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7 Finance Assistant - Charity Finance CV Templates with Example

By Ria · Last Updated On 24 October 2026
CV example — page 1

This guide shows you how to create a clear, focused Finance Assistant - Charity Finance CV. You will learn how to organise relevant evidence so readers can quickly understand your finance support skills.

For this role, useful evidence can include preparing sales invoices, checking supplier statements, following up overdue balances and correcting transaction codes. Show how you use Microsoft Excel, keep accurate records, handle queries sensitively and meet deadlines.

Compare the example in 7 layouts using the PNG image previews, then open a preferred example in the editor to customise it. The guidance also covers ATS readability, useful CV sections and terms such as invoice records, transaction coding, financial administration and AAT study.

What Makes a Great Finance Assistant - Charity Finance CV in 2026

A strong CV makes routine finance work easy to follow. Clear sections and concise bullet points can show careful checking, accurate records and respectful communication.

Use relevant terms such as sales invoicing, supplier statement checks, overdue debt follow-up, Microsoft Excel and transaction coding. Support each claim with a clear example, and include figures only when you can verify 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 Simple One Column Format CV Example

A single-column body keeps the reading order direct, helping reviewers follow experience, skills and education in one flow.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • One reading path lets experience, education and training unfold in a familiar order.
  • Consistent section breaks help reviewers locate skills within the same reading path.
  • Full-width bullet points give experience details room to remain easy to follow.

Best For

  • Single-path reading
  • Full-width experience details
  • Chronological career information
  • Skills and education in one flow
  • Text-led CV applications

CV Keywords

  • Prepared draft sales invoices
  • Compared supplier statements with invoice records
  • Overdue debt follow-up
  • Responded to simulated supplier and customer queries in writing
  • documented miscoding and entered authorised corrections
  • supporting accurate financial records and routine administration
  • Used spreadsheet filters, formulas and validation checks in Microsoft Excel
  • strong numeracy
  • attention to detail
  • prioritise tasks to meet deadlines
  • GCSEs, including English and Mathematics, Grades 5 and 6
  • AAT Diploma in Accounting, Level 2
  • proactive approach
  • contribute to inclusive group work
  • equality and diversity
See all keywords
 

#2 Simple Two Column Format CV Example

Two columns offer a compact way to separate career history from supporting information, helping reviewers move between CV sections.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Separate content areas help reviewers move between experience and supporting sections.
  • Two-column reading lets reviewers scan skills and education apart from experience detail.
  • Concise bullets remain easy to compare when sections have clear visual separation.

Best For

  • Side-by-side section review
  • Separated supporting information
  • Compact CV content
  • Experience with supporting sections
  • Quick movement between sections

#3 Plain One Column with Shaded Labels CV Example

A one-column reading path keeps the CV content straightforward, giving reviewers a clear route through its sections.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • One continuous column keeps experience, education and credentials in a straightforward reading order.
  • Full-width section text gives longer role details space to remain clear.
  • Reviewers can follow skills and training without moving across the page.

Best For

  • Plain reading order
  • Longer role descriptions
  • Full-width section text
  • Skills beside career history
  • Linear section navigation
 

#4 One Column Format with Photo Right CV Example

A photo sits to the right of the one-column CV body, suiting readers who prefer a portrait without changing the text reading order.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • One-column text keeps experience and education in a direct sequence.
  • The right-side portrait stays apart from detailed work-history text.
  • Full-width sections let skills and credentials remain easy to locate.

Best For

  • One-column CV content
  • Portrait beside written details
  • Direct experience reading order
  • Full-width skills and education
  • Applications requesting a profile photo
 

#5 Clean Two Column Sidebar Format CV Example

Its two-column sidebar layout separates supporting information from the main CV text, giving reviewers distinct routes through the content.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Distinct columns help separate career details from supporting CV information.
  • Reviewers can scan skills and education without losing the experience narrative.
  • Compact sections keep training and credentials visible alongside fuller work history.

Best For

  • Sidebar and main-text separation
  • Compact supporting sections
  • Experience with concise side details
  • Two-column section navigation
  • CVs with varied section lengths
 
 

#6 Two Column Format CV Example

Two columns let the CV present its main sections in parallel, offering reviewers a compact way to compare information.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Parallel columns give reviewers a choice of route through experience and supporting information.
  • Separate areas make skills and education easier to revisit during a detailed review.
  • Experience bullets retain a clear place within the wider section structure.

Best For

  • Parallel section organisation
  • Compact information grouping
  • Side-by-side content review
  • Separate areas for key sections
  • CVs with several content types
 

#7 Photo Header Two Column Format CV Example

A photo in the header adds a portrait while the two-column body keeps the CV sections organised side by side.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • The two-column body places supporting sections apart from the main experience detail.
  • A header portrait remains separate from education and skills content.
  • Distinct content areas help reviewers locate experience and credentials during a focused scan.

Best For

  • Header portrait with divided content
  • Two-column section review
  • Visual identification with structured sections
  • Experience plus supporting CV details
  • Portrait-led header preference
 
 
 

Why Build Your Finance Assistant - Charity Finance CV with ResumeInMinutes

ResumeInMinutes lets you compare PNG image previews and open an example in the editor to customise it. Choose a layout that makes your finance experience, skills and education easy to scan.

  • Clear CV layouts
  • Readable section structure
  • Space for relevant keywords
  • Organised skills and experience
  • PNG image previews
  • CV customisation in the editor

Keep the focus on accurate finance administration. Make your invoice checks, spreadsheet work, query handling and transaction corrections clear to a reader.

 

See Also

 

Frequently Asked Questions

Are these Finance Assistant - Charity Finance CV templates ATS-friendly?

The examples use clear headings and sections that are easy to scan. Add relevant terms naturally, such as sales invoicing, supplier statement checks, overdue debt follow-up, Microsoft Excel and transaction coding.

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 Assistant - Charity Finance CV include?

Include a focused summary, relevant experience, education and skills. Show evidence of preparing invoices, checking supplier statements, following up overdue balances, handling queries and supporting accurate finance records.

Which CV layout works well for this role?

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

How can I show finance achievements on my CV?

Use concise bullet points to explain the task, your contribution and the result. Give specific examples of checks, reconciliations or corrections, and use figures only when you can support them.

Should I include a photo on my CV?

A photo is usually not needed for UK applications. Use the space for relevant finance experience, skills and evidence of accurate work instead.

ATS Score 97%

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: 18 of 19 (95%) · CV quality: 100%

CV quality 100% · Weight 20% · Issues (0)

Details
  • ✓Name present: Muhammad Clarke
  • ✓Email format: muhammad.clarke@example.com
  • ✓Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Supervised Finance Assistant Volunteer
  • ✓Experience 1: Company name: Community Health Charity Finance Placement
  • ✓Experience 1: Work location: London
  • ✓Experience 1: Employment dates: September 2026 - Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Finance Assistant Academic Practice
  • ✓Experience 2: Company name: College Finance Practice Lab
  • ✓Experience 2: Work location: London
  • ✓Experience 2: Employment dates: Feb 2026 - Aug 2026
  • ✓Experience 2: Description or achievements: Present
  • ✓Experience 3: Job title: Accounts Administration Course Project
  • ✓Experience 3: Company name: Student Accounts Administration Project
  • ✓Experience 3: Work location: London
  • ✓Experience 3: Employment dates: Sep 2024 - Jan 2026
  • ✓Experience 3: Description or achievements: Present
  • ✓No placeholder fields
  • ✓No repeated achievement bullets
  • ✓No empty bullets

No issues found by the current checks.

Text Based CV 100% · Weight 20%

Parsed text
Muhammad Clarke
07700 90XXXX
muhammad.clarke@example.com
muhammadclarke
London, Greater London, HA9 7LT
SUMMARY
Early-career finance assistant with supervised charity finance experience and current study towards the AAT Diploma in Accounting, Level 2. Prepare draft sales invoices, check supplier statements against invoice records, follow up overdue balances and record authorised transaction corrections using Microsoft Excel. GCSE English and Mathematics grades 5 and 6 support strong numeracy, while practical finance exercises have developed careful checking and clear record keeping. Communicate sensitively with suppliers, supporters and classmates, prioritise tasks to meet deadlines, and contribute to inclusive group work. Give and receive feedback objectively, respect equality and diversity, and raise constructive questions when figures or records do not agree.
EDUCATION
GCSEs, including English and Mathematics, Grades 5 and 6
2022
Northgate Community College
London
PROFESSIONAL SKILLS
Accounting Records: Sales invoices, supplier statements, invoice registers
Spreadsheet Tools: Microsoft Excel, spreadsheet filters, spreadsheet formulas
Spreadsheet Checking: Data validation, duplicate checks, reconciliation schedules
Finance Reporting: Transaction reports, coding checks, audit trails
Receivables Administration: Outstanding debt schedules, balance follow-up logs, query logs
Document Management: Supporting records, invoice references, correction records
SKILLS
Sales invoicing
Supplier statement checks
Overdue debt follow-up
Customer query handling
Supplier query handling
Transaction coding
Invoice record accuracy
Spreadsheet checking
Accounting fundamentals
Financial administration
Numerical accuracy
Deadline prioritisation
Inclusive teamwork
Sensitive feedback
Constructive challenge
EXPERIENCE
Supervised Finance Assistant Volunteer
September 2026 - Present
Community Health Charity Finance Placement
London
Prepared draft sales invoices for fundraising and grant-related activity from approved records, using Microsoft Excel to check amounts and references before supervisor review.
Compared supplier statements with invoice records, investigated discrepancies and logged missing or incorrectly entered items for follow-up.
Followed up overdue balances using approved communication guidance and recorded responses, while directing complex customer and supplier queries to the finance supervisor.
Checked transaction codes in draft reports, documented miscoding and entered authorised corrections, supporting accurate financial records and routine administration.
Finance Assistant Academic Practice
Feb 2026 - Aug 2026
College Finance Practice Lab
London
Completed supervised practice across a simulated charity finance workflow, entering sales invoices and tracing sample overdue balances through clear supporting records.
Used spreadsheet filters, formulas and validation checks in Microsoft Excel to compare supplier statements with an invoice register and identify duplicate or missing entries.
Reviewed a sample transaction report, identified coding errors and produced a corrected version with an audit trail for tutor assessment.
Responded to simulated supplier and customer queries in writing, using a query log to prioritise deadlines and explain the checks completed.
Accounts Administration Course Project
Sep 2024 - Jan 2026
Student Accounts Administration Project
London
Built a small spreadsheet-based accounts exercise using fictional charity transactions, categorising entries and checking totals to strengthen accounting and numeracy skills.
Produced sample invoices and a simple outstanding-debt schedule, then presented a practical follow-up sequence to classmates for feedback.
Worked in a mixed student group to review errors in a mock finance report, documenting corrections and sharing feedback respectfully and constructively.
Maintained organised project records and completed staged coursework to deadline, applying attention to detail and a proactive approach when figures did not reconcile.
LEADERSHIP, AWARDS & RECOGNITION
Received the Finance Practice Lab Accuracy Commendation from Northgate Community College in 2026.
Received Community Volunteering Recognition in 2025 for reliable support at a health charity fundraising event.
Coordinated an AAT foundation learners’ peer study group in 2026, arranging revision sessions and sharing practice resources.
Volunteered at the 2025 College Open Day, welcoming visitors and helping provide an inclusive student information event.
CERTIFICATIONS
AAT Diploma in Accounting, Level 2, in progress
2026
Microsoft Excel for Finance, introductory course
2026
PROFESSIONAL AFFILIATIONS
AAT student membership, supporting continued development in accounting and finance.
Charity Finance Group membership, engaging with professional resources for charity finance practice.

Matched keywords (18)

  • Prepared draft sales invoicesOriginal keyword in JD: Preparing sales invoices
  • Compared supplier statements with invoice recordsOriginal keyword in JD: Supplier statement reconciliation
  • Overdue debt follow-up
  • Responded to simulated supplier and customer queries in writingOriginal keyword in JD: Customer and supplier query handling
  • documented miscoding and entered authorised correctionsOriginal keyword in JD: Transaction miscoding identification and correction
  • supporting accurate financial records and routine administrationOriginal keyword in JD: Routine finance and administration support
  • Used spreadsheet filters, formulas and validation checks in Microsoft ExcelOriginal keyword in JD: Spreadsheet proficiency
  • strong numeracy
  • attention to detail
  • prioritise tasks to meet deadlinesOriginal keyword in JD: Deadline management
  • GCSEs, including English and Mathematics, Grades 5 and 6Original keyword in JD: GCSE English and Mathematics, Grade 4/C or above
  • AAT Diploma in Accounting, Level 2Original keyword in JD: AAT Diploma in Accounting, Level 2 OR Level 3
  • proactive approach
  • contribute to inclusive group workOriginal keyword in JD: Collaborative and inclusive working
  • equality and diversity
  • Constructive challenge
  • charity finance
  • Volunteering Recognition in 2025 for reliable support at a health charity fundraising eventOriginal keyword in JD: Health-related organisation experience

Missing keywords (1)

  • Giving and receiving feedback objectively and sensitively
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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