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Finance officer CV example

An employer reads a finance officer’s CV for the work you process, the systems you use and how reliable your figures are.

Give the volumes, the software, the reports you prepare and who reads them, your part in the audit, and your AAT or other qualification. This example is a finance officer at a school trust applying for a senior post.

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Finance officer CV example: fictional example, page 1. Full text is available below.
Read the example as text
Bernadette Quinlan
Finance Officer
Wolverhampton · 07700 900284 · [email protected]

Profile

Finance officer with five years in the central finance team of a multi-academy trust of eight schools, after three years as a finance assistant. Processes invoices, expenses, payroll changes and VAT returns on Sage, prepares the monthly budget reports for head teachers and supports the year-end audit. AAT Level 3 qualified and studying Level 4. Looking for a senior finance officer post.

Experience

Finance Officer | Wrekin View Academy Trust, Wolverhampton | 2021–present

Process about 600 supplier invoices and 150 expense claims a month on Sage 200, paying 98% of invoices within 30 days.

Prepare the monthly budget and forecast reports for eight head teachers and the trust’s finance director.

Send the payroll provider each month’s starters, leavers and changes for 420 staff, and reconcile the payroll to the ledger.

Prepare the monthly VAT reclaim, about £45,000 a month across the trust.

Resolved a £38,000 backlog of disputed contractor invoices in my first year, by agreeing a single order process with the estates team.

Prepare the bank reconciliations and the working papers for the external audit, which has raised no findings in the last two years.

Finance Assistant | Tettenhall Housing Association, Wolverhampton | 2018–2021

Entered purchase invoices and rent payments, and answered supplier queries by phone and email.

Qualifications

AAT Level 4 Diploma in Professional Accounting, in progress | 2026

AAT Level 3 Advanced Diploma in Accounting | 2020

A levels: Maths B, Business C | Bilston Sixth Form College | 2018

Skills

Sage 200 and Excel (pivot tables, XLOOKUP)

Purchase ledger and expenses

Payroll changes and reconciliation

VAT returns and reclaims

Budget and forecast reports

Audit working papers

Additional information

Enhanced DBS certificate on the Update Service, for work in schools.

Fictional example for a finance officer. Every person and employer in it is invented. Replace every detail with your own.

What councils, schools, charities and companies look for, and where this CV shows it

The job asks you toWhere this CV shows it
Process financial transactions, using accounting softwareAbout 600 invoices and 150 expense claims a month on Sage 200
Help to produce financial forecastsMonthly budget and forecast reports
Deal with payroll, invoices, expenses and VATPayroll changes for 420 staff; the monthly VAT reclaim
Resolve payment issues with external contractorsA £38,000 backlog of disputed invoices cleared
Support work on financial auditsAudit working papers; no findings in two years
Produce financial information reports for managersReports for eight head teachers and the finance director

The left column follows the National Careers Service job profile for a finance officer. If the advert you are answering describes a duty in other words, use its words for work you have actually done.

Average pay: £26,000 a year for a starter and £38,000 for an experienced finance officer, working 37 to 39 hours a week (National Careers Service, checked 17 October 2026).

Facts checked against National Careers Service: Finance officer on .

Skills to list for this job

The skills the National Careers Service lists for a finance officer, in CV wording. Put down only the ones you can show, each with where you used it.

  • Financial management
  • Economics and accounting
  • Business management
  • Maths
  • Analytical thinking
  • Leadership
  • Clear spoken communication
  • Thorough, with close attention to detail
  • Confident with computers and everyday software
Choose them in the editor

From the National Careers Service profile, checked 17 October 2026.

A profile if you are starting out

This CV's profile is written for someone with experience. Here is the same job at the other level: copy it, or open it in the editor with this CV and write over it.

Business studies graduate looking for a first finance assistant or trainee finance officer post. A summer placement in a council’s accounts payable team, matching invoices to orders on its finance system, and two years as a part-time cashier at a supermarket. Studying AAT Level 2 and confident with Excel.
Use in the editor
Inside this example
  • Profile: 62 words here
  • Experience: 142 words here
  • Qualifications: 29 words here
  • Skills: 26 words here
  • Additional information: 11 words here

How to write yours

01

Give the volumes

Invoices and claims a month, staff on the payroll and the size of the VAT reclaim show the pace of your work.

02

Name the systems

Sage 200, Xero or a council’s own system: write the exact name and the Excel skills you use every day.

03

Say who reads your reports

Budget holders, a finance director or a board each need different reports; say which you prepare.

04

Show your AAT or ACCA level

Give each level with its year, and “in progress” for the one you are studying.

Questions about a finance officer CV

Can I start as a finance assistant?

You may be able to start as a finance assistant or accounts assistant, then move into a finance officer role through on-the-job training and promotion (National Careers Service). Keep that first job on your CV, as this one does.

Can I become a finance officer through an apprenticeship?

You could do an Accounts or Financial Assistant Level 2 Intermediate Apprenticeship, an Assistant Accountant Level 3 Advanced Apprenticeship or a Business Administrator Level 3 Advanced Apprenticeship (National Careers Service). Give the apprenticeship, its level and the year.

What do I need to apply directly?

You’ll usually need a minimum of 4 or 5 GCSEs, including maths and English, and employers may expect relevant A levels such as maths or business studies; knowledge of accounting methods and experience in a financial department will help (National Careers Service). Put your maths and English grades under Qualifications.

Which college courses help?

Courses that may help you get a trainee position include accounting and bookkeeping, business studies, business administration and finance, and the T Level in Accounting (National Careers Service). Give the course and the year you finished it.

How do I show I want to become a finance manager?

With experience you could become a senior or principal finance officer, or a finance manager, in a commercial company or a public sector organisation, or train to become an accountant (National Careers Service). If that is your aim, say so in the last line of your profile.

Classic and one page: a finance manager reads your systems, volumes and qualifications in a plain order with nothing to decode. For an online form, switch to Plain.

Guides for this CV

Education and qualifications Skills to put on your CV Showing a promotion How to write a cover letter

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