion date, for example CFA Level II candidate or CIMA Management level passed. Employers read part-qualified status as commitment, but vague wording such as studying CFA raises questions. Place it near the top if the role lists the qualification as required or preferred.

A corporate finance CV focuses on decisions inside a business or on deals: budgets, investment cases, valuations and transactions. A banking CV focuses on products, client books and regulatory frameworks. Movement between the two is common, so if you are crossing over, translate your experience into the other side's language rather than assuming it transfers on its own.

Include the numbers that show scale and influence: revenue or budget managed, deal or portfolio size, forecast accuracy improvements, cost savings identified and the size of the business you supported. Round figures are fine, and the currency should always be stated. If a number is confidential, give a range or a relative change rather than leaving scale out entirely.