A CUT ABOVE

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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A desire to work with people led William Pleasance to enter the barbering industry but with a flair for sales and a commercially focused mindset, he has swapped clippers for CVs and is now forging ahead with career in a recruitment. We caught up with William – a consultant in our Leeds office – to find out more.

Tell us why you wanted to work in recruitment.

After leaving full-time education, I wasn’t fixed on a particular career path; I knew I wanted to work directly with people and after moving from barbering to business to business sales I was keen that my next move would allow me to partner both my commercial and people skill sets – recruitment was the natural choice.

Do you specialise in a particular area of recruitment?

Each consultant at Sharp has a particular area of expertise which allows us to fully immerse ourselves in the market and understand the key factors affecting recruitment at each level and across different geographic locations. I specialise in the permanent placement of part qualified to newly qualified finance professionals across the North and West Yorkshire working predominately with a client base of private businesses in all industries, excluding practice.

How is the current marketplace and what are your expectations for how the next 6-12 months will look?

The current market going into 2022 is very busy following a strange couple of years. We have seen a huge increase in demand from businesses for the part qualified and newly qualified professionals and, as we are yet to fully see a spike in active candidates following the Christmas break, this demand currently outstrips supply.

What are the main recruitment challenges being faced in this area?

The main challenges we face are due to a shortage in candidates. The reasons for people seeking a move now are very different to what they were pre-Covid. Work life balance is a huge factor for people. Whilst we are seeing high candidate demand and low supply, salaries and packages will naturally increase as businesses compete to attract new talent and retain existing members of staff. Not only that, active candidates may find they have multiple opportunities to choose from which means companies must first attract them into applying for a role and then potentially re-attract them during the latter stages of the recruitment process.

What should employers be doing to overcome these challenges?

Employers need to fully understand the challenges of the current marketplace and look at where there can be flexibility in the recruitment process and their requirements for the role.

Salary is – and will remain – a crucial factor, however, employers should consider all options and not jump in at a higher salary level. There may be opportunities to look at bringing in a candidate at a lower salary point and level of experience and investing in their future.

The option of flexible working is becoming much more of an expectation amongst candidates, whether this is hybrid working or working hours on a flexi timetable. Those employers that can blend the needs of employees who want office-based time alongside those for whom an element of home working is a priority will find they are in a stronger position to cherry-pick the best candidates.

In times of candidate shortage, speed is very much of the essence and any delays – even by so little as a day – can see good candidates either snapped up or attracted by additional opportunities making it even more competitive to secure your first choice.

What particular skills are currently in demand? What should candidates be doing to take advantage of this opportunity?

Commercially focused and analytical skills are in high demand as businesses look for their teams to identify both risks and opportunities which can be capitalised upon to generate value. Candidates should be aiming to broaden their technical ability which will see them add another dimension to what they can offer and pay dividends in the future.

What should candidates be looking for when considering a new role opportunity?

Try to not only identify what you want as an immediate return from your next move, but also consider what you want and where you want to be in say five years’ time. For example, salary may be the driving force right now, but once you have secured an increase what else does that opportunity offer you by way of career progression and supporting your overall goals and ambitions? Candidates should look for a supportive business, supportive direct manager and a role that gives as much exposure to the full finance function which is essential in order to accelerate your career in the right direction.

What advice would you give to a client about recruiting?

Employers should look at what they can offer candidates external to monetary benefits. Whilst money is important, the top part-qualified/newly qualified candidates will be keenly looking at the exposure the role gives them and the study package and support from both the business and direct manager.

Sharp Consultancy specialises in the recruitment of temporary, interim and permanent finance and accountancy professionals. 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.