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7 Finance and Payroll Assistant - Payroll and Transactional Finance CV Templates with Example

By Ria · Last Updated On 18 October 2026
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This practical guide shows you how to create a Finance and Payroll Assistant - Payroll and Transactional Finance CV that is clear, focused and easy to review. It explains how to organise relevant evidence and choose a professional layout.

A strong CV for this role connects accurate payroll work with reliable day-to-day finance processes. Use clear experience bullets to show your contribution to payroll reporting, ledgers, reconciliations, payment activity and month-end accounts.

Compare the PNG image previews across 7 layouts, then open an example in the editor to customise it. You will also find guidance on ATS readability, useful CV sections and role-specific terms such as Brightpay, Xero, Approval Max, Breathe HR, NEST and MSL.

What Makes a Great Finance and Payroll Assistant - Payroll and Transactional Finance CV in 2026

A clear CV makes payroll accuracy, transactional finance work and reliable record-keeping easy to find. Focus each bullet on your task, your checks and the result.

Use relevant terms such as HMRC reporting, auto-enrolment, purchase ledger reconciliation, credit control and month-end accounts. Include figures only when you can support them.

Note: CV examples are for educational purposes only. Use only information that accurately reflects your experience and qualifications. References to real organisations do not imply affiliation or endorsement.

#1 Plain Two Column Format CV Example

Plain Two Column Format presents CV content in two columns without a photo, helping readers move between career history and supporting details.

 
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CV Snapshot

  • Target role: Finance and Payroll Assistant
  • Experience: Nearly four years in payroll and transactional finance
  • Systems: Brightpay, Xero, Approval Max and Breathe HR
  • Qualifications: BA (Hons) Accounting and Finance, plus AAT, Xero and CIPP certificates

Why This Format Works

  • Two-column reading keeps detailed work history and supporting sections in a shared view.
  • Skills and education remain distinct from detailed entries, supporting quick reference.
  • The text-led format keeps attention on career and qualification details.

Best For

  • Text-led CVs without a portrait
  • Detailed career histories with supporting sections
  • Skills and education needing quick access
  • CVs balancing experience and credentials
  • Recruiters comparing several content areas

CV Keywords

  • Process monthly and 4-weekly payroll
  • Brightpay
  • followed payroll legislation and internal checks
  • coordinate HMRC reporting
  • workplace pension administration
  • preparing pension data for NEST
  • Auto-enrolment
  • prepare year-end payroll information including P11Ds
  • Xero
  • Approval Max
  • Breathe HR
  • MSL
  • DEXT
  • in-house HR systems
  • reconciling the purchase ledger
See all keywords
 

#2 Simple One Column Format CV Example

Simple One Column Format places CV sections in one column, giving readers a direct top-to-bottom route through experience and qualifications.

 
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Why This Format Works

  • One continuous column gives dated roles a straightforward path through career progression.
  • Skills and credentials remain within the same reading sequence for easy reference.
  • Education and certifications can be reviewed alongside the work record without parallel columns.

Best For

  • A straightforward reading order
  • Chronological work histories
  • CVs with detailed role entries
  • Skills and credentials in one sequence
  • Applications needing a text-led layout
 

#3 Clean Two Column Sidebar Format CV Example

Clean Two Column Sidebar Format arranges CV information in two columns without a photo, separating career details from supporting sections for easier review.

 
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Why This Format Works

  • Two-column organisation helps reviewers move between career entries and supporting information.
  • Skills and qualifications can be found without reading every detailed work entry.
  • The layout gives experience and education distinct places in the same CV.

Best For

  • Work history with supporting details
  • Quick access to skills and qualifications
  • CVs with varied section content
  • Readers comparing experience and education
  • Text-based applications without a portrait
 

#4 Two Column Format CV Example

Two Column Format organises CV content across two columns without a photo, allowing experience and supporting sections to be reviewed side by side.

 
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Why This Format Works

  • Separate columns make it easier to switch between career history and other CV sections.
  • Reviewers can find education and credentials without losing sight of experience.
  • The structure suits a record that combines payroll and wider finance responsibilities.

Best For

  • Career history beside supporting sections
  • CVs covering varied finance responsibilities
  • Credentials that need clear visibility
  • Readers reviewing experience and education
  • Text-led job applications
 
 

#5 Photo Header Two Column Format CV Example

Photo Header Two Column Format pairs a photo in the header with a two-column CV body, keeping personal presentation apart from detailed information.

 
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Why This Format Works

  • The two-column body gives career entries and supporting sections separate areas.
  • Readers can refer to skills and education while reviewing detailed work history.
  • A photo in the header stays apart from the CV's employment and qualification details.

Best For

  • CVs where a header photo is wanted
  • Career histories with supporting sections
  • Skills and education used as quick reference
  • Readers comparing work and qualifications
  • Applications with a personal visual element
 

#6 Coloured Two Column Format CV Example

Coloured Two Column Format organises CV content in two columns without a photo, helping readers move between career details and supporting sections.

 
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Why This Format Works

  • Two-column reading keeps employment details distinct from other parts of the CV.
  • Reviewers can locate education and credentials without searching through every role entry.
  • The arrangement accommodates a detailed work record alongside skills and finance qualifications.

Best For

  • Detailed employment records with added sections
  • CVs balancing work history and qualifications
  • Quick reference to skills and education
  • Readers scanning several types of information
  • Text-focused applications without a portrait
 

#7 Stylish Two Column Designer Format CV Example

Stylish Two Column Designer Format uses two columns without a photo, allowing career history and complementary CV sections to be reviewed together.

 
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Why This Format Works

  • A two-column structure gives work history and supporting sections separate reading areas.
  • Skills and credentials can be checked alongside experience without a single long section.
  • The arrangement helps reviewers move between career progression and education.

Best For

  • Work histories alongside supporting information
  • CVs with several relevant sections
  • Readers switching between skills and experience
  • Education and credentials needing visibility
  • Applications with text-focused content
 
 

Why Build Your Finance and Payroll Assistant - Payroll and Transactional Finance CV with ResumeInMinutes

ResumeInMinutes helps you organise payroll experience, finance skills and education in a clear CV. Compare PNG image previews, then open an example in the editor to customise its content and layout.

  • Different CV layouts
  • Clear, readable section structure
  • Space for relevant role keywords
  • Well-organised skills and experience
  • PNG image previews
  • CV customisation in the editor

Choose a format that makes your payroll and finance evidence easy to follow. Keep the focus on accurate processing, sound checks and clear records.

 

See Also

 

Frequently Asked Questions

Are these Finance and Payroll Assistant - Payroll and Transactional Finance CV templates ATS-friendly?

The examples use clear headings and sections to support scanning. Add relevant terms naturally, such as monthly and 4-weekly payroll, HMRC reporting, NEST, Xero and purchase ledger reconciliation.

Are these separate CV examples or different layouts of one example?

This page presents one role-focused CV example in different layouts. Compare the PNG image previews, then open an example in the editor to customise it.

What should a Finance and Payroll Assistant - Payroll and Transactional Finance CV include?

Include a focused summary, relevant experience, skills, education and certifications. Show evidence of payroll processing, pension administration, transactional finance, reconciliations, financial controls and month-end work.

Which CV layout works well for this role?

Choose a layout with clear headings and a logical order for experience, skills and education. A simple structure helps recruiters and applicant tracking systems find key details.

How can I show payroll and finance achievements on my CV?

Use concise bullets to explain the process you handled, the checks you made and the outcome. Add supported figures where available, and name the systems you used, such as Brightpay, Xero or Approval Max.

Should I include a photo on my CV?

For UK applications, a photo is usually not needed. Use the space for relevant experience, skills and measurable results instead.

ATS score and CV checks

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ATS Score 95%

How we calculate this score

  • Keywords: 60% of the total. AI extracts keywords from your job description. If you do not provide one, a standard job description for the title matching your CV is used. This is not a match to a specific vacancy.
  • Text-based CV: 20%. The text CV assessed here receives 100 for this part.
  • CV quality: 20%. We start at 100 and subtract points for issues found by our CV checks, down to a minimum of zero.
  • Keyword coverage = round(100 × confirmed matches ÷ total keywords). Exact matches and supported equivalents verified by AI receive full credit; unsupported keywords receive none. Live text checks use the saved equivalents and do not request a new AI review. Without keywords, no overall ATS score is available.
  • Final score = 60% of keyword coverage + 20% of the text score + 20% of the quality score, rounded to a whole number. Without keywords, no overall ATS score is available.

What this score means

Our scores are estimates, not employer ratings. They may contain errors and do not guarantee accurate parsing, a ranking, an interview, or a job. Check your document against the employer’s requirements. You are responsible for relying on this score.

Terms and Conditions

Score weights: Keywords 60% · Text based CV 20% · CV quality 20%

Keyword coverage: 35 of 37 (95%) · CV quality: 90%

CV quality 90% · Weight 20% · Issues (1)

Details
  • ✓Name present: Nia Thomas
  • ✓Email format: nia.thomas@example.com
  • ✗Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Finance and Payroll Assistant
  • ✓Experience 1: Company name: Westmere Arts and Community Trust
  • ✓Experience 1: Work location: Nottingham, UK
  • ✓Experience 1: Employment dates: Nov 2024 - Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Payroll and Accounts Assistant
  • ✓Experience 2: Company name: Birchfield Living and Leisure Ltd
  • ✓Experience 2: Work location: Derby, UK
  • ✓Experience 2: Employment dates: Nov 2022 - Oct 2024
  • ✓Experience 2: Description or achievements: Present
  • ✓No placeholder fields
  • ✓No repeated achievement bullets
  • ✓No empty bullets

Header: Check the phone number: “07700 90XXXX”. Use 7–15 digits, with an optional country code.

Expand details to review the checks.

Text Based CV 100% · Weight 20%

Parsed text
Nia Thomas
Finance and Payroll Assistant
07700 90XXXX
niathomas
nia.thomas@example.com
Leicester, LE1 6RU
STRENGTHS
Payroll accuracy
Check starter and leaver details against HR records before payroll deadlines, helping keep submissions complete and timely.
Confidential handling
Support sensitive salary reviews with the Director of People and Resources, keeping employee information appropriately controlled.
Finance teamwork
Share supplier payment runs and provide planned cover, helping colleagues maintain service during absences.
Clear records
Keep reconciliations and supporting schedules ready for review, giving finance colleagues a clear trail from transaction to account.
Practical compliance
Check petty cash floats across venue and office locations, resolving record gaps through regular compliance checks.
SUMMARY
Finance and Payroll Assistant with nearly four years of experience supporting payroll and transactional finance in community and membership organisations. Process monthly and 4-weekly payroll, maintain accurate records, and coordinate HMRC reporting, workplace pensions and auto-enrolment. Support purchase and sales ledgers, bank reconciliations, expenses, payment runs and month-end accounts, using Brightpay, Xero and related finance systems. Work closely with finance and people colleagues on salary forecasts, confidential reviews, Society transactions and cross-cover, with clear audit trails and careful handling of deadlines and sensitive records.
EXPERIENCE
Finance and Payroll Assistant
Westmere Arts and Community Trust
Nov 2024 - Present
Nottingham, UK
Process monthly and 4-weekly payroll in Brightpay, checking starter and leaver records against in-house HR systems and meeting submission deadlines for HMRC and NEST.
Coordinate workplace pension administration and auto-enrolment, track payroll legislation updates, and prepare year-end payroll information including P11Ds; contribute figures for Gender Pay Gap Reporting when required.
Manage purchase invoices through Approval Max, match them to purchase requisitions, and investigate supplier statement differences before reconciling the purchase ledger, including central billing accounts.
Maintain Xero sales and purchase records, raise sales invoice requests, carry out credit control, and post nominal receipts and payments for the organisation and its trading subsidiary.
Prepare weekly bank payment instructions for approval, share supplier payment runs with colleagues, and process expense and petty cash claims in Breathe HR; reconcile Barclaycard expenditure and post DEXT credit-card transactions to Xero.
Reconcile three bank accounts in Xero and check weekly MSL income postings, Society balances, reimbursement claims and Society transactions, keeping supporting records ready for review.
Carry out petty cash float and compliance checks across venue and office locations, and assemble schedules for month-end and year-end accounts.
Prepare salary forecasts and staff salary and expenditure costing for budget discussions; support confidential salary reviews with the Director of People and Resources and provide planned cover for the Finance Manager and Accounts Assistant.
Payroll and Accounts Assistant
Birchfield Living and Leisure Ltd
Nov 2022 - Oct 2024
Derby, UK
Supported payroll processing for a multi-site workforce, validating employee changes and resolving discrepancies before monthly pay runs and associated HMRC submissions.
Maintained payroll records in Brightpay and Breathe HR, processed joiners and leavers, and followed payroll legislation and internal checks when preparing pension data for NEST.
Entered supplier invoices and purchase order references, reconciled supplier statements, and kept Xero purchase ledger records complete for payment review.
Raised sales invoices, followed overdue balances through credit control, and posted customer receipts, supplier payments and other nominal transactions into Xero.
Reconciled bank and Barclaycard activity, checked expense claims and petty cash records, and compiled clear supporting schedules for month-end close.
Prepared payroll and expenditure information for budget updates, while providing finance team cover during leave and maintaining confidential employee and salary records.
SKILLS
Petty cash control
Budget costing
Payroll compliance
Monthly payroll
Auto-enrolment
Sales invoicing
Pension administration
Expense processing
Bank reconciliation
Month-end accounts
Salary forecasting
4-weekly payroll
Purchase ledger
HMRC reporting
Credit control
LEADERSHIP, AWARDS & RECOGNITION
Commended by the Finance Manager in 2025 for accurate payroll cover and well-organised handover notes during a colleague's absence.
Provided planned finance team cover, maintaining payroll and transactional processing continuity during colleagues' leave.
EDUCATION
BA (Hons) Accounting and Finance
De Montfort University
2022
Leicester, UK
CERTIFICATIONS
AAT Level 3 Certificate in Bookkeeping
2023
Xero Advisor Certification
2024
CIPP Payroll Technician Certificate
2025
PROFESSIONAL SKILLS
Payroll Systems: Brightpay, Sage 50 Payroll, Moneysoft Payroll Manager
Accounting Platforms: Xero, QuickBooks Online, Sage 50 Accounts
HR and Expense Platforms: Breathe HR, DEXT, Employment Hero
Invoice and Approval Tools: Approval Max, Dext Prepare, Yooz
Pension and Reporting Platforms: NEST, HMRC Basic PAYE Tools, The Pensions Regulator portal
Banking and Payment Platforms: Barclaycard, Bacs, Faster Payments
PROFESSIONAL AFFILIATIONS
Member, Association of Accounting Technicians (AAT), supporting continuing professional development in bookkeeping and finance.
Member, Chartered Institute of Payroll Professionals (CIPP), engaging with professional development in payroll administration and compliance.

Matched keywords (35)

  • Process monthly and 4-weekly payrollOriginal keyword in JD: Monthly and 4-weekly payroll processing
  • Brightpay
  • followed payroll legislation and internal checksOriginal keyword in JD: Payroll legislation and regulatory compliance
  • coordinate HMRC reportingOriginal keyword in JD: HMRC payroll reporting
  • workplace pension administration
  • preparing pension data for NESTOriginal keyword in JD: NEST pension scheme
  • Auto-enrolment
  • prepare year-end payroll information including P11DsOriginal keyword in JD: Year-end payroll and P11Ds
  • Xero
  • Approval Max
  • Breathe HR
  • MSL
  • DEXT
  • in-house HR systems
  • reconciling the purchase ledgerOriginal keyword in JD: Purchase ledger reconciliation
  • investigate supplier statement differences before reconcilingOriginal keyword in JD: Supplier statement reconciliation
  • Manage purchase invoicesOriginal keyword in JD: Purchase invoice processing
  • match them to purchase requisitionsOriginal keyword in JD: Purchase requisition matching
  • Sales invoicing
  • Credit control
  • bank reconciliations
  • posted customer receipts, supplier payments and other nominal transactions into XeroOriginal keyword in JD: Nominal ledger postings
  • process expense and petty cash claimsOriginal keyword in JD: Expenses and petty cash processing
  • reconcile Barclaycard expenditureOriginal keyword in JD: Barclaycard reconciliation
  • check weekly MSL income postings, Society balances, reimbursement claims and Society transactionsOriginal keyword in JD: Society transaction processing
  • reimbursement claims
  • Gender Pay Gap Reporting
  • Salary forecasting
  • staff salary and expenditure costing
  • support confidential salary reviewsOriginal keyword in JD: Confidential salary review support
  • assemble schedules for month-end and year-end accountsOriginal keyword in JD: Month-end and year-end accounts preparation
  • Check petty cash floats across venue and office locations, resolving record gaps through regular compliance checks.Original keyword in JD: Financial controls and compliance checks
  • maintain accurate recordsOriginal keyword in JD: Accurate financial record-keeping
  • provide planned cover for the Finance Manager and Accounts AssistantOriginal keyword in JD: Finance team cross-cover
  • post nominal receipts and payments for the organisation and its trading subsidiaryOriginal keyword in JD: Trading subsidiary finance

Missing keywords (2)

  • Supplier and Society payment runs
  • Budget preparation
Disclaimer: All names, images, contact information, employment histories, achievements, security clearances, military credentials, and other qualifications shown in this content are fictional and used for illustrative purposes only. Any resemblance to actual persons, living or deceased, is purely coincidental.

CV and cover letter examples and recommendations in this article reflect general best practices and professional experience and are provided for guidance only. Results may vary based on role, industry, region, and hiring organisation.

Content Accuracy and Verification: To the fullest extent permitted by applicable law, we do not represent or warrant that CV or cover letter guidance, examples, recommendations, or related information are accurate, complete, current, error-free, or suitable for any particular purpose. You are responsible for independently reviewing and verifying the information before relying on it.

ATS and Cover Letter Scores: ATS scores are estimates calculated using our own formula, informed by publicly available guidance on CV formatting and keyword matching. They are not scores issued or endorsed by an ATS provider or employer. Cover letter scores are also our own assessments. Parsing, weighting, screening criteria, and results vary between systems, employers, job descriptions, and document formats. No score guarantees successful parsing, a particular ranking, an interview, or employment. Use scores as general guidance and independently check your documents against the employer’s requirements. To the fullest extent permitted by applicable law, we accept no liability for errors in scores or parsing, or losses arising from reliance on these assessments. Nothing in this notice excludes liability or limits consumer rights that cannot lawfully be excluded or limited.

Terms and Conditions
 
 
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