personal branding for finance professionals

jason orme, client relations manager


Although the terms brand and branding don’t mean the same, people use them interchangeably. Your personal brand describes who you are and what you do. It is how people identify, know and remember you.

The value of your personal brand is not based on how many social media followers or blog subscribers you have. Instead, it means providing great value in one or more unique ways that people consider you a thought leader and an influencer, in your particular niche.

Building Your Brand

If you wish to establish a strong personal brand, you must define and communicate its characteristics, values, and attributes well.


Focus on who you are and what you have to offer the market. Consider your strengths, values, and passions. Reflect on your expertise, experiences and leadership vision. If you are sure of yourself, you will come across as authentic and purposeful.


Be clear of what your passions are and what you wish to create. Also, consider how your offering would help satisfy the requirements of potential employers or clients and alleviate their problems. Purpose is indispensable in branding because it taps into feelings.


Understand what others perceive as your strengths, weaknesses, successes and failures. Use this to describe yourself. Also include what you want to be known for in the future. Such things are the building blocks to your personal brand.


Be sincere, authentic and unique. It will resonate with your intended audience. People perceive personal brands that make grandiose claims, but under-deliver, as hollow and even fraudulent.


Identify who your audience is and where to find them. They should be people who can relate to you and would be loyal to your brand. Moreover, the choice of advertising platforms and nature of promotional campaigns should be based on their characteristics and preferences.

Convey what makes you unique to your business contacts and how you can help them. Your brand promise stems from this. Your audience should receive an expected and sure outcome by engaging with your brand. Happy customers, clients, co-workers, or business owners may later become your brand ambassadors.


Present your value proposition creatively by choosing mediums you are comfortable with. Create a great resume, business cards, and LinkedIn account using content that matches your brand. Make sure your other social media accounts don’t endanger your brand. Represent yourself in a way you want your audience to view you, assume they will look up anything about you online.  Ensure that your online and offline image always reflect your core values.


Build relationships with other thought leaders to increase exposure and social following. Find people who create great products or offer great services; connect and collaborate with them. Ensure that everyone gains in the process.

Branding Tips for Finance Professionals

Marketing and branding doesn’t always come naturally to many finance professionals, but it is vital as you climb the ladder or begin a job search.  Asking your organizations leaders for tips and advice can give you great insights and a head start in your career.

However, as key decision makers are essential to running a business, it can be difficult to find time to talk with them, as most don’t have the luxury of free time in their busy schedules. If you do happen to catch them outside of their office, whether that’s in a job interview, at a happy hour, or around the office coffee pot, be sure to use what time you do have with them wisely. Ask great questions, guide the conversation and allow these decision makers to get to know you and how you think.  

Apart from the general brand building guidelines, the following will help enhance your reputation:

Reinforce your core strengths

Understand your organization well and institute a strong finance team. Maintain the integrity of financial reporting. Be vigilant about the business. Convey its financial position and outlook positively and effectively.

Facilitate all business processes

Evaluate your position in the organization’s structure and culture. Master critical soft skills and drive credibility by changing your image from controller to enabler. Help all business units to perform well.

Be a good leader

Maintain a great relationship with your C-suite colleagues. Formulate and communicate strategy that increases business growth. Be open, engaging and observant enough to realize and fulfill your goals and that of the organization.

You can manage the way people perceive and respond to your brand by creating an emotional connection with them. Don’t be discouraged if you don’t succeed instantly. Assess and adjust your efforts continuously to remain on track.


Jason Orme Lutz Talent




Jason Orme is a Client Relations Manager at Lutz Talent with over seven years of experience. He is responsible for helping business leaders find the best long-term talent to reach their business goals.

  • Recruiting
  • Accounting and Finance Industry
  • Networking
  • Institute for Internal Auditors - Aksarben Chapter, Member
  • Association for Corporate Growth - Nebraska Chapter, Member
  • BSBA, Public & Private Accounting, Northwest Missouri State University, Maryville, MO
  • BSBA, Corporate Finance, Northwest Missouri State University, Maryville, MO
  • MBA, Northwest Missouri State University, Maryville, MO
  • Omaha Ducks Unlimited Chapter, Chairman


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Provider relief fund reporting

The Provider Relief Fund (PRF) Reporting Portal opened for Reporting Period 2 on January 1, 2022, and will remain open through March 31, 2022, at 11:59 PM ET.  What you need to know:

Providers who were required to report in Reporting Period 1, but did not report:

  • Providers who received one or more payments exceeding $10,000 between April 10, 2020 - June 30, 2020, were required to Report in Reporting Period 1.
  • HRSA states that “You are out of compliance with the PRF Terms and Conditions and must return your Payment Period 1 PRF payment(s) to HRSA.”
  • There are additional instructions on the HRSA site for returning payments and other information regarding “non-compliance”

Upcoming Reporting Requirements:

Period Payment Received Period   Deadline to Use Funds Reporting Time Period
3 January 1, 2021, to June 30, 2021 6/30/2022 July 1, 2022, to September 30, 2022
4 July 1, 2021, to December 31, 2021 12/31/2022 January 1, 2023, to March 31, 2023


If you have any questions, please contact Paul Baumert, Julianne Kipple or Lauren Duren, or call us at 402-496-8800.


Last Updated: 1/14/2022



Lutz can help you navigate the PRF reporting process successfully. Contact us today!

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