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LinkedIn Whitepaper CIMA MA

This document is a comprehensive guide on creating an effective LinkedIn profile specifically for management accountants and finance professionals. It covers essential elements such as profile photo, headline, About section, experience, skills, and recommendations, emphasizing the importance of personal branding and visibility to attract top accounting jobs. The guide provides practical tips and frameworks to enhance profiles, making them appealing to recruiters and potential employers.

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risingsun.abel
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0% found this document useful (0 votes)
32 views15 pages

LinkedIn Whitepaper CIMA MA

This document is a comprehensive guide on creating an effective LinkedIn profile specifically for management accountants and finance professionals. It covers essential elements such as profile photo, headline, About section, experience, skills, and recommendations, emphasizing the importance of personal branding and visibility to attract top accounting jobs. The guide provides practical tips and frameworks to enhance profiles, making them appealing to recruiters and potential employers.

Uploaded by

risingsun.abel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

How to create an effective

LinkedIn page to raise


your profile and attract
top accounting jobs
LinkedIn profile writing workbook for management
accountants and other finance professionals

1 The Art of Executive Job Seeking


Contents
Foreword3
Introduction3
Chapter 1
Photo and background image������������������������������������������������������������������������������������������������������������������� 4

Chapter 2
The headline������������������������������������������������������������������������������������������������������������������������������������������������� 5

Chapter 3
The About section��������������������������������������������������������������������������������������������������������������������������������������� 6

Chapter 4
Experience and positions��������������������������������������������������������������������������������������������������������������������������� 9

Chapter 5
Skills�������������������������������������������������������������������������������������������������������������������������������������������������������������11

Chapter 6
Projects��������������������������������������������������������������������������������������������������������������������������������������������������������12

Chapter 7
Recommendations������������������������������������������������������������������������������������������������������������������������������������13

Chapter 8
Other key sections�������������������������������������������������������������������������������������������������������������������������������������14

Chapter 9
LinkedIn profile writing checklist������������������������������������������������������������������������������������������������������������15

2 How to create an effective LinkedIn page to raise your profile and attract top accounting jobs
Foreword
Matt Craven, founder of The CV & Interview Advisors, is the author of this workbook. Matt is a respected personal branding
and career development expert and The CV & Interview Advisors have a longstanding relationship with The Association of
International Certified Professional Accountants.

The information, advice and methodologies described in this document are developed and provided by The CV & Interview
Advisors under licence and in collaboration with The Association.

Introduction
When LinkedIn first emerged, many people saw it as the Facebook of the professional world — a professionally orientated
social media channel for those who liked the idea of transporting their Filofax and list of contacts into web format, but
LinkedIn now has several hundred million members and is growing at more than two new members per second. Microsoft
acquired LinkedIn for $26.2 billion, which highlights the value they saw in it.

There are a variety of reasons to use LinkedIn, including to:

• Research and do due diligence on your business contacts.


• Raise your profile and promote yourself in your industry.
• Promote your coaching, consultancy or larger business.
• Search for and communicate with prospects.
• Raise your profile with internal audiences in your company.
• Promote yourself in the job market.
It has become an essential business tool for self-promotion and a place where professionals can research one another,
but alongside leading job boards such as The Association of International Certified Professional Accountants’
Global Career Hub, combining the strengths of the AICPA and CIMA, it is also one of the key channels for recruiters
to source talent.

Most recruiters now have a premium LinkedIn account (LinkedIn Recruiter), which allows them to search for and contact
LinkedIn members about job vacancies. LinkedIn claims that 95% of recruiters use LinkedIn regularly.

In short, it has become one of the primary sources of talent for many recruiters and organisations.

It is therefore important to embrace LinkedIn and use it as a tool for finding a job. Think of it this way: Your LinkedIn profile
is your window to the outside world and statistically, a large percentage of people who make hiring decisions will view your
LinkedIn profile before shortlisting you or inviting you for an interview. Research also tells us that 70% of employers use
social media to screen candidates and 57% are less likely to contact applicants with no online presence.

It’s not uncommon for job-seekers to spend time creating a strong CV/resume but to completely neglect their LinkedIn
profile. Even small details such as your photograph make a big difference — did you know that LinkedIn profiles with
professional headshots get 14 times more profile views than those without?

The bottom line is, if you are looking for a new job, you must have a LinkedIn profile that is as representative of your abilities
as a good website would be for any reputable company.

3 How to create an effective LinkedIn page to raise your profile and attract top accounting jobs
Chapter 1
Your photograph and background image
As previously mentioned in the introduction, LinkedIn claims that a LinkedIn profile with a professional headshot
(photograph) gets 14 times more views than a profile without. LinkedIn is an informal communication channel and those
that view your profile are keen to get a feel for you as a person. Being able to see a photograph creates a more personal feel
and drives better engagement.

Try to pick a photograph that is consistent with your brand. Personal branding is all about controlling the way people
perceive you and Jeff Bezos (CEO of Amazon) summed it up nicely when he said that ‘your personal brand is what people
say about you when you are not in the room’. Everything you communicate to the world through video, words (spoken or
written) and images contribute to your brand — a photograph is part of this ecosystem.

A reasonably high-quality photograph with a neutral background works well. Focus on your head and upper body rather
than a full-body or action shot. Business attire is preferable, but select clothing that is consistent with the environment that
you work in — in some cases, a suit and tie will be appropriate, but in others, a more dressed-down approach might work
better. In all scenarios, relatively smart business attire would be preferable to a T-shirt or vest.

You may have noticed that LinkedIn has a blue area behind where your photograph is displayed. It looks like this …

This area is not designed to leave blank — it is designed to add an image. It is possible to have an image professionally
created to look like a business card. But, as a bare minimum, pick a professional-looking image that suits your brand.
Here’s the same LinkedIn profile with a basic skyline image and photograph added — see how it makes a big difference.

4 Chapter 1 – Your photograph and background image


Chapter 2
The headline
This is the piece of text under your name, which defaults to your current job title at your current employer. The example
above is displayed as Finance Director. This provides some useful information, but it doesn’t provide a value proposition.
A value proposition is a sentence that describes the value that you are proposing you can offer.

Try to incorporate a sentence that describes the value you will offer to an organisation or future employer that resonates
with the reader. The example below would work well for a senior finance professional.

This sentence needs to be 220 characters or fewer (with spaces), so it is important to be succinct because this is the first
section that people read, so it is important to get their attention and make a good impression. However, if you update your
LinkedIn profile on the LinkedIn mobile app, you are afforded up to 240 characters. Regardless of which option you choose,
this is the first section that people read, so it is important to get their attention and make a good impression.

You should also add your contact details, choosing an appropriate medium for your goals. Bear in mind that depending on
your settings, your contact details will be visible to the public or just your connections. You need to decide what contact
details you would like to share, which will have a bearing on how easy a recruiter or organisation will find it to contact you.

If you don’t add contact details, a person who wants to contact you will first have to connect with you and then send you a
LinkedIn message. You will then receive an email from LinkedIn to the email address that you registered with, alerting you
to the fact that you have received a message. You will then be prompted to log in and view your message.

5 Chapter 2 – The headline


Chapter 3
The About section
Before we tackle the About section, let’s discuss how to add sections to your LinkedIn profile. When you are in your
profile, you will notice a large blue box with ‘Add profile section’ written in it. If you click this box, a list of options will
appear as follows:

From here, you can simply add a section to your profile by clicking or tapping on the + symbol. When it first appears,
you are taken straight to that section and prompted to fill out the relevant sections. If you need to add, edit, or delete it
later, simply find that section on your profile and click the pencil icon in the top right-hand corner to start editing.

The first key section to add is the About section. This About section provides you with an opportunity to write a
2,000-character summary about yourself. This is the focal point of your LinkedIn profile. It is designed to share what
you do and what you are good at. You can also add information about your situation or your objectives.

The message that you communicate needs to alter depending on your goals. As we mentioned in the introduction, people
use LinkedIn for a variety of reasons such as job seeking, raising their profile to internal audiences within their company,
building their industry profile or promoting their business. Apart from promoting a business, the methodology that this
guide will cover is suitable for most of these scenarios, in particular, for job-seekers at all levels.

An easy-to-use formula for writing the About section is the WHOSEES framework. WHOSEES is an acronym for Who you
are, the Strengths you have, Examples to evidence your strengths, your Ethos and your Skills.

Who
The who part of the Summary is designed to tell your audience ‘who’ you are, or in other words, ‘what’ you are. This is not
necessarily your job title (although it could be), it is a simple statement that labels you as a professional. For example, ‘A
highly experienced Head of Finance’. This information is useful, but on its own would fail to sell you.

What comes next is a value proposition and this is where we explain the value you are proposing to offer an organisation.
For example, ‘adept at embedding robust financial management and governance capability across rapidly growing
organisations to protect profitability and cashflow’.

This would be a good place to talk about any crucial qualifications or designations.

Put this together and the first two lines of your Summary would read as follows:

‘I am a highly experienced Head of Finance, adept at embedding robust financial management and
governance capability across rapidly growing organisations to protect profitability and cashflow’.

6 Chapter 3 – The About section


Note that only the first three lines of your Summary will display to the reader unless they follow the ‘… see more’ link. This
means it is crucial to make an impact with the first three lines to encourage your audience to read on. See below:

Note: if you are new to LinkedIn and in the process of building your profile, LinkedIn will tell you how strong your profile is
based on how complete it is. It is important to note that this is not necessarily an indication of how effective it will be once
completed. You can see the Profile Strength bar in the example above, which is showing as intermediate due to the profile
being incomplete.

Strengths
The strengths section of WHOSEES is your opportunity to communicate what you are good at (your top skills), focusing
on three or four of your stand-out strengths that you think your target audience will be most interested in. Write these in a
features and benefits style to describe not just the strengths, but how this strength benefits the organisations you work for.

Here’s an example:

‘I am adept at developing sophisticated MI and business intelligence capability to provide robust financial
and commercial data that underpins business decision-making, I can assemble, build and develop
high-performing finance teams that act as a trusted partner to the business, and I have a track record
of developing, re-engineering and professionalising both business and financial processes to enhance
efficiencies and financial control’.

Note how these are written as one paragraph in a features and benefits style.

Examples
Once you have communicated your key strengths, back them up with evidence by writing some examples. Keep this
conversational and try to give tangible evidence of success.

Here’s an example:

‘Some of my stand out successes include developing a business intelligence platform for XYZ Plc that
delivered comprehensive insights to the Board and facilitated a 12% uplift in EBITDA; building an entire
finance department for ABC Inc that supported 25% YOY growth over five years, ultimately reaching market
leader status; and transforming 123 Ltd from loss-making to profit within 12 months by delivering a major
cost rationalisation and business recovery programme’.

7 Chapter 3 – The About section


Note how these are written as one paragraph and we have used percentages to communicate a tangible result. It is
prudent to be cautious about divulging confidential financial information – using percentages rather than currency-specific
increases/decreases in revenue or profit is a safer tactic.

Ethos
LinkedIn is a more informal communication channel than a CV/resume, where pronouns such as ‘I’ and ‘my’ should be
used. It is also a medium for communicating more about your personality (in a professional sense). This section allows you
to describe your ethos to your work, or in other words, what you are passionate about.

Here’s an example:

‘I am passionate about bringing numbers to life and developing finance functions that operate as a trusted
partner to the business. I place finance at the heart of the business while applying an extremely commercial
approach so that finance supports, underpins and facilitates business success rather than stifles it’.

This is a good place to mention your goals and objectives, although if you are a job-seeker and still in a permanent job, I
would recommend leaving the objective part out, as you will not want to alert your current employer to the fact that you are
seeking a new job.

Skills
If you started using LinkedIn before 2012, you may remember a time when it had a section under the Summary called
Specialties. This was mothballed when the Skills section was introduced, which appears further down your profile (we will
discuss this in Chapter 5).

Like how they benefit a CV/resume, having a list of skills near the top of your profile is useful for recruiters when they are
cross-referencing your profile against a job description. It also makes your LinkedIn profile keyword rich and helps your
profile to appear higher up in searches. For these reasons, we recommend adding a selection of key skills to your About
section.

Here’s an example:

Key Skills:
• Financial Accounting • Management Accounting • Leadership • Audit • Financial Planning & Analysis
Project Management • Process Re-engineering • Capital Investment Analysis • Financial Modeling

Make sure your list of skills provides a menu of the talents you possess but focus on functional skills rather than
behavioural traits. Recruiters and employers are not interested in clichéd personality traits such as ‘working well in a
team’ or ‘working under pressure’.

It is fine for this section to duplicate the entries in the Skills section that comes as standard with your LinkedIn profile
(see Chapter 5). This section appears later in the profile and allows you to add skills that become searchable and that
your network can endorse you for. This duplication is more reinforcement than repetition as each section is used for
different purposes by both user and reader.

8 Chapter 3 – The About section


Chapter 4
Experience and positions
This is effectively the Career History/Work Experience section of your LinkedIn profile, but should be treated differently
compared to this section on your CV or resume. Your CV or resume will contain much more detail than what is necessary
for your LinkedIn profile.

What you must do though, is start by building some context. Context is essential when writing a CV, resume or LinkedIn
profile, as it helps the reader to conceptualise your role. If you start with a random task or achievement, it will have no
context and be ineffective. Therefore, adding good context building information before the detail of your role helps the
reader to understand the context of those achievements. The key information that builds context is a description of the
organisation that you worked for and a summary of your role.

When describing the organisation, explain what industry they are in and how big they are (e.g., Salesforce.com Inc. is a
global software/CRM company headquartered in California. The company has revenues of $3 billion and 9,800 employees).

The summary of your role should capture an overview of your position and the scope of your responsibilities. Aim to provide
a detailed bullet point that if no other bullet points existed, would adequately describe your role.

Here’s an example:

‘XYZ is a global leader in xxx with an international client base and partnerships with some of the world’s
leading organisations. The company has 200 staff worldwide and revenues of $100M. As Finance Director,
I operate as part of the Board to impact on business strategy and oversee all financial management and
governance with the ultimate aim of supporting growth, protecting cash flow and driving profitability’.

Once you have provided the context, you can delve into some specifics, but unlike your CV/resume, you don’t need to
focus on your duties and responsibilities, instead, focus more on your contributions, which will revolve around key projects
and achievements. For example:

Key contributions:

• D
 eveloped finance department from grassroots, creating a highly efficient and best-in-class finance team that has
supported YOY double-digit growth.
• L
 ed cost rationalisation programme that reduced unnecessary costs by 15% and contributed to a significant uplift
in profits.
• Introduced new reporting capability and implemented Intuit QuickBooks, driving a 10% increase in efficiency and
50% reduction in time to produce monthly management reporting pack.

9 Chapter 4 – Experience and positions


Here’s how it looks on LinkedIn:

Create positions in this way for all your key roles from the last 8 to 10 years. Anything before this can be added as a
one-liner or with just very brief details.

Note: If you would like to add some formatting to your LinkedIn profile (e.g., bullet points), please note that if you copy
formatting from Microsoft Word, it does not work on LinkedIn. To create bullet points, you will need to use Emoji or
Wingding symbols.

10 Chapter 4 – Experience and positions


Chapter 5
Skills
The Skills section of LinkedIn allows you to list up to 50 skills. Think about the skills that are key to your profession or
industry that you want to be found for. For example, if financial analysis is a core skill of the jobs you are targeting, and this
is a skill that you possess, you would add this to the Skills section highlighted below. It sits within Skills & Endorsements
and is reasonably easy to complete.

To add this section, go to the ‘Add profile section’ button and click the relevant + icon. It will then take you to this screen
where you can start adding skills:

Note how most skills are pre-populated and when you start typing, it displays suggestions for you to click or tap on. Once
you select them, they are added to your profile. Do this for as many skills as you think are relevant (the more the better) and
then click or tap on ‘add’ to save them to your profile.

Once you have added them, your LinkedIn connections can endorse you for certain skills. This means that a third party
has verified that you have this skill, rather than you merely claiming to be good at something. Over time you will receive
endorsements and the skills that have the most endorsements will appear at the top. It is recommended that you manually
re-order the skills regularly so the skills that you want to be found for, rather than the skills you received endorsements for,
are at the top. This is because the skills at the top carry more weight as far as the LinkedIn search algorithm is concerned.

11 Chapter 5 – Skills
Chapter 6
Projects
The projects section is a great way to showcase some of your bigger projects or achievements. It can be added from the
Accomplishments section when you click or tap on the ‘Add profile section’ button. Once you have selected this button, you
will be prompted to provide a Project name, some dates, the role it is associated with and a description. You can complete
all those sections, but the Project name and Description are the key pieces of information to focus on.

The Project name should be a succinct description of what the project entailed (e.g. Business Transformation or Financial
System Implementation.) Keep it short and easy to understand.

The Description is a bit more in-depth and to write these Projects most effectively, we recommend using a formula called
STAR, which is an acronym for Situation, Task, Actions and Result. This allows you to write the projects as mini case
studies for maximum impact.

Here’s an example:

Transformation of FP&A Function


XYZ’s FP&A function required transformation to deliver a high performing ‘trusted partner’ service for the
business. As newly appointed FP&A Manager, I led the transformation of FP&A capability. Engaged with
senior management to understand planning and analysis needs; recruited new FP&A Analysts; introduced
new performance management framework; re-engineered financial processes and controls; improved
systems and reporting capability; and built relationships with key stakeholders. I succeeded in developing a
high-performing and business-partner orientated FP&A function, improving internal approval rating by 15%.

Let’s break STAR down into its parts.

Situation: This part of the case study should start with the name of the company and go on to explain what the situation
was. Another way of looking at it is, what was the problem? Or what was going wrong (e.g., ‘XYZ’s FP&A function required
transformation to deliver a high performing ‘trusted partner’ service for the business’)?

Task: This is the simplest part of the case study and should mention your job title and how you were involved in solving the
problem. All we are trying to do here is to explain the capacity in which you were involved (e.g., ‘As newly appointed FP&A
Manager, I led transformation of FP&A capability’).

Actions: Here we focus on the five or six key actions that you took to solve the problem and drive a positive outcome. It
can be looked at as the sequence of events that you followed. Keep the individual points brief, write them in an active style
using tight writing and separate them by semi-colons (e.g., ‘Engaged with senior management to understand planning
and analysis needs; recruited new FP&A Analysts; introduced new performance management framework; re-engineered
financial processes and controls; improved systems and reporting capability; and built relationships with key stakeholders’).

Result: The Result should be statistical, ideally using tangible evidence that proves you succeeded, but be careful about
including confidential information that isn’t for public consumption (e.g., ‘I succeeded in developing a high performing and
business partner orientated FP&A function, improving internal approval rating by 15%’).

Notice how we start the Result with ‘Succeeded in…’ to separate it from the Actions — this ensures that the Project/case
study is easy to read and gives the result more impact.

12 Chapter 6 – Projects
Chapter 7
Recommendations
Recommendations are what some people call testimonials — they provide an opinion of your talents by individuals in your
network. LinkedIn cites a statistic that you are three times more likely to be contacted about an opportunity if you have
Recommendations in your profile.

Think about how powerful third-party endorsements are. It’s commonplace for people to check reviews and to evaluate
products and services on review sites before buying. This is what’s called social-proofing and having Recommendations on
your LinkedIn profile is a form of this.

This is what Recommendations look like on LinkedIn:

The ideal scenario is to have a 360-degree portfolio of Recommendations for each position. Try to get Recommendations
from a superior, stakeholder, peer and subordinate. The more you have the better, and the more likely it is that recruiters
and organisations will be attracted to your skills and talents.

To request a Recommendation, you need to click or tap into the LinkedIn profile of the person you would like to receive
one from (your connections are listed in the ‘My Network’ tab). When you are viewing the person’s LinkedIn profile, click
the ‘More’ button to the right of their photograph and select ‘Request Recommendation’. You can also click or tap on the
‘Additional information’ option after clicking the ‘Add profile section’ button.

There is a difference between a generic and poorly written recommendation to one where the person writing it has put
some thought into it, however, you have no control over this, so there’s no point worrying about what they might write.
Just display the ones that are authentic and well written and leave others alone.

13 Chapter 7 – Recommendations
Chapter 8
Other key sections
The sections previously mentioned in this guide are the ones that will have the biggest impact, but some other sections
deserve a mention. These can all be found by clicking or tapping on the ‘Add profile section’ button.

Intro – Looking for job opportunities: This section allows you to make it clear that you are a job-seeker. If you are
unemployed and immediately available, there are some benefits to adding this. But if you are employed, this may be
a bad idea, depending on your situation, as it will alert your employer to the fact that you are seeking a new role.

Featured — This section contains some options to showcase your activity such as posts and articles that you have written,
links to other resources, and media such as photos, documents, and presentations. Once you have created a great LinkedIn
profile, sharing your expertise is an effective way to get noticed, and the more posts, articles and media that you display, the
higher your chances of appearing in someone’s searches.

Background — This section is where you add your work experience (Positions), which is a core part of creating your
LinkedIn profile and mentioned in chapter 4. It is also where you will add your Education, Licenses and Certifications, all of
which will be relevant for most accountancy professionals. The common mistake that people make is to add certifications
i.e. professional qualifications to the Education section. Make sure that you select the right section when adding
information. You can also add volunteer experience from here if that is relevant.

Accomplishments — This section contains eight options, which speak for themselves. See below:

All these sections add weight to your profile, so select the ones that relate to your career and experience and make sure
your LinkedIn profile is as complete as possible.

14 Chapter 8 – Other key sections


Chapter 9
LinkedIn profile writing checklist

1 Have you included a professional headshot photo? Yes No

2 Have you added a background image? Yes No

3 Have you written a Headline that includes a value proposition? Yes No

4 Have you added contact details? Yes No

5 Is your headline no more than 220 characters? Yes No

6 Have you added the About section? Yes No

7 Is your About summary less than 2,000 characters with spaces? Yes No

8 Have you written your About summary using the WHOSEES framework? Yes No

9 Have you added 8–10 years of jobs (Positions) in detail? Yes No

10 Is each Position fewer than 2,000 characters with spaces? Yes No

11 Are any jobs from more than 10 years ago added in less detail? Yes No

12 Have you added the Skills section with all skills relevant to your job search? Yes No

13 Have you added Projects? Yes No

14 Have you written your Projects in STAR? Yes No

15 Have you requested Recommendations and added them to your profile? Yes No

16 Have you explored all other sections and added those relevant to you Yes No

If you are interested in getting professional help with your LinkedIn profile, please visit cvandinterviewadvisors.co.uk/
aicpa-cima for exclusive discounts on products and services.

Founded by AICPA and CIMA, the Association of International Certified Professional Accountants powers leaders in accounting and finance around the globe.

© 2020 Association of International Certified Professional Accountants. All rights reserved. Association of International Certified Professional Accountants is a trademark of the Association of International Certified
Professional Accountants and is registered in the United States, the European Union and other countries. AICPA and CIMA are trademarks of the American Institute of CPAs and The Chartered Institute of Management
Accountants, respectively, and are registered in the US, the EU and other countries. The Globe Design is a trademark owned by the Association of International Certified Professional Accountants.

© The CV & Interview Advisors. This book or any portion thereof may not be reproduced or used in any manner whatsoever without the express written permission of the publisher.

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