Finance Assistant CV example (UK)
Finance Assistant is the highest-volume role in finance recruitment — which means your CV is competing in a big pile, often screened by an agency ATS in seconds. The winning formula: prove accuracy and volume, name your systems, and show you're heading somewhere (studying, or hungry to).
Example CV
Professional Summary
AAT Level 3 Finance Assistant with 3 years' experience across purchase ledger and credit control. Processes 600+ supplier invoices a month at 99.8% accuracy, reconciles 6 bank accounts weekly, and reduced overdue debt 22% in my first year in credit control. Studying AAT Level 4; aiming for ACCA.
Experience
- Process 600+ purchase invoices monthly through Sage 50 with 3-way PO matching; 99.8% input accuracy on audit sampling.
- Run weekly supplier payment runs (~£400k/month) and resolve queries with 70+ active suppliers.
- Reconcile 6 bank accounts weekly; investigate and clear discrepancies before month-end.
- Took on credit control for 120 trade accounts: reduced 60+ day overdue debt by 22% in 12 months through structured chasing.
- Support month-end: accruals schedules, petty cash, expense processing (80+ claims/month).
- Raised 200+ sales invoices monthly and allocated receipts; kept ledger queries under 48-hour turnaround.
- Maintained supplier records and chased remittances; introduced a shared tracker that ended duplicate payments.
Skills & Systems
Purchase ledger (AP) · Sales ledger (AR) · Credit control · Bank reconciliations · 3-way matching · Payment runs · Month-end support · Sage 50 · Xero · QuickBooks (basic) · Excel (VLOOKUP, pivot tables)
Qualifications
AAT Level 3 (2023) — studying Level 4 · A-Levels: Maths, Business
Why this CV works
- Volume + accuracy in the same breath. "600+ invoices at 99.8% accuracy" is the whole job description proven in seven words.
- Systems named explicitly — Sage 50, Xero, Excel functions. Agency recruiters search their databases on exactly these terms; "good IT skills" matches nothing.
- A genuine improvement story (overdue debt down 22%) — rare at this level, and it's what separates the interview pile.
- The study line signals trajectory — employers hiring Finance Assistants are usually also buying future Management Accountants.
Keywords ATS systems and recruiters search for
Frequently asked questions
I have no finance experience — can I still write a Finance Assistant CV?
Yes: lead with transferable evidence (accuracy, volume, deadlines — retail cash handling, admin data entry), name any systems you've touched, and start AAT Level 2 — even being enrolled changes how your CV reads.
Should I include GCSEs on a Finance Assistant CV?
Only Maths and English (with grades) if you're early-career; drop them once you have AAT and experience.
AAT, ACCA or CIMA — which should a Finance Assistant mention?
Whichever you're actually doing. AAT is the standard entry route; stating 'studying AAT Level 3' with your exam progress is exactly what hiring managers want to see at this level.
Don't guess — score it
Upload your CV, paste the actual job advert, and get an ATS score plus a tailored rewrite in 60 seconds. Free, no signup.
Scan my CV free →