Pexels Cottonbro 5989926

​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 Here​Looking 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.

Read article
Blog Img

​WHAT IT TAKES TO BE…. A PAYROLL MANAGER with Roxanne Talbot

Back to Blogs

The role of a payroll professional has evolved significantly in recent years and is very much recognised as a very skilled and expert role that requires qualifications and considerable experience to deliver a successful service.

As part of a regular series of articles where we talk to those in different roles and industry sectors, we caught up with Roxanne Talbot who has many years’ experience working in payroll to discuss her career to date, what she looks for when recruiting new team members and what those looking to forge ahead in the sector should consider in order to achieve success in this complex and challenging role.

What was your first job in payroll and how has your career developed?

My payroll career began in my early 20’s working for DWP as a HR and Payroll Advisor processing payroll for people working within the Jobcentre Plus. After a few years of working for DWP I moved to McKesson Shared Services to process Payroll for the NHS – both roles gave me a tremendous amount of experience and knowledge which gave me the confidence to advance my career further.

I then moved into a more challenging role as an Assistant Payroll Manager for Education Placement Group where I studied and achieved my Foundation Degree and BA(Hons) in Payroll Management and Applied Business Management. After five years, I had gained significant experience and had enhanced my knowledge and skills to allow me to apply for a role as a Payroll Manager and was successful. I am now employed by a Government Department, managing and delivering a complex and challenging payroll that continuously keeps me on my toes!

Have you always wanted to pursue a career in payroll?

I’m very much like a number of payroll people – I was lucky that this career chose me, and I am so glad and grateful that it did. When I landed my first job as a HR & Payroll Advisor I had actually applied for a job as a Jobcentre Advisor! I had no idea that I would be placed as a HR & Payroll Advisor, but ever since that day my love for payroll has continued, and my eagerness to be successful in this profession has grown stronger!

I love payroll because each day is never the same. I love the customer service side of things; but my favourite part is the fact that legislation and payroll requirements are constantly changing and improving. There is always something new to learn that keeps you engaged and striving for more.

What would you say are the key qualities and skills that someone must have in order to succeed and build a career in payroll?

Payroll is extremely important within every organisation and holds a huge responsibility and I would say there are two distinct parts to the role which require very different qualities and skills.

Firstly, payroll is a customer service-based role. You are, maybe without realising it, delivering a paramount service that requires you to be patient, understanding, compassionate, eager and have a desire to solve problems that will resolve and restore faith.

Secondly, payroll is complex, challenging and ever changing and because of this, those working in payroll are required to understand the legislative requirements around processing all types of payments and how they should be treated in respect of Tax, NI and Pension. There is so much to know in this field that it requires a person that is determined, dynamic, adaptable, flexible and strives to always do things right!

What advice would you give to someone looking to pursue a career in payroll?

For those entering the field, payroll is a rewarding, fast paced, intricate and customer focused role that will keep you interested and focused. You can leverage your career by doing qualifications and gaining more experience, and I would certainly recommend that you look to attend industry events that will help broaden your thinking and determine your future career goals.

If you are looking to move into a more senior role, firstly, don’t be scared! If you have the knowledge and experience, be confident that you have the ability to fulfil the role as a senior officer, assistant manager or manager – wherever you are in your path. Look to gain as much experience as you can by challenging yourself to step into areas of payroll that you have not dealt with before to build your knowledge and skills. If you have a good manager, they will welcome your eagerness and will look to set objectives that will help you achieve goals.

When it comes to recruitment, what do you look for in your ideal candidate and what makes them stand out from the crowd?

When recruiting the imperative thing for me is the person’s attitude. Whilst technical skills are required, it’s vitally important that the person is able to connect with the customer, to understand the impact payroll issues can have and has the willingness to go the extra mile to resolve any problems. Not only does someone need to have great analytical and problem solving skills, but I also look for an empathetic person that has a desire to help.

How do you think the role of a payroll professional has evolved in recent years?

The role of a payroll professional has evolved so much over the years and now, more than ever, it is recognised as a very skilled and expert role that requires qualifications and considerable experience to deliver a successful service. It’s evolved in a positive way and is now recognised as a career and not simply just a ‘job’ and the important contribution that it makes to the successful running of an organisation will see it strengthen.

Organisations are realising the management information and data that can be derived through payroll can help them to understand their businesses better which will aid them in making positive, impactful changes that will add value.

What has been the biggest change or challenge to affect payroll?

Whilst payroll faces continual changes through the introduction of new legislation or changes to regulations, undoubtedly the biggest challenge that those working in payroll faced - and continue to face - is the COVID-19 pandemic. Whilst my organisation was fortunate in that its workers were front line and we did not need to use the furlough scheme, like all organisations it still added additional pressure to the payroll function with increased reporting requirements for the business, large scale absence administration, legislative updates, business communications and the adaptation of working from home.

What additional changes to working practices have come as a result of COVID-19?

The COVID-19 situation has affected all those working in payroll; requiring quick adjustments to be made that would ensure delivery as usual with little or no impact to employees pay.

In addition, many organisations had to adapt quickly to the transition of working from home to ensure tasks were completed as normal and the service was uninterrupted. Managers also had to develop stronger trust in their teams and processes; and whilst it is challenging to manage teams virtually, the pandemic has made a number of organisations realise that they can depend on teams working from home and have a better productivity rate.

One particular area of focus was the move from face-to-face training and development to virtual video call. Whilst as an organisation, we are fortunate to have a virtual option, it’s much harder to deliver training and keep people engaged. It required people to become more creative to keep people engaged through those sessions – especially during a time when all interactions were virtual.

How do you see the future for those working in payroll?

The future of payroll looks positive, yet it becomes more challenging and complex each day. Each year payroll becomes more affiliated and recognised as a career path, rather than just a job.

CIPP have worked hard to get people and organisations to recognise payroll as a profession and their vision is starting to be realised. I anticipate that organisations will start to emphasise the importance of gaining payroll qualifications to help engage, upskill and give employees confidence in the services they provide.

Additionally, there will no doubt be further changes to payroll legislation that might see additions to statutory payments, and reporting requirements that will help organisations to further analyse their organisations to help embed equal opportunities within organisations.

Sharp Consultancy specialises in the recruitment of temporary, interim and permanent transactional finance professionals across the full spectrum of roles including accounts payable, credit control, payroll and purchase ledgers. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for positions throughout Yorkshire and beyond. CONTACT US today to find out more.