Office and finance CV action words

Scheduled

You put people or rooms in a diary and handled a clash.

Example, fictional: Scheduled the interviews and moved one when the room was already booked.

Filed

You put a record where someone else can find it.

Example, fictional: Filed the signed form against the client reference the same day.

Chased

You followed a missing item with a date.

Example, fictional: Chased the missing invoices with a dated list, not a general reminder.

Reconciled

You matched two records and wrote down the difference.

Example, fictional: Reconciled the bank each week and listed the two items still open.

Posted

You entered a transaction in the ledger.

Example, fictional: Posted the purchase invoices and left a query on the one with no order number.

Reversed

You undid a wrong entry and said why.

Example, fictional: Reversed a payment posted to the wrong company before the VAT return was drafted.

Prepared

You assembled a pack, a return or an agenda.

Example, fictional: Prepared the management accounts and listed what was not yet tied out.

Minuted

You wrote actions with an owner.

Example, fictional: Minuted the actions with an owner and a date, and sent them the same day.

Is “assisted with” a useful verb?

Only if the next words say what you did. “Assisted with accounts” can mean anything from filing to posting the ledger.

Can I name the finance software?

Yes, if you use it. Do not list a package you opened once in training.

Which example CV is closest?

Administrators should read the administrator example. Ledgers and tax belong on the accountant example.

Should I invent a percentage saving?

No. A reconciled account or a chased invoice is enough if you did not calculate a saving.