USING YOUR JUDGEMENT

How to Write a Standout CV for Transactional Accountancy and Finance Roles

A well formatted, standout CV is essential for landing interviews in transactional accountancy and finance. Employers are always looking for candidates who demonstrate attention to detail, numerical proficiency, and a strong understanding of financial processes. So, your CV need to shine a spotlight on your qualifications, skillset, and experience to make sure you stand apart from other candidates. To help you on this quest, Liam Connolly has drawn from his extensive experience in transactional finance recruitment to share some top CV tips. Follow these, and your CV will be the one that grabs the attention of prospective employers. 1. Understanding the Role and Key Requirements / Responsibilities involved:Transactional finance roles typically involve managing financial transactions, reconciling accounts, and ensuring compliance with regulations. Depending on the specific position, responsibilities may include accounts payable and receivable, bookkeeping, financial reporting, or credit control, this is important to make sure these elements are clearly sign posted in your CV. Key Skills to Highlight: Attention to detail and accuracy in financial transactions. Strong numerical and analytical skills. Knowledge of accounting software (e.g., SAP, QuickBooks, Xero). Understanding of financial regulations and compliance. Ability to work in a fast-paced, deadline-driven environment. 2. Structuring Your CV:Your CV should follow a professional structure with clear sections that make the document easy to read and have a natural flow. If you over complicate your CV or format it in such a way that makes it difficult to read and without a natural flow it will absolutely hinder your application and will likely result in the key and important information within the CV being missed or overlooked. Below is an ideal format to follow to avoid this happening: Section A. Contact Information:Ensure your contact details are up to date, including: Full Name Phone Number Professional Email Address City of residency Notice period LinkedIn Profile (if applicable) Section B. Professional Profile / Summary:Begin with a concise, attention-grabbing summary of your expertise and career goals. Tailor this section of your CV to highlight key skills and experience relevant to the specific transactional finance jobs you are applying for. Example: "Detail-oriented finance professional with five years of experience in accounts payable and receivable. Proficient in financial reconciliation and reporting, with a strong understanding of accounting regulations. Adept at using SAP and Excel for transaction management. Seeking a role where I can fully utilise my skills to add value to a growing transactional finance team." Section C. Relevant Skills & Competencies:This is your opportunity to list your most relevant skills, these should be formatted as bullet points making it easy to read ensuring that the most relevant skills to the role you are applying to are front and centre at the top of the list. Example: Purchase & Sales ledger management Advanced Excel (VLOOKUP, Pivot Tables, Macros) Accounts reconciliation and financial reporting Bank statement reconciliation VAT processing and regulatory compliance Section D. Work Experience:Your work experience should be listed in reverse chronological order (starting with the most recent role first), emphasising achievements and contributions along with all the relevant responsibilities you undertook as part of the role. Example Format: Company Name | Job Title | Dates of Employment High volume invoice processing of both Purchase and Sales ledger invoices (c800 - 1000 per month) Managed Accounts Payable transactions totalling £3 million monthly Reduced invoice processing errors by 30% through process improvements Implemented a new reconciliation system, enhancing accuracy and efficiency Top tip: be specific ‘Managed Accounts Payable transactions totalling £3 million monthly’ instead of ‘Accounts Payable Transactions’. This level of detail not only helps employers and us understand the scope of your responsibilities and the extent of your capabilities but also demonstrates the care and attention you have put in your CV. Section E. Education & Qualifications:Include your school / college results, degrees, certifications, and relevant training. Example: AAT (Association of Accounting Technicians) Level 4 BA (Hons) in Accounting & Finance, University of ABC | Graduated: 2020 (1st Class) A level – Further Maths, English, Economics – Grade A,B,A 11 GCSE (Including Maths English, Science – Grade 8) Top tip: Not including your results can raise concerns and you'll likely be asked for them later, so it's best to include them from the start. Section F. Additional Sections (Optional)Languages: If multilingual, mention fluency level (spoken & written communication levels). IT Skills: Intermediate / Advanced Excel knowledge (VLOOKUP / Pivot Tables), Proficiency in accounting software – Sage 50, SAP. 3. Tailoring Your CV to Specific Roles: While transactional finance roles share common responsibilities, tailoring your CV for different positions (e.g., accounts payable vs. credit control) will dramatically improve your chances of selection and make it clear to potential employers that you understand the position you are applying to and can evidence through your experience why you are suitable. Make sure you customise your summary, skills, and experience accordingly to reflect this.For example:Accounts Payable / Accounts Receivable:Attention to detailAccuracy in your workUse of specific invoicing accounting softwareSpeed in manual processing Highlighting specifics in volume of invoices processed (p/w or p/m)Credit Controller:Softer skills are very important in Credit controlAbility to account manager – treat each client individually Being a good negotiator is vitalHighlight successes in results again targets (reduced aged debt by 85% in 12 months)Showing empathy and understanding to create strong working relationshipsKnowing when to change tact and take a firmer approach as needed.Accounts Assistant:Demonstrate full understanding of all elements of transactional financeAny professional qualifications you are / have undertaken (AAT) are important to highlightUse of various / specific accounting software (Sage, SAP, Xero) is appealing to clientsPayroll:Highlight the volume of employees payrolled Break down into weekly / salaries quantities Mention the use of specific payroll operating systems (Sage Payroll etc)Speak about the payroll region you cover, is purely UK payroll or do cover Irish Payroll, EMEA, APAC? Is it the full end to end payroll process including query handing / amendments through to sending the payroll to the bank?4. General CV Design and Formatting:Keep it concise: Limited to two pages if possible. Use professional fonts (e.g., Arial, Calibri, Times New Roman). Ensure the same font and font size are consistent throughout (not too small or too big, 10 - 12 size works fine depending on the font selected). Use Clear headings which separate the different sections. Maintain consistent spacing and margins throughout. Use bold to highlight key skills so they stand out. Use bullet points to list the responsibilities (not just one long paragraph) 5. Common Mistakes to Avoid:Spelling and grammar errors: Proofread thoroughly. Irregular fonts / font sizing and spacing. Generic duties: Customise for each role. Overloading with unnecessary details: Focus on what is relevant to the role in question. Too much information can make CV’s difficult to read and the reader loose focus. Lack of quantifiable achievements: Use specific amounts / results to demonstrate your impact. Final Thoughts?Your CV is your first and best chance to make a positive impression on a prospective employer. They want to see that you are capable of undertaking the advertised role and have a clear, demonstrable track record of handling similar responsibilities. With this in mind, it's essential to clearly showcase your experience, ensuring the right information is highlighted. Additionally, outline why you are interested in the specific role you are applying for. Consider your career goals, why you would be a good fit for the role, and where you see your potential for longer-term development (be realistic). A standout CV for transactional accountancy and finance roles should emphasise relevant experience, technical expertise, and professional achievements. By structuring and tailoring your CV effectively, you will significantly improve your chances of securing interviews and advancing your career. Visit Our Candidate Advice Pages HereLooking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together.

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We are taught from a very early age that it is wrong to judge people – and, it goes, without saying, rightly so. It is universally agreed that it is unacceptable to draw conclusions – or make a judgement – about a person based on factors such as, amongst other things, their age, their gender, their religion.

However there is a very fine line between being judgemental and using your judgement and – in my humble opinion - as a recruitment specialist, when it comes to assessing a candidate’s suitability for a particular role, using one’s judgement is absolutely fundamental to getting it right.

During the recruitment process, the ability to weigh up an individual based upon their skills and experience is, without doubt, essential and a very necessary part of the process. But to exercise good judgement and see beyond what is written there in black and white – to understand the difference between intelligence and common sense – is far more complex, and it’s not always as easy to get right as you might think.

Why is that? It’s probably fair to say that people often have an unrealistic view of their own capabilities; whether that is a tendency to over inflate their ability or, through a lack of self confidence and belief, they are unable to accurately assess their worth and are unable to see themselves in the same way that someone else sees them.

Their judgement is impaired. And if they are unable to ‘judge’ themselves – or rather they judge themselves incorrectly – then it’s up to the skill of the recruiter – and their ability to exercise good judgement - to determine the right conclusions from the information that they present about themselves.

In recruitment, making the right judgement about a person is critical. The impact upon a business – the amount of time spent and money invested in the on boarding process to bring a new person into an organisation – can be quite frightening, making it imperative that you get it right.

I’m asked many questions when speaking with clients or potential clients about their recruitment needs. ‘How many candidates do you have registered?’, ‘Can you find good candidates?’, ‘Do you know how to headhunt the best candidates?’. These are all very relevant questions; and ones that I would expect every recruitment consultant worth his or her salt to be able to answer and demonstrate without too much trouble at all. However, these are only valid lines of enquiry if the recruiter in the spotlight has the capability to judge what is or isn’t good and the one question that I am never asked – and the one which I think would tell far more - is ‘When it comes to people, have you got good judgement?’.

Let’s expand upon that thought. When asked if I can find good candidates, the short answer is yes. And not just good candidates, but very good candidates. But just because they are a ‘good’ candidate – that is to say they tick all the right boxes and can fulfil the requirements outlined in the job description – does that mean that they are a good candidate for this particular role? That is where judgement – my judgement – comes into play.

Say for example a candidate’s CV indicates that they have a degree from a well respected university – tick, they trained at a leading accountancy practice – tick, they qualified with flying colours – tick, and to date, have changed jobs on a number of occasions with each move seemingly resulting in a step up the career ladder. This could indicate someone who is bright, ambitious, and talented; someone who is sought after by employers. A good candidate you might say and someone who is very likely to make the interview shortlist on more occasions than not.

But, upon closer investigation, you identify that they have in fact held a number of jobs in a relatively short period of time. And they have only secured a promotion when they have changed employers. So rather than being someone that is really going places career wise, this could indicate that this is someone that their current employer is not prepared to invest in any further. Could it be that they don’t live up to expectations, that they don’t fulfil the promises that their CV or their performance in an interview might suggest? Or it could be an indication that they themselves have poor judgement if, after a relatively short time, the role isn’t what they thought it would be? Or perhaps the culture of the organisation doesn’t suit. Or they have a poor relationship with their boss. And whilst on the surface these are very legitimate and valid reasons for seeking a new position, one could – and should – be asking questions to ascertain if they did indeed display bad judgement or was it a case of bad luck?

We are all familiar with that well known phrase – ‘never trust a book by its cover’ – and its sentiment certainly rings true when it comes to hiring people; if your recruitment specialist has that rare ability to exercise good judgement, to look beyond the surface of what is presented to them and can weigh up the reasoning behind particular decisions, then your chances of making a successful appointment will undoubtedly be increased.

Sharp Consultancy specialises in the recruitment of finance and accountancy professionals. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for temporary, interim and permanent roles across the full spectrum of positions throughout Yorkshire and beyond. CONTACT US today and speak to a member of our team about your next career move.