How to write an effective CV for transactional finance opportunities

You might be able to navigate yourself around excel without a sweat but are you as confident in creating an interview winning CV?

Your CV is one of the most important things to get right. It’s the first impression an employer or recruiter will have of you, and first impressions count. You need to create a CV that highlights your best skills, achievements and employment history.

Let’s look at how to write a CV for a transactional finance position, from talking about previous roles, your accounting qualifications, to discussing what you do outside of work.

Personal summary

This section is the most important in catching the hiring managers attention. It’s a paragraph that showcases your personality plus what you can bring to the business.

Your personal summary needs to be a professional description about you. It should be a small paragraph containing buzzwords - hard working, team player, driven and passionate.

Take a look at the businesses ‘join our team’ page as they might have values that you can implement into your personal statement. If the role is confidential make note of how a recruiter describes the business.

Employment history

Firstly you can include information about the business -  what type of business is it, what turnover does it have, the number of employees, or what growth period has it gone through since you were employed.

Then talk about the responsibilities you had and the skills you used at this position. Followed by any achievements you had while employed.

Credit Controller at Car Garage, Sheffield, 2016-2018

Car garage started as a small business in Barnsley, over the past two years it has grown from three employees to 20 and had a turnover of £200,000 annually.

Responsibilities: • Prepare weekly wages • Supplier payments • Maintain leases register • Credit control

Skills gained: Microsoft Package, strong telecoms, invoicing

Achievements: I reduced payment terms from 60 days to an average of 40 days due to my strong organisation skills.

Education and qualifications

In accountancy, there are a range of qualifications that you can achieve. We would recommend splitting this section into two; your core and your core and professional qualifications.

Your core qualifications are the traditional or essential qualifications needed for your trade such as AAT level 2, GCSEs and A-Levels. The professional qualifications are not essential in your career but add value.  

Core Qualifications

AAT Level 2 Distinction
Barnsley College 2012-2014

GCSEs 5 A*- C including Maths, English and Statistics

Rotherham High 2007-2012

Professional Qualifications

Interpersonal and communication Level 2 – 2014
At my time at college, I enrolled onto a communications course. This course focused on verbal, written, telephone and email communication.


There are two types of skills, hard and soft skills. Your hard skills are what you need for your job such as reporting, using excel or payroll.

Whereas soft skills focus on your character traits – strong attention to detail, team player, attentive.

If you have a long list of skills, take a look at what the job description mentions and only include the relevant skills.

If there aren’t many skills to include then give examples on where you’ve used the skills you’ve mentioned. For example:


  • Attention to detail – my current employer was a small business when I started so it was important that every invoice and payment matched up. Over the first six months my attention to detail developed and I was able to question where some numbers didn’t add up. I have now gone on to support other teams within the business with helping them spot anomalies.
  • Organisation – at the car garage I worked on my own in the accounts department which meant that I had to be very organised, chase up late payments, ensure that employees were paid on time and that all payments and record invoices.
  • Microsoft packages – Due to the nature of the industry that my current employer operates in I have become proficient in all Microsoft packages including Excel and Word.

Contact us

Our leading and experienced transactional finance recruitment team work with a range of successful organisations from market leading SMEs, Government institutions, well-known house builders and global business. We recruit for a number of transactional finance opportunities such as Credit Controllers, Payroll Administrators, Finance and Accounts Assistants plus many more.

Contact us to find out more about how we can help you find your next opportunity in accountancy and finance. Check out our recent transactional finance vacancies here -



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