How to Use Rezi for Finance Job Applications

To use Rezi to get a job in finance, start with the AI Job Search to find relevant finance roles that align with your goals and avoid wasting time on outdated postings. Once you’ve identified a role, use the AI Skills Explorer to uncover in-demand finance and technical skills, then tailor your resume with AI Keyword Targeting to match the job description and pass Applicant Tracking Systems. The AI Bullet Point Writer helps transform your past experiences into quantified achievements, while Real-Time Analysis ensures your resume stays professional. Finally, strengthen your application with the AI Cover Letter Writer and boost interview confidence using Rezi’s AI Interview practice.

With all the doom and gloom surrounding the US job market right now, it’s reassuring to know that the finance industry is still alive and kicking. But that doesn’t mean that finding the right job will be so simple. Finance is evolving with new technology; breaking into the industry means proving you can narrow the skills gap and keep up with the pace of progress.

Tools like Rezi can make the process less overwhelming. Beyond helping you improve your resume, it highlights the skills employers are asking for, gives feedback to strengthen your applications, and even helps you practice for interviews.

But before jumping into all that, it’s worth stepping back to understand the market and its challenges, so you can tailor your applications with a clearer strategy. This guide will help you:

• Understand the current finance job market. 
• Explore the challenges for finance professionals. 
• See how Rezi’s features can get you closer to landing a job.

And if you want to dive straight into our features, check out the AI Resume Builder. Our advanced technology can deliver you a tailored and ATS-friendly resume in minutes. 

The Current State of the Finance Job Market

Finance is changing fast. AI technology, new regulations, shifting economies, and customer expectations are shaping the industry. But instead of shrinking opportunities, these changes are actually opening new doors.

According to the U.S. Bureau of Labor Statistics, business and financial occupations are expected to grow faster than average from 2024 to 2034, with almost a million openings a year. Accountants and auditors are also looking at steady 5% growth during that time, translating into about 124,200 openings each year. 

Employers themselves seem optimistic, too: 

• The 2025 Finance and Accounting Job Market Outlook found that 56% of finance leaders said they’re planning to add staff or at least maintain headcount this year.
• The State of Strategic Finance 2025 found that 72% of finance leaders specifically plan to expand their teams. 

Students and recent grads are also noticing finance as a safe bet. In CFA Institute’s 2024 Graduate Outlook Survey, finance and investment ranked as the most stable and attractive career choice. 

Now, in terms of where the jobs are, some roles are looking more promising than others. Based on recent data on job postings and placements, here are the positions consistently landing in the top 10% of demand:

• Accounts payable & receivable
• Bookkeepers
• Controllers
• Cost accountants
• Directors of Finance
• Financial analysts
• Payroll specialists
• Property accountants
• Staff/senior accountants

And for those who like playing by the rules, there’s another big driver: regulations. Governments are cracking down on compliance, risk management, and consumer protection. That means a potential rise in demand for compliance officers, risk managers, and finance-legal roles. 

Struggling to find a job? Find out more: Why Is It So Hard to Find a Job 

Challenges for Finance Job Seekers

Breaking into (or moving up in) finance isn’t just about knowing your way around a spreadsheet anymore. The industry is evolving, shaped by tech breakthroughs, tighter regulations, and customers who expect more than ever. 

But these challenges can also point you in the right direction. That could mean learning to work alongside AI instead of competing with it, closing the skills gap that employers are desperate to fill, or proving you can deliver a top-tier client experience. 

Let’s dig into the biggest hurdles and how you can start getting ahead of them.

AI and tech disruption

AI is already a major player in most industries, and finance is no exception. From forecasting to reporting, automation is everywhere. According to The State of Strategic Finance 2025, over half (57%) of finance leaders say they’re already using AI in some form, and only 8% aren’t planning to use it at all. So yes, tech is here to stay.

The upside of this? AI handles the repetitive tasks (like bookkeeping or reporting), freeing up humans for more complex, bigger picture work. The challenge? Job seekers now have to prove they can do more than the machines. Companies want people who can:

• Interpret financial data in new ways
• Apply AI tools in a broader business context
• Stay on top of evolving technologies like blockchain and machine learning

In other words, continuous learning is no longer optional. If you’re not building tech fluency, you risk getting left behind.

Learn more about the effects of AI: What Does Fiverr’s CEO Email Say About the Job Market?

The skills gap

While AI and new tech is shaping the industry, it seems there aren’t enough professionals with the right skills to take full advantage of these advancements. That mismatch (aka the skills gap) is one of the biggest hurdles for finance job seekers.

Take a look:

• The 2025 Finance and Accounting Job Market Outlook found that 71% of finance leaders admit having skills gaps in their teams. 
• Of those, 72% said the impact of those gaps got worse in the last year.
• The most common missing pieces? Data analysis/data science (28%), AI and machine learning (20%), and business/industry know-how (20%) (according to The State of Strategic Finance 2025).

Basically, employers are desperate for professionals who can turn financial data into actionable insights. That means the most competitive candidates are the ones picking up skills in:

• Data analytics & business intelligence tools
• Cybersecurity and FinTech trends
• Leadership, problem-solving, and critical thinking

If you want to stand out, adding professional courses or certifications to your resume can show you’re keeping up with the times and investing in yourself.

Check out more popular skills to add to your resume: 

• AI Skills for Your Resume
• Skills Section for a Resume
• Best Hard Skills for a Resume
• All the Best Soft Skills on a Resume

Rising consumer expectations

Customers today expect their financial services to be as smooth and personalized as their Spotify playlists. And if they don’t get it? Easy, they can just switch to a service that will. 

The FT Longitude Report found that 61% of banking execs admit the bar for customer experience keeps rising, and almost half (45%) confess they’re struggling to keep up. On the flip side, 43% of them say personalization is now a top strategy, meaning they’re working harder to understand individual client needs.

For finance professionals, this translates into these in-demand skills:

• Building stronger client relationships
• Using big data to personalize financial solutions
• Setting realistic expectations and communicating them clearly

How does this affect your job search? Your application and interview should prove your people skills with concrete examples, customer success stories, and a winning smile.

How Rezi Helps You Land a Finance Job

Here’s a quick breakdown of how to use Rezi to get a finance job: 

• Find finance roles with AI Job Search by cutting through ghost jobs and outdated postings, leaving you with only real, updated opportunities. 
• Identify in-demand skills with AI Skills Explorer to highlight trending abilities in finance while making sure your resume is ATS-friendly. 
• Tailor your finance resume with AI Keyword Targeting by analyzing job descriptions and uncovering the exact keywords and phrases to include.
• Focus on financial wins using AI Bullet Point Writer to turn vague responsibilities into measurable achievements.
• Get expert feedback with Real-Time Analysis with instant corrections, clear scoring, and practical tips to make your application stronger.
• Use AI Cover Letter Writer to prove your adaptability by generating tailored drafts you can customize with company research.
• Prove your people skills with AI Interview by practicing realistic finance questions, refining your delivery, and demonstrating both technical knowledge and soft skills.

Let’s explore Rezi’s features in more detail and how they can get you closer to that dream job. 

1. Find finance roles with AI Job Search

While there are plenty of finance opportunities, there’s also an increase in competition now that the younger generations are taking an interest. The last thing you want is to waste time applying for jobs that don’t align with your goals or just straight-up don’t exist. 

Rezi’s AI Job Search filters out ghost jobs and stale postings so you’re only looking at genuine opportunities. It also helps you find roles at smaller firms or niche positions you might not have considered, which can be handy for climbing that finance ladder. 

Here’s how to use AI Job Search: 

• Use the filters to explore different finance job titles (e.g., “Financial Analyst,” “Budget Specialist,” “Compliance Officer”) in different locations. 
• Don’t limit yourself to big-name firms. Smaller companies can offer faster growth and broader exposure.
• Apply consistently and use your personal dashboard to track which roles spark your interest. This way, you’ll start noticing patterns in what fits you best.

2. Identify in-demand skills with AI Skills Explorer

Finance jobs require more than Excel and knowing your numbers. As the industry adapts to new technologies, employers want those with technical skills, such as data analysis, fintech tools, and economics. And with growing customer demands, being a people person doesn’t hurt either. 

Rezi’s AI Skills Explorer helps you identify the most in-demand skills for your industry and align them with what finance employers are actually asking for. Bonus: adding the right skills also improves compatibility with Applicant Tracking Systems (ATS).

This is how to use the feature:

• Enter one finance skill you’re confident in (like “financial modeling”) and review the related skills our AI suggests.
• Use our editing features to organize your resume’s skills section into categories like technical (e.g., SQL, Tableau), analytical (e.g., variance analysis), and finance-specific (e.g., GAAP compliance).
• Adjust your skills list depending on the role. For example. emphasize soft skills like “client communication” for advisory roles, and technical skills for data-heavy positions.

3. Tailor your finance resume with AI Keyword Targeting

Every finance role has its own buzzwords. Missing them on your resume looks like you haven’t put in enough effort. But keyword-stuffing comes across as unnatural or even that you’re exaggerating your abilities. You have to find a balance to get noticed. 

Rezi’s AI Keyword Targeting helps with this by scanning the job description and showing you exactly which words to include, so your resume passes the ATS screen and resonates with hiring managers.

‍

Here’s how it works:

• Paste the finance job description and your job title when building your resume to get suggestions on which keywords to include. 
• Aside from phrases in the job ad, incorporate industry-relevant keywords like “financial analysis,” “budget forecasting,” or “risk management” (just don’t lie about it).
• Double-check that you’ve highlighted both technical skills (like SAP or QuickBooks) and leadership traits (team management, interpersonal skills).

Learn more about personalizing your resume: How to Tailor a Resume to a Job Posting 

4. Focus on financial wins using AI Bullet Point Writer

Your resume bullet points are where you prove your impact. In finance, numbers are an obvious choice to prove you can deliver, but you can also highlight general achievements and career milestones to show your value as an employee.

The AI Bullet Point Writer helps you phrase your resume achievements in a way that’s both professional and measurable. For example, instead of “helped with budgets,” it might suggest: “Reduced departmental expenses by 12% through improved budget forecasting.” That’s the kind of detail that adds credibility (and honestly, numbers just sound more impressive). 

Here’s how to use AI Bullet Point Writer:

• Generate bullet points for each finance role you’ve held, then edit them to reflect your real results.
• Always quantify where possible (cost savings, revenue growth, delivery ahead of schedule).
• Lead each role in your work experience section with finance-relevant achievements (budgeting, forecasting, compliance) so they’re front and center.

5. Get expert feedback with Real-Time Analysis

I know from firsthand experience how easy it is to overlook errors or filler phrases when you’ve stared at your resume for hours. To quote Hannah Montana, everyone makes mistakes, but she also wasn’t in the finance industry. In this field, attention to detail is important, and your resume is your first chance to prove that.

Rezi’s real-time feedback acts like a second pair of honest eyes, checking for weak wording, formatting issues, or missed opportunities to show impact. Its Rezi Score also gives you a percentage and a clear sense of whether your resume is finance-job ready.

Here’s an overview of how to use the feature:

• Upload your finance resume draft and check your score across all categories: Content, Format, Optimization, Best Practices, and Application Ready.
• Replace generic terms like “responsible for” with stronger action verbs like “implemented,” “optimized,” or “analyzed.”
• Make sure your bullet points are measurable — finance hiring managers want proof, not vague fluff.

6. Use AI Cover Letter Writer to prove your adaptability

I’ll be honest, not everyone reads cover letters. But when they do, it could be the last piece of the puzzle that gives you the edge over another candidate. 

That said, writing a memorable cover letter is easier said than done if you’re more into numbers than words. The AI Cover Letter Writer gets you started with a tailored draft, then it’s up to you to sprinkle in details about why you want to work for that specific firm. Done right, our tool should help you demonstrate your technical chops and human side.

Here’s how it works:

• Enter the finance company name and role title to generate your first cover letter draft.
• Add personal touches, such as mentioning a recent initiative, resonating with their company values, or outlining why their market focus excites you.
• Keep it approachable. Skip the jargon overload and highlight how your finance skills solve real problems.

Find out more: How to Use AI to Write a Cover Letter

7. Prove your people skills with AI Interview

Finance interviews can be unpredictable. One minute you’re answering technical questions, the next you’re proving your soft skills. And the whole time, they’re seeing how you would work in intense situations within their organization. 

Rezi’s AI Interview tool helps you practice a mixture of challenging questions: introduction, technical, behavioral, and situational. You can either type your answers or use voice activation, then get detailed feedback so you know exactly where to improve before the real deal.

This is the best way to use AI Interview for a finance position:

• Use our tool to practice with finance-specific questions based on the job description, like explaining a financial model or describing how you managed a budget.
• Use examples that show adaptability to new tech (AI tools, automation) since that’s a growing expectation in finance.
• Work on your delivery. This is your chance to show your confidence and approachability, especially if the role involves client interaction.

Follow this strategy to help you get through interviews: STAR Method Interview Guide

Final Thoughts 

Landing a finance job today is about checking technical boxes and proving you can adapt. Your application should go beyond “I can crunch numbers” and instead show how you’ve embraced tools like AI, navigated compliance challenges, or delivered real value to clients. 

And here’s where Rezi can help. Whether you’re stuck on phrasing your experience, tailoring your resume with the right keywords, or drafting a cover letter that speaks to industry shifts, Rezi gives you the inspiration and structure to move forward. It’s a way to break through writer’s block and translate your skills into exactly what finance employers want to see.

FAQ

Is Rezi AI free?

Yes, Rezi offers a free version that lets you build resumes, with limited access to advanced features, such as the Rezi Score, AI Keyword Targeting, and the AI Resume Writer. 

The Pro version costs $29 a month or $149 for a Lifetime subscription. With the paid plans, you get unlimited access to all of Rezi’s features, including the AI Cover Letter Writer, the AI Resignation Letter Writer, and a range of ATS-friendly templates. 

How do you write a resume for finance with no experience?

If you’re breaking into finance without direct experience, lean hard on transferable skills and education. New graduates can highlight coursework in accounting, economics, or data analysis, and don’t forget internships, part-time jobs, or relevant student projects — anything that shows financial aptitude. 

Use action verbs and quantify results where possible to give employers an idea of what you can bring to their company. You can also use Rezi to align your skills with industry keywords so your resume still feels tailored and professional.

Find out more: How to Write a Resume With No Experience

Is it hard to get a job in finance?

It can be competitive; finance roles attract a lot of ambitious candidates. But “hard” depends on how prepared you are. Employers want people who can mix technical skills with adaptability and communication. The good news is the industry is growing faster than average, according to the Bureau of Labor Statistics, which means steady opportunities. If you’re proactive about networking and skill-building, finance is challenging but very doable.

What is the easiest finance job to get into?

“Easiest” is relative, but entry-level finance jobs like accounts payable/receivable, bookkeeping, or junior financial analyst tend to be more accessible. These roles give you exposure to core processes and systems without requiring years of experience. They’re also great stepping stones; you’ll learn a ton and can pivot later into more strategic roles.

Is 40 too late to start a career in finance?

Not at all. Plenty of people transition into finance mid-career, especially if they bring transferable skills like project management, problem-solving, or working with budgets. But to get noticed, focus on certifications (like CPA, CFA, or even Excel/SQL training) to show employers you’re serious about the shift. Finance also values reliability, judgment, and leadership, all of which you can show with your past experiences. 

Learn more about switching careers later in life: Career Change at 40