Updated April 2026

Fund Accountant
Resume Example

A structured resume layout for fund accounting roles. Demonstrate your NAV precision, reconciliation skills, and regulatory knowledge.

ATS Score
86
Excellent
Keywords · Impact · Format
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Tomás Herrera

New York, NY  |  [email protected]  |  (555) 628-3741  |  linkedin.com/in/tomasherrera
Summary

Fund accountant with 5 years of experience in NAV calculation, portfolio reconciliation, and financial reporting for mutual funds, hedge funds, and private equity vehicles. Processed daily NAV for 18 funds totaling $4.2B in AUM with 99.98% accuracy. Experienced with SEC and IFRS reporting requirements.

Technical Skills
Accounting: NAV Calculation, Portfolio Reconciliation, Accrual Accounting, Corporate Actions Processing
Reporting: Financial Statements, SEC Filings (N-CSR, N-PORT), IFRS, GAAP
Fund Types: Mutual Funds, Hedge Funds, Private Equity, Fund of Funds
Tools: Geneva, Eagle PACE, Bloomberg, Excel, SQL, HiPortfolio
Experience
Senior Fund Accountant - Clearwater Fund Services
  • Calculated daily NAV for 18 mutual and hedge funds with combined AUM of $4.2B, maintaining 99.98% accuracy
  • Reconciled 500+ security positions weekly across 12 custodian accounts, resolving 95% of breaks within 24 hours
  • Prepared quarterly SEC filings (N-CSR, N-PORT) for 8 registered funds, meeting 100% of filing deadlines
  • Trained and mentored 3 junior accountants, reducing team NAV processing errors by 40% over 6 months
Fund Accountant - Apex Group
  • Processed daily NAV for 10 hedge funds with $1.8B in total assets, achieving zero material misstatements over 2 years
  • Automated 8 reconciliation workflows in Excel VBA, reducing monthly close time from 5 days to 3 days
  • Processed 200+ corporate actions per quarter including dividends, splits, and mergers across 6 fund portfolios
  • Supported 4 annual audits by preparing workpapers for 15 audit schedules, receiving zero findings in all reviews
Education
B.S. Accounting - Fordham University
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Why This Resume Works

1
Accuracy metrics are specific

99.98% NAV accuracy and zero misstatements prove reliability, which is the top trait fund admins seek.

2
Fund types and AUM clearly stated

Specifying mutual funds, hedge funds, and dollar AUM lets recruiters match you to their fund structure.

3
Regulatory knowledge demonstrated

SEC filing references show you understand compliance obligations beyond basic accounting.

Section-by-Section Breakdown

Summary

Include fund count, total AUM, accuracy rate, and regulatory frameworks you work with.

Skills

List specific fund accounting platforms (Geneva, Eagle PACE) alongside reporting standards.

Experience

Focus on accuracy rates, reconciliation volumes, and deadline compliance. Fund accounting is precision work.

Education

Accounting degree is standard. CPA or CFA progress strengthens your candidacy.

Key Skills for Fund Accountant Resumes

Based on analysis of thousands of job postings, these are the most frequently required skills:

NAV Calculation Portfolio Reconciliation SEC Reporting GAAP IFRS Corporate Actions Geneva Eagle PACE Bloomberg Terminal Excel VBA SQL Financial Statements Audit Support Accrual Accounting

Common Mistakes on Fund Accountant Resumes

  • No accuracy metrics - Fund accounting is about precision. If you do not quantify your accuracy rate, you miss the point.
  • Ignoring fund administration platforms - Geneva, Eagle PACE, HiPortfolio are must-list tools. Generic accounting software is not enough.
  • Vague fund references - Specify fund types, count, and AUM. Saying I worked on funds tells the reader nothing.
  • Missing regulatory knowledge - SEC filings, GAAP, and IFRS compliance are core competencies. Do not leave them out.
  • No mention of audit support - Clean audits reflect your work quality. Include audit outcomes and findings count.

How to Write a Fund Accountant Resume That Gets Interviews

Finance resumes succeed when they demonstrate precision, regulatory knowledge, and quantifiable impact on the bottom line. Hiring managers look for specific certifications, tools, and the scale of portfolios or budgets you have managed.

1
Put certifications front and center

CPA, CFA, Series 7/63, EA, or CMA credentials belong near the top of your resume. These are hard filters that determine whether your application advances.

2
Quantify in dollar terms

Express your impact through revenue managed, costs reduced, budgets controlled, or audit findings. "$4.2M portfolio" is more compelling than "managed investment accounts."

3
Show regulatory expertise

Reference GAAP, IFRS, SOX compliance, or industry-specific regulations. Finance employers need to know you understand the rules governing their operations.

4
Name your financial software

Bloomberg Terminal, SAP, Oracle Financials, QuickBooks, or Excel advanced functions (VLOOKUP, pivot tables, macros) are common ATS keywords in finance postings.

Before submitting your fund accountant resume, check your ATS score to catch keyword gaps.

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